Avant-Financial-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ABT", null, "AVDE", null, null, "AVEM", "HD", null, "MUB", "META", null, null, null, "MSFT", "FIS", null, "IVV", "AAPL", "SPY", "NVDA", "PFE", null, "IEFA", null, null, "VWO", "VSS", "IWV", null, null, "VCIT", null, null, "VIG", "LOAN", "VYM", null, "SDY", "AMZN", null, null, "VEA", null, "BNDX", "VBR", null, null, "SCHF", "MELI", "MCK", null, "AVA", "NET", null, null, null, "DFAC", null, "EFA", "IWB", "QQQ", "TSLA", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 64
- Total Value
- 110258583
- Accession Number
- 0001951757-25-000542
- Form Type
- 13F-HR
- Manager Name
- Avant-Financial-Advisors
Data Enrichment
58% identified37 identified27 unidentified
Holdings
64 positions • $110.3M total value
Manager:
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78468R739
Shares:4.2K
Value:$201.3K
% of Portfolio:0.2% ($201.3K/$110.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
HOME DEPOT, INC.(HDcusip437076102) | 626 | QoQ +2.45% (-15)YoY- | All Managers (Combined) | $229.4K | 0.2% ($229.4K/$110.3M) | YoY- |
| 1.8K | QoQ -6.70% (-130)YoY- | All Managers (Combined) | $209.2K | 0.2% ($209.2K/$110.3M) | YoY- | |
| 1.6K | QoQ NEW(+1.6K) YoY- | All Managers (Combined) | $207.9K | 0.2% ($207.9K/$110.3M) | QoQ NEW(+$207.9K) YoY- | |
(cusip78468R739)✕ | 4.2K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $201.3K | 0.2% ($201.3K/$110.3M) | YoY- |