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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
ADPAutomatic Data Processing Inc Com
Recent Activity
Decreased -15.93%
0.14%
$3.562M
12,167 shares@ $292.73 avg price
IEFAIshares Core Msci Eafe Etf
Recent Activity
Decreased -1.84%
0.13%
$3.531M
50,245 shares@ $70.29 avg price
XMHQInvesco S&p Midcap Quality Etf
Recent Activity
Decreased -78.27%
0.13%
$3.43M
34,830 shares@ $98.48 avg price
SYKStryker Corp
Recent Activity
Decreased -14.72%
0.13%
$3.414M
9,483 shares@ $360.06 avg price
DHRDanaher Corporation Com
Recent Activity
Decreased -12.84%
0.12%
$3.151M
13,727 shares@ $229.56 avg price
HONHoneywell Intl Inc
Recent Activity
Decreased -16.87%
0.12%
$3.049M
13,498 shares@ $225.91 avg price
OXYOccidental Pete Corp Com
Recent Activity
Decreased -1.51%
0.11%
$2.965M
59,231 shares@ $50.07 avg price
IVEIshares S&p 500 Value Etf
Recent Activity
Decreased -1.6%
0.1%
$2.638M
13,820 shares@ $190.9 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -9.77%
0.1%
$2.513M
16,523 shares@ $152.07 avg price
NKENike Inc Class B
Recent Activity
Decreased -4.85%
0.09%
$2.45M
32,383 shares@ $75.68 avg price