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Funds Holding AVRE

On this page, we present all of the funds holding AVRE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding AVRE, with a link to that fund's top holdings. The next columns indicate the amount of AVRE stock held by each of the funds holding AVRE, followed by the AVRE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 32 funds holding AVRE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Quantum Financial Advisors LLC. For more details on the positions held by Quantum Financial Advisors LLC (or by any of the other funds holding AVRE), click the fund name in the "Holder" column of the funds-holding-AVRE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Quantum Financial Advisors LLC1,162,708$47,811 12/31/2022
     AVRE1,162,708$47,811 12/31/2022
BetterWealth LLC249,560$10,262 12/31/2022
     AVRE249,560$10,262 12/31/2022
Waypoint Capital Advisors LLC126,261$5,192 12/31/2022
     AVRE126,261$5,192 12/31/2022
ShankerValleau Wealth Advisors Inc.122,430$5,034 12/31/2022
     AVRE122,430$5,034 12/31/2022
Lam Group Inc.86,725$3,566 12/31/2022
     AVRE86,725$3,566 12/31/2022
Strategic Blueprint LLC86,203$3,545 12/31/2022
     AVRE86,203$3,545 12/31/2022
Level Financial Advisors Inc.77,981$3,207 12/31/2022
     AVRE77,981$3,207 12/31/2022
SOL Capital Management CO75,700$3,113 12/31/2022
     AVRE75,700$3,113 12/31/2022
Chicago Partners Investment Group LLC74,087$2,949 09/30/2022
     AVRE74,087$2,949 09/30/2022
Cardiff Park Advisors LLC46,578$1,817 09/30/2022
     AVRE46,578$1,817 09/30/2022
Collective Family Office LLC41,496$1,706 12/31/2022
     AVRE41,496$1,706 12/31/2022
Balasa Dinverno & Foltz LLC38,563$1,504 09/30/2022
     AVRE38,563$1,504 09/30/2022
Cpwm LLC28,329$1,105 09/30/2022
     AVRE28,329$1,105 09/30/2022
Satovsky Asset Management LLC25,881$1,064 12/31/2022
     AVRE25,881$1,064 12/31/2022
Merriman Wealth Management LLC24,925$972 09/30/2022
     AVRE24,925$972 09/30/2022
Forum Financial Management LP23,170$953 12/31/2022
     AVRE23,170$953 12/31/2022
Triad Financial Advisors Inc.22,454$876 09/30/2022
     AVRE22,454$876 09/30/2022
WorthPointe LLC21,187$826 09/30/2022
     AVRE21,187$826 09/30/2022
Diversified Portfolios Inc.13,516$556 12/31/2022
     AVRE13,516$556 12/31/2022
ML & R Wealth Management LLC12,412$484 09/30/2022
     AVRE12,412$484 09/30/2022
Commonwealth Equity Services LLC10,892$424 09/30/2022
     AVRE10,892$424 09/30/2022
Global Trust Asset Management LLC10,545$411 09/30/2022
     AVRE10,545$411 09/30/2022
Nwam LLC7,960$310 09/30/2022
     AVRE7,960$310 09/30/2022
Abacus Planning Group Inc.6,043$248 12/31/2022
     AVRE6,043$248 12/31/2022
Allworth Financial LP3,397$140 12/31/2022
     AVRE3,397$140 12/31/2022
Beaird Harris Wealth Management LLC2,957$115 09/30/2022
     AVRE2,957$115 09/30/2022
Align Wealth Management LLC2,218$87 12/31/2022
     AVRE2,218$87 12/31/2022
IFP Advisors Inc1,386$70 09/30/2022
     AVRE1,386$70 09/30/2022
Morris Financial Concepts Inc.1,609$66 12/31/2022
     AVRE1,609$66 12/31/2022
Annapolis Financial Services LLC534$22 12/31/2022
     AVRE534$22 12/31/2022
JPMorgan Chase & Co.159$6 09/30/2022
     AVRE159$6 09/30/2022
SJS Investment Consulting Inc.76$3 12/31/2022
     AVRE76$3 12/31/2022
Proequities Inc.0$0 12/31/2022
     AVRE0$0 12/31/2022

See Summary: Institutional Holders of AVRE
See Details: Top 10 Hedge Funds Holding AVRE
Also See: AVRE Holdings Changes

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