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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
TSLATesla Motors Inc
Recent Activity
Increased 0.4%
0.72%
$1.123M
2,781 shares@ $403.84 avg price
ONEQFidelity Nasdaq Composite Index Etf
Recent Activity
Decreased -9.06%
0.69%
$1.062M
13,963 shares@ $76.07 avg price
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
AMDAdvanced Micro Devices Inc Com
Recent Activity
Decreased -36.96%
0.58%
$890,826
7,375 shares@ $120.79 avg price
KRESpdr S&p Regional Banking Etf
Recent Activity
Decreased -26%
0.54%
$832,830
13,800 shares@ $60.35 avg price
SSentinelone Inc Cl A
Recent Activity
Decreased -12.79%
0.54%
$832,500
37,500 shares@ $22.2 avg price
XOMExxon Mobil Corp Com
Recent Activity
Decreased -8.21%
0.44%
$671,990
6,247 shares@ $107.58 avg price
SCHWSchwab Charles Corp Com
Recent Activity
Decreased -26.49%
0.41%
$636,486
8,600 shares@ $74.01 avg price
SOXXIshares Semiconductor Etf
Recent Activity
Decreased -41.4%
0.4%
$608,759
2,825 shares@ $215.49 avg price