The Analysis of Avant Capital LLC's Holdings

Currently, Avant Capital LLC holds 79 types of securities in its portfolio with a total value $145.7M. In the most recent quarter, they have increased their positions in DGRW (+7.7K shares, valued at $685.8K), TSLA (+667 shares, valued at $299.9K), CGDV (+5.8K shares, valued at $251.8K); decreased their positions in SCHD (-10.0K shares, valued at $273.8K), NOBL (-1.9K shares, valued at $194.3K), USMV (-1.8K shares, valued at $173.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE TR111.6K shares7.38%2025-12-312026-02-13

SCHD SCHWAB STRATEGIC TR300.9K shares-3.21%2025-12-312026-02-13

USMV ISHARES TR74.5K shares-2.41%2025-12-312026-02-13

VTV VANGUARD INDEX FDS36.4K shares2.17%2025-12-312026-02-13

MTUM ISHARES TR24.7K shares-1.74%2025-12-312026-02-13

FNDX SCHWAB STRATEGIC TR227.3K shares1.98%2025-12-312026-02-13

SCHV SCHWAB STRATEGIC TR208.3K shares2.33%2025-12-312026-02-13

QUAL ISHARES TR29.8K shares-1.42%2025-12-312026-02-13

Sponsored

VOOV VANGUARD ADMIRAL FDS INC25.6K shares3.17%2025-12-312026-02-13

MGV VANGUARD WORLD FD35.9K shares1.98%2025-12-312026-02-13

SCHB SCHWAB STRATEGIC TR189.6K shares-0.97%2025-12-312026-02-13

VTI VANGUARD INDEX FDS13.5K shares1.68%2025-12-312026-02-13

VIG VANGUARD SPECIALIZED FUNDS19.9K shares0.01%2025-12-312026-02-13

TSLA TESLA INC8.8K shares8.20%2025-12-312026-02-13

REGL PROSHARES TR45.0K shares-1.38%2025-12-312026-02-13

NOBL PROSHARES TR36.1K shares-4.92%2025-12-312026-02-13

Sponsored

DLN WISDOMTREE TR39.9K shares7.25%2025-12-312026-02-13

SCHG SCHWAB STRATEGIC TR98.0K shares-1.07%2025-12-312026-02-13

VOE VANGUARD INDEX FDS17.2K shares-5.06%2025-12-312026-02-13

DTD WISDOMTREE TR31.7K shares0.58%2025-12-312026-02-13

MGK VANGUARD WORLD FD6.0K shares-1.30%2025-12-312026-02-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II32.4K shares-2.33%2025-12-312026-02-13

VUG VANGUARD INDEX FDS4.4K shares-2.00%2025-12-312026-02-13

ALPS ETF TR ALPS ETF TR36.0K shares4.57%2025-12-312026-02-13

Sponsored

SCHX SCHWAB STRATEGIC TR68.4K shares0.16%2025-12-312026-02-13

NVDA NVIDIA CORPORATION8.7K shares1.51%2025-12-312026-02-13

POWA INVESCO EXCH TRD SLF IDX FD16.2K shares1.61%2025-12-312026-02-13

XOM EXXON MOBIL CORP11.0K shares0.41%2025-12-312026-02-13

AAPL APPLE INC4.7K shares-2.39%2025-12-312026-02-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.6K shares-1.58%2025-12-312026-02-13

