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 1536 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Avior Wealth Management has 1536 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) 4.8 $80M +3% 1.5M 53.82
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Vanguard Growth Etf Etf (VUG) 4.5 $74M 237k 310.75
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Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 3.6 $59M 409k 144.97
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Vanguard Mid Cap Growth Etf Etf (VOT) 3.3 $54M +2% 245k 219.48
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Ishares S&p 500 Index Etf (IVV) 2.8 $46M 96k 477.63
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.6 $43M 119k 356.66
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Jpmorgan Active Value Etf Etf (JAVA) 2.5 $42M +26% 756k 55.62
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Vanguard Ftse Developed Markets Etf Etf (VEA) 2.2 $37M -8% 772k 47.79
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Schwab Us Large Cap Growth Etf Etf (SCHG) 2.2 $36M -3% 430k 82.96
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Apple Stock (AAPL) 1.9 $32M 167k 192.53
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Vanguard S&p 500 Etf Etf (VOO) 1.6 $27M +6% 61k 436.80
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Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV) 1.5 $25M +9% 305k 83.28
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Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.3 $22M +6% 475k 46.63
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Ishares S&p Smallcap 600 Etf Etf (IJR) 1.3 $22M -14% 199k 108.25
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Vanguard World Fund Etf Mega Cap 300 Growth Etf Etf (MGK) 1.3 $21M -2% 80k 259.51
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Vanguard Small Cap Growth Etf Etf (VBK) 1.2 $20M +5% 84k 241.49
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Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 1.2 $20M +23% 959k 20.45
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Microsoft Stock (MSFT) 1.1 $19M +3% 50k 376.04
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Schwab U.s. Broad Market Etf Etf (SCHB) 1.1 $19M 340k 55.67
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Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) 1.1 $18M +2883% 977k 18.55
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Ishares Amt-free Muni Bond Etf Etf (MUB) 1.1 $18M +12% 166k 108.35
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Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 1.1 $18M +19% 925k 19.45
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Schwab Short-term Us Treasury Etf Etf (SCHO) 1.0 $17M +6% 343k 48.45
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Schwab Us Tips Etf Etf (SCHP) 1.0 $16M +8% 312k 52.20
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Vanguard Total International Bond Etf Etf (BNDX) 1.0 $16M +8% 325k 49.37
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Ishares S&p 500 Growth Etf Etf (IVW) 0.9 $15M 198k 75.10
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Jpmorgan Active Growth Etf Etf (JGRO) 0.8 $13M NEW 219k 61.09
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Vanguard Small Cap Value Etf Etf (VBR) 0.8 $13M -24% 73k 179.97
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Ishares Russell Midcap Growth Etf Etf (IWP) 0.8 $13M -4% 125k 104.38
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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.7 $12M +60% 272k 42.18
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Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 0.7 $11M NEW 178k 64.45
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Cambria Shareholder Yield Etf Etf (SYLD) 0.7 $11M -2% 169k 67.57
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Vanguard Intermediate Term Corp Bond Fd Etf Etf (VCIT) 0.7 $11M +10% 140k 81.28
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Spdr Ser Tr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.7 $11M +8% 153k 73.38
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Amazon.com Stock (AMZN) 0.7 $11M +3% 74k 151.94
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Nvidia Corp Stock (NVDA) 0.7 $11M 22k 495.22
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Real Estate Select Sector Spdr Fund Etf (XLRE) 0.6 $10M -5% 249k 40.06
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Vanguard Value Etf Etf (VTV) 0.6 $9.4M -21% 63k 149.50
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.6 $9.2M 120k 76.07
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Union Pac Corp Stock (UNP) 0.5 $9.0M 37k 245.63
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Vanguard World Fd Mega Cap 300 Value Index Etf Etf (MGV) 0.5 $8.9M -7% 82k 109.37
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.5 $8.8M -3% 215k 41.10
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Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.5 $8.7M -4% 107k 82.04
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Meta Platforms Inc Cl A Stock (META) 0.5 $8.5M 24k 353.96
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Alphabet Stock (GOOGL) 0.5 $8.2M -5% 58k 139.69
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Schwab Us Mid-cap Etf Etf (SCHM) 0.5 $7.8M 104k 75.32
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Vanguard Reit Index Etf Etf (VNQ) 0.5 $7.8M -11% 88k 88.26
