Avior Wealth Management, LLC
Top Portfolio Positions
470 positions ·
$821,148,949 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
198,441 | $50,362,341 | 6.13% | |
| NVDA |
Nvidia Corp
Technology
|
263,363 | $45,930,507 | 5.59% | |
| SPY |
Spdr S&P 500 ETF Trust
|
46,696 | $30,368,276 | 3.70% | |
| GLD |
Spdr Gold Trust
|
58,721 | $25,267,059 | 3.08% | |
| MSFT |
Microsoft Corp
Technology
|
62,030 | $22,961,645 | 2.80% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
96,688 | $20,137,209 | 2.45% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
56,877 | $16,355,550 | 1.99% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
23,372 | $13,489,850 | 1.64% | |
| META |
Meta Platforms, Inc.
Communication Services
|
22,809 | $13,049,713 | 1.59% | |
| BA |
Boeing Co
Industrials
|
64,169 | $12,771,556 | 1.56% |
Portfolio Trend
Holdings in DHF
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,603 | 13,772 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $27,505 | 11,091 | Shares | Sole | 2026-01-06 | |
| 2025-03-31 | $179,548 | 70,411 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $177,689 | 69,682 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $200,413 | 74,503 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $118,745 | 49,272 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $99,735 | 41,213 | Shares | Sole | 2024-04-30 | |
| No 13F history on record for this holder in this stock. | ||||||