Avondale Wealth Management
Top Portfolio Positions
41 positions ·
$54,108,426 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
33,031 | $19,064,832 | 35.23% |
| AAPL |
Apple Inc.
Technology
|
16,000 | $4,060,640 | 7.50% |
| NVDA |
Nvidia Corp
Technology
|
20,859 | $3,637,809 | 6.72% |
| XOM |
Exxon Mobil Corp
Energy
|
13,097 | $2,222,037 | 4.11% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,597 | $2,207,037 | 4.08% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,648 | $2,099,644 | 3.88% |
| AMD |
Advanced Micro Devices Inc
Technology
|
10,150 | $2,064,814 | 3.82% |
| WMT |
Walmart Inc.
Consumer Defensive
|
10,400 | $1,292,512 | 2.39% |
| PLTR |
Palantir Technologies Inc.
Technology
|
8,300 | $1,214,124 | 2.24% |
| AZO |
Autozone Inc
Consumer Cyclical
|
340 | $1,148,445 | 2.12% |
Portfolio Trend
Holdings in BNO
Shares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $806,259 | 15,502 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $345,560 | 12,202 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $409,641 | 13,632 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $396,020 | 13,567 | Shares | Sole | 2025-07-17 | |
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