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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, IVV, and represent 17.94% of Avior Wealth Management's stock portfolio.
Added to shares of these 10 stocks: VEU (+$23M), BIV (+$23M), NVDA (+$21M), JGRO (+$20M), BSV (+$20M), VUG (+$19M), VB (+$18M), XMVM (+$17M), VTV (+$13M), IMCG (+$11M).
Started 104 new stock positions in TSLX, SOLV, ANRO, XJH, CGON, FV, NYCB, ODD, ACM, ALGM.
Reduced shares in these 10 stocks: SCHG (-$21M), IJR (-$11M), AAPL (-$7.3M), IWP (-$6.3M), SYLD (-$6.1M), VEA (-$5.6M), XLRE, FHN, BRK.A, MSFT.
Sold out of its positions in AADI, AIR, ACCO, ACNB, AGCO, ACMR, AES, OGIG, AMCX, ALXO.
Avior Wealth Management was a net buyer of stock by $191M.
Avior Wealth Management has $2.3B in assets under management (AUM), dropping by 8.08%.
Central Index Key (CIK): 0001599868

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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 2272 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Avior Wealth Management has 2272 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avior Wealth Management June 30, 2024 positions
Download the Avior Wealth Management June 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth Etf Etf (VUG)	5.1	$118M	+19%	316k	373.97	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	4.1	$95M	+4%	1.7M	57.61	View chart
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)	3.2	$75M	+15%	499k	150.40	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	2.9	$68M	+14%	295k	229.48	View chart
Ishares S&p 500 Index Etf (IVV)	2.6	$61M	+4%	111k	547.23	View chart
Jpmorgan Active Value Etf Etf (JAVA)	2.3	$53M	+20%	893k	59.26	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	2.2	$52M	+63%	695k	75.15	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.1	$50M		122k	406.80	View chart
Apple Stock (AAPL)	1.6	$37M	-16%	173k	210.62	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	1.5	$36M	+42%	524k	67.75	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.4	$32M	+2%	65k	500.13	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	1.3	$30M	+34%	1.5M	20.45	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.3	$30M	-15%	605k	49.28	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	1.3	$30M	+40%	1.6M	18.16	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	1.2	$29M	+39%	1.5M	19.22	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.2	$29M	+17%	587k	48.74	View chart
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)	1.2	$28M	+6%	354k	78.29	View chart
Vanguard Intermediate-term Bond Etf (BIV)	1.2	$27M	+553%	365k	74.89	View chart
Microsoft Stock (MSFT)	1.1	$26M	-11%	57k	446.95	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	1.0	$24M	+9%	97k	249.88	View chart
Vanguard World Fund Etf Mega Cap 300 Growth Etf Etf (MGK)	1.0	$24M		77k	314.21	View chart
Nvidia Corp Stock (NVDA)	1.0	$24M	+614%	194k	123.54	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	1.0	$23M	+22945%	398k	58.64	View chart
Vanguard Value Etf Etf (VTV)	1.0	$22M	+131%	138k	160.41	View chart
Vanguard Short-term Bond Etf Etf (BSV)	1.0	$22M	+917%	289k	76.76	View chart
Vanguard Small Cap Etf Etf (VB)	0.9	$22M	+528%	101k	217.84	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.9	$22M	+65%	223k	97.03	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.9	$22M		345k	62.87	View chart
Spdr S&p 500 Etf Etf (SPY)	0.9	$20M	+3%	37k	544.23	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.8	$19M		179k	106.49	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.8	$19M	+43%	452k	41.53	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.8	$19M	+2%	203k	92.54	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.8	$19M	-5%	102k	182.34	View chart
Schwab Us Tips Etf Etf (SCHP)	0.8	$18M	+5%	354k	52.01	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.8	$18M	+8%	373k	48.67	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.8	$18M	+2%	377k	48.13	View chart
