Joanne Burks

@Avondale Wealth Management

Latest period2024 - Q4

Reported9d 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
IVEIshares S&p 500 Value Etf Recent Activity Increased 3.6%	0.05%	$71,580 375 shares@ $190.88 avg price	Increased 3.6%
IVWIshares S&p 500 Growth Etf Recent Activity Increased 6%	0.03%	$46,704 460 shares@ $101.54 avg price	Increased 6%
MSFTMicrosoft Recent Activity Increased 144.45%	0.03%	$46,365 110 shares@ $421.5 avg price	Increased 144.45%
IBMIntl Business Machines Recent Activity Increased 56.01%	0.03%	$34,293 156 shares@ $219.83 avg price	Increased 56.01%
GDXJVaneck Junior Gold Miners Etf Recent Activity Increased 2.57%	0.01%	$1,731 40 shares@ $43.28 avg price	Increased 2.57%