Eric Hamilton

@Avior Wealth Management, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$2.733B

Total holdings2463

Assets growth rate8.85%

Assets growth rate (2-Q avg)8.41%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Avior Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 2463 positions.

Assets under management

The assets under management (AUM) of Avior Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.733B in assets, with a quarterly growth rate of 8.85% and a 2-quarter average growth rate of 8.41%. The portfolio is managed by Eric Hamilton, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VUGVanguard Growth Etf Recent Activity Increased 36.39%	6.63%	$180.985M 441,053 shares@ $410.35 avg price	Increased 36.39%
DGROIshares Core Dividend Growth Etf Recent Activity Increased 2.85%	3.9%	$106.591M 1.738M shares@ $61.35 avg price	Increased 2.85%
VOTVanguard Mid Cap Growth Etf Recent Activity Increased 17.76%	3.33%	$90.993M 358,691 shares@ $253.69 avg price	Increased 17.76%
VOEVanguard Index Fds Mid-cap Value Index Viper Shs Etf Recent Activity Increased 6.69%	3.14%	$85.746M 530,145 shares@ $161.74 avg price	Increased 6.69%
IVVIshares S&p 500 Index Recent Activity Increased 4.67%	2.52%	$68.862M 116,976 shares@ $588.69 avg price	Increased 4.67%
JAVAJpmorgan Active Value Etf Recent Activity Decreased -0.62%	2.23%	$60.774M 960,089 shares@ $63.31 avg price	Decreased -0.62%
BRK.BBerkshire Hathaway Inc Del Cl B New Recent Activity Increased 2.67%	2.1%	$57.353M 126,529 shares@ $453.29 avg price	Increased 2.67%
JGROJpmorgan Active Growth Etf Recent Activity Decreased -3.82%	1.86%	$50.791M 626,819 shares@ $81.04 avg price	Decreased -3.82%
AAPLApple Inc Recent Activity Increased 15.78%	1.8%	$49.168M 196,440 shares@ $250.3 avg price	Increased 15.78%
IMCGIshares Morningstar Mid-cap Growth Etf Recent Activity Increased 1.84%	1.55%	$42.143M 557,968 shares@ $75.54 avg price	Increased 1.84%