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Ian Cully

@Avalon Advisory Group

Latest period2024 - Q4ReportedManaged Assets$219.008MTotal holdings16
Assets growth rate-0.72%Assets growth rate (2-Q avg)2.18%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Avalon Advisory Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 16 positions.

Assets under management

The assets under management (AUM) of Avalon Advisory Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 219.008M in assets, with a quarterly growth rate of -0.72% and a 2-quarter average growth rate of 2.18%. The portfolio is managed by Ian Cully, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
0.3%
$656,601
2,622 shares@ $250.42 avg price
MSFTMicrosoft Corp
Recent Activity
0.27%
$582,092
1,381 shares@ $421.51 avg price
VOOVanguard Index Fds
Recent Activity
Increased 2.14%
0.26%
$567,933
1,054 shares@ $538.84 avg price
WSBCWesbanco Inc
Recent Activity
0.17%
$362,203
11,131 shares@ $32.55 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
0.11%
$236,190
403 shares@ $586.08 avg price
AMZNAmazon Com Inc
Recent Activity
New Position
0.1%
$217,415
991 shares@ $219.39 avg price