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Nelson, Van Denburg & Campbell Wealth Management

Latest statistics and disclosures from Avior Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DGRO, VUG, VOE, VOT, IVV, and represent 17.04% of Avior Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPY (+$16M), JGRO (+$14M), IMCG (+$13M), VUG (+$9.3M), BA (+$8.3M), AAPL (+$7.0M), VBR (+$6.6M), IJH (+$6.4M), SMIZ (+$6.3M), XMHQ (+$6.1M).
Started 2361 new stock positions in GOGO, SPR, IYY, VNM, BIIB, SFNC, POST, APP, TRDA, Franks Intl N V.
Reduced shares in these 10 stocks: SCHG (-$13M), SYLD, IWP, XLRE, PTY, SPHY, VEA, USA, SHY, VWO.
Sold out of its positions in ARKW, Agex Therapeutics, Aurora Cannabis, CAR, DOOO, BXRXQ, CII, CSIQ, CPHC, RLTY.
Avior Wealth Management was a net buyer of stock by $388M.
Avior Wealth Management has $2.2B in assets under management (AUM), dropping by 30.40%.
Central Index Key (CIK): 0001599868

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Positions held by Nelson, Van Denburg & Campbell Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Avior Wealth Management

Avior Wealth Management holds 3844 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Avior Wealth Management has 3844 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avior Wealth Management March 31, 2024 positions
Download the Avior Wealth Management March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Core Dividend Growth Etf Etf (DGRO)	4.3	$92M	+6%	1.6M	58.06	View chart
Vanguard Growth Etf Etf (VUG)	4.2	$91M	+11%	264k	344.07	View chart
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)	3.1	$67M	+5%	431k	155.87	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	2.8	$61M	+4%	257k	235.70	View chart
Ishares S&p 500 Index Etf (IVV)	2.6	$56M	+11%	107k	525.73	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.4	$52M	+2%	123k	420.52	View chart
Jpmorgan Active Value Etf Etf (JAVA)	2.1	$44M	-2%	739k	59.89	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	1.7	$36M	-6%	719k	50.05	View chart
Apple Stock (AAPL)	1.7	$36M	+24%	208k	171.48	View chart
Vanguard S&p 500 Etf Etf (VOO)	1.4	$30M	+3%	63k	480.70	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	1.4	$30M	+94%	424k	70.21	View chart
Spdr Ser Tr Dj Wilshire Small Cap Value Etf Etf (SLYV)	1.3	$28M	+8%	331k	82.95	View chart
Microsoft Stock (MSFT)	1.3	$27M	+27%	64k	420.72	View chart
Schwab Us Large Cap Growth Etf Etf (SCHG)	1.2	$27M	-33%	287k	92.72	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	1.2	$26M	+106%	367k	70.68	View chart
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	1.2	$25M	+4%	499k	50.10	View chart
Nvidia Corp Stock (NVDA)	1.1	$25M	+24%	27k	903.56	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	1.1	$23M	+5%	89k	260.43	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	1.0	$22M	+14%	1.1M	20.43	View chart
Vanguard World Fund Etf Mega Cap 300 Growth Etf Etf (MGK)	1.0	$22M	-2%	78k	286.61	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	1.0	$22M	-2%	194k	110.52	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	1.0	$21M	+18%	1.2M	18.30	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	1.0	$21M		340k	61.05	View chart
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)	1.0	$21M	+15%	1.1M	19.29	View chart
Vanguard Small Cap Value Etf Etf (VBR)	1.0	$21M	+46%	108k	191.88	View chart
Ishares Amt-free Muni Bond Etf Etf (MUB)	0.9	$19M	+8%	180k	107.54	View chart
