$170 Million is the total value of AVAII WEALTH MANAGEMENT, LLC's 136 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 21.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Buy | ISHARES TRcore s&p500 etf | $20,188,854 | +16.3% | 38,402 | +5.7% | 11.85% | +4.7% |
| EUSA | Buy | ISHARES INCmsci equal weite | $10,442,725 | +4199.4% | 114,768 | +3890.5% | 6.13% | +3778.5% |
| Buy | J P MORGAN EXCHANGE TRADED Factive value etf | $8,514,169 | +29.1% | 142,163 | +19.9% | 5.00% | +16.2% | |
| COWZ | Buy | PACER FDS TRus cash cows 100 | $8,047,607 | +31.4% | 138,489 | +17.6% | 4.72% | +18.3% |
| SPGP | Buy | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $7,228,001 | +11.3% | 67,875 | +2.5% | 4.24% | +0.2% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $5,752,512 | +9.8% | 12,956 | +1.2% | 3.38% | -1.2% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $5,546,092 | -65.8% | 72,793 | -68.4% | 3.26% | -69.2% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $4,882,201 | +6.6% | 46,484 | +9.9% | 2.86% | -4.1% |
| AMZN | Buy | AMAZON COM INC | $4,591,303 | +209.1% | 25,454 | +160.4% | 2.69% | +178.3% |
| FB | Buy | META PLATFORMS INCcl a | $4,510,809 | +252.5% | 9,290 | +157.0% | 2.65% | +217.4% |
| ICSH | Buy | ISHARES TRblackrock ultra | $4,020,846 | +25.1% | 79,526 | +24.6% | 2.36% | +12.6% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $3,604,201 | +256.8% | 23,880 | +230.2% | 2.12% | +220.9% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,578,103 | +914.2% | 8,509 | +760.4% | 2.10% | +813.0% |
| AMD | Buy | ADVANCED MICRO DEVICES INC | $3,464,128 | +346.0% | 19,193 | +264.3% | 2.03% | +301.8% |
| ILF | New | ISHARES TRlatn amer 40 etf | $3,207,349 | – | 112,776 | +100.0% | 1.88% | – |
| GILD | Buy | GILEAD SCIENCES INC | $3,103,332 | +423.0% | 42,366 | +478.5% | 1.82% | +370.5% |
| AAPL | Sell | APPLE INC | $2,844,414 | -14.4% | 16,587 | -3.9% | 1.67% | -23.0% |
| Buy | WISDOMTREE TRfloatng rat trea | $2,476,177 | +25.3% | 49,238 | +25.2% | 1.45% | +12.8% | |
| JEPI | Sell | J P MORGAN EXCHANGE TRADED Fequity premium | $2,343,492 | -6.3% | 40,503 | -11.0% | 1.38% | -15.6% |
| REGL | Sell | PROSHARES TRs&p mdcp 400 div | $2,175,645 | +0.4% | 27,694 | -6.0% | 1.28% | -9.6% |
| KMB | Sell | KIMBERLY-CLARK CORP | $1,492,389 | +4.3% | 11,538 | -2.0% | 0.88% | -6.1% |
| FTEC | Sell | FIDELITY COVINGTON TRUSTmsci info tech i | $1,425,734 | -76.8% | 9,149 | -78.7% | 0.84% | -79.2% |
| ICOW | New | PACER FDS TRdeveloped mrkt | $1,235,027 | – | 38,655 | +100.0% | 0.72% | – |
| MSFT | Sell | MICROSOFT CORP | $1,225,912 | -11.4% | 2,914 | -20.8% | 0.72% | -20.3% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,220,692 | +12.2% | 15,790 | +12.3% | 0.72% | +1.0% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $1,216,837 | +9.4% | 21,207 | +0.4% | 0.71% | -1.5% |
| FTLB | Sell | FIRST TR EXCHANGE-TRADED FDnasdaq buywrite | $1,209,950 | -0.3% | 58,907 | -3.8% | 0.71% | -10.2% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,130,928 | +21.1% | 5,647 | +2.9% | 0.66% | +9.0% |
| NVDA | Sell | NVIDIA CORPORATION | $1,105,035 | -0.2% | 1,223 | -45.3% | 0.65% | -10.2% |
