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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
SPYGSpdr Portfolio S&p 500 Growth Etf
Recent Activity
Decreased -12.27%
0.26%
$7.015M
79,806 shares@ $87.91 avg price
HDHome Depot
Recent Activity
Decreased -6.93%
0.25%
$6.594M
16,950 shares@ $389.0 avg price
IJHIshares Core S&p Mid Cap Etf
Recent Activity
Decreased -9.05%
0.23%
$6.217M
99,772 shares@ $62.32 avg price
VVVanguard Large Cap
Recent Activity
Decreased -1.41%
0.23%
$6.165M
22,859 shares@ $269.71 avg price
CRMSalesforce Com
Recent Activity
Decreased -9.35%
0.22%
$5.917M
17,697 shares@ $334.35 avg price
GLDMSpdr Gold Minishares Trust
Recent Activity
Decreased -0.11%
0.22%
$5.853M
112,586 shares@ $51.99 avg price
AVGOBroadcom Inc Com
Recent Activity
Decreased -3.67%
0.22%
$5.833M
25,160 shares@ $231.85 avg price
COSTCostco Wholesale Corp
Recent Activity
Decreased -10.02%
0.21%
$5.726M
6,249 shares@ $916.28 avg price
IWBIshares Russell 1000 Etf
Recent Activity
Decreased -1.8%
0.21%
$5.709M
17,819 shares@ $320.38 avg price
MAMastercard Inc
Recent Activity
Decreased -11.45%
0.21%
$5.607M
10,648 shares@ $526.59 avg price