Avalon Advisory Group Top Holdings and 13F Report (2024) → Bible Shocker: Have You Seen Elon Musk’s Miracle? (From InvestorPlace) (Ad) About Avalon Advisory GroupInvestment ActivityAvalon Advisory Group has $206.51 million in total holdings as of March 31, 2024.Avalon Advisory Group owns shares of 13 different stocks, but just 2 companies or ETFs make up 80% of its holdings.Approximately 4.13% of the portfolio was purchased this quarter.About 1.86% of the portfolio was sold this quarter.This quarter, Avalon Advisory Group has purchased 7 new stocks and bought additional shares in 2 stocks.Avalon Advisory Group sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $108,008,931iShares 7-10 Year Treasury Bond ETF $67,269,788Vanguard FTSE All-World ex-US ETF $10,578,218iShares Core S&P Total U.S. Stock Market ETF $6,254,333Schwab International Equity ETF $3,777,526 Largest New Holdings this Quarter Fifth Third Bancorp $2,266,833 HoldingBOK Financial $1,199,404 HoldingMicrosoft $581,014 HoldingApple $482,373 HoldingWesBanco $246,767 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 36,500 shares (about $3.46M)Fifth Third Bancorp 60,920 shares (about $2.27M)BOK Financial 13,037 shares (about $1.20M)Microsoft 1,381 shares (about $581.01K)Apple 2,813 shares (about $482.37K) Largest Sales this Quarter Vanguard Total Stock Market ETF 14,589 shares (about $3.79M)iShares Core S&P Total U.S. Stock Market ETF 451 shares (about $52.00K)Vanguard Total International Stock ETF 76 shares (about $4.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvalon Advisory Group Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$108,008,931$3,791,679 ▼-3.4%415,57952.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$67,269,788$3,455,092 ▲5.4%710,64632.6%ETFVEUVanguard FTSE All-World ex-US ETF$10,578,218$55,190 ▲0.5%180,3625.1%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$6,254,333$52,000 ▼-0.8%54,2443.0%ETFSCHFSchwab International Equity ETF$3,777,5260.0%96,8101.8%ETFSCHBSchwab US Broad Market ETF$3,413,6720.0%55,9161.7%ETFFITBFifth Third Bancorp$2,266,833$2,266,833 ▲New Holding60,9201.1%FinanceVXUSVanguard Total International Stock ETF$2,198,417$4,583 ▼-0.2%36,4581.1%ETFBOKFBOK Financial$1,199,404$1,199,404 ▲New Holding13,0370.6%FinanceMSFTMicrosoft$581,014$581,014 ▲New Holding1,3810.3%Computer and TechnologyAAPLApple$482,373$482,373 ▲New Holding2,8130.2%Computer and TechnologyWSBCWesBanco$246,767$246,767 ▲New Holding8,2780.1%FinanceNVDANVIDIA$235,829$235,829 ▲New Holding2610.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