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Ishares Core S&p Mid Cap Etf Etf (IJH) 0.5 $7.8M -42% 28k 277.16
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Vanguard High Dividend Yield Etf (VYM) 0.5 $7.7M -6% 69k 111.63
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Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf (BSJO) 0.4 $7.2M 316k 22.71
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Abbvie Stock (ABBV) 0.4 $7.1M -2% 46k 154.97
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Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.4 $7.0M +2086% 79k 88.71
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Jpmorgan Chase & Co Stock (JPM) 0.4 $6.7M 39k 170.10
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Powershares Qqq Tr Etf (QQQ) 0.4 $6.7M -9% 16k 409.53
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Oracle Corporation Stock (ORCL) 0.4 $6.6M 63k 105.43
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Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.4 $6.5M +8% 102k 63.75
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Vanguard Mid Cap Etf (VO) 0.4 $6.5M +11% 30k 217.11
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Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.4 $6.2M +777% 128k 48.72
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Johnson & Johnson Stock (JNJ) 0.4 $5.9M 37k 156.74
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Home Depot Stock (HD) 0.4 $5.8M -2% 17k 346.56
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Exxon Mobil Corp Stock (XOM) 0.4 $5.8M +21% 58k 99.98
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Mastercard Stock (MA) 0.3 $5.7M 13k 426.51
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Vanguard Total International Stock Etf Etf (VXUS) 0.3 $5.6M 97k 57.96
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Vanguard Large Cap Etf (VV) 0.3 $5.6M -4% 26k 218.15
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Boeing Stock (BA) 0.3 $5.4M +5% 21k 260.66
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Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.3 $5.2M +1174% 222k 23.38
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Vanguard Intermediate-term Bond Etf (BIV) 0.3 $5.0M -18% 65k 76.38
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Salesforce Stock (CRM) 0.3 $4.8M +2% 18k 263.14
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Sch Us Reit Etf Etf (SCHH) 0.3 $4.8M +10% 230k 20.71
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Ishares Russell Top 200 Growth Etf Etf (IWY) 0.3 $4.7M -19% 27k 175.22
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Unitedhealth Group Stock (UNH) 0.3 $4.7M 8.9k 526.47
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Procter And Gamble Stock (PG) 0.3 $4.4M 30k 146.54
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Vanguard Total Stock Market Etf Etf (VTI) 0.3 $4.3M 18k 237.23
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First Trust Capital Strength Etf Etf (FTCS) 0.3 $4.3M -8% 54k 80.04
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Tesla Stock (TSLA) 0.3 $4.3M 17k 248.48
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Goldman Sachs Group Stock (GS) 0.3 $4.2M 11k 385.80
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Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.3 $4.2M -48% 118k 35.55
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Mcdonalds Corp Stock (MCD) 0.3 $4.2M -3% 14k 296.51
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.3 $4.1M 12k 350.93
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Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.2 $4.1M -26% 66k 61.81
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Costco Wholesale Corp Stock (COST) 0.2 $4.0M 6.1k 660.11
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Spdr Gold Minishares Trust Etf (GLDM) 0.2 $4.0M +8% 99k 40.91
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Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 0.2 $4.0M -30% 139k 28.78
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Fiserv Stock (FI) 0.2 $3.9M 29k 132.84
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Disney Walt Stock (DIS) 0.2 $3.7M +2% 42k 90.29
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Vanguard Total Bond Market Etf Etf (BND) 0.2 $3.7M -3% 50k 73.55
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Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.2 $3.7M +15% 78k 46.62
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American Express Stock (AXP) 0.2 $3.5M +2% 19k 187.34
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Pimco Corporate & Income Oppor Cef (PTY) 0.2 $3.5M NEW 265k 13.24
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Honeywell Intl Stock (HON) 0.2 $3.5M 17k 209.71
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Stryker Corp Stock (SYK) 0.2 $3.5M 12k 299.48
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Schwab Emerging Market Eq Etf Etf (SCHE) 0.2 $3.4M -32% 139k 24.79
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Automatic Data Processing Stock (ADP) 0.2 $3.4M -3% 15k 232.97
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Blackrock Stock (BLK) 0.2 $3.3M 4.1k 811.80
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.2 $3.3M 50k 65.06
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Schwab International Equity Etf Etf (SCHF) 0.2 $3.3M -9% 88k 36.96
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Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI) 0.2 $3.2M +13% 74k 42.59