| FDVV | New | FIDELITY COVINGTON TRUSThigh divid etf | $1,100,084 | – | 24,279 | +100.0% | 0.65% | – |
| DGS | Sell | WISDOMTREE TRemg mkts smcap | $1,069,693 | -4.4% | 21,032 | -6.2% | 0.63% | -14.0% |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $1,051,593 | -2.7% | 13,062 | -1.8% | 0.62% | -12.5% |
| BNDX | Buy | VANGUARD CHARLOTTE FDStotal int bd etf | $1,015,148 | +5.0% | 20,637 | +5.4% | 0.60% | -5.4% |
| MUNI | Sell | PIMCO ETF TRinter mun bd act | $1,007,205 | -1.2% | 19,196 | -0.6% | 0.59% | -11.1% |
| Sell | AB ACTIVE ETFS INChigh yield etf | $998,687 | -0.1% | 27,153 | -0.9% | 0.59% | -10.1% | |
| MBB | Buy | ISHARES TRmbs etf | $986,923 | +0.6% | 10,678 | +2.4% | 0.58% | -9.5% |
| CALF | Sell | PACER FDS TRpacer us small | $975,722 | -21.3% | 19,848 | -23.1% | 0.57% | -29.1% |
| VGIT | Buy | VANGUARD SCOTTSDALE FDSinter term treas | $962,202 | +5.0% | 16,434 | +6.4% | 0.56% | -5.4% |
| USMV | Buy | ISHARES TRmsci usa min vol | $958,289 | +7.4% | 11,466 | +0.3% | 0.56% | -3.4% |
| XOM | Sell | EXXON MOBIL CORP | $930,152 | +15.9% | 8,002 | -0.3% | 0.55% | +4.4% |
| VGSH | Buy | VANGUARD SCOTTSDALE FDSshort term treas | $791,688 | +5.5% | 13,634 | +6.0% | 0.46% | -4.9% |
| LLY | Buy | ELI LILLY & CO | $738,693 | +35.2% | 950 | +1.4% | 0.43% | +21.6% |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $693,835 | +5.8% | 3,800 | -1.2% | 0.41% | -4.9% |
| RSP | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $692,494 | -33.5% | 4,089 | -38.0% | 0.41% | -40.2% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $686,867 | -2.1% | 13,537 | -2.1% | 0.40% | -12.0% |
| IQLT | Sell | ISHARES TRmsci intl qualty | $664,901 | +4.3% | 16,765 | -1.2% | 0.39% | -6.0% |
| USD | PROSHARES TR | $616,379 | +82.2% | 6,216 | 0.0% | 0.36% | +63.8% | |
| Buy | DOUBLELINE ETF TRUSTshiller cape u s | $611,803 | +12.7% | 21,850 | +6.7% | 0.36% | +1.4% | |
| IAU | Sell | ISHARES GOLD TRishares new | $606,498 | -8.8% | 14,437 | -15.3% | 0.36% | -18.0% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $606,761 | +77.1% | 1,160 | +60.9% | 0.36% | +59.6% |
| SHY | Sell | ISHARES TR1 3 yr treas bd | $603,568 | -36.0% | 7,380 | -35.8% | 0.35% | -42.4% |
| Buy | CAPITAL GROUP INTL FOCUS EQT | $573,917 | +24.3% | 22,262 | +15.1% | 0.34% | +12.0% | |
| TSLA | Sell | TESLA INC | $572,549 | -48.7% | 3,257 | -27.5% | 0.34% | -53.8% |
| IOO | Sell | ISHARES TRglobal 100 etf | $547,010 | +10.5% | 6,118 | -0.5% | 0.32% | -0.6% |
| BCI | Buy | ABRDN ETFS | $544,367 | +6.0% | 27,535 | +3.8% | 0.32% | -4.8% |
| VTEB | Sell | VANGUARD MUN BD FDStax exempt bd | $541,787 | -5.0% | 10,707 | -4.1% | 0.32% | -14.5% |
| FBCG | Buy | FIDELITY COVINGTON TRUSTblue chip grwth | $540,930 | +20.1% | 14,061 | +4.0% | 0.32% | +7.8% |
| VCLT | Sell | VANGUARD SCOTTSDALE FDSlg-term cor bd | $539,520 | -51.6% | 6,897 | -50.4% | 0.32% | -56.3% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $533,353 | -33.9% | 10,572 | -34.2% | 0.31% | -40.5% |
| ADBE | Buy | ADOBE INC | $527,938 | -11.7% | 1,046 | +4.4% | 0.31% | -20.5% |
