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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 : 7     View All Holdings Currently Viewing:  Closed 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
   (TMO)1 Year Chart         TMO Thermo Fisher Scientific 130 Closed $597.15 $0 0 0% -23,000 -44 0    Medical Laboratories ...
   (CVX)1 Year Chart         CVX Chevron Corp 129 Closed $161.09 $0 0 0% 0 0 0    Integrated Oil & Gas
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 126 Closed $8.23 $0 0 0% 0 0 0    Broadcasting - TV
   (ARKG)1 Year Chart         ARKG Ark Genomic Revolution Mult... 125 Closed $0.00 $0 0 0% -56,000 -1,692 0    N/A
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 122 Closed $54.68 $0 0 0% -177,000 -3,500 0    N/A
   (HON)1 Year Chart         HON Honeywell International Inc 121 Closed $206.62 $0 0 0% -39,000 -185 0    Conglomerates
   (T)1 Year Chart         T AT&T Corp 131 Closed $17.30 $0 0 0% 0 0 0    Long Distance Carriers

      7 Records Found
  1    
Page 1 of 1
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