Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Avantra Family Wealth, Inc. > Profile

Instuitional Investor - Avantra Family Wealth, Inc.

Fund Profile
Filing Period:
Fund Name: Avantra Family Wealth, Inc.
Portfolio Value $134,356,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 29,932 $7,596,363 5.65%
2.
Nvidia Corp
 NVDA 32,195 $5,614,798 4.18%
3.
First Tr Exchng Traded Fd Vi
 108,329 $4,270,329 3.18%
4.
Microsoft Corp
 MSFT 11,228 $4,156,093 3.09%
5.
First Tr Exchng Traded Fd Vi
 68,317 $3,860,116 2.87%
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)

Subscribe Now

30 day money back guarantee. Cancel anytime.