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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
ANETArista Networks Inc Com Shs
Recent Activity
New Position
0.01%
$140,594
1,272 shares@ $110.53 avg price
VTEBVanguard Tax-exempt Bond Etf
Recent Activity
New Position
0.01%
$122,718
2,448 shares@ $50.13 avg price
TSLTT-rex 2x Long Tesla Daily Target Etf
Recent Activity
New Position
0.01%
$113,600
2,998 shares@ $37.9 avg price
XENEXenon Pharmaceuticals Inc Com
Recent Activity
New Position
0.01%
$100,704
2,569 shares@ $39.2 avg price
VIGIVanguard International Dividend Appreciation Etf
Recent Activity
New Position
0.01%
$99,987
1,250 shares@ $79.99 avg price
BSCYInvesco Bulletshares 2034 Corporate Bond Etf
Recent Activity
New Position
0.01%
$98,780
4,886 shares@ $20.22 avg price
PTACohen & Steers Tax Advan Pfd S Com
Recent Activity
New Position
0.01%
$95,331
4,960 shares@ $19.22 avg price
BSCUInvesco Bulletshares 2030 Corporate Bond Etf
Recent Activity
New Position
0.01%
$90,035
5,500 shares@ $16.37 avg price
XNTKSpdr Nyse Technology Etf
Recent Activity
New Position
0.01%
$88,955
440 shares@ $202.18 avg price
SLNOSoleno Therapeutics Inc Com
Recent Activity
New Position
0.01%
$88,686
1,973 shares@ $44.95 avg price