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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

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 36.39%
6.63%
$180.985M
441,053 shares@ $410.35 avg price
DGRO
Ishares Core Dividend Growth Etf
Recent Activity
Increased 2.85%
3.9%
$106.591M
1.738M shares@ $61.35 avg price
VOT
Vanguard Mid Cap Growth Etf
Recent Activity
Increased 17.76%
3.33%
$90.993M
358,691 shares@ $253.69 avg price
VOE
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf
Recent Activity
Increased 6.69%
3.14%
$85.746M
530,145 shares@ $161.74 avg price
IVV
Ishares S&p 500 Index
Recent Activity
Increased 4.67%
2.52%
$68.862M
116,976 shares@ $588.69 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Decreased -0.62%
2.23%
$60.774M
960,089 shares@ $63.31 avg price
BRK.B
Berkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 2.67%
2.1%
$57.353M
126,529 shares@ $453.29 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Decreased -3.82%
1.86%
$50.791M
626,819 shares@ $81.04 avg price
AAPL
Apple Inc
Recent Activity
Increased 15.78%
1.8%
$49.168M
196,440 shares@ $250.3 avg price
IMCG
Ishares Morningstar Mid-cap Growth Etf
Recent Activity
Increased 1.84%
1.55%
$42.143M
557,968 shares@ $75.54 avg price

1-10 of 2463