Nelson, Van Denburg & Campbell Wealth Management

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

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Positions held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Avior Wealth Management

Avior Wealth Management holds 3844 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Avior Wealth Management has 3844 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core Dividend Growth Etf Etf (DGRO) 4.3 $92M +6% 1.6M 58.06
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Vanguard Growth Etf Etf (VUG) 4.2 $91M +11% 264k 344.07
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Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 3.1 $67M +5% 431k 155.87
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Vanguard Mid Cap Growth Etf Etf (VOT) 2.8 $61M +4% 257k 235.70
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Ishares S&p 500 Index Etf (IVV) 2.6 $56M +11% 107k 525.73
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.4 $52M +2% 123k 420.52
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Jpmorgan Active Value Etf Etf (JAVA) 2.1 $44M -2% 739k 59.89
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Vanguard Ftse Developed Markets Etf Etf (VEA) 1.7 $36M -6% 719k 50.05
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Apple Stock (AAPL) 1.7 $36M +24% 208k 171.48
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Vanguard S&p 500 Etf Etf (VOO) 1.4 $30M +3% 63k 480.70
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Jpmorgan Active Growth Etf Etf (JGRO) 1.4 $30M +94% 424k 70.21
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Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV) 1.3 $28M +8% 331k 82.95
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Microsoft Stock (MSFT) 1.3 $27M +27% 64k 420.72
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Schwab Us Large Cap Growth Etf Etf (SCHG) 1.2 $27M -33% 287k 92.72
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Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 1.2 $26M +106% 367k 70.68
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Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.2 $25M +4% 499k 50.10
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Nvidia Corp Stock (NVDA) 1.1 $25M +24% 27k 903.56
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Vanguard Small Cap Growth Etf Etf (VBK) 1.1 $23M +5% 89k 260.43
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Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 1.0 $22M +14% 1.1M 20.43
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Vanguard World Fund Etf Mega Cap 300 Growth Etf Etf (MGK) 1.0 $22M -2% 78k 286.61
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Ishares S&p Smallcap 600 Etf Etf (IJR) 1.0 $22M -2% 194k 110.52
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Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) 1.0 $21M +18% 1.2M 18.30
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Schwab U.s. Broad Market Etf Etf (SCHB) 1.0 $21M 340k 61.05
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Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 1.0 $21M +15% 1.1M 19.29
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Vanguard Small Cap Value Etf Etf (VBR) 1.0 $21M +46% 108k 191.88
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Ishares Amt-free Muni Bond Etf Etf (MUB) 0.9 $19M +8% 180k 107.54
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Spdr S&p 500 Etf Etf (SPY) 0.9 $19M +735% 36k 523.08
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Schwab Short-term Us Treasury Etf Etf (SCHO) 0.8 $18M +7% 368k 48.21
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Schwab Us Tips Etf Etf (SCHP) 0.8 $18M +7% 335k 52.16
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Vanguard Total International Bond Etf Etf (BNDX) 0.8 $17M +6% 345k 49.19
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Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $17M 198k 84.44
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Amazon.com Stock (AMZN) 0.7 $15M +13% 84k 180.38
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Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.7 $15M +70% 135k 110.05
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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.6 $14M +15% 315k 43.04
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Vanguard Intermediate Term Corp Bond Fd Etf Etf (VCIT) 0.6 $13M +19% 167k 80.51
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Spdr Ser Tr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.6 $13M +6% 164k 76.00
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Boeing Stock (BA) 0.6 $12M +209% 64k 192.99
