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AVANTRA FAMILY WEALTH, INC.
AVANTRA FAMILY WEALTH, INC.
Latest filing: 2026-06-30
AVANTRA FAMILY WEALTH, INC. runs AVANTRA FAMILY WEALTH, INC. and currently holds 165 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $156.72M. Their top holdings are AAPL, NVDA, AMZN, GJUN, MSFT. The top five represent 18.6% of reported portfolio weight. AVANTRA FAMILY WEALTH, INC. ranks #826 out of 1000 investors tracked by Alpha Score. In the most recent quarter, AVANTRA FAMILY WEALTH, INC. initiated 13 new positions. They added to 50 existing positions. They trimmed 34 positions. Their current best-performing preview position is MU with returns of +241.67%.
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165 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 AAPL APPLE INC | 5.75% | $250.58 | $309.35 | +23.45% | Added +3.97% |
 NVDA NVIDIA CORPORATION | 4.17% | $135.84 | $214.76 | +58.10% | Added +1.33% |
 AMZN AMAZON COM INC | 3.02% | $220.27 | $258.63 | +17.41% | Added +7.56% |
 GJUN FIRST TR EXCHNG TRADED FD VI | 2.86% | $37.46 | $41.86 | +11.73% | Added +0.55% |
 MSFT MICROSOFT CORP | 2.80% | $420.54 | $483.24 | +14.91% | Added +4.68% |
FJ FJUN FIRST TR EXCHNG TRADED FD VI | 2.63% | $53.83 | $61.07 | +13.45% | Added +0.70% |
 GOOGL ALPHABET INC | 1.90% | $199.79 | $344.82 | +72.59% | Added +3.10% |
 AVGO BROADCOM INC | 1.89% | $238.77 | $368.45 | +54.31% | Added +2.99% |
 C CITIGROUP INC | 1.87% | $72.46 | $131.67 | +81.71% | Trimmed -6.09% |
 MU MICRON TECHNOLOGY INC | 1.83% | $167.32 | $966.78 | +477.80% | Trimmed -23.19% |
Showing 1-10 of 165