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 IIM
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,216 | 12,600 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $155,232 | 12,600 | Shares | Sole | 2026-01-06 | |
| 2024-12-31 | $53,505 | 4,500 | Shares | Sole | 2025-01-17 | |
| 2022-12-31 | $96,400 | 8,000 | Shares | Sole | 2023-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||