Avior Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 13, 2024
Value $
$2.33B
Signature - Title
Eric Hamilton - CCO
Location
14301 First National Bank Parkway, #110, Omaha, NE
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 2,251 $2.33B +$389M -$197M +$192M VUG, DGRO, VOE, VOT, IVV 13F-HR 8/13/2024, 11:40 AM
Q1 2024 3,831 $2.15B +$462M -$74.8M +$387M DGRO, VUG, VOE, VOT, IVV 13F-HR 4/30/2024, 02:45 PM
Q4 2023 1,519 $1.65B +$137M -$112M +$24.6M DGRO, VUG, VOE, VOT, IVV 13F-HR 1/30/2024, 10:44 AM
Q3 2023 1,588 $1.48B +$48.3M -$47M +$1.3M DGRO, VUG, VOE, VOT, BRKB 13F-HR 10/17/2023, 11:01 AM
Q2 2023 1,558 $1.54B +$77.3M -$73.2M +$4.03M DGRO, VUG, VOE, VOT, IVV 13F-HR 7/19/2023, 10:57 AM
Q1 2023 1,626 $1.46B +$164M -$96.7M +$67.2M DGRO, VUG, VOE, VOT, VEA 13F-HR 5/10/2023, 12:16 PM
Q4 2022 1,278 $1.32B +$97.6M -$72.6M +$25M DGRO, VOE, VUG, JAVA, VOT 13F-HR 2/14/2023, 02:39 PM
Q3 2022 1,134 $1.21B +$299M -$22.8M +$276M DGRO, JAVA, VUG, VOE, SCHG 13F-HR 10/26/2022, 11:51 AM
Q2 2022 1,047 $990M +$42.7M -$29.4M +$13.3M VUG, DGRO, VOE, VOT, BRKB 13F-HR 8/10/2022, 10:48 AM
Q1 2022 1,088 $1.16B +$84.1M -$58.4M +$25.7M VUG, VOE, VOT, DGRO, BRKB 13F-HR 5/13/2022, 03:34 PM
Q4 2021 1,079 $1.21B +$62.2M -$152M -$89.5M VUG, VOT, VOE, DGRO, IVV 13F-HR 2/14/2022, 02:34 PM
Q3 2021 1,051 $1.21B +$272M -$42.3M +$229M IVV, BRKB, VUG, VOT, VOE 13F-HR 11/2/2021, 12:10 PM
Q2 2021 1,022 $988M +$58.4M -$54.4M +$3.96M VOT, VOE, VUG, DGRO, MGK 13F-HR 7/27/2021, 12:48 PM
Q1 2021 998 $935M +$122M -$46.2M +$76.1M VOE, VOT, VUG, DGRO, MGK 13F-HR 5/11/2021, 11:03 AM
Q4 2020 969 $810M +$61.7M -$32.5M +$29.2M VOE, VOT, VUG, MGK, DGRO 13F-HR 2/9/2021, 10:20 AM
Q3 2020 913 $700M +$71M -$40.7M +$30.3M VOE, VOT, MGK, DGRO, VUG 13F-HR 10/20/2020, 03:35 PM
Q2 2020 883 $638M +$74.9M -$32.9M +$42M VOE, MGK, VOT, DGRO, VEA 13F-HR 7/2/2020, 03:33 PM
Q1 2020 753 $507M +$63.4M -$52.8M +$10.6M VOE, MGK, VOT, VEA, DGRO 13F-HR 4/1/2020, 04:26 PM
Q4 2019 783 $622M +$54M -$39.8M +$14.2M MGK, VOE, VEA, VOT, MGV 13F-HR 2/11/2020, 03:55 PM
Q3 2019 772 $569M +$35.2M -$26.2M +$9.04M MGK, VEA, VOE, LQD, MGV 13F-HR 10/9/2019, 09:42 AM
