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 2463 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Avior Wealth Management has 2463 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Growth Etf Etf (VUG) 6.6 $181M +36% 441k 410.35
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Ishares Core Dividend Growth Etf Etf (DGRO) 3.9 $107M +2% 1.7M 61.34
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Vanguard Mid Cap Growth Etf Etf (VOT) 3.3 $91M +17% 359k 253.68
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Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 3.1 $86M +6% 530k 161.74
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Ishares S&p 500 Index Etf (IVV) 2.5 $69M +4% 117k 588.68
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Jpmorgan Active Value Etf Etf (JAVA) 2.2 $61M 960k 63.30
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.1 $57M +2% 127k 453.28
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Jpmorgan Active Growth Etf Etf (JGRO) 1.9 $51M -3% 627k 81.03
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Apple Stock (AAPL) 1.8 $49M +15% 196k 250.42
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Ishares Morningstar Mid-cap Growth Etf Etf (IMCG) 1.5 $42M 558k 75.53
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Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) 1.5 $41M +12% 2.2M 18.34
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Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) 1.5 $40M +12% 2.1M 19.48
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Vanguard Total Bond Market Etf Etf (BND) 1.4 $38M +848% 530k 71.91
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Vanguard S&p 500 Etf Etf (VOO) 1.3 $36M +4% 68k 538.81
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Vanguard Small Cap Growth Etf Etf (VBK) 1.3 $36M +28% 130k 279.85
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Vanguard Value Etf Etf (VTV) 1.3 $35M +56% 204k 169.30
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Invesco Bulletshares 2031 Corporate Bond Etf Etf (BSCV) 1.2 $32M +119374% 2.0M 16.05
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Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 1.1 $31M 604k 51.14
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Nvidia Corp Stock (NVDA) 1.1 $31M +20% 229k 134.29
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Vanguard Small Cap Etf Etf (VB) 1.1 $30M 124k 240.09
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Vanguard Intermediate-term Bond Etf (BIV) 1.1 $30M +4% 395k 74.73
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Invesco S&p Midcap Value With Momentum Etf Etf (XMVM) 1.1 $29M +4% 521k 55.42
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Vanguard Ftse Developed Markets Etf Etf (VEA) 1.0 $28M +5% 579k 47.67
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Vanguard Short-term Bond Etf Etf (BSV) 0.9 $25M +9% 327k 77.27
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Vanguard World Fund Etf Mega Cap 300 Growth Etf Etf (MGK) 0.9 $25M -2% 73k 343.41
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Microsoft Stock (MSFT) 0.9 $24M -2% 57k 421.50
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Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) 0.9 $24M +2% 413k 57.41
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Schwab U.s. Broad Market Etf Etf (SCHB) 0.9 $23M +195% 1.0M 22.70
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Ishares S&p 500 Growth Etf Etf (IVW) 0.8 $22M +8% 221k 101.53
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Spdr S&p 500 Etf Etf (SPY) 0.8 $22M +2% 37k 586.08
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Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.8 $21M 475k 44.92
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Ishares Amt-free Muni Bond Etf Etf (MUB) 0.7 $20M +4% 191k 106.50
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Vanguard Total International Bond Etf Etf (BNDX) 0.7 $20M +4% 407k 49.05
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Schwab Us Tips Etf Etf (SCHP) 0.7 $20M +109% 768k 25.83
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Schwab Short-term Us Treasury Etf Etf (SCHO) 0.7 $20M +109% 822k 24.06
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Vanguard Small Cap Value Etf Etf (VBR) 0.7 $19M +30% 96k 198.18
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Zacks Small/mid Cap Etf Etf (SMIZ) 0.7 $19M +36% 561k 33.18
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Amazon.com Stock (AMZN) 0.7 $19M 84k 219.39
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Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV) 0.7 $18M -44% 206k 87.21
