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
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%

Holdings in PTY

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Report Date Value (USD) Shares
2026-03-31 $398,824 33,070