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Nelson, Van Denburg & Campbell Wealth Management

Latest statistics and disclosures from Avior Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, DGRO, VOT, VOE, JGRO, and represent 19.29% of Avior Wealth Management's stock portfolio.
Added to shares of these 10 stocks: BA (+$11M), HYDB (+$9.5M), DGRO (+$9.4M), FLOT (+$6.2M), MU (+$5.4M), C, FENI, MGV, DFAE, JCPI.
Started 75 new stock positions in BMY, SHEL, TAN, AB, NAT, APG, CVS, CAH, DYNF, IE.
Reduced shares in these 10 stocks: IVV (-$14M), VYM, MGK, BSCP, JAVA, SPY, JGRO, JEPI, AAPL, NVDA.
Sold out of its positions in AFL, AMLP, AMT, APLD, EAT, CP, CGUS, KMX, CHD, CORZ.
Avior Wealth Management was a net buyer of stock by $78M.
Avior Wealth Management has $3.2B in assets under management (AUM), dropping by 3.36%.
Central Index Key (CIK): 0001599868

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Portfolio Holdings for Avior Wealth Management

Avior Wealth Management holds 739 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Avior Wealth Management has 739 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avior Wealth Management Dec. 31, 2025 positions
Download the Avior Wealth Management December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	6.8	$218M		447k	487.75	View chart
Ishares Tr Core Div Grwth (DGRO)	4.1	$132M	+7%	1.9M	69.42	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	3.0	$97M		349k	279.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.0	$96M		541k	177.34	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	2.3	$75M	-3%	808k	92.80	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	2.3	$73M	-4%	1.0M	71.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.0	$63M	-18%	92k	684.94	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$55M	-2%	109k	502.65	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.6	$50M		626k	79.84	View chart
Apple (AAPL)	1.5	$50M	-4%	182k	271.71	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.5	$49M		2.6M	18.84	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.5	$47M	-3%	2.4M	19.74	View chart
NVIDIA Corporation (NVDA)	1.4	$46M	-3%	249k	186.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$46M		73k	627.13	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.4	$45M	+2%	2.7M	16.70	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.3	$40M		133k	301.88	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$40M	+4%	154k	257.78	View chart
Spdr Series Trust State Street Spd (SPYV)	1.2	$39M	+4%	690k	56.81	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$39M		202k	190.99	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$39M	+2%	619k	62.29	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.1	$36M	+3%	489k	74.07	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$33M	+4%	422k	77.88	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	1.0	$33M		508k	64.16	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$30M	-3%	293k	101.98	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.9	$29M		397k	73.56	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$29M	+5%	366k	78.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$28M	-8%	40k	681.93	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.9	$27M		222k	123.26	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$27M	+4%	253k	107.07	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.8	$27M	+18%	192k	141.16	View chart
Microsoft Corporation (MSFT)	0.8	$26M	-2%	54k	483.62	View chart
Spdr Series Trust State Street Spd (SPSM)	0.8	$25M	+4%	540k	46.86	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.8	$25M	-3%	682k	36.99	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$24M	+8%	914k	26.49	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$24M	+9%	984k	24.37	View chart
Vanguard World Mega Grwth Ind (MGK)	0.7	$24M	-13%	58k	412.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$24M	+9%	485k	48.32	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$23M	-3%	273k	83.75	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.7	$22M		846k	26.23	View chart
Amazon (AMZN)	0.6	$20M		87k	230.82	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$20M	-17%	139k	143.52	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$20M		94k	211.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.6	$19M	+3%	344k	53.76	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.6	$18M	+50%	362k	50.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$18M	+29%	550k	32.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$17M	-5%	55k	313.00	View chart
Spdr Series Trust State Street Spd (SPMD)	0.5	$16M	+10%	275k	57.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$15M	+11%	55k	279.72	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.5	$15M	+8%	151k	101.01	View chart
