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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, VOE, VOT, JAVA, and represent 16.53% of Avior Wealth Management's stock portfolio.
Added to shares of these 10 stocks: TLT (+$27M), AGG (+$27M), BALI (+$22M), BND (+$18M), GLD (+$15M), SCHV (+$11M), AVDV (+$11M), VGK (+$11M), IXG (+$11M), AIA (+$9.7M).
Started 127 new stock positions in AIG, UGI, MCO, GSY, IXG, SHYM, GH, PPH, MMIT, COWZ.
Reduced shares in these 10 stocks: IMCG (-$14M), SPEM (-$7.4M), VB (-$6.5M), MGV (-$6.2M), VUG (-$5.2M), SHYG (-$5.1M), HYDB, SPHQ, MUB, BSCR.
Sold out of its positions in ADMA, AIN, AB, ATO, BLDR, CWST, CNC, CVLT, DSGX, FITB.
Avior Wealth Management was a net buyer of stock by $380M.
Avior Wealth Management has $3.5B in assets under management (AUM), dropping by 9.87%.
Central Index Key (CIK): 0001599868

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Portfolio Holdings for Avior Wealth Management

Avior Wealth Management holds 825 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Avior Wealth Management has 825 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avior Wealth Management March 31, 2026 positions
Download the Avior Wealth Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Growth Etf (VUG)	5.4	$190M	-2%	435k	436.22	View chart
Ishares Tr Core Div Grwth (DGRO)	3.8	$133M		1.9M	70.18	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	2.8	$97M	-2%	528k	184.25	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.6	$92M	+2%	358k	257.28	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	2.0	$70M	-4%	978k	71.75	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	1.9	$67M		793k	84.52	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$57M	-5%	87k	653.21	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.5	$54M	+49%	730k	73.64	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$52M		109k	479.20	View chart
Apple (AAPL)	1.4	$50M	+8%	198k	253.66	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.4	$49M		2.6M	18.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$46M	+5%	77k	597.55	View chart
NVIDIA Corporation (NVDA)	1.3	$46M	+5%	263k	174.40	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.3	$44M		2.7M	16.46	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	1.2	$43M	-7%	2.2M	19.62	View chart
Spdr Series Trust State Street Spd (SPYV)	1.2	$42M	+7%	739k	56.58	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$41M	+3%	642k	63.90	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$41M	+3%	209k	196.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.1	$40M		131k	302.02	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	1.0	$35M	-28%	446k	78.77	View chart
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)	1.0	$34M	+3%	526k	65.12	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$34M	-16%	129k	261.72	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	1.0	$34M	+3%	435k	77.18	View chart
Zacks Trust Small/mid Cap (SMIZ)	0.9	$33M	+30%	888k	37.07	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.9	$31M	-4%	280k	110.47	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.9	$30M	+15%	47k	650.33	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.8	$30M	+3%	377k	78.41	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.8	$30M		392k	75.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$29M	+1022%	294k	99.24	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$27M	+8213%	313k	86.69	View chart
Spdr Series Trust State Street Spd (SPSM)	0.8	$27M		550k	48.32	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$26M	+7%	983k	26.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.7	$26M	+4%	231k	113.11	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.7	$26M	+7%	1.1M	24.27	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$25M	+145%	59k	430.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$25M	+7%	523k	48.05	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$23M	-12%	220k	106.10	View chart
Microsoft Corporation (MSFT)	0.7	$23M	+15%	62k	370.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$23M		277k	82.75	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.6	$22M	NEW	713k	30.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.6	$22M	+2%	863k	25.10	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.6	$22M	-22%	149k	144.38	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$20M		94k	217.25	View chart
Amazon (AMZN)	0.6	$20M	+10%	97k	208.27	View chart
Vanguard World Mega Grwth Ind (MGK)	0.6	$20M	-6%	54k	367.44	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$19M	+2%	563k	33.86	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$19M	-9%	125k	148.10	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$18M		340k	54.05	View chart
