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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
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
SPYSpdr S&p 500 Etf
Recent Activity
0.28%
$434,679
742 shares@ $585.83 avg price
HDHome Depot
Recent Activity
0.27%
$408,440
1,050 shares@ $389.0 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
0.24%
$371,536
1,282 shares@ $289.81 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
0.22%
$329,601
1,375 shares@ $239.71 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Decreased -14.95%
0.21%
$318,300
6,000 shares@ $53.05 avg price
BONDPimco Active Bond Exchange-traded Fund
Recent Activity
Decreased -9.09%
0.21%
$316,470
3,500 shares@ $90.42 avg price