Avior Wealth Management, LLC Q1 2025 Filing

Filed April 21, 2025

Portfolio Value

$2.6T

Holdings

736

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (736 positions)

#StockSharesValue% PortfolioType
101
SIVRABRDN SILVER ETF TRUST
137,650$4.5B0.17%
102
MCDMCDONALDS CORP
14,215$4.4B0.17%
103
TSLATESLA INC
17,010$4.4B0.17%
104
CSCOCISCO SYS INC
71,028$4.4B0.17%
105
IWFISHARES TR
11,973$4.3B0.16%
106
VVISA INC
12,043$4.2B0.16%
107
CVXCHEVRON CORP NEW
25,014$4.2B0.16%
108
ACNACCENTURE PLC IRELAND
13,405$4.2B0.16%
109
XLKSELECT SECTOR SPDR TR
20,003$4.1B0.16%
110
UNHUNITEDHEALTH GROUP INC
7,838$4.1B0.16%
111
AVGOBROADCOM INC
24,485$4.1B0.16%
112
CRMSALESFORCE INC
15,141$4.1B0.15%
113
BRK-BBERKSHIRE HATHAWAY INC DEL
5$4.0B0.15%
114
VNQIVANGUARD INTL EQUITY INDEX F
97,673$4.0B0.15%
115
GQ9SPDR GOLD TR
13,655$3.9B0.15%
116
SPTSSPDR SER TR
132,899$3.9B0.15%
117
SCHGSCHWAB STRATEGIC TR
154,597$3.9B0.15%
118
SHYGISHARES TR
89,677$3.8B0.14%
119
BSMTINVESCO EXCH TRD SLF IDX FD
166,334$3.8B0.14%
120
IWYISHARES TR
17,795$3.8B0.14%
121
OKEONEOK INC NEW
37,825$3.8B0.14%
122
DFIVDIMENSIONAL ETF TRUST
94,916$3.7B0.14%
123
AXPAMERICAN EXPRESS CO
13,824$3.7B0.14%
124
BSMRINVESCO EXCH TRD SLF IDX FD
157,492$3.7B0.14%
125
DFLVDIMENSIONAL ETF TRUST
120,076$3.7B0.14%
126
ADPAUTOMATIC DATA PROCESSING IN
11,979$3.7B0.14%
127
AQLTISHARES TR
48,317$3.7B0.14%
128
WFCWELLS FARGO CO NEW
50,295$3.6B0.14%
129
KMIKINDER MORGAN INC DEL
126,363$3.6B0.14%
130
SPSBSPDR SER TR
119,376$3.6B0.14%
131
SYKSTRYKER CORPORATION
9,439$3.5B0.13%
132
TRVCCITIGROUP INC
49,270$3.5B0.13%
133
WMTWALMART INC
38,306$3.4B0.13%
134
SPTMSPDR SER TR
48,841$3.3B0.13%
135
IWDISHARES TR
16,349$3.1B0.12%
136
BLKBLACKROCK INC
3,230$3.1B0.12%
137
JEPQJ P MORGAN EXCHANGE TRADED F
58,947$3.1B0.12%
138
BSMVINVESCO EXCH TRD SLF IDX FD
146,393$3.0B0.12%
139
IWPISHARES TR
25,879$3.0B0.11%
140
SCHFSCHWAB STRATEGIC TR
152,714$3.0B0.11%
141
IAU*ISHARES GOLD TR
50,982$3.0B0.11%
142
MUMICRON TECHNOLOGY INC
32,862$2.9B0.11%
143
DHRDANAHER CORPORATION
13,827$2.8B0.11%
144
BACBANK AMERICA CORP
67,454$2.8B0.11%
145
HONHONEYWELL INTL INC
13,019$2.8B0.10%
146
NFLXNETFLIX INC
2,928$2.7B0.10%
147
MIGAMICROSTRATEGY INC
9,458$2.7B0.10%
148
SCHXSCHWAB STRATEGIC TR
121,368$2.7B0.10%
149