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Meta Platforms Inc Cl A Stock (META) 0.6 $12M +3% 25k 485.58
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Alphabet Stock (GOOGL) 0.6 $12M +34% 79k 150.93
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Exxon Mobil Corp Stock (XOM) 0.5 $10M +52% 88k 116.24
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Jpmorgan Chase & Co Stock (JPM) 0.5 $10M +29% 51k 200.30
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Ishares Russell Midcap Growth Etf Etf (IWP) 0.5 $10M -28% 89k 114.01
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.5 $10M +2% 124k 80.57
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Vanguard Value Etf Etf (VTV) 0.5 $9.7M -5% 60k 162.86
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Union Pac Corp Stock (UNP) 0.4 $9.7M +7% 39k 245.93
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Vanguard World Fd Mega Cap 300 Value Index Etf Etf (MGV) 0.4 $9.5M -2% 80k 119.51
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Abbvie Stock (ABBV) 0.4 $8.9M +7% 49k 182.10
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Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.4 $8.6M +26% 162k 53.34
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Vanguard High Dividend Yield Etf (VYM) 0.4 $8.6M +3% 71k 120.99
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Schwab Us Mid-cap Etf Etf (SCHM) 0.4 $8.5M 105k 81.43
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Oracle Corporation Stock (ORCL) 0.4 $8.5M +7% 68k 125.61
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Ishares Core S&p Mid Cap Etf Etf (IJH) 0.4 $8.1M +376% 133k 60.74
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Cambria Shareholder Yield Etf Etf (SYLD) 0.4 $8.0M -35% 109k 73.27
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Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.4 $7.9M +88% 222k 35.71
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Vanguard Mid Cap Etf (VO) 0.4 $7.6M +8% 32k 234.48
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Home Depot Stock (HD) 0.3 $7.5M +16% 20k 383.61
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.3 $7.3M -18% 175k 41.77
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Ishares Russell 1000 Etf Etf (IWB) 0.3 $7.3M +374% 25k 286.91
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Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf (BSJO) 0.3 $7.2M 317k 22.73
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Vanguard Reit Index Etf Etf (VNQ) 0.3 $7.1M -6% 83k 86.38
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Mastercard Stock (MA) 0.3 $7.1M +9% 15k 481.57
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Powershares Qqq Tr Etf (QQQ) 0.3 $7.0M -3% 16k 444.02
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Johnson & Johnson Stock (JNJ) 0.3 $7.0M +17% 44k 158.19
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Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.3 $6.9M +5% 108k 63.85
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Real Estate Select Sector Spdr Fund Etf (XLRE) 0.3 $6.8M -31% 172k 39.53
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.3 $6.3M +233% 10.00 634440.00
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Unitedhealth Group Stock (UNH) 0.3 $6.3M +43% 13k 494.70
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Zacks Small/mid Cap Etf Etf (SMIZ) 0.3 $6.3M NEW 199k 31.64
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Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.3 $6.2M -28% 76k 81.78
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Vanguard Total International Stock Etf Etf (VXUS) 0.3 $6.2M +5% 102k 60.30
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Disney Walt Stock (DIS) 0.3 $6.0M +18% 49k 122.36
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Salesforce Stock (CRM) 0.3 $5.9M +6% 20k 301.18
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Vanguard Large Cap Etf (VV) 0.3 $5.8M -5% 24k 239.77
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Procter And Gamble Stock (PG) 0.3 $5.7M +17% 35k 162.25
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Vanguard Total Stock Market Etf Etf (VTI) 0.3 $5.4M +14% 21k 259.90
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Swan Hedged Equity Us Large Cap Etf Etf (HEGD) 0.3 $5.4M NEW 261k 20.73
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.3 $5.4M +69% 73k 74.22
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Sch Us Reit Etf Etf (SCHH) 0.2 $5.2M +11% 255k 20.30
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Goldman Sachs Group Stock (GS) 0.2 $5.1M +12% 12k 417.71
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Chevron Corp Stock (CVX) 0.2 $5.1M +55% 32k 157.74
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Eli Lilly & Co Stock (LLY) 0.2 $5.1M +32% 6.5k 777.96