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Avantis U.s. Small Cap Value Etf Etf (AVUV) 0.6 $18M +140209% 184k 96.53
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Spdr Ser Tr S&p 400 Mid Cap Value Etf Etf (MDYV) 0.6 $16M 201k 80.20
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Vanguard World Fd Mega Cap 300 Value Index Etf Etf (MGV) 0.6 $16M 126k 124.91
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Vanguard Intermediate Term Corp Bond Fd Etf Etf (VCIT) 0.6 $15M +3% 189k 80.27
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.5 $14M +35% 318k 44.04
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Meta Platforms Inc Cl A Stock (META) 0.5 $13M -5% 22k 585.51
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Vanguard High Dividend Yield Etf (VYM) 0.4 $12M +40% 96k 127.59
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Alphabet Stock (GOOGL) 0.4 $12M -3% 63k 189.30
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.4 $12M +248% 434k 27.31
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.4 $12M +25675% 56k 210.45
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Vanguard Total Stock Market Etf Etf (VTI) 0.4 $12M +84% 40k 289.81
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Ishares 1-3 Yr Credit Bond Etf Etf (IGSB) 0.4 $11M 219k 51.70
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Boeing Stock (BA) 0.4 $11M 63k 177.00
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Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD) 0.4 $11M +6% 201k 54.69
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Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB) 0.4 $11M +9% 293k 36.08
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Ishares Floating Rate Bond Etf Etf (FLOT) 0.4 $11M +21% 206k 50.88
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Jpmorgan Chase & Co Stock (JPM) 0.4 $10M -11% 43k 239.71
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Vanguard Mid Cap Etf (VO) 0.4 $10M +7% 41k 251.14
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Swan Hedged Equity Us Large Cap Etf Etf (HEGD) 0.4 $10M +9% 445k 22.40
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Powershares Qqq Tr Etf (QQQ) 0.4 $10M +30% 20k 511.25
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Vanguard Reit Index Etf Etf (VNQ) 0.4 $9.8M +67% 110k 89.00
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Oracle Corporation Stock (ORCL) 0.4 $9.6M -10% 58k 166.64
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Abbvie Stock (ABBV) 0.3 $9.4M -6% 53k 177.70
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Union Pac Corp Stock (UNP) 0.3 $9.3M -2% 41k 228.04
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Schwab Us Mid-cap Etf Etf (SCHM) 0.3 $9.3M +203% 335k 27.71
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Ishares S&p Smallcap 600 Etf Etf (IJR) 0.3 $8.6M +3% 75k 115.22
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Ishares Msci Eafe Growth Etf Etf (EFG) 0.3 $8.5M +9102% 88k 96.83
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.3 $8.4M +76% 44k 190.44
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Vanguard Emerging Markets Government Bond Etf Etf (VWOB) 0.3 $8.2M +4% 130k 63.15
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Tesla Stock (TSLA) 0.3 $8.0M -16% 20k 403.84
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Invesco Bulletshares 2026 High Yield Corp Bond Etf Etf (BSJQ) 0.3 $7.6M +3% 325k 23.27
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Exxon Mobil Corp Stock (XOM) 0.3 $7.5M -22% 70k 107.57
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Spdr Portfolio Emerging Markets Etf Etf (SPEM) 0.3 $7.1M 186k 38.37
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Vanguard Total International Stock Etf Etf (VXUS) 0.3 $7.1M -2% 120k 58.93
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 0.3 $7.0M -12% 80k 87.90
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Home Depot Stock (HD) 0.2 $6.6M -6% 17k 389.00
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Disney Walt Stock (DIS) 0.2 $6.4M +9% 58k 111.35
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.2 $6.3M +94% 49k 128.62
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Ishares Core S&p Mid Cap Etf Etf (IJH) 0.2 $6.2M -9% 100k 62.31
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Vanguard Large Cap Etf (VV) 0.2 $6.2M 23k 269.70
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Sch Us Reit Etf Etf (SCHH) 0.2 $6.1M +3% 291k 21.06
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Schwab Us Aggregate Bond Etf Etf (SCHZ) 0.2 $6.1M +104% 270k 22.70
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Salesforce Stock (CRM) 0.2 $5.9M -9% 18k 334.33
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Spdr Gold Minishares Trust Etf (GLDM) 0.2 $5.9M 113k 51.99
