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 > Avantra Family Wealth, Inc. > Profile

Instuitional Investor - Avantra Family Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Avantra Family Wealth, Inc.
Portfolio Value $107,022,715
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 27,795 $6,960,378 6.5%
2.
Microsoft Corp
 MSFT 10,331 $4,354,598 4.06%
3.
Nvidia Corp
 NVDA 30,773 $4,132,492 3.86%
4.
Amazon Com Inc
 AMZN 12,304 $2,699,444 2.52%
5.
Wells Fargo & Company
 WFC 30,357 $2,132,276 1.99%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)