Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Avaii Wealth Management, Llc > Profile

Instuitional Investor - Avaii Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Avaii Wealth Management, Llc
Portfolio Value $275,935,621
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 691,471 $30,175,805 10.94%
2.
Ishares Trust
 IEF 32,486 $22,250,961 8.06%
3.
First Tr Exchange Traded Fd
 138,131 $13,376,649 4.85%
4.
Tesla Inc.
 TSLA 25,223 $11,343,299 4.11%
5.
Nvidia Corp
 NVDA 57,562 $10,735,345 3.89%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

Subscribe Now

30 day money back guarantee. Cancel anytime.