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Broadcom Stock (AVGO) 0.2 $5.8M -3% 25k 231.84
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Costco Wholesale Corp Stock (COST) 0.2 $5.7M -10% 6.2k 916.28
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Ishares Russell 1000 Etf Etf (IWB) 0.2 $5.7M 18k 320.37
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Mastercard Stock (MA) 0.2 $5.6M -11% 11k 526.57
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Goldman Sachs Group Stock (GS) 0.2 $5.6M -17% 9.7k 572.62
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Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) 0.2 $5.5M -5% 163k 34.13
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Fiserv Stock (FI) 0.2 $5.4M -11% 27k 205.42
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Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS) 0.2 $5.4M +2148% 47k 114.48
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Abbott Labs Stock (ABT) 0.2 $5.3M +10% 47k 113.11
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Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP) 0.2 $5.2M -85% 252k 20.65
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Procter And Gamble Stock (PG) 0.2 $5.1M -2% 31k 167.65
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Johnson & Johnson Stock (JNJ) 0.2 $5.1M -10% 35k 144.62
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Unitedhealth Group Stock (UNH) 0.2 $5.0M -12% 9.9k 505.86
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.2 $4.9M +4% 12k 401.60
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Accenture Plc Ireland Shs Class A Stock (ACN) 0.2 $4.7M 13k 351.80
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Technology Select Sector Spdr Etf (XLK) 0.2 $4.7M +2% 20k 232.52
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Visa Stock (V) 0.2 $4.7M -6% 15k 316.04
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Ishares Russell Top 200 Growth Etf Etf (IWY) 0.2 $4.6M -6% 20k 235.28
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First Trust Capital Strength Etf Etf (FTCS) 0.2 $4.5M 51k 87.82
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Spdr Portfolio Aggregate Bond Etf Etf (SPAB) 0.2 $4.4M 178k 24.99
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Dimensional International Core Equity Market Etf Etf (DFAI) 0.2 $4.4M +119% 152k 29.20
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Mcdonalds Corp Stock (MCD) 0.2 $4.2M -12% 15k 289.90
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Cisco Sys Stock (CSCO) 0.2 $4.2M +4% 71k 59.20
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American Express Stock (AXP) 0.2 $4.2M -16% 14k 296.80
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Kroger Stock (KR) 0.2 $4.1M 68k 61.15
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.1 $4.1M +3% 71k 57.53
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Eli Lilly & Co Stock (LLY) 0.1 $4.1M +8% 5.3k 772.00
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Dimensional Us Large Cap Value Etf Etf (DFLV) 0.1 $4.0M +84% 132k 30.03
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Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG) 0.1 $4.0M +8% 93k 42.61
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Wells Fargo Stock (WFC) 0.1 $3.9M -10% 56k 70.24
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Citigroup Stock (C) 0.1 $3.9M +16% 55k 70.39
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Netflix Stock (NFLX) 0.1 $3.9M -6% 4.3k 891.32
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Chevron Corp Stock (CVX) 0.1 $3.8M -2% 27k 144.84
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Bank America Corp Stock (BAC) 0.1 $3.8M -34% 86k 43.95
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Spdr Portfolio Short Term Treasury Etf Etf (SPTS) 0.1 $3.8M 130k 29.01
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Blackrock Stock (BLK) 0.1 $3.8M -16% 3.7k 1025.11
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Oneok Stock (OKE) 0.1 $3.7M 37k 100.40
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Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI) 0.1 $3.7M +9% 94k 39.56
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Abrdn Physical Silver Shares Etf Etf (SIVR) 0.1 $3.7M +5% 133k 27.57
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Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB) 0.1 $3.6M 120k 29.86
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Automatic Data Processing Stock (ADP) 0.1 $3.6M -15% 12k 292.73
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Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $3.5M 50k 70.28
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Walmart Stock (WMT) 0.1 $3.4M 38k 90.35
