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
MNSOMiniso Group Hldg Ltd Sponsored Ads Recent Activity New Position	0.01%	$18,299 766 shares@ $23.89 avg price	New Position
SERASera Prognostics Inc Class A Com Recent Activity New Position	0.01%	$16,719 2,054 shares@ $8.14 avg price	New Position
BDGSBridges Capital Tactical Etf Recent Activity New Position	0.01%	$16,114 511 shares@ $31.54 avg price	New Position
SMBVaneck Short Muni Etf Recent Activity New Position	0.01%	$16,064 940 shares@ $17.09 avg price	New Position
UGPUltrapar Participacoes Sa Sp Adr Rep Com Recent Activity New Position	0.01%	$15,887 6,041 shares@ $2.63 avg price	New Position
LSCCLattice Semiconductor Com Recent Activity New Position	0.01%	$15,352 271 shares@ $56.65 avg price	New Position
BSJRInvesco Bulletshares 2027 High Yield Corporate Bond Etf Recent Activity New Position	0.01%	$14,940 667 shares@ $22.4 avg price	New Position
BSJSInvesco Bulletshares 2028 High Yield Corporate Bond Etf Recent Activity New Position	0.01%	$14,872 686 shares@ $21.68 avg price	New Position
IMCBIshares Morningstar Mid-cap Etf Recent Activity New Position	0.01%	$14,436 189 shares@ $76.39 avg price	New Position
BMEZBlackrock Health Sciences Term Com Shs Recent Activity New Position	0.01%	$14,400 1,000 shares@ $14.4 avg price	New Position