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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
IGSBIshares 1-3 Yr Credit Bond Etf
Recent Activity
Decreased -1.07%
0.42%
$11.311M
218,782 shares@ $51.71 avg price
BABoeing Co Com
Recent Activity
Decreased -1.33%
0.41%
$11.079M
62,594 shares@ $177.01 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -11.54%
0.38%
$10.287M
42,913 shares@ $239.72 avg price
ORCLOracle Corporation
Recent Activity
Decreased -10.55%
0.36%
$9.631M
57,793 shares@ $166.65 avg price
ABBVAbbvie Inc Com
Recent Activity
Decreased -6.6%
0.35%
$9.386M
52,819 shares@ $177.71 avg price
UNPUnion Pac Corp Com
Recent Activity
Decreased -2.97%
0.35%
$9.313M
40,837 shares@ $228.05 avg price
TSLATesla Inc Com
Recent Activity
Decreased -16.92%
0.3%
$8.044M
19,919 shares@ $403.85 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -22.28%
0.28%
$7.474M
69,475 shares@ $107.58 avg price
SPEMSpdr Portfolio Emerging Markets Etf
Recent Activity
Decreased -0.5%
0.27%
$7.135M
185,959 shares@ $38.38 avg price
VXUSVanguard Total International Stock Etf
Recent Activity
Decreased -2.61%
0.26%
$7.069M
119,952 shares@ $58.94 avg price