Skip to main content

Avior Wealth Management, LLC

CIK
1599868
City
OMAHA
State / Country
NE

Top Portfolio Positions

470 positions · $821,148,949 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio Open

Portfolio Trend

25 quarters · across all stocks

Holdings in NIM

Export CSV

Shares Held

Position Value (USD)

14 quarters on record
Report Date Value (USD) Shares
2026-03-31 $151,823 16,066
2025-12-31 $149,574 16,066
2025-09-30 $148,771 16,066
2025-06-30 $145,557 16,066
2025-03-31 $176,082 18,893
2024-12-31 $164,549 18,892
2024-09-30 $174,939 18,892
2024-06-30 $171,561 18,978
2023-12-31 $182,891 20,736
2023-09-30 $183,299 21,641
2023-06-30 $282,078 31,342
2023-03-31 $299,421 32,440
2022-12-31 $310,377 34,258
2022-09-30 $493,174 55,663