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Ea Series Trust shares owned by Avondale Wealth Management

Quarter-by-quarter ownership of Ea Series Trust (BOXX) shares owned by Avondale Wealth Management from 13F filings

Historical chart of Avondale Wealth Management investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Avondale Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Avondale Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 77k 113.86
2025-06-30 $6.5M 58k 112.68
2025-03-31 $4.6M 41k 111.49
2024-12-31 $4.2M 38k 110.28
2024-09-30 $871k 8.0k 108.93
2024-06-30 $539k 5.0k 107.82

More positions owned by Avondale Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Ishares Semicdtr (SOXX)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Apple (AAPL)
Tesla Motors (TSLA)
Select Sector Spdr Tr Energy (XLE)

View all positions for Avondale Wealth Management

Top funds holding Ea Series Trust

Wealth Enhancement Advisory Services
Rockefeller Capital Management
Cambridge Investment Research Advisors
True Wealth Design
ADAR1 Capital Management
Insight Advisors, LLC/ PA
Mariner Wealth Advisors
Ethos Financial Group
HighTower Advisors
CWM
Pennington Partners & Co
Kathmere Capital Management
Bravias Capital Group
Whitcomb & Hess
Empowered Funds

View all funds holding Ea Series Trust