Avondale Wealth Management
Top Portfolio Positions
41 positions ·
$54,108,426 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 CMRC
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,700 | 10,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $41,200 | 10,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,900 | 10,000 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $50,000 | 10,000 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $57,600 | 10,000 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $61,200 | 10,000 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $58,500 | 10,000 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $80,600 | 10,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $68,900 | 10,000 | Shares | Sole | 2024-04-02 | |
| 2023-12-31 | $97,300 | 10,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $98,700 | 10,000 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $99,500 | 10,000 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $89,400 | 10,000 | Shares | Sole | 2023-04-05 | |
| 2021-03-31 | $346,800 | 6,000 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $20,014 | 312 | Shares | Sole | 2021-01-15 | |
| No 13F history on record for this holder in this stock. | ||||||