Invesco S&p Midcap Value With Momentum Etf Etf (XMVM)	0.7	$17M	NEW	332k	51.58	View chart
Spdr Ser Tr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.6	$14M	+20%	198k	72.94	View chart
Amazon.com Stock (AMZN)	0.6	$14M	-11%	74k	193.25	View chart
Vanguard Intermediate Term Corp Bond Fd Etf Etf (VCIT)	0.6	$14M	+4%	174k	79.93	View chart
Alphabet Stock (GOOGL)	0.5	$12M	-15%	66k	182.15	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.5	$12M	+467%	235k	51.24	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$12M	-4%	24k	504.22	View chart
Boeing Stock (BA)	0.5	$12M		64k	182.01	View chart
Vanguard World Fd Mega Cap 300 Value Index Etf Etf (MGV)	0.5	$11M	+20%	96k	118.45	View chart
Zacks Small/mid Cap Etf Etf (SMIZ)	0.5	$11M	+83%	366k	30.49	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.5	$11M	+39%	244k	43.76	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$10M		88k	115.12	View chart
Jpmorgan Chase & Co Stock (JPM)	0.4	$9.9M	-3%	49k	202.26	View chart
Union Pac Corp Stock (UNP)	0.4	$9.9M	+10%	44k	226.21	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.4	$9.6M		124k	77.70	View chart
Oracle Corporation Stock (ORCL)	0.4	$9.3M	-2%	66k	141.20	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.4	$9.2M	-55%	87k	106.51	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.4	$9.0M	+8%	175k	51.30	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.4	$8.7M	+104%	171k	51.09	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.4	$8.7M	+9%	244k	35.46	View chart
Schwab Us Mid-cap Etf Etf (SCHM)	0.4	$8.6M	+5%	110k	77.83	View chart
Vanguard High Dividend Yield Etf (VYM)	0.4	$8.5M		71k	118.60	View chart
Vanguard Mid Cap Etf (VO)	0.4	$8.3M	+11%	36k	228.76	View chart
Abbvie Stock (ABBV)	0.3	$7.9M	-6%	46k	171.52	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.3	$7.6M	+12%	121k	62.91	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	0.3	$7.5M	-74%	74k	100.84	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.3	$7.3M	+80%	91k	80.13	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.3	$7.3M	-6%	125k	58.52	View chart
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf (BSJO)	0.3	$7.2M		318k	22.72	View chart
Powershares Qqq Tr Etf (QQQ)	0.3	$7.1M	-5%	15k	479.14	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$6.6M	+6%	109k	60.30	View chart
Home Depot Stock (HD)	0.3	$6.3M	-6%	18k	344.21	View chart
Vanguard Large Cap Etf (VV)	0.3	$6.0M		24k	249.63	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.3	$6.0M	-13%	72k	83.64	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.3	$5.9M	+302%	168k	35.08	View chart
Swan Hedged Equity Us Large Cap Etf Etf (HEGD)	0.3	$5.8M	+4%	274k	21.27	View chart
Johnson & Johnson Stock (JNJ)	0.2	$5.8M	-9%	40k	146.16	View chart
Unitedhealth Group Stock (UNH)	0.2	$5.7M	-13%	11k	509.26	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.2	$5.6M	-25%	19k	295.99	View chart
Costco Wholesale Corp Stock (COST)	0.2	$5.6M	-3%	6.6k	850.10	View chart
Mastercard Stock (MA)	0.2	$5.6M	-14%	13k	441.16	View chart
Sch Us Reit Etf Etf (SCHH)	0.2	$5.4M	+5%	270k	19.97	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$5.3M	+64%	31k	174.47	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.2	$5.3M	-4%	20k	267.52	View chart
Procter And Gamble Stock (PG)	0.2	$5.2M	-9%	32k	164.92	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.2	$5.2M	+7%	113k	46.09	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$5.2M	+42%	113k	45.58	View chart
Goldman Sachs Group Stock (GS)	0.2	$5.2M	-6%	11k	452.04	View chart
Salesforce Stock (CRM)	0.2	$5.0M		19k	257.10	View chart
Disney Walt Stock (DIS)	0.2	$4.9M		49k	99.29	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.2	$4.8M	-5%	22k	214.52	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$4.6M	-2%	20k	226.24	View chart
Tesla Stock (TSLA)	0.2	$4.6M		23k	197.88	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.2	$4.5M	+1435%	181k	25.09	View chart
Fiserv Stock (FI)	0.2	$4.4M	-2%	30k	149.04	View chart