Spdr S&p 500 Etf Etf (SPY)	0.9	$19M	+735%	36k	523.08	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.8	$18M	+7%	368k	48.21	View chart
Schwab Us Tips Etf Etf (SCHP)	0.8	$18M	+7%	335k	52.16	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.8	$17M	+6%	345k	49.19	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.8	$17M		198k	84.44	View chart
Amazon.com Stock (AMZN)	0.7	$15M	+13%	84k	180.38	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.7	$15M	+70%	135k	110.05	View chart
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)	0.6	$14M	+15%	315k	43.04	View chart
Vanguard Intermediate Term Corp Bond Fd Etf Etf (VCIT)	0.6	$13M	+19%	167k	80.51	View chart
Spdr Ser Tr S&p 400 Mid Cap Value Etf Etf (MDYV)	0.6	$13M	+6%	164k	76.00	View chart
Boeing Stock (BA)	0.6	$12M	+209%	64k	192.99	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$12M	+3%	25k	485.58	View chart
Alphabet Stock (GOOGL)	0.6	$12M	+34%	79k	150.93	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$10M	+52%	88k	116.24	View chart
Jpmorgan Chase & Co Stock (JPM)	0.5	$10M	+29%	51k	200.30	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.5	$10M	-28%	89k	114.01	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.5	$10M	+2%	124k	80.57	View chart
Vanguard Value Etf Etf (VTV)	0.5	$9.7M	-5%	60k	162.86	View chart
Union Pac Corp Stock (UNP)	0.4	$9.7M	+7%	39k	245.93	View chart
Vanguard World Fd Mega Cap 300 Value Index Etf Etf (MGV)	0.4	$9.5M	-2%	80k	119.51	View chart
Abbvie Stock (ABBV)	0.4	$8.9M	+7%	49k	182.10	View chart
Spdr Portfolio S&p 400 Mid Cap Etf Etf (SPMD)	0.4	$8.6M	+26%	162k	53.34	View chart
Vanguard High Dividend Yield Etf (VYM)	0.4	$8.6M	+3%	71k	120.99	View chart
Schwab Us Mid-cap Etf Etf (SCHM)	0.4	$8.5M		105k	81.43	View chart
Oracle Corporation Stock (ORCL)	0.4	$8.5M	+7%	68k	125.61	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.4	$8.1M	+376%	133k	60.74	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.4	$8.0M	-35%	109k	73.27	View chart
Xtrackers Usd High Yield Corporate Bond Etf Etf (HYLB)	0.4	$7.9M	+88%	222k	35.71	View chart
Vanguard Mid Cap Etf (VO)	0.4	$7.6M	+8%	32k	234.48	View chart
Home Depot Stock (HD)	0.3	$7.5M	+16%	20k	383.61	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.3	$7.3M	-18%	175k	41.77	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.3	$7.3M	+374%	25k	286.91	View chart
Invesco Bulletshares 2024 High Yield Corporate Bond Etf Etf (BSJO)	0.3	$7.2M		317k	22.73	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.3	$7.1M	-6%	83k	86.38	View chart
Mastercard Stock (MA)	0.3	$7.1M	+9%	15k	481.57	View chart
Powershares Qqq Tr Etf (QQQ)	0.3	$7.0M	-3%	16k	444.02	View chart
Johnson & Johnson Stock (JNJ)	0.3	$7.0M	+17%	44k	158.19	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.3	$6.9M	+5%	108k	63.85	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.3	$6.8M	-31%	172k	39.53	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$6.3M	+233%	10.00	634440.00	View chart
Unitedhealth Group Stock (UNH)	0.3	$6.3M	+43%	13k	494.70	View chart
Zacks Small/mid Cap Etf Etf (SMIZ)	0.3	$6.3M	NEW	199k	31.64	View chart
Ishares 1-3 Yr Treasury Bond Etf Etf (SHY)	0.3	$6.2M	-28%	76k	81.78	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.3	$6.2M	+5%	102k	60.30	View chart
Disney Walt Stock (DIS)	0.3	$6.0M	+18%	49k	122.36	View chart
Salesforce Stock (CRM)	0.3	$5.9M	+6%	20k	301.18	View chart
Vanguard Large Cap Etf (VV)	0.3	$5.8M	-5%	24k	239.77	View chart