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Invesco S&p Midcap Quality Etf Etf (XMHQ) 0.1 $3.4M -78% 35k 98.47
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Schwab Us Large Cap Growth Etf Etf (SCHG) 0.1 $3.4M +212% 123k 27.87
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Stryker Corp Stock (SYK) 0.1 $3.4M -14% 9.5k 360.05
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.1 $3.4M +25% 5.00 680920.00
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Ishares Russell Midcap Growth Etf Etf (IWP) 0.1 $3.4M +6% 27k 126.28
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Dimensional International Value Etf Etf (DFIV) 0.1 $3.3M +4% 94k 35.48
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Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.1 $3.3M 64k 52.22
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Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM) 0.1 $3.3M 47k 71.43
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Kinder Morgan Stock (KMI) 0.1 $3.3M +4% 120k 27.40
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Conocophillips Stock (COP) 0.1 $3.3M +8% 33k 99.17
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Spdr Gold Etf Etf (GLD) 0.1 $3.2M +18% 13k 242.13
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Danaher Corporation Stock (DHR) 0.1 $3.2M -12% 14k 229.55
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Ishares Russell 1000 Value Etf Etf (IWD) 0.1 $3.1M 17k 185.14
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Honeywell Intl Stock (HON) 0.1 $3.0M -16% 14k 225.91
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Invesco Bulletshares 2027 Municipal Bond Etf Etf (BSMR) 0.1 $3.0M +44% 128k 23.60
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Invesco Bulletshares 2029 Municipal Bond Etf Etf (BSMT) 0.1 $3.0M +67% 129k 22.94
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Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX) 0.1 $3.0M +190% 128k 23.18
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Occidental Pete Corp Stock (OXY) 0.1 $2.9M 59k 49.41
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Schwab International Equity Etf Etf (SCHF) 0.1 $2.9M +101% 154k 18.50
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MicroStrategy Inc Class A Stock (MSTR) 0.1 $2.8M +9% 9.7k 289.63
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Micron Technology Stock (MU) 0.1 $2.8M +6% 33k 84.16
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Fidelity Wise Origin Bitcoin Fund Etf (FBTC) 0.1 $2.7M 33k 81.58
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Freeport Mcmoran Copper Stock (FCX) 0.1 $2.6M +3% 69k 38.08
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Ishares S&p 500 Value Etf Etf (IVE) 0.1 $2.6M 14k 190.89
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Ishares Gold Trust Etf Etf (IAU) 0.1 $2.6M +6% 52k 49.51
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Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.1 $2.6M +138% 33k 78.01
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Ishares Iboxx Corporate Bond Etf Etf (LQD) 0.1 $2.5M +39% 24k 106.84
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Pepsico Stock (PEP) 0.1 $2.5M -9% 17k 152.06
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Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) 0.1 $2.5M +50% 44k 56.38
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Invesco Bulletshares 2031 Municipal Bond Etf Etf (BSMV) 0.1 $2.5M +929% 119k 20.93
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Nike Inc Class B Stock (NKE) 0.1 $2.5M -4% 32k 75.67
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Ishares Aggregate Bond Etf Etf (AGG) 0.1 $2.4M 25k 96.52
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Ishares Msci Eafe Etf Etf (EFA) 0.1 $2.4M -8% 32k 75.61
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Qualcomm Stock (QCOM) 0.1 $2.4M +29% 16k 153.62
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Ishares Msci Eafe Small Cap Etf Etf (SCZ) 0.1 $2.3M +3% 38k 60.59
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Badger Meter Stock (BMI) 0.1 $2.3M +2% 11k 212.12
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Vanguard Russell 1000 Growth Etf Etf (VONG) 0.1 $2.3M -4% 22k 103.30
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Ishares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Etf (COMT) 0.1 $2.3M NEW 89k 25.31
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Ecolab Stock (ECL) 0.1 $2.2M -16% 9.5k 234.33
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Ishares S&p Smallcap 600 Value Etf Etf (IJS) 0.1 $2.2M 20k 108.61
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Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM) 0.1 $2.2M +2% 82k 26.19
