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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
AESIAtlas Energy Solutions Inc Com New
Recent Activity
Decreased -22.22%
0.18%
$271,705
12,250 shares@ $22.18 avg price
PAVEGlobal X U.s. Infrastructure Development Etf
Recent Activity
Decreased -22.67%
0.17%
$254,906
6,308 shares@ $40.41 avg price
DJTTrump Media & Technology Group Com
Recent Activity
Decreased -25%
0.07%
$102,300
3,000 shares@ $34.1 avg price
JYNTJoint Corp Com
Recent Activity
Decreased -63.21%
0.06%
$85,040
8,000 shares@ $10.63 avg price
BROSDutch Bros Inc Cl A
Recent Activity
Decreased -37.5%
0.05%
$65,475
1,250 shares@ $52.38 avg price
GUSHDirexion Daily S&p Oil & Gas Exp. & Prod. Bull 2x Shares
Recent Activity
Decreased -20%
0.03%
$44,496
1,600 shares@ $27.81 avg price
MSTRMicrostrategy Inc Cl A New
Recent Activity
Decreased -75%
0.02%
$28,962
100 shares@ $289.62 avg price
ARKQArk Autonomous Technology & Robotics Etf
Recent Activity
Decreased -44.35%
0.02%
$26,651
345 shares@ $77.25 avg price
ARKKArk Innovation Etf
Recent Activity
Decreased -44.37%
0.02%
$21,346
376 shares@ $56.78 avg price
DBXDropbox Inc Cl A
Recent Activity
Decreased -50%
0.01%
$15,020
500 shares@ $30.04 avg price