EFAISHARES TR
32,528$2.7B0.10%
150
VGSHVANGUARD SCOTTSDALE FDS
45,069$2.6B0.10%
151
FCXFREEPORT-MCMORAN INC
69,143$2.6B0.10%
152
IVEISHARES TR
13,725$2.6B0.10%
153
VCSHVANGUARD SCOTTSDALE FDS
32,937$2.6B0.10%
154
IEMGISHARES INC
47,399$2.6B0.10%
155
RSGREPUBLIC SVCS INC
10,526$2.5B0.10%
156
XMHQINVESCO EXCHANGE TRADED FD T
27,757$2.5B0.10%
157
LQDISHARES TR
22,767$2.5B0.09%
158
BSCSINVESCO EXCH TRD SLF IDX FD
119,158$2.4B0.09%
159
FBTCFIDELITY WISE ORIGIN BITCOIN
33,692$2.4B0.09%
160
XLFSELECT SECTOR SPDR TR
48,100$2.4B0.09%
161
PEPPEPSICO INC
15,956$2.4B0.09%
162
ECLECOLAB INC
9,412$2.4B0.09%
163
BMIBADGER METER INC
12,379$2.4B0.09%
164
COMTISHARES U S ETF TR
87,778$2.3B0.09%
165
SCZISHARES TR
36,531$2.3B0.09%
166
DEDEERE & CO
4,831$2.3B0.09%
167
BSCQINVESCO EXCH TRD SLF IDX FD
116,177$2.3B0.09%
168
DFEMDIMENSIONAL ETF TRUST
85,109$2.3B0.09%
169
GEGE AEROSPACE
11,188$2.2B0.09%
170
OXYOCCIDENTAL PETE CORP
43,408$2.2B0.08%
171
FJANFIRST TR EXCHNG TRADED FD VI
49,182$2.2B0.08%
172
ICEINTERCONTINENTAL EXCHANGE IN
12,565$2.2B0.08%
173
AVXCAMERICAN CENTY ETF TR
43,509$2.1B0.08%
174
IJSISHARES TR
21,635$2.1B0.08%
175
TAT&T INC
74,413$2.1B0.08%
176
VONGVANGUARD SCOTTSDALE FDS
22,040$2.0B0.08%
177
IJJISHARES TR
16,836$2.0B0.08%
178
QCOMQUALCOMM INC
13,111$2.0B0.08%
179
SHYISHARES TR
24,328$2.0B0.08%
180
NKENIKE INC
30,508$1.9B0.07%
181
USFDUS FOODS HLDG CORP
29,000$1.9B0.07%
182
XLISELECT SECTOR SPDR TR
14,425$1.9B0.07%
183
USMVISHARES TR
20,025$1.9B0.07%
184
SCHESCHWAB STRATEGIC TR
67,755$1.9B0.07%
185
BPBP PLC
54,586$1.8B0.07%
186
IYFISHARES TR
16,222$1.8B0.07%
187
SLVISHARES SILVER TR
58,735$1.8B0.07%
188
CTVACORTEVA INC
28,676$1.8B0.07%
189
COPCONOCOPHILLIPS
17,099$1.8B0.07%
190
DFISDIMENSIONAL ETF TRUST
68,809$1.8B0.07%
191
XLVSELECT SECTOR SPDR TR
11,839$1.7B0.07%
192
NEENEXTERA ENERGY INC
24,209$1.7B0.07%
193
DISVDIMENSIONAL ETF TRUST
58,847$1.7B0.07%
194
ETENERGY TRANSFER L P
89,078$1.7B0.06%
195
SCHISCHWAB STRATEGIC TR
73,218$1.6B0.06%
196
VOOVVANGUARD ADMIRAL FDS INC
8,901$1.6B0.06%
197
TMOTHERMO FISHER SCIENTIFIC INC
3,290$1.6B0.06%
198
SNPEDBX ETF TR
32,362$1.6B0.06%
199
CHDCHURCH & DWIGHT CO INC
14,711$1.6B0.06%
200
IVOVVANGUARD ADMIRAL FDS INC
17,453$1.6B0.06%
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