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
COMTIshares U.s. Etf Trust Ishares Gsci Commodity Dynamic Roll Strategy Etf Recent Activity New Position	0.09%	$2.26M 89,279 shares@ $25.32 avg price	New Position
VCLTVanguard Long-term Corporate Bond Etf Recent Activity New Position	0.02%	$441,875 5,909 shares@ $74.78 avg price	New Position
JWNNordstrom Inc Com Recent Activity New Position	0.02%	$415,414 17,201 shares@ $24.16 avg price	New Position
GKOSGlaukos Corp Com Recent Activity New Position	0.02%	$390,143 2,602 shares@ $149.94 avg price	New Position
TLNTalen Energy Corp Com Recent Activity New Position	0.01%	$258,687 1,284 shares@ $201.47 avg price	New Position
BTCLT-rex 2x Long Bitcoin Daily Target Etf Recent Activity New Position	0.01%	$222,426 4,573 shares@ $48.64 avg price	New Position
SLQDIshares 0-5 Year Investment Grade Corporate Bond Etf Recent Activity New Position	0.01%	$208,858 4,199 shares@ $49.74 avg price	New Position
BLDTopbuild Corp Com Recent Activity New Position	0.01%	$159,406 512 shares@ $311.34 avg price	New Position
EXTRExtreme Networks Inc Recent Activity New Position	0.01%	$157,422 9,404 shares@ $16.74 avg price	New Position
INSMInsmed Inc Com Par .01 Recent Activity New Position	0.01%	$157,273 2,278 shares@ $69.04 avg price	New Position