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  Name: Avondale Wealth Management
  City: AUSTIN
  State: TX
  Zip: 78746
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $142,662,000
  Total Value Change : $18,526,000
  Securities Held Change : 3
   
All Securities Held : 124
  New Positions : 9
  Closed Positions : 7
  Increased Positions : 29
  Unchanged Positions : 67
  Decreased Positions : 19

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (TDOC)1 Year Chart         TDOC Teladoc, Inc. 56 New $12.90 $121,000 8,000 0.08% 121,000 8,000 0.006    N/A
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 66 New $229.54 $93,000 411 0.07% 93,000 411 0.003    Closed - End Fund - E...
   (MSTR)1 Year Chart         MSTR Microstrategy Inc 81 New $1,439.98 $61,000 36 0.04% 61,000 36 0    Business Software & S...
   (BBAI)1 Year Chart         BBAI BigBear.ai Holdings, Inc 96 New $0.00 $33,000 16,000 0.02% 33,000 16,000 0    N/A
   (SHEL)1 Year Chart         SHEL Shell plc 112 New $71.74 $12,000 173 0.01% 12,000 173 0    Integrated Oil & Gas
   (EINC)1 Year Chart         EINC Vaneck Vectors Energy Incom... 118 New $10.23 $2,000 20 0% 2,000 20 0    N/A
   (CPE)1 Year Chart         CPE Callon Petroleum Co 127 New $35.76 $0 9 0% 0 9 0    Independent Oil & Gas
   (MGA)1 Year Chart         MGA Magna International Inc (USA) 124 New $48.34 $0 0 0% 0 0 0    Auto Parts
   (WPC)1 Year Chart         WPC WP Carey & Co 123 New $59.56 $0 0 0% 0 0 0    Property Management

      9 Records Found
  1    
Page 1 of 1
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