Meta Platforms Cl A (META)	0.5	$15M	+7%	22k	660.09	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$15M		57k	252.92	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.4	$14M	+22%	565k	25.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$14M	+5%	45k	313.80	View chart
Boeing Company (BA)	0.4	$14M	+317%	64k	217.12	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.4	$13M	+14%	364k	36.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$13M	+2%	40k	335.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$13M	-2%	20k	614.31	View chart
Broadcom (AVGO)	0.4	$13M	+4%	36k	346.10	View chart
Oracle Corporation (ORCL)	0.4	$12M	+12%	60k	194.91	View chart
Abbvie (ABBV)	0.4	$12M		51k	228.49	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.4	$11M		171k	66.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.4	$11M		214k	52.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$11M	-2%	412k	27.42	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.4	$11M	+10%	115k	97.76	View chart
Tesla Motors (TSLA)	0.3	$11M	+5%	24k	449.72	View chart
JPMorgan Chase & Co. (JPM)	0.3	$11M	-7%	33k	322.22	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$10M		92k	113.92	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$10M	+6%	137k	75.44	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$10M	+1167%	218k	47.35	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$10M		337k	30.07	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$10M	+5%	150k	67.43	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$10M	+2%	113k	88.41	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$9.5M	+23%	24k	396.32	View chart
Micron Technology (MU)	0.3	$8.9M	+155%	31k	285.41	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.3	$8.9M		190k	46.81	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.3	$8.2M		351k	23.34	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.3	$8.1M	-11%	213k	38.11	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.3	$8.1M	-13%	119k	67.64	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$8.0M	-10%	93k	85.37	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$7.8M	+9%	374k	20.89	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$7.5M		176k	42.87	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$7.5M	+6%	320k	23.37	View chart
Union Pacific Corporation (UNP)	0.2	$7.5M	-3%	32k	231.32	View chart
Exxon Mobil Corporation (XOM)	0.2	$7.3M	+4%	61k	120.34	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.2	$7.2M	+200%	197k	36.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$7.2M		48k	148.69	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$7.1M	-5%	67k	106.70	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$7.0M	+2%	49k	143.33	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$6.9M	-6%	76k	90.85	View chart
Goldman Sachs (GS)	0.2	$6.7M	-4%	7.6k	878.98	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$6.7M	-2%	150k	44.41	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$6.6M	+8%	113k	58.12	View chart
Johnson & Johnson (JNJ)	0.2	$6.5M		32k	206.95	View chart
Citigroup Com New (C)	0.2	$6.5M	+295%	56k	116.69	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$6.4M	-16%	113k	56.96	View chart
Walt Disney Company (DIS)	0.2	$6.3M	+13%	56k	113.57	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$6.3M	-2%	20k	314.80	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$6.2M	-2%	73k	84.65	View chart
American Express Company (AXP)	0.2	$6.1M	-2%	16k	369.96	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$6.0M	-3%	16k	371.14	View chart
Eli Lilly & Co. (LLY)	0.2	$5.9M	-11%	5.5k	1074.62	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$5.8M	-2%	117k	49.90	View chart
Mastercard Incorporated Cl A (MA)	0.2	$5.6M	-2%	9.8k	570.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$5.6M	-5%	84k	66.00	View chart
Home Depot (HD)	0.2	$5.6M		16k	344.09	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$5.5M	+79%	38k	143.97	View chart
Cisco Systems (CSCO)	0.2	$5.5M	+2%	71k	77.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$5.4M	-14%	165k	32.62	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$5.4M	+6%	117k	45.84	View chart
Abbott Laboratories (ABT)	0.2	$5.4M		43k	125.29	View chart
Visa Com Cl A (V)	0.2	$5.3M	-3%	15k	350.70	View chart
Costco Wholesale Corporation (COST)	0.2	$5.3M		6.1k	862.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$5.2M	-10%	11k	473.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$5.1M	+7%	43k	120.18	View chart
Wells Fargo & Company (WFC)	0.2	$4.9M		53k	93.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$4.8M		54k	89.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$4.7M	+13%	202k	23.15	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.1	$4.6M	-17%	73k	63.77	View chart
J P Morgan Exchange Traded F Inflation Manage (JCPI)	0.1	$4.6M	+589%	96k	48.19	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$4.6M		178k	25.75	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$4.5M	-2%	16k	276.94	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$4.5M	+14%	191k	23.67	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$4.4M	+4%	53k	82.50	View chart