Eli Lilly & Co Stock (LLY)	0.2	$4.4M	-24%	4.9k	905.38	View chart
Chevron Corp Stock (CVX)	0.2	$4.4M	-12%	28k	156.42	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.2	$4.3M		52k	84.04	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.2	$4.3M	+32%	115k	37.60	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$4.3M	-12%	24k	183.42	View chart
Bank America Corp Stock (BAC)	0.2	$4.3M	-7%	109k	39.77	View chart
Micron Technology Stock (MU)	0.2	$4.3M		33k	131.53	View chart
Mcdonalds Corp Stock (MCD)	0.2	$4.3M		17k	254.99	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$4.2M	-19%	58k	72.64	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$4.2M	-2%	14k	303.40	View chart
Broadcom Stock (AVGO)	0.2	$4.2M	-14%	2.6k	1605.53	View chart
Visa Stock (V)	0.2	$4.0M	-6%	15k	262.47	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.2	$4.0M	+174%	11k	364.54	View chart
American Express Stock (AXP)	0.2	$4.0M	-7%	17k	231.55	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$3.9M	+9%	55k	72.05	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.2	$3.9M	+20%	33k	118.78	View chart
Stryker Corp Stock (SYK)	0.2	$3.8M	-4%	11k	340.26	View chart
Honeywell Intl Stock (HON)	0.2	$3.8M	-9%	18k	213.54	View chart
Occidental Pete Corp Stock (OXY)	0.2	$3.8M	+8%	60k	63.03	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	0.2	$3.7M	+353%	129k	28.87	View chart
Conocophillips Stock (COP)	0.2	$3.7M	+4%	32k	114.38	View chart
Blackrock Stock (BLK)	0.2	$3.6M		4.6k	787.32	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.2	$3.6M	+145%	85k	42.24	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.2	$3.6M	+10575%	121k	29.70	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.2	$3.5M	-63%	32k	110.01	View chart
Automatic Data Processing Stock (ADP)	0.2	$3.5M	-9%	15k	238.69	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.2	$3.5M	-43%	43k	81.65	View chart
Kroger Stock (KR)	0.1	$3.4M	-3%	69k	49.93	View chart
Wells Fargo Stock (WFC)	0.1	$3.4M	-3%	57k	59.39	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.1	$3.4M	+3%	84k	40.57	View chart
Cisco Sys Stock (CSCO)	0.1	$3.4M	-7%	71k	47.51	View chart
Danaher Corporation Stock (DHR)	0.1	$3.4M	-7%	13k	249.97	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$3.4M	+57%	28k	121.85	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.1	$3.3M	+7%	120k	27.84	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.1	$3.3M	+212%	58k	56.68	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.1	$3.2M	-14%	53k	61.52	View chart
Abbott Labs Stock (ABT)	0.1	$3.2M		31k	103.91	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$3.2M	+23%	66k	48.60	View chart
Schwab International Equity Etf Etf (SCHF)	0.1	$3.2M	-4%	83k	38.42	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$3.2M	-4%	120k	26.56	View chart
Dimensional International Value Etf Etf (DFIV)	0.1	$3.1M	+4%	87k	35.94	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$3.1M	+4%	47k	66.35	View chart
Netflix Stock (NFLX)	0.1	$3.1M	-16%	4.6k	674.88	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.1	$3.0M	-36%	91k	33.48	View chart
Citigroup Stock (C)	0.1	$3.0M	-5%	47k	63.46	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$3.0M	-5%	47k	64.25	View chart
Oneok Stock (OKE)	0.1	$3.0M	-2%	37k	81.55	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.1	$2.9M	-21%	55k	53.53	View chart
Pepsico Stock (PEP)	0.1	$2.9M	-11%	18k	165.01	View chart
Ecolab Stock (ECL)	0.1	$2.8M	-5%	12k	238.00	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$2.8M	+37%	36k	78.33	View chart
Xtrackers S&p 500 Esg Etf Etf (SNPE)	0.1	$2.7M	+30%	54k	50.06	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$2.7M	-6%	15k	182.02	View chart
Ishares Msci Acwi Ex U.s. Etf Etf (ACWX)	0.1	$2.6M	+138%	49k	53.08	View chart
Walmart Stock (WMT)	0.1	$2.6M	-13%	38k	67.73	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$2.5M	-18%	88k	28.30	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.5M	-3%	17k	142.74	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.1	$2.4M	-60%	4.00	612241.00	View chart