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Costco Wholesale Corp Stock (COST) 0.2 $5.0M +11% 6.8k 732.69
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $4.9M +20% 14k 346.63
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Fiserv Stock (FI) 0.2 $4.9M +5% 31k 159.82
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Mcdonalds Corp Stock (MCD) 0.2 $4.8M +21% 17k 281.95
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First Horizon Corporation Stock (FHN) 0.2 $4.7M +27274% 305k 15.40
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Ishares Esg Aware Msci Em Etf Etf (ESGE) 0.2 $4.6M NEW 144k 32.23
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Spdr Gold Minishares Trust Etf (GLDM) 0.2 $4.6M +6% 105k 44.05
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Ishares Russell Top 200 Growth Etf Etf (IWY) 0.2 $4.6M -12% 24k 195.10
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Visa Stock (V) 0.2 $4.6M +46% 16k 279.08
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First Trust Capital Strength Etf Etf (FTCS) 0.2 $4.5M -3% 52k 85.65
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Bank America Corp Stock (BAC) 0.2 $4.5M +28% 118k 37.92
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Technology Select Sector Spdr Etf (XLK) 0.2 $4.4M +2353% 21k 208.28
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Ishares Floating Rate Bond Etf Etf (FLOT) 0.2 $4.3M +163635% 84k 51.06
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American Express Stock (AXP) 0.2 $4.2M 19k 227.69
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Stryker Corp Stock (SYK) 0.2 $4.2M 12k 357.90
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Vanguard Intermediate-term Bond Etf (BIV) 0.2 $4.2M -13% 56k 75.40
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Tesla Stock (TSLA) 0.2 $4.1M +37% 24k 175.79
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $4.1M +30% 27k 152.26
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Broadcom Stock (AVGO) 0.2 $4.1M +24% 3.1k 1325.41
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Automatic Data Processing Stock (ADP) 0.2 $4.1M +12% 16k 249.74
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Kroger Stock (KR) 0.2 $4.1M +7% 71k 57.13
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Honeywell Intl Stock (HON) 0.2 $4.0M +18% 20k 205.25
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Conocophillips Stock (COP) 0.2 $3.9M +19% 31k 127.28
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Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.2 $3.9M -7% 61k 63.23
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Blackrock Stock (BLK) 0.2 $3.8M +12% 4.6k 833.70
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Cisco Sys Stock (CSCO) 0.2 $3.8M +23% 77k 49.91
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Micron Technology Stock (MU) 0.2 $3.8M +75% 33k 117.89
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $3.7M 51k 73.15
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Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.2 $3.7M 80k 46.00
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Vanguard Small Cap Etf Etf (VB) 0.2 $3.6M +58% 16k 227.17
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Vanguard Total Bond Market Etf Etf (BND) 0.2 $3.6M 50k 72.63
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Danaher Corporation Stock (DHR) 0.2 $3.6M +12% 15k 249.72
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Occidental Pete Corp Stock (OXY) 0.2 $3.6M +2036% 55k 64.99
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.2 $3.6M +3005% 69k 51.60
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Abbott Labs Stock (ABT) 0.2 $3.5M +18% 31k 113.66
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Pepsico Stock (PEP) 0.2 $3.5M +22% 20k 175.02
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Wells Fargo Stock (WFC) 0.2 $3.5M +19% 60k 57.96
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Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI) 0.2 $3.4M +9% 81k 42.14
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Schwab International Equity Etf Etf (SCHF) 0.2 $3.4M 87k 39.02
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Ishares Russell 1000 Value Etf Etf (IWD) 0.2 $3.3M +746% 19k 179.12
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Netflix Stock (NFLX) 0.2 $3.3M +20% 5.5k 607.33
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Schwab Emerging Market Eq Etf Etf (SCHE) 0.1 $3.2M -9% 125k 25.25
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Citigroup Stock (C) 0.1 $3.2M +1084% 50k 63.24
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Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.1 $3.2M +3622% 87k 36.19
