Avantra Family Wealth, Inc.
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
Mechanicsburg, PA
CIK
0001774744
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
149
104,221
AAPL, MSFT, NVDA, AMZN
13F-HR
4/22/2025
000195175725000405
Q4 2024
152
107,022
AAPL, MSFT, NVDA, AMZN
13F-HR
1/24/2025
000195175725000118