Qualcomm Stock (QCOM)	0.1	$2.4M	-14%	12k	199.18	View chart
Intercontinentalexchintl Stock (ICE)	0.1	$2.4M	-5%	18k	136.89	View chart
Kinder Morgan Stock (KMI)	0.1	$2.2M	-4%	112k	19.87	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$2.2M	-3%	94k	23.23	View chart
Nike Inc Class B Stock (NKE)	0.1	$2.2M	-8%	29k	75.37	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.2M	-7%	3.9k	553.00	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$2.2M	-19%	49k	43.93	View chart
Spdr Gold Etf Etf (GLD)	0.1	$2.1M	+17%	9.9k	215.01	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.1	$2.1M	+752566%	23k	93.81	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$2.1M	-4%	8.5k	246.66	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.1	$2.1M	+85%	21k	96.62	View chart
Nextera Energy Stock (NEE)	0.1	$2.0M	+46%	29k	71.05	View chart
Ishares S&p Midcap 400 Value Etf Etf (IJJ)	0.1	$2.0M	-3%	18k	113.46	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$2.0M	+6%	74k	26.73	View chart
Dow Stock (DOW)	0.1	$2.0M	-7%	37k	53.05	View chart
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)	0.1	$1.9M	+4%	23k	83.96	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$1.9M	-3%	26k	73.65	View chart
Ishares Iboxx Corporate Bond Etf Etf (LQD)	0.1	$1.9M		18k	107.12	View chart
Republic Services Stock (RSG)	0.1	$1.9M		9.7k	194.36	View chart
Deere & Co Stock (DE)	0.1	$1.9M	-19%	5.0k	373.63	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$1.8M		114k	16.15	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$1.8M	-12%	9.4k	194.88	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$1.8M	-5%	44k	41.11	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$1.8M		19k	97.27	View chart
Church & Dwight Stock (CHD)	0.1	$1.8M		17k	103.70	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.1	$1.7M	-73%	46k	38.41	View chart
Ishares Silver Trust Etf Etf (SLV)	0.1	$1.7M	-14%	66k	26.57	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.7M	-4%	7.4k	231.85	View chart
Houlihan Lokey Inc Cl A Stock (HLI)	0.1	$1.6M		12k	134.86	View chart
Badger Meter Stock (BMI)	0.1	$1.6M	-7%	8.7k	186.35	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$1.6M		9.5k	171.53	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$1.6M	-3%	9.2k	175.79	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.1	$1.6M	-9%	12k	133.96	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$1.6M	+5%	29k	54.75	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.6M	-6%	8.8k	182.56	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.1	$1.6M	NEW	36k	44.10	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$1.6M	-9%	35k	45.62	View chart
Ge Aerospace Stock (GE)	0.1	$1.6M	-14%	9.9k	158.98	View chart
Ishares Cohen & Steers Rlty Etf (ICF)	0.1	$1.6M	-16%	27k	57.29	View chart
Health Care Select Sector Spdr Etf (XLV)	0.1	$1.6M	-10%	11k	145.76	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$1.5M		30k	51.87	View chart
Corteva Stock (CTVA)	0.1	$1.5M		29k	53.94	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$1.5M	-2%	17k	90.54	View chart
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV)	0.1	$1.5M		18k	87.57	View chart
Us Foods Hldg Corp Stock (USFD)	0.1	$1.5M		29k	52.98	View chart
Watsco Stock (WSO)	0.1	$1.5M	-29%	3.3k	463.24	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$1.5M	+5%	15k	102.70	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.5M	-27%	8.7k	173.81	View chart
Eog Resources Stock (EOG)	0.1	$1.5M	-12%	12k	125.69	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$1.5M	-5%	8.3k	182.40	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.1	$1.5M	+11%	60k	24.63	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$1.5M	-15%	5.7k	260.70	View chart
At&t Stock (T)	0.1	$1.5M	-16%	77k	19.11	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.5M		9.1k	162.21	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$1.5M	-8%	1.4k	1023.10	View chart