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Ishares S&p Midcap 400 Value Etf Etf (IJJ) 0.1 $2.1M 17k 124.96
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Paypal Hldgs Stock (PYPL) 0.1 $2.1M +5% 25k 85.35
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Republic Services Stock (RSG) 0.1 $2.1M +4% 11k 201.19
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Financial Select Sector Spdr Etf (XLF) 0.1 $2.1M 43k 48.33
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Ishares 1-3 Yr Treasury Bond Etf Etf (SHY) 0.1 $2.1M -2% 25k 81.98
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Charles Schwab Corp Stock (SCHW) 0.1 $2.0M -7% 28k 74.02
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Thermo Fisher Scientific Stock (TMO) 0.1 $2.0M 3.9k 520.23
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Deere & Co Stock (DE) 0.1 $2.0M 4.8k 423.70
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Intercontinentalexchintl Stock (ICE) 0.1 $2.0M -22% 13k 149.01
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Becton Dickinson & Co Stock (BDX) 0.1 $2.0M +10% 8.8k 226.87
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Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 0.1 $2.0M -8% 69k 28.67
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Nextera Energy Stock (NEE) 0.1 $2.0M 27k 71.69
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Us Foods Hldg Corp Stock (USFD) 0.1 $2.0M 29k 67.46
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Houlihan Lokey Inc Cl A Stock (HLI) 0.1 $1.9M -7% 11k 173.66
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Consumer Discretionary Sel Sector Spdr Etf (XLY) 0.1 $1.9M 8.4k 224.37
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Schwab Emerging Market Eq Etf Etf (SCHE) 0.1 $1.9M -11% 70k 26.63
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Industrial Select Sector Spdr Fund Etf (XLI) 0.1 $1.8M -2% 14k 131.76
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Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 0.1 $1.8M 21k 88.79
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Ge Aerospace Stock (GE) 0.1 $1.8M +3% 11k 166.80
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Novo-nordisk A S Adr (NVO) 0.1 $1.8M +13% 21k 86.02
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Xtrackers S&p 500 Esg Etf Etf (SNPE) 0.1 $1.8M -10% 33k 53.27
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Intl Business Machines Stock (IBM) 0.1 $1.8M 8.2k 214.76
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Verizon Communications Stock (VZ) 0.1 $1.7M +14% 42k 41.24
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Ishares Semiconductor Etf Etf (SOXX) 0.1 $1.7M 8.0k 215.51
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Fidelity Msci Information Technology Index Etf Etf (FTEC) 0.1 $1.7M 9.3k 184.89
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Advanced Micro Devices Stock (AMD) 0.1 $1.7M +67% 14k 120.79
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Ishares Silver Trust Etf Etf (SLV) 0.1 $1.7M +8% 65k 26.33
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Taiwan Semiconductor Mfg Adr (TSM) 0.1 $1.7M 8.6k 197.50
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Construction Partners Inc Com Cl A Stock (ROAD) 0.1 $1.7M -7% 19k 88.46
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Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV) 0.1 $1.7M 18k 95.56
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At&t Stock (T) 0.1 $1.7M 73k 22.77
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Dimensional U.s. Targeted Value Etf Etf (DFAT) 0.1 $1.7M 30k 55.66
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Tjx Cos Stock (TJX) 0.1 $1.7M -3% 14k 120.81
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Ishares Msci Usa Momentum Factor Etf Etf (MTUM) 0.1 $1.7M -2% 8.0k 206.94
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Vanguard S&p 500 Value Etf Etf (VOOV) 0.1 $1.6M 8.9k 184.52
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Corteva Stock (CTVA) 0.1 $1.6M 29k 56.96
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Dimensional International Small Cap Etf Etf (DFIS) 0.1 $1.6M +4% 67k 24.56
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Vanguard Short-term Treasury Etf Etf (VGSH) 0.1 $1.6M +135% 28k 58.18
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Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.1 $1.6M +100% 73k 22.07
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Permian Resources Corp Class A Stock (PR) 0.1 $1.6M -2% 112k 14.38
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $1.6M +10% 7.3k 217.97
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Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) 0.1 $1.6M +24% 81k 19.43
