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
JAVAJpmorgan Active Value Etf Recent Activity Decreased -0.62%	2.23%	$60.774M 960,089 shares@ $63.31 avg price	Decreased -0.62%
JGROJpmorgan Active Growth Etf Recent Activity Decreased -3.82%	1.86%	$50.791M 626,819 shares@ $81.04 avg price	Decreased -3.82%
MGKVanguard World Fund Etf Mega Cap 300 Growth Etf Recent Activity Decreased -2.98%	0.92%	$24.92M 72,566 shares@ $343.42 avg price	Decreased -2.98%
MSFTMicrosoft Recent Activity Decreased -2.18%	0.88%	$23.867M 56,624 shares@ $421.51 avg price	Decreased -2.18%
AMZNAmazon.com Inc Recent Activity Decreased -0.77%	0.68%	$18.456M 84,123 shares@ $219.4 avg price	Decreased -0.77%
SLYVSpdr Ser Tr Dj Wilshire Small Cap Value Etf Recent Activity Decreased -44.02%	0.66%	$17.996M 206,355 shares@ $87.21 avg price	Decreased -44.02%
MDYVSpdr Ser Tr S&p 400 Mid Cap Value Etf Recent Activity Decreased -0.43%	0.59%	$16.119M 200,984 shares@ $80.21 avg price	Decreased -0.43%
MGVVanguard World Fd Mega Cap 300 Value Index Etf Recent Activity Decreased -0.19%	0.58%	$15.679M 125,518 shares@ $124.92 avg price	Decreased -0.19%
METAMeta Platforms Inc Cl A Recent Activity Decreased -5.57%	0.48%	$13.05M 22,287 shares@ $585.53 avg price	Decreased -5.57%
GOOGLAlphabet Inc. Recent Activity Decreased -3.86%	0.44%	$11.946M 63,108 shares@ $189.31 avg price	Decreased -3.86%