Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AVALON CAPITAL MANAGEMENT 01-12-2024 12-31-2023 93 238,190,223
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ALPHABET INC CAP STK CL A 1 $24,598,152 176,091 0.01 0.01 -18,860 -9.67 12-31-2023
ISHARES TR 20 YR TR BD ETF 2 $15,961,614 161,424 0.01 161,424 +Inf 12-31-2023
APPLE INC COM 3 $15,829,027 82,216 0.01 0.01 -8,624 -9.49 12-31-2023
ALPHABET INC CAP STK CL C 4 $15,353,619 108,945 0.01 0.01 -38,445 -26.08 12-31-2023
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