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BP Adr (BP) 0.1 $1.6M +83% 53k 29.56
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Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $1.6M 8.0k 195.85
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Vanguard Ultra-short Bond Etf Etf (VUSB) 0.1 $1.5M +665% 31k 49.62
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Invesco S&p 500 Top 50 Etf Etf (XLG) 0.1 $1.5M -3% 31k 49.80
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Dimensional International Small Cap Value Etf Etf (DISV) 0.1 $1.5M +4% 57k 26.57
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Ishares Cohen & Steers Rlty Etf (ICF) 0.1 $1.5M 25k 60.26
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Ishares U.s. Financials Etf Etf (IYF) 0.1 $1.5M +13% 14k 110.58
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Spdr Ser Tr Dj Wilshire Mid Cap Growth Etf Etf (MDYG) 0.1 $1.5M +7% 17k 86.89
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Church & Dwight Stock (CHD) 0.1 $1.5M -18% 14k 104.71
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Eog Resources Stock (EOG) 0.1 $1.5M -2% 12k 122.59
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First Trust Buywrite Income Etf Etf (FTHI) 0.1 $1.5M +9% 63k 23.27
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Watsco Stock (WSO) 0.1 $1.5M -7% 3.1k 473.89
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Health Care Select Sector Spdr Etf (XLV) 0.1 $1.4M -13% 11k 137.57
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Ishares Russell Top 200 Etf Etf (IWL) 0.1 $1.4M -6% 10k 144.71
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Gildan Activewear Stock (GIL) 0.1 $1.4M -6% 30k 47.21
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First Trust Rising Dividend Achievers Etf Etf (RDVY) 0.1 $1.4M 24k 59.14
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Shopify Inc Cl A Stock (SHOP) 0.1 $1.4M 13k 106.33
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Dow Stock (DOW) 0.1 $1.4M -5% 35k 40.13
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Communication Services Select Sector Spdr Fund Etf (XLC) 0.1 $1.4M -4% 14k 96.81
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Spdr Portfolio High Yield Bond Etf Etf (SPHY) 0.1 $1.4M -23% 59k 23.47
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Schwab Etfs- Us Small-cap Etf Etf (SCHA) 0.1 $1.4M +98% 54k 25.86
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Nuveen Quality Muncp Income Cef (NAD) 0.1 $1.4M -2% 118k 11.66
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Sherwin Williams Stock (SHW) 0.1 $1.4M 4.0k 339.96
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Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $1.3M +12% 68k 19.59
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Coca Cola Stock (KO) 0.0 $1.3M +3% 22k 62.26
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Lowes Cos Stock (LOW) 0.0 $1.3M -4% 5.4k 246.80
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Uber Technologies Stock (UBER) 0.0 $1.3M +3154% 22k 60.32
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Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL) 0.0 $1.3M +94% 14k 91.43
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Autodesk Stock (ADSK) 0.0 $1.3M -6% 4.5k 295.57
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Ishares Tr S&p Allocation Fd Growth Allocation Etf (AOR) 0.0 $1.3M +5% 22k 57.32
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Cencora Stock (COR) 0.0 $1.3M -5% 5.7k 224.68
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Pfizer Stock (PFE) 0.0 $1.3M -8% 48k 26.53
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Open Text Corp Stock (OTEX) 0.0 $1.3M +11% 45k 28.31
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Utilities Select Sector Spdr Fund Etf (XLU) 0.0 $1.3M 17k 75.69
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Vaneck Semiconductor Etf Etf (SMH) 0.0 $1.3M +2% 5.2k 242.18
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Primerica Stock (PRI) 0.0 $1.2M -6% 4.6k 271.42
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Armstrong World Inds Stock (AWI) 0.0 $1.2M -6% 8.8k 141.33
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Brookfield Corp Cl A Ltd Vt Sh Stock (BN) 0.0 $1.2M -24% 21k 57.45
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Chubb Stock (CB) 0.0 $1.2M +2% 4.4k 276.40
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Kkr & Co Stock (KKR) 0.0 $1.2M +6% 8.1k 147.91
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Energy Select Sector Spdr Etf (XLE) 0.0 $1.2M +6% 14k 85.06
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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