| EEMV | Sell | ISHARES INCmsci emerg mrkt | $525,214 | -8.7% | 9,281 | -10.3% | 0.31% | -17.9% |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $524,314 | +0.9% | 6,431 | -1.8% | 0.31% | -9.1% |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $494,997 | +6.2% | 1,828 | -1.1% | 0.29% | -4.6% |
| MO | Sell | ALTRIA GROUP INC | $489,921 | +4.5% | 11,232 | -3.3% | 0.29% | -6.2% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $479,965 | -4.0% | 23,643 | -2.1% | 0.28% | -13.5% |
| DGRO | Sell | ISHARES TRcore div grwth | $469,420 | +2.5% | 8,085 | -5.0% | 0.28% | -8.0% |
| CLSK | New | CLEANSPARK INC | $467,490 | – | 22,041 | +100.0% | 0.27% | – |
| DBEF | DBX ETF TRxtrack msci eafe | $464,637 | +10.7% | 11,352 | 0.0% | 0.27% | -0.4% | |
| BA | Sell | BOEING CO | $459,123 | -55.4% | 2,379 | -39.7% | 0.27% | -59.9% |
| TGTX | Buy | TG THERAPEUTICS INC | $454,638 | -9.1% | 29,891 | +2.1% | 0.27% | -18.1% |
| USHY | Sell | ISHARES TRbroad usd high | $453,076 | -0.7% | 12,383 | -1.3% | 0.27% | -10.4% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $449,588 | +2.9% | 10,764 | +1.2% | 0.26% | -7.4% |
| SCHC | Sell | SCHWAB STRATEGIC TRintl sceqt etf | $448,812 | -4.9% | 12,537 | -7.3% | 0.26% | -14.6% |
| ZION | Sell | ZIONS BANCORPORATION N A | $429,168 | -5.0% | 9,889 | -4.0% | 0.25% | -14.6% |
| MUB | Buy | ISHARES TRnational mun etf | $424,624 | +7.3% | 3,946 | +8.1% | 0.25% | -3.5% |
| SCHP | Sell | SCHWAB STRATEGIC TRus tips etf | $423,304 | -2.5% | 8,116 | -2.5% | 0.25% | -12.4% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $420,033 | +9.2% | 8,372 | +4.3% | 0.25% | -2.0% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $419,820 | -42.0% | 3,855 | -41.0% | 0.25% | -47.9% |
| VHT | VANGUARD WORLD FDhealth car etf | $413,305 | +7.9% | 1,528 | 0.0% | 0.24% | -2.8% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $392,342 | -12.3% | 793 | -6.7% | 0.23% | -21.2% |
| IAGG | Buy | ISHARES TRcore intl aggr | $390,509 | +16.7% | 7,818 | +16.3% | 0.23% | +5.0% |
| DIS | Buy | DISNEY WALT CO | $383,711 | +42.3% | 3,136 | +5.0% | 0.22% | +27.8% |
| KO | Sell | COCA COLA CO | $373,333 | +3.1% | 6,102 | -0.7% | 0.22% | -7.2% |
| Buy | VANGUARD WELLINGTON FDshort trm tax ex | $370,134 | +21.2% | 3,676 | +22.0% | 0.22% | +9.0% | |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $368,867 | +22.1% | 12,094 | +17.2% | 0.22% | +9.6% |
| UNP | Sell | UNION PAC CORP | $361,527 | -5.9% | 1,470 | -6.0% | 0.21% | -15.2% |
| MCD | Sell | MCDONALDS CORP | $359,872 | -5.1% | 1,276 | -0.2% | 0.21% | -14.6% |
| Sell | PROSHARES TRultrapro sht qqq | $355,399 | -43.8% | 33,912 | -27.9% | 0.21% | -49.4% | |
| SOXX | Buy | ISHARES TRishares semicdtr | $350,402 | +16.5% | 1,551 | +197.1% | 0.21% | +5.1% |
| XBI | Sell | SPDR SER TRs&p biotech | $349,386 | +1.1% | 3,682 | -4.9% | 0.20% | -8.9% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $349,862 | +9.6% | 5,760 | +400.0% | 0.20% | -1.4% |
| HD | Buy | HOME DEPOT INC | $346,162 | +15.1% | 902 | +4.0% | 0.20% | +3.6% |
| WMT | Buy | WALMART INC | $346,307 | +14.2% | 5,755 | +199.1% | 0.20% | +2.5% |
| MRK | Sell | MERCK & CO INC | $344,781 | +8.8% | 2,613 | -10.1% | 0.20% | -2.4% |
| PG | Buy | PROCTER AND GAMBLE CO | $342,249 | +13.6% | 2,109 | +2.6% | 0.20% | +2.6% |
