AVAII WEALTH MANAGEMENT, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 9K | $713.79K |
 | SOFI | 8K | $206.50K |
 | JD | 8K | $269.35K |
 | UBER | 7K | $729.29K |
 | XOM | 7K | $801.79K |
 | ZION | 7K | $385.64K |
 | TFC | 6K | $274.63K |
 | MU | 6K | $979.66K |
 | FCX | 6K | $222.50K |
 | CSCO | 5K | $372.58K |
 | KO | 5K | $359.55K |
 | C | 5K | $539.86K |
 | UNH | 5K | $1.77M |
 | AMD | 5K | $804.23K |
 | BABA | 5K | $824.04K |
 | NVO | 4K | $240.77K |
 | PLTR | 4K | $655.80K |
 | WEC | 3K | $364.41K |
 | WMT | 3K | $306.71K |
 | MSFT | 3K | $1.37M |
Merck & Co., Inc.
MRK
Shares Held
9K
Value
$713.79K
SoFi Technologies, Inc.
SOFI
Shares Held
8K
Value
$206.50K
JD.com, Inc.
JD
Shares Held
8K
Value
$269.35K
Uber Technologies, Inc.
UBER
Shares Held
7K
Value
$729.29K
Exxon Mobil Corporation
XOM
Shares Held
7K
Value
$801.79K
Zions Bancorporation, National Association
ZION
Shares Held
7K
Value
$385.64K
Truist Financial Corporation
TFC
Shares Held
6K
Value
$274.63K
Micron Technology, Inc.
MU
Shares Held
6K
Value
$979.66K
Freeport-McMoRan Inc.
FCX
Shares Held
6K
Value
$222.50K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$372.58K
The Coca-Cola Company
KO
Shares Held
5K
Value
$359.55K
Citigroup Inc.
C
Shares Held
5K
Value
$539.86K
UnitedHealth Group Incorporated
UNH
Shares Held
5K
Value
$1.77M
Advanced Micro Devices, Inc.
AMD
Shares Held
5K
Value
$804.23K
Alibaba Group Holding Limited
BABA
Shares Held
5K
Value
$824.04K
Novo Nordisk A/S
NVO
Shares Held
4K
Value
$240.77K
Palantir Technologies Inc.
PLTR
Shares Held
4K
Value
$655.80K
WEC Energy Group, Inc.
WEC
Shares Held
3K
Value
$364.41K
Walmart Inc.
WMT
Shares Held
3K
Value
$306.71K
Microsoft Corporation
MSFT
Shares Held
3K
Value
$1.37M