Spdr Series Trust State Street Spd (SPMD)	0.5	$17M	+4%	286k	59.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$16M	+3%	57k	287.56	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.5	$16M	+5%	159k	101.95	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.4	$16M	-14%	311k	50.95	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.4	$14M	+2%	576k	24.70	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.4	$14M	+6%	388k	36.16	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$14M	+188%	477k	29.13	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.4	$14M		57k	237.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$14M	+14%	23k	577.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$13M	+3%	47k	286.86	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.4	$13M	+548%	132k	99.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$13M	+3%	41k	320.81	View chart
Meta Platforms Cl A (META)	0.4	$13M		23k	572.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$13M		417k	30.67	View chart
Boeing Company (BA)	0.4	$13M		64k	199.03	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$13M	-16%	46k	274.75	View chart
Micron Technology (MU)	0.3	$12M	+15%	36k	337.84	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	0.3	$12M	+2%	118k	101.74	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.3	$12M	+2568%	387k	30.50	View chart
Broadcom (AVGO)	0.3	$12M	+5%	38k	309.51	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$12M	+11%	377k	30.96	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$11M		214k	52.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.3	$11M	+5%	144k	76.98	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$11M		172k	63.91	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$11M	+606%	29k	383.41	View chart
Exxon Mobil Corporation (XOM)	0.3	$11M	+5%	64k	169.66	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.3	$11M	NEW	130k	82.43	View chart
Abbvie (ABBV)	0.3	$11M	-2%	49k	217.49	View chart
Ishares Tr Global Finls Etf (IXG)	0.3	$11M	NEW	92k	114.00	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$11M	+6%	160k	65.69	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$10M		93k	111.37	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$10M	+685%	175k	58.18	View chart
JPMorgan Chase & Co. (JPM)	0.3	$10M	+4%	35k	294.16	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.3	$10M		114k	88.62	View chart
Tesla Motors (TSLA)	0.3	$9.8M	+9%	27k	371.75	View chart
Ishares Tr Asia 50 Etf (AIA)	0.3	$9.7M	NEW	92k	106.15	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$9.4M	+49%	168k	55.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$9.2M	+199%	95k	97.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$8.6M	+307%	202k	42.54	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$8.5M	+6%	397k	21.49	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$8.5M	-2%	91k	92.69	View chart
Doubleline Opportunistic Cr (DBL)	0.2	$8.4M	NEW	574k	14.60	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	0.2	$8.3M	+2%	359k	23.18	View chart
Oracle Corporation (ORCL)	0.2	$8.0M	-8%	54k	147.11	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$7.8M	+5%	336k	23.22	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.2	$7.7M	+1350%	94k	81.98	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$7.7M	NEW	451k	17.11	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.2	$7.7M	-7%	198k	38.96	View chart
Wp Carey (WPC)	0.2	$7.7M	NEW	113k	67.96	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$7.6M	+1505%	149k	50.80	View chart
Union Pacific Corporation (UNP)	0.2	$7.5M	-3%	31k	242.62	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$7.4M	+14%	76k	97.91	View chart
Caterpillar (CAT)	0.2	$7.2M	+180%	10k	708.48	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$7.1M		49k	145.79	View chart
Johnson & Johnson (JNJ)	0.2	$7.1M	-8%	29k	244.44	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.2	$7.0M	+4%	118k	59.19	View chart
Costco Wholesale Corporation (COST)	0.2	$6.9M	+13%	7.0k	996.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$6.9M		48k	142.43	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$6.9M		150k	45.65	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$6.8M	+101%	121k	56.68	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$6.8M	+310%	100k	68.28	View chart
Spdr Series Trust State Street Spd (SLYV)	0.2	$6.5M	-9%	69k	94.44	View chart
Citigroup Com New (C)	0.2	$6.4M		57k	113.41	View chart
Goldman Sachs (GS)	0.2	$6.4M		7.6k	846.03	View chart
Ishares Msci Spain Etf (EWP)	0.2	$6.3M	NEW	116k	54.31	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$6.2M		118k	52.78	View chart