Bank of America Corporation (BAC)	0.1	$4.4M	-3%	79k	55.00	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$4.3M		58k	75.05	View chart
salesforce (CRM)	0.1	$4.3M	+2%	16k	264.91	View chart
Netflix (NFLX)	0.1	$4.3M	+957%	46k	93.76	View chart
McDonald's Corporation (MCD)	0.1	$4.2M	-6%	14k	305.63	View chart
Kroger (KR)	0.1	$4.2M		68k	62.48	View chart
Wal-Mart Stores (WMT)	0.1	$4.1M	+7%	37k	111.41	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$3.9M	-11%	42k	92.51	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$3.9M		117k	33.08	View chart
Procter & Gamble Company (PG)	0.1	$3.8M		27k	140.93	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$3.8M	-4%	47k	81.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$3.8M		5.00	754800.00	View chart
Oneok (OKE)	0.1	$3.7M	+32%	51k	73.50	View chart
Blackrock (BLK)	0.1	$3.7M	-2%	3.5k	1073.20	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$3.7M		127k	29.28	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$3.7M	+18%	174k	21.13	View chart
Ge Aerospace Com New (GE)	0.1	$3.6M	+146%	12k	308.02	View chart
Freeport-mcmoran CL B (FCX)	0.1	$3.5M	+857%	70k	50.79	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$3.5M	+2%	13k	268.30	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$3.5M		116k	30.20	View chart
Kinder Morgan (KMI)	0.1	$3.5M	+148%	128k	27.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$3.5M		144k	24.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$3.4M	-40%	60k	57.24	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.4M		16k	210.34	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$3.3M		102k	32.94	View chart
UnitedHealth (UNH)	0.1	$3.3M	-2%	10k	330.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.3M	-6%	24k	136.38	View chart
Chevron Corporation (CVX)	0.1	$3.2M		21k	152.41	View chart
Stryker Corporation (SYK)	0.1	$3.2M	-4%	9.1k	351.45	View chart
Danaher Corporation (DHR)	0.1	$3.2M		14k	228.92	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.2M		47k	67.22	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$3.1M	+7%	152k	20.60	View chart
Automatic Data Processing (ADP)	0.1	$3.1M		12k	257.23	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$3.1M		81k	38.00	View chart
Ge Vernova (GEV)	0.1	$3.1M	+381%	4.7k	653.61	View chart
Advanced Micro Devices (AMD)	0.1	$3.0M	+4%	14k	214.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$3.0M	-4%	32k	96.03	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.0M		17k	177.75	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.0M	-34%	51k	58.73	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$3.0M	-9%	46k	64.42	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.0M		110k	26.91	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.9M		37k	77.32	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.8M		13k	212.06	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$2.7M	+28%	158k	16.92	View chart
ConocoPhillips (COP)	0.1	$2.6M	+2%	28k	93.61	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$2.6M		133k	19.58	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$2.6M	+74%	26k	99.50	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.6M	-2%	32k	79.73	View chart
Thermo Fisher Scientific (TMO)	0.1	$2.5M		4.4k	579.40	View chart
Honeywell International (HON)	0.1	$2.5M		13k	195.09	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$2.5M	+8%	20k	128.93	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.5M	-6%	21k	121.75	View chart
Deere & Company (DE)	0.1	$2.5M		5.4k	465.55	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.5M		8.1k	303.88	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$2.4M	+8%	97k	24.89	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.4M		21k	113.72	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$2.4M	-4%	32k	76.23	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$2.4M	+2%	16k	155.12	View chart
Qualcomm (QCOM)	0.1	$2.4M		14k	171.05	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$2.4M		22k	110.19	View chart
Ecolab (ECL)	0.1	$2.4M		9.1k	262.53	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$2.3M	+2%	15k	160.97	View chart
Pepsi (PEP)	0.1	$2.3M	-12%	16k	143.52	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$2.2M	+6%	41k	54.77	View chart
Corteva (CTVA)	0.1	$2.2M	+464%	33k	67.03	View chart
Nike CL B (NKE)	0.1	$2.2M	+5%	34k	63.71	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.2M		67k	32.75	View chart
Us Foods Hldg Corp call (USFD)	0.1	$2.2M	NEW	29k	75.32	View chart
Nextera Energy (NEE)	0.1	$2.2M		27k	80.28	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$2.2M		17k	131.59	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$2.2M	NEW	50k	43.64	View chart
Republic Services (RSG)	0.1	$2.2M		10k	211.93	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.1M	+30%	43k	49.65	View chart
