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
IWDIshares Russell 1000 Value Etf Recent Activity Exited	0%	$157,154 828 shares@ $189.8 avg price	Exited
WPCWp Carey Inc Com Recent Activity Exited	0%	$62,300 1,000 shares@ $62.3 avg price	Exited
XOPSpdr Series Trust S&p Oil Gas Expl & Prodtn Etf Recent Activity Exited	0%	$43,007 327 shares@ $131.52 avg price	Exited
ICLNIshares Global Clean Energy Etf Recent Activity Exited	0%	$17,628 1,200 shares@ $14.69 avg price	Exited
ARKFArk Fintech Innovation Etf Recent Activity Exited	0%	$12,823 430 shares@ $29.83 avg price	Exited
3899⤦Grayscale Bitcoin Mini Trust (btc) Recent Activity Exited	0%	$3,519 625 shares@ $5.64 avg price	Exited
PTONPeloton Interactive Inc Cl A Com Recent Activity Exited	0%	$468 100 shares@ $4.68 avg price	Exited
HBANHuntington Bancshares Inc Com Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
NEMNewmont Corp Com Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited