Joanne Burks

@Avondale Wealth Management

Latest period2024 - Q4

Reported8d ago

Managed Assets$156.044M

Total holdings112

Assets growth rate1.41%

Assets growth rate (2-Q avg)3.28%

Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Avondale Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 112 positions.

Assets under management

The assets under management (AUM) of Avondale Wealth Management 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 156.044M in assets, with a quarterly growth rate of 1.41% and a 2-quarter average growth rate of 3.28%. The portfolio is managed by Joanne Burks, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
FSTAFidelity Msci Consumer Staples Index Etf Recent Activity New Position	3.32%	$5.18M 104,796 shares@ $49.44 avg price	New Position
ACHRArcher Aviation Inc Com Cl A Recent Activity New Position	0.09%	$126,750 13,000 shares@ $9.75 avg price	New Position
WESWestern Midstream Partners Lp Com Unit Lp Int Recent Activity New Position	0.05%	$76,860 2,000 shares@ $38.43 avg price	New Position
METAMeta Platforms Inc Cl A Recent Activity New Position	0.03%	$40,986 70 shares@ $585.52 avg price	New Position
UNHUnitedhealth Group Inc Com Recent Activity New Position	0.01%	$15,176 30 shares@ $505.87 avg price	New Position
BTCGrayscale Bitcoin Mini Trust Etf Recent Activity New Position	0.01%	$5,234 125 shares@ $41.88 avg price	New Position