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Cisco Sys Stock (CSCO) 0.2 $3.1M +24% 62k 50.52
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Chevron Corp Stock (CVX) 0.2 $3.1M -9% 21k 149.16
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Bank America Corp Stock (BAC) 0.2 $3.1M +2% 92k 33.67
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.2 $3.0M -9% 43k 70.35
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Kroger Stock (KR) 0.2 $3.0M 66k 45.71
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Conocophillips Stock (COP) 0.2 $3.0M +3% 26k 116.07
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Danaher Corporation Stock (DHR) 0.2 $3.0M 13k 231.34
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Liberty All Star Equity Fd Sh Ben Int Cef (USA) 0.2 $3.0M NEW 466k 6.38
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $2.9M -17% 21k 140.93
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Visa Stock (V) 0.2 $2.9M 11k 260.35
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Eli Lilly & Co Stock (LLY) 0.2 $2.9M 4.9k 582.92
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Abbott Labs Stock (ABT) 0.2 $2.9M 26k 110.07
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Nike Inc Class B Stock (NKE) 0.2 $2.9M 26k 108.57
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Ishares S&p 500 Value Etf Etf (IVE) 0.2 $2.9M -5% 16k 173.89
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Dimensional International Value Etf Etf (DFIV) 0.2 $2.8M +8% 82k 34.36
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Pepsico Stock (PEP) 0.2 $2.8M 16k 169.85
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Oneok Stock (OKE) 0.2 $2.8M 39k 70.22
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Broadcom Stock (AVGO) 0.2 $2.7M 2.5k 1116.25
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Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.2 $2.6M -13% 47k 56.40
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Jpmorgan Ultra-short Income Etf Etf (JPST) 0.2 $2.5M -10% 50k 50.23
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Wells Fargo Stock (WFC) 0.1 $2.5M 50k 49.22
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Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.1 $2.4M -4% 48k 51.28
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Ishares Iboxx Corporate Bond Etf Etf (LQD) 0.1 $2.4M -6% 22k 110.66
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Cohen & Steers Quality Income Rlty Cef (RQI) 0.1 $2.3M +257% 189k 12.24
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Intercontinentalexchintl Stock (ICE) 0.1 $2.3M 18k 128.43
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Ishares S&p Midcap 400 Value Etf Etf (IJJ) 0.1 $2.2M -9% 19k 114.04
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Netflix Stock (NFLX) 0.1 $2.2M 4.5k 486.88
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Ecolab Stock (ECL) 0.1 $2.2M 11k 198.35
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Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.1 $2.2M +4% 37k 58.45
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Vanguard Short-term Bond Etf Etf (BSV) 0.1 $2.1M +6% 28k 77.60
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Vanguard Small Cap Etf Etf (VB) 0.1 $2.1M +15% 10k 211.25
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Ishares Gold Trust Etf Etf (IAU) 0.1 $2.1M -2% 54k 39.03
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Thermo Fisher Scientific Stock (TMO) 0.1 $2.1M +3% 3.9k 530.79
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Spdr S&p 500 Etf Etf (SPY) 0.1 $2.0M +21% 4.2k 475.42
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Ishares Silver Trust Etf Etf (SLV) 0.1 $2.0M -44% 93k 21.78
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Dimensional Emerging Core Equity Market Etf Etf (DFAE) 0.1 $2.0M -37% 83k 24.11
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Watsco Stock (WSO) 0.1 $1.9M 4.5k 428.47
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Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $1.9M -21% 12k 156.90
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Abrdn Physical Silver Shares Etf Etf (SIVR) 0.1 $1.9M +1893% 84k 22.77
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Ishares Cohen & Steers Rlty Etf (ICF) 0.1 $1.8M 31k 58.73
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Vanguard S&p 500 Value Etf Etf (VOOV) 0.1 $1.8M -9% 11k 167.96
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Ishares Russell Top 200 Etf Etf (IWL) 0.1 $1.8M -22% 16k 115.09
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Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 0.1 $1.8M -14% 23k 78.03
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Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.1 $1.7M +7% 33k 52.33
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Invesco S&p 500 Top 50 Etf Etf (XLG) 0.1 $1.7M -20% 46k 37.64
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Pimco 15 Year Us Tips Index Etf Etf (LTPZ) 0.1 $1.7M -33% 30k 56.68
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Qualcomm Stock (QCOM) 0.1 $1.7M +3% 12k 144.63
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Paypal Hldgs Stock (PYPL) 0.1 $1.7M +105% 28k 61.41
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Walmart Stock (WMT) 0.1 $1.7M 11k 157.65
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Deere & Co Stock (DE) 0.1 $1.7M +2% 4.1k 399.87
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Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) 0.1 $1.7M -10% 19k 87.18
