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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 $340,526,442
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Capital Group Dividend Value
 604,853 $29,807,143 8.75%
2.
Ishares Trust
 IEF 31,467 $23,565,121 6.92%
3.
First Tr Exchange Traded Fd
 251,696 $20,402,500 5.99%
4.
J P Morgan Exchange Traded F
 153,298 $14,096,400 4.14%
5.
Corning Inc
 GLW 50,513 $12,902,655 3.79%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.