AA

AIRE ADVISORS, LLC

13F
AIRE ADVISORS, LLC
Last update 2025-05-05 155 Stocks (5 new)
Value $475.00 Mil Turnover 5 %
Countries:
AIRE ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
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
+2.72%
-14.43%
3,192,682.2
Hardware
VUG
Vanguard Growth ETF
75,572
28,023.5
-2.50%
5.900
-0.16%
0.020
+22.07%
+10.46%
166,080.2
 
VOT
Vanguard Mid-Cap Growth ETF
87,191
21,330.4
-0.11%
4.490
0%
0.150
+18.67%
+14.85%
16,276.8
 
VOE
Vanguard Mid-Cap Value ETF
124,768
20,030.2
+2.56%
4.220
+0.11%
0.110
+9.08%
+4.73%
17,729.7
 
SLYG
SPDR S&P 600 Small Cap Growth ETF
224,039
18,595.3
+1.31%
3.910
+0.05%
0.590
+12.15%
+0.18%
3,452.7
 
CMCSA
Comcast Corp
494,234
18,237.2
-0.18%
3.840
-0.01%
0.010
+7.55%
-3.22%
132,061.1
Telecommunication Services
AVLV
Avantis U.S. Large Cap Value ETF
263,567
17,187.2
+7.48%
3.620
+0.25%
0.260
+12.54%
+5.60%
7,855.9
 
EBI
Longview Advantage ETF
345,904
16,365.2
New Holding
3.450
+3.45%
3.470
+15.38%
-
521.5
 
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
+12.57%
+24.79%
9,915.7
 
AVUV
Avantis U.S. Small Cap Value ETF
149,342
13,018.1
+5.41%
2.740
+0.14%
0.090
+14.79%
-0.91%
16,968.9
 

AIRE ADVISORS, LLC's Historical Top Holdings Breakdowns

AIRE ADVISORS, LLC's Top Stock Picks View Full List
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
$52.37
8.81%
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
$135.56
8.78%
Sold Out
0
-14,416
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.33%
209.68 ($231.67) 247.1
$213.76
-7.73%
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
$33.88
5.34%
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
$69.93
3.14%
Add 7.48%
263,567
18,344
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-0.19%
375.39 ($407.71) 447.2
$510.88
25.30%
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
$480.60
-1.14%
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
$63.40
2.26%
Add 10.94%
126,410
12,465
VUG
Vanguard Growth ETF
2025-03-31
Reduce
Reduce
-0.16%
369.1 ($404.54) 427.61
$452.27
11.80%
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
$94.83
0.93%
Add 5.41%
149,342
7,668

AIRE ADVISORS, LLC Total Holding History ($B)

To

AIRE ADVISORS, LLC's Asset Allocation

To

AIRE ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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