Procter And Gamble Stock (PG)	0.3	$5.7M	+17%	35k	162.25	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$5.4M	+14%	21k	259.90	View chart
Swan Hedged Equity Us Large Cap Etf Etf (HEGD)	0.3	$5.4M	NEW	261k	20.73	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$5.4M	+69%	73k	74.22	View chart
Sch Us Reit Etf Etf (SCHH)	0.2	$5.2M	+11%	255k	20.30	View chart
Goldman Sachs Group Stock (GS)	0.2	$5.1M	+12%	12k	417.71	View chart
Chevron Corp Stock (CVX)	0.2	$5.1M	+55%	32k	157.74	View chart
Eli Lilly & Co Stock (LLY)	0.2	$5.1M	+32%	6.5k	777.96	View chart
Costco Wholesale Corp Stock (COST)	0.2	$5.0M	+11%	6.8k	732.69	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.2	$4.9M	+20%	14k	346.63	View chart
Fiserv Stock (FI)	0.2	$4.9M	+5%	31k	159.82	View chart
Mcdonalds Corp Stock (MCD)	0.2	$4.8M	+21%	17k	281.95	View chart
First Horizon Corporation Stock (FHN)	0.2	$4.7M	+27274%	305k	15.40	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	0.2	$4.6M	NEW	144k	32.23	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.2	$4.6M	+6%	105k	44.05	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.2	$4.6M	-12%	24k	195.10	View chart
Visa Stock (V)	0.2	$4.6M	+46%	16k	279.08	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.2	$4.5M	-3%	52k	85.65	View chart
Bank America Corp Stock (BAC)	0.2	$4.5M	+28%	118k	37.92	View chart
Technology Select Sector Spdr Etf (XLK)	0.2	$4.4M	+2353%	21k	208.28	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.2	$4.3M	+163635%	84k	51.06	View chart
American Express Stock (AXP)	0.2	$4.2M		19k	227.69	View chart
Stryker Corp Stock (SYK)	0.2	$4.2M		12k	357.90	View chart
Vanguard Intermediate-term Bond Etf (BIV)	0.2	$4.2M	-13%	56k	75.40	View chart
Tesla Stock (TSLA)	0.2	$4.1M	+37%	24k	175.79	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$4.1M	+30%	27k	152.26	View chart
Broadcom Stock (AVGO)	0.2	$4.1M	+24%	3.1k	1325.41	View chart
Automatic Data Processing Stock (ADP)	0.2	$4.1M	+12%	16k	249.74	View chart
Kroger Stock (KR)	0.2	$4.1M	+7%	71k	57.13	View chart
Honeywell Intl Stock (HON)	0.2	$4.0M	+18%	20k	205.25	View chart
Conocophillips Stock (COP)	0.2	$3.9M	+19%	31k	127.28	View chart
Ishares Msci Eafe Small Cap Etf Etf (SCZ)	0.2	$3.9M	-7%	61k	63.23	View chart
Blackrock Stock (BLK)	0.2	$3.8M	+12%	4.6k	833.70	View chart
Cisco Sys Stock (CSCO)	0.2	$3.8M	+23%	77k	49.91	View chart
Micron Technology Stock (MU)	0.2	$3.8M	+75%	33k	117.89	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.2	$3.7M		51k	73.15	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.2	$3.7M		80k	46.00	View chart
Vanguard Small Cap Etf Etf (VB)	0.2	$3.6M	+58%	16k	227.17	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.2	$3.6M		50k	72.63	View chart
Danaher Corporation Stock (DHR)	0.2	$3.6M	+12%	15k	249.72	View chart
Occidental Pete Corp Stock (OXY)	0.2	$3.6M	+2036%	55k	64.99	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.2	$3.6M	+3005%	69k	51.60	View chart
Abbott Labs Stock (ABT)	0.2	$3.5M	+18%	31k	113.66	View chart
Pepsico Stock (PEP)	0.2	$3.5M	+22%	20k	175.02	View chart
Wells Fargo Stock (WFC)	0.2	$3.5M	+19%	60k	57.96	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.2	$3.4M	+9%	81k	42.14	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$3.4M		87k	39.02	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$3.3M	+746%	19k	179.12	View chart
Netflix Stock (NFLX)	0.2	$3.3M	+20%	5.5k	607.33	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.1	$3.2M	-9%	125k	25.25	View chart
Citigroup Stock (C)	0.1	$3.2M	+1084%	50k	63.24	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.1	$3.2M	+3622%	87k	36.19	View chart