ONEV SPDR SERIES TRUST9.2K shares8.99%2025-12-312026-02-13

SCHK SCHWAB STRATEGIC TR31.1K shares5.88%2025-12-312026-02-13

Sponsored

VLUE ISHARES TR7.4K shares-1.32%2025-12-312026-02-13

WTV WISDOMTREE TR9.6K shares32.87%2025-12-312026-02-13

JPUS J P MORGAN EXCHANGE TRADED F6.9K shares-5.40%2025-12-312026-02-13

MSFT MICROSOFT CORP1.7K shares-0.06%2025-12-312026-02-13

XLG INVESCO EXCHANGE TRADED FD T14.0K shares4.01%2025-12-312026-02-13

CGDV CAPITAL GROUP DIVIDEND VALUE18.0K shares47.11%2025-12-312026-02-13

AMZN AMAZON COM INC3.3K shares0.00%2025-12-312026-02-13

FNDB SCHWAB STRATEGIC TR28.0K shares14.87%2025-12-312026-02-13

Sponsored

VBR VANGUARD INDEX FDS3.2K shares-2.61%2025-12-312026-02-13

VV VANGUARD INDEX FDS2.1K shares21.44%2025-12-312026-02-13

LGLV SPDR SERIES TRUST3.3K shares0.12%2025-12-312026-02-13

QUS SPDR SERIES TRUST3.3K shares0.36%2025-12-312026-02-13

PLTR PALANTIR TECHNOLOGIES INC3.1K shares1.76%2025-12-312026-02-13

JHML JOHN HANCOCK EXCHANGE TRADED6.5K shares-0.53%2025-12-312026-02-13

XMLV INVESCO EXCH TRADED FD TR II8.0K shares-2.06%2025-12-312026-02-13

ORLY OREILLY AUTOMOTIVE INC5.5K shares0.00%2025-12-312026-02-13

Sponsored

SHEL SHELL PLC6.7K shares0.00%2025-12-312026-02-13

CVX CHEVRON CORP NEW3.1K shares1.00%2025-12-312026-02-13

MGC VANGUARD WORLD FD1.8K shares15.54%2025-12-312026-02-13

EQWL INVESCO EXCHANGE TRADED FD T3.8K shares3.45%2025-12-312026-02-13

SPHB INVESCO EXCH TRADED FD TR II3.6K shares6.10%2025-12-312026-02-13

INVESCO QQQ TR INVESCO QQQ TR679 shares17.07%2025-12-312026-02-13

DGRO ISHARES TR6.0K shares20.71%2025-12-312026-02-13

UBER UBER TECHNOLOGIES INC4.9K shares0.00%2025-12-312026-02-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS635 shares46.65%2025-12-312026-02-13

MDYV SPDR SERIES TRUST4.6K shares0.33%2025-12-312026-02-13

VONG VANGUARD SCOTTSDALE FDS3.0K shares9.62%2025-12-312026-02-13

BABA ALIBABA GROUP HLDG LTD2.2K shares0.00%2025-12-312026-02-13

ALPHABET INC ALPHABET INC987 shares-13.42%2025-12-312026-02-13

VLU SPDR SERIES TRUST1.4K shares0.21%2025-12-312026-02-13

JPM JPMORGAN CHASE & CO.914 shares-4.89%2025-12-312026-02-13

CNQ CANADIAN NAT RES LTD8.0K shares0.00%2025-12-312026-02-13

Sponsored

WMT WALMART INC2.3K shares0.00%2025-12-312026-02-13

SLYV SPDR SERIES TRUST2.8K shares-1.83%2025-12-312026-02-13

XSLV INVESCO EXCH TRADED FD TR II5.4K shares-4.75%2025-12-312026-02-13

VFMO VANGUARD WELLINGTON FD1.3K shares0.16%2025-12-312026-02-13

DON WISDOMTREE TR4.6K shares0.31%2025-12-312026-02-13

AIVL WISDOMTREE TR2.0K shares-3.52%2025-12-312026-02-13

DGRS WISDOMTREE TR4.7K shares-6.66%2025-12-312026-02-13

DHS WISDOMTREE TR2.3K shares-4.18%2025-12-312026-02-13

Sponsored

DE DEERE & CO488 shares0.00%2025-12-312026-02-13

VONV VANGUARD SCOTTSDALE FDS2.4K shares0.17%2025-12-312026-02-13

HWC HANCOCK WHITNEY CORPORATION3.3K shares0.68%2025-12-312026-02-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL412 shares0.00%2025-12-312026-02-13

OXY OCCIDENTAL PETE CORP5.0K shares0.00%2025-12-312026-02-13

MA MASTERCARD INCORPORATED356 shares-0.56%2025-12-312026-02-13

RIG TRANSOCEAN LTD15.0K shares0.00%2025-12-312026-02-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available