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Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 0.1 $3.1M -22% 108k 29.02
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $3.1M +317% 27k 115.30
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Dimensional International Value Etf Etf (DFIV) 0.1 $3.1M +2% 83k 36.75
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Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.1 $3.1M +5% 49k 62.06
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Oneok Stock (OKE) 0.1 $3.0M -4% 38k 80.17
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Ishares S&p 500 Value Etf Etf (IVE) 0.1 $3.0M -3% 16k 186.82
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Nike Inc Class B Stock (NKE) 0.1 $3.0M +18% 31k 93.98
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Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.1 $2.9M +20% 45k 64.15
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Ecolab Stock (ECL) 0.1 $2.9M +13% 13k 230.90
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Abrdn Physical Silver Shares Etf Etf (SIVR) 0.1 $2.7M +33% 112k 23.81
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Walmart Stock (WMT) 0.1 $2.6M +309% 44k 60.17
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Ishares Gold Trust Etf Etf (IAU) 0.1 $2.6M +13% 61k 42.01
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Intercontinentalexchintl Stock (ICE) 0.1 $2.6M +5% 19k 137.43
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Deere & Co Stock (DE) 0.1 $2.5M +48% 6.1k 410.74
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Freeport Mcmoran Copper Stock (FCX) 0.1 $2.5M +3084% 54k 47.02
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Thermo Fisher Scientific Stock (TMO) 0.1 $2.5M +7% 4.3k 581.21
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Qualcomm Stock (QCOM) 0.1 $2.4M +20% 14k 169.30
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Dow Stock (DOW) 0.1 $2.3M +432% 40k 57.93
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Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $2.3M -55% 98k 23.46
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Novo-nordisk A S Adr (NVO) 0.1 $2.3M +20% 18k 128.40
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Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $2.2M +2275% 17k 125.96
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Vanguard Short-term Bond Etf Etf (BSV) 0.1 $2.2M +2% 28k 77.29
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Ishares S&p Midcap 400 Value Etf Etf (IJJ) 0.1 $2.2M -5% 18k 118.29
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Kinder Morgan Stock (KMI) 0.1 $2.1M +201% 117k 18.34
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Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.1 $2.1M -12% 41k 51.28
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Pimco Dynamic Income Strategy Com Shs Ben Int Cef (PDX) 0.1 $2.1M NEW 99k 21.21
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Quanta Svcs Stock (PWR) 0.1 $2.1M +478% 8.0k 259.80
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $2.1M +46% 26k 79.86
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Ge Aerospace Stock (GE) 0.1 $2.0M +198% 12k 175.53
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Watsco Stock (WSO) 0.1 $2.0M +3% 4.7k 431.97
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Ishares Semiconductor Etf Etf (SOXX) 0.1 $2.0M +302% 8.9k 225.93
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Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $2.0M -12% 11k 187.35
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Permian Resources Corp Class A Stock (PR) 0.1 $2.0M +233% 113k 17.66
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Xtrackers S&p 500 Esg Etf Etf (SNPE) 0.1 $2.0M NEW 42k 47.83
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Charles Schwab Corp Stock (SCHW) 0.1 $2.0M +19% 27k 72.34
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Financial Select Sector Spdr Etf (XLF) 0.1 $2.0M +5493% 47k 42.12
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Ishares Iboxx Corporate Bond Etf Etf (LQD) 0.1 $1.9M -17% 18k 108.92
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Becton Dickinson & Co Stock (BDX) 0.1 $1.9M +55% 7.7k 247.45
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Ishares S&p Smallcap 600 Value Etf Etf (IJS) 0.1 $1.9M +220% 19k 102.76
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Republic Services Stock (RSG) 0.1 $1.9M +29% 9.9k 191.45
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Ishares Cohen & Steers Rlty Etf (ICF) 0.1 $1.9M +3% 33k 57.70
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Ishares Russell 2000 Value Etf Etf (IWN) 0.1 $1.9M +1246% 12k 158.81
