Avior Wealth Management, LLC
Top Portfolio Positions
472 positions ·
$874,757,399 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 | 5.97% | |
| 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 | 2.62% | |
| 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 SIVR
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,362,658 | 74,887 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $8,076,960 | 119,411 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $6,167,819 | 138,665 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,716,337 | 137,063 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,475,001 | 137,650 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,658,373 | 132,694 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $3,744,156 | 125,854 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,349,012 | 120,295 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,667,839 | 112,047 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,906,395 | 83,724 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $89,270 | 4,199 | Shares | Sole | 2023-10-17 | |
| No 13F history on record for this holder in this stock. | ||||||