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $1.6M 3.00 542625.00
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Micron Technology Stock (MU) 0.1 $1.6M 19k 85.34
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Ishares Msci World Etf Etf (URTH) 0.1 $1.6M -24% 12k 133.02
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Charles Schwab Corp Stock (SCHW) 0.1 $1.6M -2% 23k 68.81
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Novo-nordisk A S Adr (NVO) 0.1 $1.5M -3% 15k 103.45
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Church & Dwight Stock (CHD) 0.1 $1.5M 16k 94.56
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WD 40 Stock (WDFC) 0.1 $1.5M 6.2k 239.07
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Houlihan Lokey Inc Cl A Stock (HLI) 0.1 $1.4M 12k 119.91
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Coca Cola Stock (KO) 0.1 $1.4M -3% 24k 58.93
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Aercap Holdings Nv Stock (AER) 0.1 $1.4M 19k 74.32
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Monster Beverage Corp Stock (MNST) 0.1 $1.4M 24k 57.61
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $1.4M +7% 8.1k 170.41
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Ishares Russell 1000 Etf Etf (IWB) 0.1 $1.4M -21% 5.4k 257.38
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.1 $1.4M 9.5k 143.64
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Schwab Etfs- Us Small-cap Etf Etf (SCHA) 0.1 $1.3M -4% 28k 47.24
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $1.3M -10% 18k 75.35
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Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO) 0.1 $1.3M -21% 63k 20.89
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Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.1 $1.3M -7% 53k 24.96
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Thor Inds Stock (THO) 0.1 $1.3M 11k 118.25
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At&t Stock (T) 0.1 $1.3M -2% 78k 16.78
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Ishares Semiconductor Etf Etf (SOXX) 0.1 $1.3M -20% 2.2k 576.12
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Republic Services Stock (RSG) 0.1 $1.3M -2% 7.7k 164.92
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Autodesk Stock (ADSK) 0.1 $1.2M 5.1k 243.48
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Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.1 $1.2M -17% 31k 40.12
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Open Text Corp Stock (OTEX) 0.1 $1.2M 30k 42.02
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Becton Dickinson & Co Stock (BDX) 0.1 $1.2M +26% 5.0k 243.83
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Rbc Bearings Stock (RBC) 0.1 $1.2M 4.2k 284.89
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Sherwin Williams Stock (SHW) 0.1 $1.2M -5% 3.8k 311.91
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Proshares Ultra Qqq Etf (QLD) 0.1 $1.2M -4% 16k 76.00
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First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.1 $1.2M -3% 23k 51.67
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Novartis Adr (NVS) 0.1 $1.2M 12k 100.97
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Intl Business Machines Stock (IBM) 0.1 $1.2M -20% 7.2k 163.13
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Construction Partners Inc Com Cl A Stock (ROAD) 0.1 $1.2M 27k 43.52
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3M Stock (MMM) 0.1 $1.2M -3% 11k 109.32
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Advanced Micro Devices Stock (AMD) 0.1 $1.2M 7.9k 147.41
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Amgen Stock (AMGN) 0.1 $1.2M -6% 4.0k 288.02
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Pfizer Stock (PFE) 0.1 $1.2M -4% 40k 28.79
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Fidelity National Financial In Fnf Group Stock (FNF) 0.1 $1.1M 22k 51.03
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Nuveen Quality Muncp Income Cef (NAD) 0.1 $1.1M +4% 99k 11.45
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Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $1.1M +95% 10k 108.26
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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.1 $1.1M +3% 33k 34.01
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Medtronic Stock (MDT) 0.1 $1.1M 14k 82.41
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First Trust Nasdaq Cybersecurity Etf Etf (CIBR) 0.1 $1.1M -6% 21k 53.84
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Verizon Communications Stock (VZ) 0.1 $1.1M -5% 28k 40.19
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Evertec Stock (EVTC) 0.1 $1.1M 27k 40.94
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Vertex Pharmaceuticals In Stock (VRTX) 0.1 $1.1M 2.7k 406.89
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State Str Corp Stock (STT) 0.1 $1.1M 14k 77.46
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Azenta Stock (AZTA) 0.1 $1.1M 17k 65.14
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Phillips 66 Stock (PSX) 0.1 $1.1M 8.2k 133.15
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Landstar Sys Stock (LSTR) 0.1 $1.1M 5.5k 193.65
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Ishares Global 100 Etf Etf (IOO) 0.1 $1.1M -18% 13k 80.52
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Omnicom Group Stock (OMC) 0.1 $1.1M 12k 86.50