Q2 2019 847 $556M +$91.8M -$21.7M +$70.1M MGK, QQQ, VEA, VOE, MGV 13F-HR 8/14/2019, 03:33 PM
Q1 2019 642 $471M +$32.2M -$23.6M +$8.61M MGK, VOE, VEA, MGV, SCZ 13F-HR 5/8/2019, 04:36 PM
Q4 2018 696 $411M +$26M -$18.9M +$7.12M MGK, VOE, VEA, MGV, SCZ 13F-HR 2/13/2019, 05:25 PM
Q3 2018 724 $468M +$16.6M -$12.4M +$4.23M MGK, VOE, VEA, MGV, VOT 13F-HR 11/14/2018, 10:10 AM
Q2 2018 766 $441M +$22.2M -$20.1M +$2.15M MGK, VOE, VEA, VOT, MGV 13F-HR 8/16/2018, 12:46 PM
Q1 2018 780 $432M +$17.9M -$26M -$8.11M MGK, VOE, VEA, MGV, VOT 13F-HR 5/15/2018, 10:36 AM
Q4 2017 784 $443M +$127M -$1.75M +$125M MGK, VOE, VEA, MGV, VOT 13F-HR 2/8/2018, 08:20 AM
Q3 2017 491 $302M +$53.1M -$3.53M +$49.6M MGK, VOE, VEA, MGV, VOT 13F-HR 11/8/2017, 09:27 AM
Q2 2017 443 $245M +$8.18M -$61.3M -$53.1M MGK, VOE, VEA, MGV, VOT 13F-HR 8/15/2017, 02:35 PM
Q1 2017 481 $293M +$21.6M -$5.31M +$16.2M MGK, VOE, MGV, VEA, VOT 13F-HR 5/12/2017, 01:25 PM
Q4 2016 492 $268M +$10.7M -$4.94M +$5.75M MGK, VOE, MGV, VEA, VOT 13F-HR 2/8/2017, 11:29 AM
Q3 2016 453 $255M +$17.1M -$3.62M +$13.5M MGK, VOE, MGV, VEA, LQD 13F-HR 11/15/2016, 03:04 PM
Q2 2016 460 $236M +$9.17M -$4.59M +$4.58M MGK, VOE, MGV, VEA, LQD Restatement 8/5/2016, 01:13 PM
Q1 2016 479 $226M +$41.8M -$1.22M +$40.6M MGK, VOE, MGV, VEA, LQD 13F-HR 4/27/2016, 02:11 PM
Q4 2015 452 $183M +$11.4M -$4.61M +$6.83M MGK, MGV, VOE, VOT, LQD 13F-HR 2/10/2016, 01:56 PM
Q3 2015 399 $171M +$53.6M -$1.47M +$52.1M MGK, MGV, VOE, VOT, LQD 13F-HR 11/9/2015, 10:18 AM
Q2 2015 386 $128M +$10.6M -$8.94M +$1.68M MGK, MGV, VOE, LQD, VOT 13F-HR 8/21/2015, 02:24 PM
Q1 2015 354 $129M +$4.21M -$2.76M +$1.45M MGK, MGV, VOE, LQD, VOT 13F-HR 5/15/2015, 10:46 AM
Q4 2014 332 $122M +$5.4M -$1.62M +$3.79M MGV, MGK, VOE, LQD, SCHM 13F-HR 2/12/2015, 03:14 PM
Q3 2014 331 $117M +$4.35M -$3.85M +$497K MGV, MGK, LQD, VOE, SCHX 13F-HR 11/10/2014, 10:39 AM
Q2 2014 325 $119M +$12M -$14.7M -$2.74M MGV, MGK, LQD, VOE, VEA 13F-HR 8/14/2014, 10:22 AM
Q1 2014 335 $120M +$13.8M -$2.78M +$11M HYG, MGV, MGK, LQD, SCHA 13F-HR 5/14/2014, 11:57 AM
Q4 2013 59 $88.1M $0 $0 MGV, MGK, SCHA, SCHM, VEA 13F-HR 2/14/2014, 01:25 PM