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 > Avondale Wealth Management > Profile

Instuitional Investor - Avondale Wealth Management

Fund Profile
Filing Period:
Fund Name: Avondale Wealth Management
Portfolio Value $158,869,236
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 58,410 $32,820,780 20.66%
2.
Ishares Trust
 IEF 270,871 $15,805,340 9.95%
3.
Invesco Qqq Trust Series I - ETF
 31,780 $14,902,415 9.38%
4.
Dimensional Etf Trust
 436,950 $11,312,645 7.12%
5.
Pacer Us Small Cap Cash Cows Etf - ETF
 227,969 $8,548,827 5.38%
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)