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Home > Institutional Investor > Avaii Wealth Management, Llc > Profile

Instuitional Investor - Avaii Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Avaii Wealth Management, Llc
Portfolio Value $225,021,742
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 643,338 $25,405,419 11.29%
2.
Ishares Trust
 IEF 33,160 $20,588,835 9.15%
3.
Nvidia Corp
 NVDA 72,174 $11,402,744 5.07%
4.
First Tr Exchange Traded Fd
 107,226 $9,668,559 4.3%
5.
J P Morgan Exchange Traded F
 139,224 $8,712,609 3.87%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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