AA
| |
AIRE ADVISORS, LLC13F | |
| AIRE ADVISORS, LLC | |
| Last update 2025-05-05 | 155 Stocks (5 new) |
| Value $475.00 Mil | Turnover 5 % |
AIRE ADVISORS, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 176,695 | 39,249.2 | -3.48% | 8.260 | -0.33% | 0.000 | +3.08% | -14.13% | 3,203,958.7 | Hardware | |
VUG | Vanguard Growth ETF | 75,572 | 28,023.5 | -2.50% | 5.900 | -0.16% | 0.020 | +22.03% | +10.42% | 166,021.5 | ||
VOT | Vanguard Mid-Cap Growth ETF | 87,191 | 21,330.4 | -0.11% | 4.490 | 0% | 0.150 | +18.62% | +14.80% | 16,270.0 | ||
VOE | Vanguard Mid-Cap Value ETF | 124,768 | 20,030.2 | +2.56% | 4.220 | +0.11% | 0.110 | +9.85% | +6.16% | 17,762.0 | ||
SLYG | SPDR S&P 600 Small Cap Growth ETF | 224,039 | 18,595.3 | +1.31% | 3.910 | +0.05% | 0.590 | +12.39% | +0.39% | 3,459.9 | ||
CMCSA | Comcast Corp | 494,234 | 18,237.2 | -0.18% | 3.840 | -0.01% | 0.010 | +8.56% | -2.31% | 133,311.9 | Telecommunication Services | |
AVLV | Avantis U.S. Large Cap Value ETF | 263,567 | 17,187.2 | +7.48% | 3.620 | +0.25% | 0.260 | +12.64% | +5.69% | 7,862.7 | ||
EBI | Longview Advantage ETF | 345,904 | 16,365.2 | New Holding | 3.450 | +3.45% | 3.470 | +15.63% | - | 522.9 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 561,789 | 15,600.9 | +4.53% | 3.280 | +0.14% | 0.190 | +12.85% | +25.11% | 9,940.7 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 149,342 | 13,018.1 | +5.41% | 2.740 | +0.14% | 0.090 | +15.35% | -0.43% | 17,051.2 |
AIRE ADVISORS, LLC's Historical Top Holdings Breakdowns
AIRE ADVISORS, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EBI | Longview Advantage ETF | 2025-03-31 | New Buy New Buy | +3.45% | 46.26 ($48.13) 50.01 | $52.41 | 8.88% | New holding | 345,904 | 345,904 | |
IWC | iShares Micro-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.39% | 110.91 ($124.62) 133.46 | $136.13 | 9.24% | Sold Out | 0 | -14,416 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.33% | 209.68 ($231.67) 247.1 | $214.51 | -7.40% | Reduce -3.48% | 176,695 | -6,366 | |
PSTP |
Innovator Power Buffer Step-Up Strategy ETF
Innovator Power Buffer Step-Up Strategy ETF
| 2025-03-31 | Reduce Reduce | -0.30% | 31.14 ($32.16) 32.81 | $33.86 | 5.29% | Reduce -33.76% | 88,938 | -45,323 | |
AVLV | Avantis U.S. Large Cap Value ETF | 2025-03-31 | Add Add | +0.25% | 63.51 ($67.8) 70.42 | $69.99 | 3.23% | Add 7.48% | 263,567 | 18,344 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.19% | 375.39 ($407.71) 447.2 | $511.89 | 25.55% | Reduce -16.47% | 10,941 | -2,158 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.16% | 442.66 ($486.15) 534.52 | $484.89 | -0.26% | Reduce -14.03% | 10,302 | -1,681 | |
HELO |
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
| 2025-03-31 | Add Add | +0.16% | 59.58 ($62) 63.7 | $63.39 | 2.24% | Add 10.94% | 126,410 | 12,465 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.16% | 369.1 ($404.54) 427.61 | $452.03 | 11.74% | Reduce -2.5% | 75,572 | -1,937 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Add Add | +0.14% | 84.96 ($93.96) 100.71 | $95.29 | 1.42% | Add 5.41% | 149,342 | 7,668 |
AIRE ADVISORS, LLC Total Holding History ($B)
AIRE ADVISORS, LLC's Asset Allocation
AIRE ADVISORS, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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AIRE ADVISORS, LLC's Hypothetical Growth since 2025-03-31
AIRE ADVISORS, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
AIRE ADVISORS, LLC's Holdings Heat Map
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AIRE ADVISORS, LLC's Holdings Bubble Chart
AIRE ADVISORS, LLC News
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