| New | EXCHANGE LISTED FDS TRcabana moderate | $340,903 | – | 16,629 | +100.0% | 0.20% | – | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $337,687 | +7.1% | 1,352 | -0.2% | 0.20% | -3.9% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $335,342 | -62.1% | 1,046 | -69.8% | 0.20% | -65.9% |
| HLF | Buy | HERBALIFE LTD | $333,944 | +7.1% | 33,228 | +62.6% | 0.20% | -3.4% |
| IGSB | Buy | ISHARES TR | $325,067 | +4.9% | 6,339 | +4.8% | 0.19% | -5.4% |
| OXY | Sell | OCCIDENTAL PETE CORP | $321,387 | -51.4% | 4,945 | -55.4% | 0.19% | -56.1% |
| GLD | Sell | SPDR GOLD TR | $319,689 | -3.9% | 1,554 | -10.7% | 0.19% | -13.4% |
| EPI | New | WISDOMTREE TRindia erngs fd | $317,117 | – | 7,280 | +100.0% | 0.19% | – |
| VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $313,652 | +4.8% | 6,877 | +6.5% | 0.18% | -5.6% |
| FGRO | Buy | FIDELITY COVINGTON TRUSTfidelity fund lr | $295,875 | +26.8% | 13,535 | +10.0% | 0.17% | +14.5% |
| NEM | New | NEWMONT CORP | $294,685 | – | 8,222 | +100.0% | 0.17% | – |
| T | Sell | AT&T INC | $288,952 | -10.6% | 16,418 | -14.8% | 0.17% | -19.4% |
| ALLY | Sell | ALLY FINL INC | $287,767 | +5.8% | 7,090 | -9.0% | 0.17% | -4.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $283,368 | +13.4% | 6,753 | +1.8% | 0.17% | +1.8% |
| UBER | Sell | UBER TECHNOLOGIES INC | $275,239 | -59.6% | 3,575 | -67.7% | 0.16% | -63.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $273,321 | +13.0% | 12,601 | +36.1% | 0.16% | +1.3% |
| WFC | Sell | WELLS FARGO CO NEW | $271,452 | +9.0% | 4,683 | -7.4% | 0.16% | -1.9% |
| FVAL | Sell | FIDELITY COVINGTON TRUSTvlu factor etf | $271,063 | +2.4% | 4,751 | -4.9% | 0.16% | -8.1% |
| TFC | Sell | TRUIST FINL CORP | $264,551 | +3.7% | 6,787 | -1.8% | 0.16% | -6.6% |
| CROX | New | CROCS INC | $254,670 | – | 1,771 | +100.0% | 0.15% | – |
| INTC | Sell | INTEL CORP | $251,964 | -28.6% | 5,704 | -18.8% | 0.15% | -35.7% |
| RYT | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $250,808 | -66.6% | 7,127 | -69.0% | 0.15% | -69.9% |
| EFG | Buy | ISHARES TReafe grwth etf | $248,330 | +20.4% | 2,393 | +12.4% | 0.15% | +9.0% |
| VTWO | Buy | VANGUARD SCOTTSDALE FDSvng rus2000idx | $247,953 | +17.3% | 2,915 | +11.9% | 0.15% | +5.8% |
| AMCR | Sell | AMCOR PLCord | $246,381 | -4.4% | 25,908 | -3.1% | 0.14% | -13.7% |
| SCHO | Buy | SCHWAB STRATEGIC TRsht tm us tres | $247,078 | +11.1% | 5,125 | +11.6% | 0.14% | 0.0% |
| AMAT | Sell | APPLIED MATLS INC | $247,918 | +5.9% | 1,202 | -16.8% | 0.14% | -5.2% |
| LRCX | Sell | LAM RESEARCH CORP | $244,424 | +10.0% | 252 | -11.3% | 0.14% | -1.4% |
| VIAC | Buy | PARAMOUNT GLOBAL | $239,829 | +24.1% | 20,376 | +55.9% | 0.14% | +11.9% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $235,911 | – | 1,734 | +100.0% | 0.14% | – |
| C | New | CITIGROUP INC | $235,082 | – | 3,717 | +100.0% | 0.14% | – |
| IEF | Sell | ISHARES TR7-10 yr trsy bd | $235,471 | -68.0% | 2,487 | -67.4% | 0.14% | -71.2% |
| BP | Buy | BP PLCsponsored adr | $226,731 | +13.0% | 6,017 | +6.2% | 0.13% | +1.5% |
| JVAL | Sell | J P MORGAN EXCHANGE TRADED Fus value factr | $223,376 | +6.5% | 5,367 | -1.3% | 0.13% | -4.4% |