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL)	0.1	$3.1M	-22%	108k	29.02	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.1	$3.1M	+317%	27k	115.30	View chart
Dimensional International Value Etf Etf (DFIV)	0.1	$3.1M	+2%	83k	36.75	View chart
Schwab Strategic Tr Us Lrg Cap Etf Etf (SCHX)	0.1	$3.1M	+5%	49k	62.06	View chart
Oneok Stock (OKE)	0.1	$3.0M	-4%	38k	80.17	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$3.0M	-3%	16k	186.82	View chart
Nike Inc Class B Stock (NKE)	0.1	$3.0M	+18%	31k	93.98	View chart
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.1	$2.9M	+20%	45k	64.15	View chart
Ecolab Stock (ECL)	0.1	$2.9M	+13%	13k	230.90	View chart
Abrdn Physical Silver Shares Etf Etf (SIVR)	0.1	$2.7M	+33%	112k	23.81	View chart
Walmart Stock (WMT)	0.1	$2.6M	+309%	44k	60.17	View chart
Ishares Gold Trust Etf Etf (IAU)	0.1	$2.6M	+13%	61k	42.01	View chart
Intercontinentalexchintl Stock (ICE)	0.1	$2.6M	+5%	19k	137.43	View chart
Deere & Co Stock (DE)	0.1	$2.5M	+48%	6.1k	410.74	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$2.5M	+3084%	54k	47.02	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.5M	+7%	4.3k	581.21	View chart
Qualcomm Stock (QCOM)	0.1	$2.4M	+20%	14k	169.30	View chart
Dow Stock (DOW)	0.1	$2.3M	+432%	40k	57.93	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$2.3M	-55%	98k	23.46	View chart
Novo-nordisk A S Adr (NVO)	0.1	$2.3M	+20%	18k	128.40	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$2.2M	+2275%	17k	125.96	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$2.2M	+2%	28k	77.29	View chart
Ishares S&p Midcap 400 Value Etf Etf (IJJ)	0.1	$2.2M	-5%	18k	118.29	View chart
Kinder Morgan Stock (KMI)	0.1	$2.1M	+201%	117k	18.34	View chart
Ishares 1-3 Yr Credit Bond Etf Etf (IGSB)	0.1	$2.1M	-12%	41k	51.28	View chart
Pimco Dynamic Income Strategy Com Shs Ben Int Cef (PDX)	0.1	$2.1M	NEW	99k	21.21	View chart
Quanta Svcs Stock (PWR)	0.1	$2.1M	+478%	8.0k	259.80	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$2.1M	+46%	26k	79.86	View chart
Ge Aerospace Stock (GE)	0.1	$2.0M	+198%	12k	175.53	View chart
Watsco Stock (WSO)	0.1	$2.0M	+3%	4.7k	431.97	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$2.0M	+302%	8.9k	225.93	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$2.0M	-12%	11k	187.35	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$2.0M	+233%	113k	17.66	View chart
Xtrackers S&p 500 Esg Etf Etf (SNPE)	0.1	$2.0M	NEW	42k	47.83	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$2.0M	+19%	27k	72.34	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$2.0M	+5493%	47k	42.12	View chart
Ishares Iboxx Corporate Bond Etf Etf (LQD)	0.1	$1.9M	-17%	18k	108.92	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$1.9M	+55%	7.7k	247.45	View chart
Ishares S&p Smallcap 600 Value Etf Etf (IJS)	0.1	$1.9M	+220%	19k	102.76	View chart
Republic Services Stock (RSG)	0.1	$1.9M	+29%	9.9k	191.45	View chart
Ishares Cohen & Steers Rlty Etf (ICF)	0.1	$1.9M	+3%	33k	57.70	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$1.9M	+1246%	12k	158.81	View chart
Merck & Co Stock (MRK)	0.1	$1.8M	+254%	14k	131.95	View chart
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)	0.1	$1.8M	-2%	22k	83.58	View chart
Intl Business Machines Stock (IBM)	0.1	$1.8M	+35%	9.8k	188.74	View chart
Church & Dwight Stock (CHD)	0.1	$1.8M	+8%	17k	104.31	View chart
Lowes Cos Stock (LOW)	0.1	$1.8M	+53%	7.0k	254.73	View chart
