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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
GSGoldman Sachs Group Inc
Recent Activity
Decreased -17.94%
0.21%
$5.574M
9,734 shares@ $572.66 avg price
SPDWSpdr Portfolio Developed World Ex-us Etf
Recent Activity
Decreased -5.13%
0.21%
$5.546M
162,490 shares@ $34.14 avg price
FIFiserv Inc
Recent Activity
Decreased -11.11%
0.2%
$5.441M
26,485 shares@ $205.42 avg price
BSCPInvesco Bulletshares 2025 Corporate Bond Etf
Recent Activity
Decreased -85.54%
0.2%
$5.195M
251,552 shares@ $20.66 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -10.23%
0.19%
$5.078M
35,112 shares@ $144.63 avg price
UNHUnitedhealth Group
Recent Activity
Decreased -12.22%
0.19%
$5.013M
9,910 shares@ $505.9 avg price
PGProcter And Gamble Co Com
Recent Activity
Decreased -2.35%
0.19%
$5.01M
30,451 shares@ $164.54 avg price
ACNAccenture Plc Ireland Shs Class A
Recent Activity
Decreased -0.83%
0.18%
$4.727M
13,437 shares@ $351.8 avg price
VVisa Inc
Recent Activity
Decreased -6.34%
0.18%
$4.657M
14,736 shares@ $316.06 avg price
IWYIshares Russell Top 200 Growth Etf
Recent Activity
Decreased -6.12%
0.17%
$4.612M
19,602 shares@ $235.28 avg price