Caterpillar (CAT)	0.1	$2.1M	+9%	3.6k	572.84	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$2.0M	+173%	98k	20.88	View chart
Intercontinental Exchange (ICE)	0.1	$2.0M		13k	161.96	View chart
TJX Companies (TJX)	0.1	$2.0M		13k	153.61	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.0M		6.7k	301.16	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.1	$2.0M		32k	62.45	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.0M	+184%	20k	100.38	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.9M		8.6k	224.68	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$1.9M		20k	93.97	View chart
International Business Machines (IBM)	0.1	$1.9M	+5%	6.7k	282.27	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$1.9M		23k	82.82	View chart
AmerisourceBergen (COR)	0.1	$1.9M		5.5k	337.75	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.9M		20k	94.16	View chart
Dell Technologies CL C (DELL)	0.1	$1.8M	+490%	15k	125.88	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.8M	-11%	18k	99.91	View chart
At&t (T)	0.1	$1.8M	+4%	73k	24.84	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$1.8M		8.9k	204.86	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$1.8M	+9%	12k	156.63	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$1.8M	+7%	75k	23.62	View chart
Badger Meter (BMI)	0.1	$1.8M	-4%	10k	174.41	View chart
Comfort Systems USA (FIX)	0.1	$1.8M	-27%	1.9k	933.29	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.8M	+8%	10k	176.58	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.8M		30k	59.54	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$1.7M	+70%	17k	101.58	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.1	$1.7M		75k	22.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$1.7M	-15%	33k	51.75	View chart
Monster Beverage Corp (MNST)	0.1	$1.7M		22k	76.67	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.7M		6.8k	250.32	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$1.7M	-15%	24k	69.47	View chart
Morgan Stanley Com New (MS)	0.1	$1.7M	+5%	9.5k	177.53	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$1.7M	+2%	26k	65.01	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.6M	+6%	33k	49.84	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.6M	+15%	8.1k	199.68	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$1.6M	+132%	37k	42.69	View chart
Spdr Series Trust State Street Spd (MDYG)	0.0	$1.6M		17k	92.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$1.6M	+3%	6.4k	242.37	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$1.6M	-46%	26k	59.67	View chart
Gildan Activewear Inc Com Cad (GIL)	0.0	$1.5M	-18%	25k	62.46	View chart
2023 Etf Series Trust Brandes Internat (BINV)	0.0	$1.5M	NEW	38k	40.14	View chart
Marvell Technology (MRVL)	0.0	$1.5M	-26%	18k	84.98	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$1.5M	-3%	26k	59.05	View chart
BP Sponsored Adr (BP)	0.0	$1.5M		44k	34.73	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$1.5M		51k	29.36	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$1.5M	+5%	3.3k	453.43	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$1.5M	+436%	90k	16.49	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$1.5M	+61%	12k	119.41	View chart
3M Company (MMM)	0.0	$1.5M		9.2k	160.11	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.5M	-5%	6.7k	219.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$1.5M		4.1k	360.13	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$1.5M		15k	96.27	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$1.5M	+10%	51k	28.48	View chart
Verizon Communications (VZ)	0.0	$1.4M	-11%	35k	41.25	View chart
Strategy Cl A New (MSTR)	0.0	$1.4M	-2%	9.4k	151.95	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$1.4M	+98%	32k	44.57	View chart

Past Filings by Avior Wealth Management

SEC 13F filings are viewable for Avior Wealth Management going back to 2013

Avior Wealth Management 2025 Q4 filed Jan. 6, 2026
Avior Wealth Management 2025 Q3 filed Nov. 14, 2025
Avior Wealth Management 2025 Q2 filed July 17, 2025
Avior Wealth Management 2025 Q1 filed April 21, 2025
Avior Wealth Management 2024 Q4 filed Jan. 17, 2025
Avior Wealth Management 2024 Q3 filed Nov. 8, 2024
Avior Wealth Management 2024 Q2 filed Aug. 13, 2024
Avior Wealth Management 2024 Q1 filed April 30, 2024
Avior Wealth Management 2023 Q4 filed Jan. 30, 2024
Avior Wealth Management 2023 Q3 filed Oct. 17, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2023 Q2 filed July 19, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2023 Q1 filed May 10, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q4 filed Feb. 14, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q3 filed Oct. 26, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q2 filed Aug. 10, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q1 filed May 13, 2022

View all past filings

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