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $1.0M +63% 3.5k 303.18
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Hillman Solutions Corp Stock (HLMN) 0.1 $1.0M 113k 9.21
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Fuller H B Stock (FUL) 0.1 $1.0M 13k 81.41
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Lowes Cos Stock (LOW) 0.1 $1.0M -4% 4.6k 222.55
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Starbucks Corp Stock (SBUX) 0.1 $1.0M 11k 96.01
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Gildan Activewear Stock (GIL) 0.1 $1.0M +11% 31k 33.06
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Primerica Stock (PRI) 0.1 $1.0M 4.9k 205.76
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Dimensional International Small Cap Value Etf Etf (DISV) 0.1 $1.0M +6% 39k 25.79
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Chubb Stock (CB) 0.1 $986k -14% 4.4k 226.00
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Ascendis Pharma A/s Adr (ASND) 0.1 $985k +8% 7.8k 125.95
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Te Connectivity Stock (TEL) 0.1 $985k 7.0k 140.50
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Schwab Intl Small Cap Etf Etf (SCHC) 0.1 $981k -8% 28k 34.89
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Kraft Heinz Stock (KHC) 0.1 $981k +26% 27k 37.01
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Warner Music Group Corp Com Cl A Stock (WMG) 0.1 $981k 27k 35.79
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Siteone Landscape Supply Stock (SITE) 0.1 $974k 6.0k 162.50
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Ishares Agency Bond Etf Etf (AGZ) 0.1 $972k -31% 9.0k 108.44
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Shopify Inc Cl A Stock (SHOP) 0.1 $965k 12k 77.90
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Anfield U.s. Equity Sector Rotation Etf Etf (AESR) 0.1 $960k -27% 70k 13.79
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Dentsply Sirona Stock (XRAY) 0.1 $954k +18% 27k 35.59
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $953k -18% 4.8k 196.62
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Hca Stock (HCA) 0.1 $952k 3.5k 271.69
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Janus Henderson Short Duration Income Etf Etf (VNLA) 0.1 $949k -31% 20k 48.32
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Intel Corp Stock (INTC) 0.1 $941k -4% 19k 50.25
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Fidelity Nasdaq Composite Index Etf Etf (ONEQ) 0.1 $929k -19% 16k 59.24
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Armstrong World Inds Stock (AWI) 0.1 $926k 9.4k 98.32
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Globe Life Stock (GL) 0.1 $913k 7.5k 121.72
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Regeneron Pharmaceuticals Stock (REGN) 0.1 $903k 1.0k 878.29
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Vanguard Long-term Treasury Etf Etf (VGLT) 0.1 $902k NEW 15k 61.53
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Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.1 $898k -19% 47k 19.30
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Discover Finl Svcs Stock (DFS) 0.1 $892k +31% 7.9k 112.54
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Philip Morris Intl Stock (PM) 0.1 $876k -4% 9.3k 94.08
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Builders Firstsource Stock (BLDR) 0.1 $870k 5.2k 166.94
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National Beverage Corp Stock (FIZZ) 0.1 $870k 18k 49.72
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Unifirst Corp Mass Stock (UNF) 0.1 $864k 4.7k 182.92
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Dimensional International Small Cap Etf Etf (DFIS) 0.1 $859k +20% 36k 24.17
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Carmax Stock (KMX) 0.1 $852k +3% 11k 76.73
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Ishares Morningstar Small-cap Growth Etf Etf (ISCG) 0.1 $840k -21% 19k 44.00
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Bank Hawaii Corp Stock (BOH) 0.1 $838k 12k 72.46
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Cheesecake Factory Stock (CAKE) 0.1 $834k 24k 35.01
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Arrow Electrs Stock (ARW) 0.1 $831k 6.8k 122.25
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Autozone Stock (AZO) 0.1 $827k -2% 320.00 2585.61
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Laboratory Corp Amer Hldgs Stock (LH) 0.1 $826k 3.6k 227.22
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Atmos Energy Corp Stock (ATO) 0.1 $826k -5% 7.1k 115.92
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Ametek Stock (AME) 0.0 $802k 4.9k 164.89
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Pnc Finl Svcs Group Stock (PNC) 0.0 $800k -6% 5.2k 155.20
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Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP) 0.0 $797k -20% 17k 47.49
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Rb Global Stock (RBA) 0.0 $785k 12k 66.89
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Stanley Black & Decker Stock (SWK) 0.0 $784k -2% 8.0k 98.22
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Nuveen Amt Free Qlty Mun Incme Cef (NEA) 0.0 $779k -8% 71k 11.00
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Williams Cos Stock (WMB) 0.0 $772k -6% 22k 34.84
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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