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Joanne Burks

@Avondale Wealth Management

Latest period2024 - Q4ReportedManaged Assets$156.044MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard S&p 500 Etf
Recent Activity
Increased 2.02%
2.19%
$3.403M
6,316 shares@ $538.82 avg price
AAPLApple Inc
Recent Activity
Decreased -8.32%
2.15%
$3.347M
13,365 shares@ $250.42 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 0.87%
1.76%
$2.737M
20,380 shares@ $134.29 avg price
XLEEnergy Select Sector Spdr
Recent Activity
Decreased -12.9%
1.54%
$2.391M
27,910 shares@ $85.67 avg price
DKNGDraftkings Inc New Com Cl A
Recent Activity
Decreased -1.86%
1.51%
$2.351M
63,200 shares@ $37.2 avg price
AMZNAmazon.com Inc
Recent Activity
Increased 2.75%
1.14%
$1.767M
8,055 shares@ $219.39 avg price
UALUnited Airls Hldgs Inc Com
Recent Activity
Decreased -13.92%
1.06%
$1.651M
17,000 shares@ $97.1 avg price
GOVTIshares U.s. Treasury Bond Etf
Recent Activity
Decreased -9.63%
0.91%
$1.419M
61,764 shares@ $22.98 avg price
DUHPDimensional Us High Profitability Etf
Recent Activity
Decreased -83.74%
0.87%
$1.355M
40,111 shares@ $33.79 avg price
PLTRPalantir Technologies Inc Cl A
Recent Activity
Increased 2.2%
0.77%
$1.198M
15,840 shares@ $75.63 avg price