Paypal Hldgs Stock (PYPL)	0.1	$1.8M	-3%	27k	66.99	View chart
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)	0.1	$1.8M	+31%	69k	25.49	View chart
Eog Resources Stock (EOG)	0.1	$1.8M	+131%	14k	127.84	View chart
Health Care Select Sector Spdr Etf (XLV)	0.1	$1.7M	+9149%	12k	147.74	View chart
Ishares Silver Trust Etf Etf (SLV)	0.1	$1.7M	-17%	76k	22.75	View chart
Spdr Gold Etf Etf (GLD)	0.1	$1.7M	+120%	8.4k	205.73	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.7M	+16%	9.4k	182.63	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$1.7M	-12%	9.5k	180.48	View chart
Corteva Stock (CTVA)	0.1	$1.7M	+2201%	29k	57.67	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.1	$1.7M	-15%	13k	127.12	View chart
Sherwin Williams Stock (SHW)	0.1	$1.7M	+24%	4.8k	347.34	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.1	$1.6M	-8%	30k	54.43	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.6M	+14%	9.1k	180.49	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$1.6M	+142%	18k	93.88	View chart
Coca Cola Stock (KO)	0.1	$1.6M	+11%	27k	61.18	View chart
At&t Stock (T)	0.1	$1.6M	+19%	93k	17.60	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.6M	+260%	12k	136.05	View chart
WD 40 Stock (WDFC)	0.1	$1.6M	+2%	6.4k	253.31	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$1.6M	-15%	39k	42.02	View chart
Consumer Discretionary Sel Sector Spdr Etf (XLY)	0.1	$1.6M	+666%	8.7k	183.91	View chart
Vanguard S&p Mid-cap 400 Value Etf Etf (IVOV)	0.1	$1.6M	-7%	18k	90.80	View chart
Verizon Communications Stock (VZ)	0.1	$1.6M	+36%	38k	41.96	View chart
Us Foods Hldg Corp Stock (USFD)	0.1	$1.6M	NEW	29k	53.97	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.6M	+1634%	9.6k	164.35	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.1	$1.6M	+20%	28k	56.17	View chart
Houlihan Lokey Inc Cl A Stock (HLI)	0.1	$1.6M		12k	128.19	View chart
MicroStrategy Inc Class A Stock (MSTR)	0.1	$1.6M	+22625%	909.00	1706.04	View chart
Pfizer Stock (PFE)	0.1	$1.6M	+38%	56k	27.75	View chart
Phillips 66 Stock (PSX)	0.1	$1.5M	+15%	9.4k	163.35	View chart
Ishares 20 Yr Treasury Etf Etf (TLT)	0.1	$1.5M	+912%	16k	94.62	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$1.5M	+75%	1.6k	970.77	View chart
Badger Meter Stock (BMI)	0.1	$1.5M	+101%	9.4k	161.81	View chart
Construction Partners Inc Com Cl A Stock (ROAD)	0.1	$1.5M		27k	56.15	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$1.5M	NEW	6.7k	225.00	View chart
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$1.5M	+27%	42k	35.84	View chart
Amgen Stock (AMGN)	0.1	$1.5M	+29%	5.2k	284.32	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$1.5M	+35%	14k	105.03	View chart
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)	0.1	$1.5M	+3763%	35k	42.55	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.1	$1.5M		9.5k	155.85	View chart
Utilities Select Sector Spdr Fund Etf (XLU)	0.1	$1.5M	+3854%	22k	65.65	View chart
General Motors Corp Stock (GM)	0.1	$1.4M	+179%	32k	45.35	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.4M	+41%	6.9k	207.26	View chart
Schwab Etfs- Us Small-cap Etf Etf (SCHA)	0.1	$1.4M		29k	49.24	View chart
Aercap Holdings Nv Stock (AER)	0.1	$1.4M	-13%	16k	86.91	View chart
Invesco Bulletshares 2024 Corporate Bond Etf Etf (BSCO)	0.1	$1.4M	+5%	67k	20.97	View chart
Ishares Msci World Etf Etf (URTH)	0.1	$1.4M	-18%	9.6k	144.91	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.1	$1.4M	-32%	56k	24.72	View chart
Dimensional International Small Cap Value Etf Etf (DISV)	0.1	$1.4M	+28%	50k	27.19	View chart