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Merck & Co Stock (MRK) 0.1 $1.8M +254% 14k 131.95
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Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 0.1 $1.8M -2% 22k 83.58
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Intl Business Machines Stock (IBM) 0.1 $1.8M +35% 9.8k 188.74
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Church & Dwight Stock (CHD) 0.1 $1.8M +8% 17k 104.31
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Lowes Cos Stock (LOW) 0.1 $1.8M +53% 7.0k 254.73
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Paypal Hldgs Stock (PYPL) 0.1 $1.8M -3% 27k 66.99
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Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.1 $1.8M +31% 69k 25.49
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Eog Resources Stock (EOG) 0.1 $1.8M +131% 14k 127.84
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Health Care Select Sector Spdr Etf (XLV) 0.1 $1.7M +9149% 12k 147.74
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Ishares Silver Trust Etf Etf (SLV) 0.1 $1.7M -17% 76k 22.75
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Spdr Gold Etf Etf (GLD) 0.1 $1.7M +120% 8.4k 205.73
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $1.7M +16% 9.4k 182.63
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Vanguard S&p 500 Value Etf Etf (VOOV) 0.1 $1.7M -12% 9.5k 180.48
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Corteva Stock (CTVA) 0.1 $1.7M +2201% 29k 57.67
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Ishares Russell Top 200 Etf Etf (IWL) 0.1 $1.7M -15% 13k 127.12
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Sherwin Williams Stock (SHW) 0.1 $1.7M +24% 4.8k 347.34
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Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.1 $1.6M -8% 30k 54.43
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Advanced Micro Devices Stock (AMD) 0.1 $1.6M +14% 9.1k 180.49
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Energy Select Sector Spdr Etf (XLE) 0.1 $1.6M +142% 18k 93.88
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Coca Cola Stock (KO) 0.1 $1.6M +11% 27k 61.18
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At&t Stock (T) 0.1 $1.6M +19% 93k 17.60
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Taiwan Semiconductor Mfg Adr (TSM) 0.1 $1.6M +260% 12k 136.05
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WD 40 Stock (WDFC) 0.1 $1.6M +2% 6.4k 253.31
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Invesco S&p 500 Top 50 Etf Etf (XLG) 0.1 $1.6M -15% 39k 42.02
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Consumer Discretionary Sel Sector Spdr Etf (XLY) 0.1 $1.6M +666% 8.7k 183.91
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Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) 0.1 $1.6M -7% 18k 90.80
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Verizon Communications Stock (VZ) 0.1 $1.6M +36% 38k 41.96
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Us Foods Hldg Corp Stock (USFD) 0.1 $1.6M NEW 29k 53.97
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Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.1 $1.6M +1634% 9.6k 164.35
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First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.1 $1.6M +20% 28k 56.17
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Houlihan Lokey Inc Cl A Stock (HLI) 0.1 $1.6M 12k 128.19
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MicroStrategy Inc Class A Stock (MSTR) 0.1 $1.6M +22625% 909.00 1706.04
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Pfizer Stock (PFE) 0.1 $1.6M +38% 56k 27.75
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Phillips 66 Stock (PSX) 0.1 $1.5M +15% 9.4k 163.35
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Ishares 20 Yr Treasury Etf Etf (TLT) 0.1 $1.5M +912% 16k 94.62
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Asml Holding N V N Y Registry Adr (ASML) 0.1 $1.5M +75% 1.6k 970.77
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Badger Meter Stock (BMI) 0.1 $1.5M +101% 9.4k 161.81
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Construction Partners Inc Com Cl A Stock (ROAD) 0.1 $1.5M 27k 56.15
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Vaneck Semiconductor Etf Etf (SMH) 0.1 $1.5M NEW 6.7k 225.00
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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $1.5M +27% 42k 35.84
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Amgen Stock (AMGN) 0.1 $1.5M +29% 5.2k 284.32
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Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $1.5M +35% 14k 105.03
