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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
ITAIshares U.s. Aerospace & Defense Etf
Recent Activity
Increased 81.94%
0.66%
$1.025M
7,050 shares@ $145.36 avg price
WMTWalmart Inc Com
Recent Activity
Increased 4.21%
0.65%
$1.007M
11,150 shares@ $90.36 avg price
PGProcter And Gamble Co Com
Recent Activity
Increased 64.11%
0.35%
$536,480
3,200 shares@ $167.65 avg price
VDCVanguard Consumer Staples Etf
Recent Activity
Increased 105.7%
0.35%
$534,791
2,530 shares@ $211.38 avg price
GLDSpdr Gold Etf
Recent Activity
Increased 16.65%
0.33%
$508,957
2,102 shares@ $242.13 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Increased 5.79%
0.3%
$455,546
1,005 shares@ $453.28 avg price
COSTCostco Wholesale Corp
Recent Activity
Increased 326.93%
0.2%
$305,118
333 shares@ $916.28 avg price
PBTPermian Basin Rty Tr Unit Ben Int
Recent Activity
Increased 100%
0.14%
$210,520
19,000 shares@ $11.08 avg price
IYJIshares U.s. Industrials Etf
Recent Activity
Increased 100%
0.09%
$133,520
1,000 shares@ $133.52 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Increased 40%
0.09%
$133,308
700 shares@ $190.44 avg price