Pfizer Stock (PFE)	0.1	$1.4M	-8%	51k	27.98	View chart
Merck & Co Stock (MRK)	0.1	$1.4M	-17%	12k	123.80	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.1	$1.4M	+4%	53k	26.91	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	0.1	$1.4M	+3%	30k	47.45	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.4M	-8%	24k	58.03	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.1	$1.4M		120k	11.74	View chart
Intl Business Machines Stock (IBM)	0.1	$1.4M	-17%	8.1k	171.77	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.4M		6.9k	199.98	View chart
Invesco Bulletshares 2027 Municipal Bond Etf Etf (BSMR)	0.1	$1.4M	+50%	59k	23.48	View chart
Spdr Ser Tr Dj Wilshire Mid Cap Growth Etf Etf (MDYG)	0.1	$1.4M	+1668%	16k	84.06	View chart
WD 40 Stock (WDFC)	0.1	$1.4M	-2%	6.2k	219.64	View chart
Proshares Ultra Qqq Etf (QLD)	0.1	$1.4M	-11%	14k	99.81	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.1	$1.4M		16k	85.66	View chart
General Motors Corp Stock (GM)	0.1	$1.3M	-8%	29k	46.46	View chart
Open Text Corp Stock (OTEX)	0.1	$1.3M	+40%	45k	30.03	View chart
Phillips 66 Stock (PSX)	0.1	$1.3M		9.5k	141.17	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.1	$1.3M		32k	41.54	View chart
Coca Cola Stock (KO)	0.1	$1.3M	-22%	21k	63.65	View chart
MicroStrategy Inc Class A Stock (MSTR)	0.1	$1.3M	+4%	948.00	1377.62	View chart
Fidelity Wise Origin Bitcoin Fund Etf (FBTC)	0.1	$1.3M	+1658%	25k	52.46	View chart
Verizon Communications Stock (VZ)	0.1	$1.3M	-19%	31k	42.59	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.1	$1.3M	-82%	19k	68.28	View chart
Ishares Msci World Etf Etf (URTH)	0.1	$1.3M	-9%	8.7k	147.50	View chart
Lowes Cos Stock (LOW)	0.1	$1.3M	-18%	5.7k	220.46	View chart
Gildan Activewear Stock (GIL)	0.1	$1.2M		33k	37.92	View chart
Aercap Holdings Nv Stock (AER)	0.1	$1.2M	-20%	13k	93.20	View chart
Novartis Adr (NVS)	0.1	$1.2M	-11%	11k	106.46	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.1	$1.2M	-17%	46k	25.87	View chart
Autodesk Stock (ADSK)	0.1	$1.2M	-7%	4.8k	247.45	View chart
Ishares 20 Yr Treasury Etf Etf (TLT)	0.1	$1.2M	-20%	13k	91.78	View chart
Ishares Tr S&p Allocation Fd Growth Allocation Etf (AOR)	0.1	$1.2M	+233%	21k	56.32	View chart
Primerica Stock (PRI)	0.1	$1.2M		4.9k	236.58	View chart
Sherwin Williams Stock (SHW)	0.1	$1.2M	-18%	3.9k	298.49	View chart
Amgen Stock (AMGN)	0.0	$1.2M	-29%	3.7k	312.45	View chart
First Trust Buywrite Income Etf Etf (FTHI)	0.0	$1.2M	NEW	52k	22.47	View chart
Rbc Bearings Stock (RBC)	0.0	$1.1M		4.2k	269.78	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.0	$1.1M	-25%	17k	68.14	View chart
Discover Finl Svcs Stock (DFS)	0.0	$1.1M	-3%	8.7k	130.88	View chart
Construction Partners Inc Com Cl A Stock (ROAD)	0.0	$1.1M	-23%	21k	55.21	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.0	$1.1M	-22%	2.4k	468.72	View chart
Medtronic Stock (MDT)	0.0	$1.1M	-5%	14k	78.73	View chart
Te Connectivity Stock (TEL)	0.0	$1.1M	-4%	7.4k	150.43	View chart
Fidelity National Financial In Fnf Group Stock (FNF)	0.0	$1.1M	-8%	23k	49.43	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ)	0.0	$1.1M	+12%	58k	19.18	View chart
Monster Beverage Corp Stock (MNST)	0.0	$1.1M		22k	49.95	View chart
Omnicom Group Stock (OMC)	0.0	$1.1M		12k	89.70	View chart

Past Filings by Avior Wealth Management

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

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
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q4 filed Feb. 14, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q3 filed Nov. 2, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q2 filed July 27, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q1 filed May 11, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2020 Q4 filed Feb. 9, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2020 Q3 filed Oct. 20, 2020

View all past filings

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