Thor Inds Stock (THO)	0.1	$1.4M	+4%	12k	117.34	View chart
Pioneer Natural Resources Stock (PXD)	0.1	$1.4M	+367%	5.2k	262.51	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.1	$1.4M	+5%	33k	41.87	View chart
Nuveen Quality Muncp Income Cef (NAD)	0.1	$1.4M	+19%	119k	11.46	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$1.4M	+16%	4.0k	337.12	View chart
Proshares Ultra Qqq Etf (QLD)	0.1	$1.4M		16k	87.48	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.1	$1.4M	+51%	54k	25.06	View chart
Autodesk Stock (ADSK)	0.1	$1.3M		5.2k	260.42	View chart
Monster Beverage Corp Stock (MNST)	0.1	$1.3M	-6%	23k	59.28	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.3M	+35%	14k	91.39	View chart
Medtronic Stock (MDT)	0.1	$1.3M	+11%	15k	87.15	View chart
Autozone Stock (AZO)	0.1	$1.3M	+30%	416.00	3151.65	View chart
Fidelity National Financial In Fnf Group Stock (FNF)	0.1	$1.3M	+10%	25k	53.10	View chart
Vertex Pharmaceuticals In Stock (VRTX)	0.1	$1.3M	+14%	3.1k	418.01	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.1	$1.3M	+120923%	16k	81.66	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$1.3M	+332420%	17k	76.36	View chart
Pimco 15 Year Us Tips Index Exchange-traded Fund Pimco 15 Year U.s. Tips Etf (LTPZ)	0.1	$1.3M	-25%	23k	55.56	View chart
Nextera Energy Stock (NEE)	0.1	$1.2M	+94%	20k	63.91	View chart
Primerica Stock (PRI)	0.1	$1.2M		4.9k	252.96	View chart
Open Text Corp Stock (OTEX)	0.1	$1.2M	+8%	32k	38.82	View chart
Caterpillar Stock (CAT)	0.1	$1.2M	+43%	3.4k	366.49	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	0.1	$1.2M	-51%	24k	50.45	View chart
Novartis Adr (NVS)	0.1	$1.2M	+8%	13k	96.73	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.1	$1.2M	NEW	13k	95.65	View chart
Omnicom Group Stock (OMC)	0.1	$1.2M	+3%	13k	96.76	View chart
Gildan Activewear Stock (GIL)	0.1	$1.2M	+6%	33k	37.13	View chart
Cvs Health Corp Stock (CVS)	0.1	$1.2M	+87%	15k	79.76	View chart
Hillman Solutions Corp Stock (HLMN)	0.1	$1.2M		113k	10.64	View chart
Armstrong World Inds Stock (AWI)	0.1	$1.2M		9.6k	124.22	View chart
Ascendis Pharma A/s Adr (ASND)	0.1	$1.2M		7.8k	151.17	View chart

Past Filings by Avior Wealth Management

SEC 13F filings are viewable for Avior Wealth Management going back to 2013

Avior Wealth Management 2024 Q1 filed April 30, 2024
Avior Wealth Management 2023 Q4 filed Jan. 30, 2024
Avior Wealth Management 2023 Q3 filed Oct. 17, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2023 Q2 filed July 19, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2023 Q1 filed May 10, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q4 filed Feb. 14, 2023
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q3 filed Oct. 26, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q2 filed Aug. 10, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2022 Q1 filed May 13, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q4 filed Feb. 14, 2022
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q3 filed Nov. 2, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q2 filed July 27, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2021 Q1 filed May 11, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2020 Q4 filed Feb. 9, 2021
Nelson, Van Denburg & Campbell Wealth Management Group 2020 Q3 filed Oct. 20, 2020
Nelson, Van Denburg & Campbell Wealth Management Group 2020 Q2 filed July 2, 2020

View all past filings

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