Spdr Series Trust State Street Spd (MDYV)	0.2	$6.2M		73k	85.15	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.2	$6.2M	NEW	183k	34.05	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$6.2M	NEW	125k	49.81	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$6.0M	+5%	89k	67.53	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	0.2	$5.8M	NEW	243k	24.11	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$5.8M	+14%	44k	132.90	View chart
Walt Disney Company (DIS)	0.2	$5.8M	+8%	60k	96.22	View chart
Cisco Systems (CSCO)	0.2	$5.7M	+3%	74k	77.59	View chart
First Tr Exchange-traded Core Investment (FTCB)	0.2	$5.6M	NEW	269k	20.96	View chart
Eli Lilly & Co. (LLY)	0.2	$5.6M	+11%	6.1k	919.84	View chart
Ishares Tr High Yld Systm B (HYDB)	0.2	$5.6M	-45%	119k	46.52	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.2	$5.5M	+5%	124k	44.45	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$5.5M	-8%	18k	298.85	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.2	$5.4M	+81%	93k	58.54	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.2	$5.4M	NEW	135k	39.73	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$5.4M	-37%	75k	71.61	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$5.3M	+1481%	94k	56.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$5.3M	+13%	230k	23.02	View chart
Home Depot (HD)	0.1	$5.3M		16k	328.89	View chart
Wal-Mart Stores (WMT)	0.1	$5.1M	+12%	41k	124.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$5.1M	-3%	41k	124.31	View chart
Mastercard Incorporated Cl A (MA)	0.1	$5.0M	+2%	10k	499.65	View chart
Kroger (KR)	0.1	$5.0M	+2%	69k	72.36	View chart
American Express Company (AXP)	0.1	$5.0M		16k	302.47	View chart
Chevron Corporation (CVX)	0.1	$4.9M	+11%	24k	206.90	View chart
J P Morgan Exchange Traded F Inflation Manage (JCPI)	0.1	$4.9M	+5%	101k	48.38	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.9M	-15%	14k	353.97	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$4.8M	+2%	11k	426.39	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$4.7M	+15%	54k	88.16	View chart
American Centy Etf Tr Avantis Emerging (AVXC)	0.1	$4.7M	-3%	70k	67.63	View chart
Oneok (OKE)	0.1	$4.7M	+2%	52k	90.39	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$4.7M	+10%	59k	79.06	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$4.7M	+28%	223k	20.88	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$4.6M		179k	25.62	View chart
Wells Fargo & Company (WFC)	0.1	$4.6M	+9%	57k	79.61	View chart
Visa Com Cl A (V)	0.1	$4.5M		15k	302.24	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.1	$4.5M	+247%	53k	84.79	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.1	$4.5M	NEW	188k	23.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$4.5M	-7%	50k	90.53	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$4.5M	-39%	120k	37.20	View chart
McDonald's Corporation (MCD)	0.1	$4.4M	+2%	14k	310.78	View chart
Kinder Morgan (KMI)	0.1	$4.3M		129k	33.53	View chart
Ge Vernova (GEV)	0.1	$4.3M	+5%	5.0k	872.97	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$4.3M	-4%	183k	23.65	View chart
Netflix (NFLX)	0.1	$4.3M	-3%	44k	96.15	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.1	$4.3M	NEW	89k	47.82	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$4.2M	+185%	146k	29.08	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$4.2M	+16%	168k	24.75	View chart
Abbott Laboratories (ABT)	0.1	$4.2M	-5%	41k	102.67	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$4.2M	+2%	120k	34.55	View chart
Freeport Mcmoran CL B (FCX)	0.1	$4.1M		69k	58.78	View chart
2023 Etf Series Trust Brandes Internat (BINV)	0.1	$4.0M	+155%	98k	41.22	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.1	$3.9M	-3%	16k	248.84	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$3.9M		42k	92.76	View chart
Automatic Data Processing (ADP)	0.1	$3.9M	+58%	19k	203.18	View chart
Procter & Gamble Company (PG)	0.1	$3.9M		27k	142.00	View chart
Bank of America Corporation (BAC)	0.1	$3.8M		78k	48.75	View chart
First Tr Exchange-traded Intermediate Dur (FIIG)	0.1	$3.7M	NEW	180k	20.75	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$3.7M	+13%	53k	69.37	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$3.6M		124k	29.18	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$3.5M	+2%	105k	33.67	View chart
Ares Capital Corporation (ARCC)	0.1	$3.5M	NEW	195k	18.02	View chart
Ge Aerospace Com New (GE)	0.1	$3.5M	+6%	12k	283.78	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$3.5M		117k	30.07	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$3.5M		16k	213.67	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$3.5M	NEW	38k	92.28	View chart
salesforce (CRM)	0.1	$3.4M	+12%	18k	186.67	View chart
ConocoPhillips (COP)	0.1	$3.3M	-10%	25k	132.00	View chart
Blackrock (BLK)	0.1	$3.3M		3.4k	961.67	View chart
Schwab Strategic Tr High Yield Bd Et (SCYB)	0.1	$3.3M	+317%	127k	26.00	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$3.2M		81k	39.44	View chart
