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 $137,864,606
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 28,803 $7,830,454 5.68%
2.
Nvidia Corp
 NVDA 31,510 $5,876,605 4.26%
3.
Microsoft Corp
 MSFT 10,894 $5,268,433 3.82%
4.
First Tr Exchng Traded Fd Vi
 105,166 $4,164,553 3.02%
5.
Amazon Com Inc
 AMZN 17,868 $4,124,365 2.99%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.