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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
MCDMcdonalds Corp Com
Recent Activity
Decreased -12.31%
0.16%
$4.206M
14,510 shares@ $289.9 avg price
AXPAmerican Express Co Com
Recent Activity
Decreased -16.56%
0.16%
$4.192M
14,123 shares@ $296.8 avg price
KRKroger Co Com
Recent Activity
Decreased -0.96%
0.16%
$4.139M
67,683 shares@ $61.16 avg price
WFCWells Fargo Co New Com
Recent Activity
Decreased -10.06%
0.15%
$3.949M
56,215 shares@ $70.25 avg price
NFLXNetflix Com Inc
Recent Activity
Decreased -6.05%
0.15%
$3.869M
4,341 shares@ $891.32 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -2.04%
0.15%
$3.847M
26,562 shares@ $144.85 avg price
BACBank America Corp Com
Recent Activity
Decreased -34.62%
0.14%
$3.773M
85,849 shares@ $43.96 avg price
BLKBlackrock Inc
Recent Activity
Decreased -16.7%
0.14%
$3.763M
3,660 shares@ $1028.16 avg price
OKEOneok Inc New Com
Recent Activity
Decreased -0.96%
0.14%
$3.744M
37,292 shares@ $100.41 avg price
SPSBSpdr Portfolio Short Term Corporate Bond Etf
Recent Activity
Decreased -1.08%
0.14%
$3.59M
120,240 shares@ $29.87 avg price