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)	0.1	$3.2M	-3%	94k	33.81	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$3.1M		24k	127.60	View chart
Advanced Micro Devices (AMD)	0.1	$3.1M	+6%	15k	203.43	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$3.1M	+11%	9.0k	337.95	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$3.0M	-2%	149k	20.42	View chart
Deere & Company (DE)	0.1	$3.0M		5.3k	563.28	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	0.1	$3.0M	+48%	146k	20.59	View chart
Lyondellbasell Industries Nv Shs - A - (LYB)	0.1	$3.0M	+689%	37k	80.56	View chart
Honeywell International (HON)	0.1	$2.9M		13k	226.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.9M	+4%	14k	211.16	View chart
First Tr Exchange-traded Limited Duration (FSIG)	0.1	$2.9M	NEW	153k	18.94	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.9M	-20%	4.00	718140.00	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.8M	-3%	36k	78.20	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$2.8M	+41%	45k	61.13	View chart
Corteva (CTVA)	0.1	$2.8M		33k	83.71	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$2.8M	+4%	165k	16.72	View chart
Us Foods Hldg Corp call (USFD)	0.1	$2.7M		29k	92.21	View chart
Dell Technologies CL C (DELL)	0.1	$2.7M	+12%	16k	164.13	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.1	$2.7M	NEW	60k	44.61	View chart
UnitedHealth (UNH)	0.1	$2.6M	-2%	9.8k	270.59	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.1	$2.6M	NEW	65k	40.57	View chart
Gaming & Leisure Pptys (GLPI)	0.1	$2.6M	NEW	59k	44.37	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.1	$2.6M	NEW	73k	35.51	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.6M		33k	79.27	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$2.6M	+480%	38k	68.78	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.6M		13k	198.30	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$2.6M	-9%	100k	25.64	View chart
Nextera Energy (NEE)	0.1	$2.5M		27k	92.88	View chart
Pepsi (PEP)	0.1	$2.5M	+3%	16k	155.29	View chart
Badger Meter (BMI)	0.1	$2.5M	+63%	17k	152.35	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$2.5M	+48%	55k	45.89	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.1	$2.5M	NEW	102k	24.77	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.5M	-20%	37k	68.14	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$2.5M	+23%	50k	49.37	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.1	$2.5M	NEW	52k	47.54	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.5M		17k	146.28	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$2.4M	-2%	15k	161.73	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$2.4M	+31%	39k	62.45	View chart
Ecolab (ECL)	0.1	$2.4M		9.1k	266.03	View chart
Stryker Corporation (SYK)	0.1	$2.4M	-20%	7.3k	328.59	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.4M	-5%	20k	118.45	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.4M	+8%	7.2k	328.64	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.4M	+50%	9.7k	245.43	View chart
Republic Services (RSG)	0.1	$2.4M	+5%	11k	219.03	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$2.4M		22k	108.99	View chart
Dow (DOW)	0.1	$2.3M	+53%	56k	41.65	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.1	$2.3M	+32%	100k	22.95	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$2.3M		21k	109.69	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.1	$2.3M	-69%	54k	42.31	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$2.3M	+3%	69k	32.95	View chart
Comfort Systems USA (FIX)	0.1	$2.3M	-13%	1.6k	1378.99	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSCX)	0.1	$2.2M	NEW	106k	21.15	View chart
Danaher Corporation (DHR)	0.1	$2.2M	-15%	12k	189.61	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$2.2M		17k	132.50	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$2.2M	-5%	18k	117.66	View chart
TJX Companies (TJX)	0.1	$2.2M		14k	159.70	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.1	$2.2M	+30%	34k	64.35	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$2.1M	+77%	13k	163.58	View chart
At&t (T)	0.1	$2.1M		73k	28.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.1M	+43%	12k	181.42	View chart
BP Sponsored Adr (BP)	0.1	$2.1M		45k	47.00	View chart
Verizon Communications (VZ)	0.1	$2.1M	+19%	42k	50.16	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.1M	+11%	11k	185.91	View chart
Vanguard Wellington Short Trm Tax Ex (VTES)	0.1	$2.1M	+20%	20k	101.14	View chart
First Tr Exch Traded Fd Iii Eme Mrk Bd Etf (FEMB)	0.1	$2.0M	NEW	71k	28.74	View chart

Past Filings by Avior Wealth Management

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

Avior Wealth Management 2026 Q1 filed April 9, 2026
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

View all past filings

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