Portfolio (Quarterly)
Guide ↗
Avior Wealth Management, LLC
· CIK 0001599868| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | COHR | COHERENT CORP | Technology | 1,045 | $249K | 0.01% | SOLD |
| 82 | DIVI | FRANKLIN TEMPLETON ETF TR | — | 6,157 | $245K | 0.01% | SOLD |
| 83 | TOST | TOAST INC | Technology | 9,208 | $244K | 0.01% | SOLD |
| 84 | CSGS | CSG SYS INTL INC | Technology | 3,042 | $243K | 0.01% | SOLD |
| 85 | SAP | SAP SE | Technology | 1,392 | $238K | 0.01% | SOLD |
| 86 | HASI | HA SUSTAINABLE INFRA CAP INC | Financial Services | 6,432 | $236K | 0.01% | SOLD |
| 87 | BSMU | INVESCO EXCH TRD SLF IDX FD | — | 10,636 | $232K | 0.01% | SOLD |
| 88 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 1,506 | $231K | 0.01% | SOLD |
| 89 | SPIN | SSGA ACTIVE TR | — | 7,500 | $229K | 0.01% | SOLD |
| 90 | AMT | AMERICAN TOWER CORP | Real Estate | 1,326 | $229K | 0.01% | SOLD |
| 91 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 4,651 | $227K | 0.01% | SOLD |
| 92 | SONY | SONY GROUP CORP | Technology | 10,956 | $227K | 0.01% | SOLD |
| 93 | UGI | UGI CORP NEW | Utilities | 6,215 | $226K | 0.01% | SOLD |
| 94 | ROL | ROLLINS INC | Consumer Cyclical | 4,216 | $225K | 0.01% | SOLD |
| 95 | TD | TORONTO DOMINION BK ONT | Financial Services | 2,400 | $224K | 0.01% | SOLD |
| 96 | AIG | AMERICAN INTL GROUP INC | Financial Services | 2,966 | $223K | 0.01% | SOLD |
| 97 | MCK | MCKESSON CORP | Healthcare | 256 | $222K | 0.01% | SOLD |
| 98 | — | DAVE INC | — | 1,259 | $219K | 0.01% | SOLD |
| 99 | WIT | WIPRO LTD | Technology | 102,909 | $218K | 0.01% | SOLD |
| 100 | AFL | AFLAC INC | Financial Services | 1,975 | $217K | 0.01% | SOLD |
Sector Allocation
Technology
32.2%
Financial Services
24.2%
Industrials
8.5%
Communication Services
7.5%
Healthcare
7.4%
Consumer Cyclical
6.9%
Energy
4.3%
Consumer Defensive
3.5%
Real Estate
2.1%
Basic Materials
2.1%