| MOAT | VANECK ETF TRUSTmrngstr wde moat | $221,064 | +5.9% | 2,459 | 0.0% | 0.13% | -4.4% | |
| PTH | New | INVESCO EXCHANGE TRADED FD Tdorsey wright he | $212,239 | – | 4,828 | +100.0% | 0.12% | – |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $212,285 | -59.6% | 2,975 | -63.7% | 0.12% | -63.6% |
| TSCO | New | TRACTOR SUPPLY CO | $211,811 | – | 809 | +100.0% | 0.12% | – |
| CVX | Sell | CHEVRON CORP NEW | $210,084 | +4.8% | 1,332 | -0.9% | 0.12% | -6.1% |
| BOND | Sell | PIMCO ETF TRactive bd etf | $205,151 | -8.0% | 2,233 | -7.4% | 0.12% | -17.2% |
| KEY | Sell | KEYCORP | $176,590 | +6.7% | 11,169 | -2.9% | 0.10% | -3.7% |
| Exit | POLESTAR AUTOMOTIVE HLDG UKads a | $0 | – | -10,000 | -100.0% | -0.02% | – | |
| TLRY | Exit | TILRAY BRANDS INC | $0 | – | -53,379 | -100.0% | -0.08% | – |
| SPXS | Exit | DIREXION SHS ETF TRdly s&p500 br 3x | $0 | – | -16,398 | -100.0% | -0.12% | – |
| ICF | Exit | ISHARES TRcohen steer reit | $0 | – | -3,478 | -100.0% | -0.13% | – |
| Exit | SHELL PLCspon ads | $0 | – | -3,165 | -100.0% | -0.14% | – | |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,054 | -100.0% | -0.16% | – |
| RIOT | Exit | RIOT PLATFORMS INC | $0 | – | -16,725 | -100.0% | -0.17% | – |
| TDSE | Exit | EXCHANGE LISTED FDS TRcabana target 16 | $0 | – | -11,784 | -100.0% | -0.18% | – |
| SNAP | Exit | SNAP INCcl a | $0 | – | -18,444 | -100.0% | -0.20% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -7,457 | -100.0% | -0.25% | – |
| MARA | Exit | MARATHON DIGITAL HOLDINGS IN | $0 | – | -20,147 | -100.0% | -0.31% | – |
| LNG | Exit | CHENIERE ENERGY INC | $0 | – | -2,834 | -100.0% | -0.32% | – |
| XMVM | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $0 | – | -9,593 | -100.0% | -0.32% | – |
| EWZ | Exit | ISHARES INCmsci brazil etf | $0 | – | -15,053 | -100.0% | -0.34% | – |
| NIO | Exit | NIO INCspon ads | $0 | – | -61,461 | -100.0% | -0.36% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -34,526 | -100.0% | -0.41% | – |
| CMA | Exit | COMERICA INC | $0 | – | -12,169 | -100.0% | -0.44% | – |
| CDL | Exit | VICTORY PORTFOLIOS II | $0 | – | -17,763 | -100.0% | -0.68% | – |
| FLQH | Exit | FRANKLIN TEMPLETON ETF TRintl cor div til | $0 | – | -43,974 | -100.0% | -0.88% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- VISE #1
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 11 | Q2 2024 | 13.9% |
| ISHARES INC | 11 | Q2 2024 | 17.0% |
| INVESCO QQQ TR | 11 | Q2 2024 | 3.5% |
| APPLE INC | 11 | Q2 2024 | 2.9% |
| AMAZON COM INC | 11 | Q2 2024 | 3.3% |
| KIMBERLY-CLARK CORP | 11 | Q2 2024 | 1.7% |
| META PLATFORMS INC | 11 | Q2 2024 | 3.1% |
| ALPHABET INC | 11 | Q2 2024 | 2.9% |
| MICROSOFT CORP | 11 | Q2 2024 | 1.0% |
| JOHN HANCOCK EXCHANGE TRADED | 11 | Q2 2024 | 0.9% |
View AVAII WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-16 |
| N-PX | 2024-08-05 |
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-04-29 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-31 |
| 13F-HR | 2023-04-10 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-14 |
View AVAII WEALTH MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.