Eric Hamilton

@Avior Wealth Management, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$2.733B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
DJANFt Vest Us Equity Deep Buffer Etf - January Recent Activity New Position	0.01%	$28,997 742 shares@ $39.08 avg price	New Position
SDGIshares Msci Global Sustainable Development Goals Etf Recent Activity New Position	0.01%	$28,624 400 shares@ $71.56 avg price	New Position
FJANFt Vest Us Equity Buffer Etf - January Recent Activity New Position	0.01%	$28,412 619 shares@ $45.9 avg price	New Position
KXIIshares Global Consumer Staples Etf Recent Activity New Position	0.01%	$28,006 464 shares@ $60.36 avg price	New Position
IMKTAIngles Mkts Inc Cl A Recent Activity New Position	0.01%	$23,657 367 shares@ $64.47 avg price	New Position
SBSWSibanye Stillwater Ltd Sponsored Adr Recent Activity New Position	0.01%	$22,506 6,820 shares@ $3.3 avg price	New Position
ETHGrayscale Ethereum Mini Trust Etf Recent Activity New Position	0.01%	$20,751 659 shares@ $31.49 avg price	New Position
QUBTQuantum Computing Inc Com Recent Activity New Position	0.01%	$20,604 1,245 shares@ $16.55 avg price	New Position
SPHSuburban Propane Partners Lp Recent Activity New Position	0.01%	$19,522 1,135 shares@ $17.2 avg price	New Position
UVEUniversal Ins Hldgs Inc Com Recent Activity New Position	0.01%	$18,954 900 shares@ $21.06 avg price	New Position