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Eric Hamilton

@Avior Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$2.733BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSCOInvesco Bulletshares 2024 Corporate Bond Etf
Recent Activity
Exited
0%
$906,862
42,938 shares@ $21.13 avg price
MROMarathon Oil Corp Com
Recent Activity
Exited
0%
$311,491
11,697 shares@ $26.63 avg price
DAPRFt Vest U.s. Equity Deep Buffer Etf - April
Recent Activity
Exited
0%
$246,641
6,761 shares@ $36.48 avg price
MOG.AMoog Inc Cl A
Recent Activity
Exited
0%
$244,040
1,208 shares@ $202.02 avg price
VKTXViking Therapeutics Inc Com
Recent Activity
Exited
0%
$200,819
3,172 shares@ $63.31 avg price
MQMarqeta Inc Class A Com
Recent Activity
Exited
0%
$160,121
32,545 shares@ $4.92 avg price
ARKBArk 21shares Bitcoin Etf Ben Of Int
Recent Activity
Exited
0%
$144,534
2,277 shares@ $63.48 avg price
BSMOInvesco Bulletshares 2024 Municipal Bond Etf
Recent Activity
Exited
0%
$135,839
5,473 shares@ $24.82 avg price
QATIshares Msci Qatar Etf
Recent Activity
Exited
0%
$128,073
6,907 shares@ $18.55 avg price
ANETArista Networks Inc Com
Recent Activity
Exited
0%
$112,459
293 shares@ $383.82 avg price