Avant Financial Advisors LLC Portfolio Holdings
Q3 2025•65 long positions•$132.7M portfolio value
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Holding65 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $13.2M 9.91% | +$137.8K Bought | — 40.1K shares | 39.7K → 40.1K +$137.8K | +1.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.0M 8.31% | +$39.8K Bought | — 184.0K shares | 183.4K → 184.0K +$39.8K | +0.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $10.4M 7.84% | +$492.4K Bought | — 326.9K shares | 311.4K → 326.9K +$492.4K | +4.97% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.3M 4.75% | +$216.0K Bought | — 83.9K shares | 81.1K → 83.9K +$216.0K | +3.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.4M 4.07% | +$3.3M Bought | — 103.3K shares | 40.4K → 103.3K +$3.3M | +155.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.3M 3.97% | +$104.9K Bought | — 59.2K shares | 58.0K → 59.2K +$104.9K | +2.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.1M 3.86% | -$9.2K Sold | — 70.7K shares | 70.8K → 70.7K −$9.2K | -0.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.7M 3.55% | -$49.3K Sold | — 132.2K shares | 133.6K → 132.2K −$49.3K | -1.03% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.3M 3.27% | +$37.1K Bought | — 135.3K shares | 134.2K → 135.3K +$37.1K | +0.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.7M 2.8% | +$131.6K Bought | — 44.1K shares | 42.6K → 44.1K +$131.6K | +3.68% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 2.67% | +$16.5K Bought | — 108.1K shares | 107.6K → 108.1K +$16.5K | +0.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.5M 2.61% | +$140.2K Bought | — 120.0K shares | 115.2K → 120.0K +$140.2K | +4.21% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 2.6% | +$69.8K Bought | — 34.7K shares | 33.9K → 34.7K +$69.8K | +2.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 2.49% | +$415.3K Bought | — 67.0K shares | 58.6K → 67.0K +$415.3K | +14.34% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $3.2M 2.43% | -$634.0K Sold | 0.0% 12.7K shares | 15.2K → 12.7K −$634.0K | -16.43% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 2.22% | +$39.1K Bought | — 36.9K shares | 36.4K → 36.9K +$39.1K | +1.34% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 2.14% | -$2.2M Sold | — 26.7K shares | 47.2K → 26.7K −$2.2M | -43.38% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 2.02% | +$388.1K Bought | — 52.9K shares | 45.3K → 52.9K +$388.1K | +16.94% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.83% | -$20.7K Sold | — 41.6K shares | 42.0K → 41.6K −$20.7K | -0.85% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.72% | +$147.3K Bought | — 83.6K shares | 78.2K → 83.6K +$147.3K | +6.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.63% | -$54.2K Sold | — 5.7K shares | 5.9K → 5.7K −$54.2K | -2.44% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.9M 1.44% | +$518.0 Bought | 0.0% 3.7K shares | 3.7K → 3.7K +$518.0 | +0.03% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.44% | -$39.1K Sold | — 35.3K shares | 36.0K → 35.3K −$39.1K | -2.01% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 1.44% | +$305.3K Bought | — 17.9K shares | 15.0K → 17.9K +$305.3K | +19.07% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.5M 1.14% | +$44.7K Bought | — 19.2K shares | 18.6K → 19.2K +$44.7K | +3.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.09% | -$72.8K Sold | — 37.5K shares | 39.4K → 37.5K −$72.8K | -4.79% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 1.05% | +$56.0K Bought | — 12.8K shares | 12.3K → 12.8K +$56.0K | +4.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.996% | — | — 14.9K shares | — | — | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.3M 0.975% | +$87.8K Bought | 0.0% 5.9K shares | 5.5K → 5.9K +$87.8K | +7.28% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.785% | -$64.3K Sold | — 44.8K shares | 47.5K → 44.8K −$64.3K | -5.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $926.1K 0.698% | — | — 20.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $886.7K 0.668% | +$5.4K Bought | — 6.3K shares | 6.3K → 6.3K +$5.4K | +0.61% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $817.9K 0.616% | — | — 1.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
Medical - Distribution Healthcare | $783.4K 0.59% | — | 0.001% 1.0K shares | — | — | $96.1B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $741.5K 0.559% | — | — 1.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $713.0K 0.537% | +$23.5K Bought | — 27.9K shares | 27.0K → 27.9K +$23.5K | +3.41% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $704.1K 0.53% | +$162.1K Bought | — 6.8K shares | 5.2K → 6.8K +$162.1K | +29.9% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $669.1K 0.504% | +$74.8K Bought | — 15.0K shares | 13.4K → 15.0K +$74.8K | +12.58% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $662.1K 0.499% | +$6.9K Bought | — 19.8K shares | 19.6K → 19.8K +$6.9K | +1.05% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $654.3K 0.493% | +$4.7K Bought | — 12.3K shares | 12.2K → 12.3K +$4.7K | +0.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $629.9K 0.475% | — | — 3.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $626.1K 0.472% | — | — 1.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $584.8K 0.441% | +$2.6K Bought | — 2.7K shares | 2.7K → 2.7K +$2.6K | +0.44% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $545.9K 0.411% | — | — 909.0 shares | — | — | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $541.3K 0.408% | -$40.4K Sold | 0.0% 737.0 shares | 792.0 → 737.0 −$40.4K | -6.94% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $515.0K 0.388% | — | 0.001% 2.4K shares | — | — | $74.8B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $457.3K 0.345% | — | — 18.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $445.0K 0.335% | — | 0.001% 6.7K shares | — | — | $34.4B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $434.7K 0.327% | — | 0.0% 186.0 shares | — | — | $118.48B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $418.4K 0.315% | — | — 9.4K shares | — | — | — — | Q4 2024 Held for 11 months |