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Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.1 $1.5M +3763% 35k 42.55
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.1 $1.5M 9.5k 155.85
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Utilities Select Sector Spdr Fund Etf (XLU) 0.1 $1.5M +3854% 22k 65.65
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General Motors Corp Stock (GM) 0.1 $1.4M +179% 32k 45.35
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $1.4M +41% 6.9k 207.26
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Schwab Etfs- Us Small-cap Etf Etf (SCHA) 0.1 $1.4M 29k 49.24
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Aercap Holdings Nv Stock (AER) 0.1 $1.4M -13% 16k 86.91
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Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) 0.1 $1.4M +5% 67k 20.97
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Ishares Msci World Etf Etf (URTH) 0.1 $1.4M -18% 9.6k 144.91
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Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.1 $1.4M -32% 56k 24.72
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Dimensional International Small Cap Value Etf Etf (DISV) 0.1 $1.4M +28% 50k 27.19
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Thor Inds Stock (THO) 0.1 $1.4M +4% 12k 117.34
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Pioneer Natural Resources Stock 0.1 $1.4M +367% 5.2k 262.51
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Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $1.4M +5% 33k 41.87
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Nuveen Quality Muncp Income Cef (NAD) 0.1 $1.4M +19% 119k 11.46
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $1.4M +16% 4.0k 337.12
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Proshares Ultra Qqq Etf (QLD) 0.1 $1.4M 16k 87.48
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Dimensional International Small Cap Etf Etf (DFIS) 0.1 $1.4M +51% 54k 25.06
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Autodesk Stock (ADSK) 0.1 $1.3M 5.2k 260.42
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Monster Beverage Corp Stock (MNST) 0.1 $1.3M -6% 23k 59.28
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Starbucks Corp Stock (SBUX) 0.1 $1.3M +35% 14k 91.39
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Medtronic Stock (MDT) 0.1 $1.3M +11% 15k 87.15
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Autozone Stock (AZO) 0.1 $1.3M +30% 416.00 3151.65
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Fidelity National Financial In Fnf Group Stock (FNF) 0.1 $1.3M +10% 25k 53.10
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Vertex Pharmaceuticals In Stock (VRTX) 0.1 $1.3M +14% 3.1k 418.01
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Communication Services Select Sector Spdr Fund Etf (XLC) 0.1 $1.3M +120923% 16k 81.66
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Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $1.3M +332420% 17k 76.36
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Pimco 15 Year Us Tips Index Exchange-traded Fund Pimco 15 Year U.s. Tips Etf (LTPZ) 0.1 $1.3M -25% 23k 55.56
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Nextera Energy Stock (NEE) 0.1 $1.2M +94% 20k 63.91
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Primerica Stock (PRI) 0.1 $1.2M 4.9k 252.96
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Open Text Corp Stock (OTEX) 0.1 $1.2M +8% 32k 38.82
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Caterpillar Stock (CAT) 0.1 $1.2M +43% 3.4k 366.49
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Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST) 0.1 $1.2M -51% 24k 50.45
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Novartis Adr (NVS) 0.1 $1.2M +8% 13k 96.73
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Ishares U.s. Financials Etf Etf (IYF) 0.1 $1.2M NEW 13k 95.65
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Omnicom Group Stock (OMC) 0.1 $1.2M +3% 13k 96.76
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Gildan Activewear Stock (GIL) 0.1 $1.2M +6% 33k 37.13
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Cvs Health Corp Stock (CVS) 0.1 $1.2M +87% 15k 79.76
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Hillman Solutions Corp Stock (HLMN) 0.1 $1.2M 113k 10.64
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Armstrong World Inds Stock (AWI) 0.1 $1.2M 9.6k 124.22
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Ascendis Pharma A/s Adr (ASND) 0.1 $1.2M 7.8k 151.17
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Past Filings by Avior Wealth Management

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

View all past filings