Avior Wealth Management, LLC
Top Portfolio Positions
472 positions ·
$874,092,433 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
109,042 | $52,252,926 | 5.98% | |
| AAPL |
Apple Inc.
Technology
|
198,441 | $50,362,341 | 5.76% | |
| NVDA |
Nvidia Corp
Technology
|
263,363 | $45,930,507 | 5.25% | |
| SPY |
Spdr S&P 500 ETF Trust
|
46,696 | $30,368,276 | 3.47% | |
| GLD |
Spdr Gold Trust
|
58,721 | $25,267,059 | 2.89% | |
| MSFT |
Microsoft Corp
Technology
|
62,030 | $22,961,645 | 2.63% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
96,688 | $20,137,209 | 2.30% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,877 | $16,355,550 | 1.87% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
23,372 | $13,489,850 | 1.54% | |
| META |
Meta Platforms, Inc.
Communication Services
|
22,809 | $13,049,713 | 1.49% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BTT
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $357,956 | 15,769 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $351,085 | 15,385 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $350,376 | 15,600 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $333,866 | 15,252 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $643,502 | 30,311 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $446,185 | 21,670 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $380,814 | 17,614 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $265,232 | 12,770 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $267,567 | 12,705 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $266,364 | 12,806 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $289,965 | 14,939 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $387,671 | 18,656 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $405,925 | 18,689 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $406,234 | 19,081 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $400,242 | 19,505 | Shares | Sole | 2022-10-26 | |
| No 13F history on record for this holder in this stock. | ||||||