Sponsored
The Analysis of AIRE ADVISORS, LLC's Holdings & P&L
Currently, AIRE ADVISORS, LLC holds 167 types of securities in its portfolio with a total value $546.6M. In the most recent quarter, they have increased their positions in N/A (+35.0K shares, valued at $1.0M), N/A (+19.8K shares, valued at $732.0K), ITOT (+4.6K shares, valued at $650.0K); decreased their positions in TXRH (-4.0K shares, valued at $660.6K), N/A (-1.8K shares, valued at $526.9K), COST (-343 shares, valued at $341.8K); initiated new positions in N/A (+35.0K shares, valued at $1.0M), N/A (+19.8K shares, valued at $732.0K), ITOT (+4.6K shares, valued at $650.0K).
1M P&L
+16.3M+2.93%
3M P&L
-153.0M-21.09%
HY P&L
-121.1M-17.46%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A373.8M
71.7%
2Consumer Electronics42.9M
8.2%
3Telecom Services20.1M
3.9%
Top Industries by Stock Count
1N/A79 stocks
54.9%
2Aerospace & Defense5 stocks
3.5%
3Software - Infrastructure5 stocks
3.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
-0.76%APPLE INC
Shares169.0K
Event2026-03-31
Filed2026-05-06
VUG
1.21%VANGUARD INDEX FDS
Shares74.4K
Event2026-03-31
Filed2026-05-06
VOE
0.82%VANGUARD INDEX FDS
Shares127.8K
Event2026-03-31
Filed2026-05-06
VOT
1.53%VANGUARD INDEX FDS
Shares88.4K
Event2026-03-31
Filed2026-05-06
SLYG
0.72%SPDR SERIES TRUST
Shares227.7K
Event2026-03-31
Filed2026-05-06
AVLV
1.48%AMERICAN CENTY ETF TR
Shares265.5K
Event2026-03-31
Filed2026-05-06
DFIC
1.16%DIMENSIONAL ETF TRUST
Shares593.6K
Event2026-03-31
Filed2026-05-06
EBI
-0.25%RBB FUND TRUST
Shares333.5K
Event2026-03-31
Filed2026-05-06
AVUV
0.54%AMERICAN CENTY ETF TR
Shares154.8K
Event2026-03-31
Filed2026-05-06
DFIS
0.82%DIMENSIONAL ETF TRUST
Shares457.3K
Event2026-03-31
Filed2026-05-06
AVEM
0.46%AMERICAN CENTY ETF TR
Shares186.6K
Event2026-03-31
Filed2026-05-06
CMCSA
0.02%COMCAST CORP NEW
Shares494.5K
Event2026-03-31
Filed2026-05-06
DFAS
1.95%DIMENSIONAL ETF TRUST
Shares188.2K
Event2026-03-31
Filed2026-05-06
ICVT
1.56%ISHARES TR
Shares126.7K
Event2026-03-31
Filed2026-05-06
VTV
-2.01%VANGUARD INDEX FDS
Shares61.5K
Event2026-03-31
Filed2026-05-06
HELO
2.93%J P MORGAN EXCHANGE TRADED F
Shares146.4K
Event2026-03-31
Filed2026-05-06
SPDW
-0.46%SPDR INDEX SHS FDS
Shares184.4K
Event2026-03-31
Filed2026-05-06
NVDA
-3.24%NVIDIA CORPORATION
Shares45.7K
Event2026-03-31
Filed2026-05-06
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares10
Event2026-03-31
Filed2026-05-06
HAUZ
1.22%DBX ETF TR
Shares314.1K
Event2026-03-31
Filed2026-05-06
PFFD
4.80%GLOBAL X FDS
Shares349.0K
Event2026-03-31
Filed2026-05-06
SLYV
-0.20%SPDR SERIES TRUST
Shares67.1K
Event2026-03-31
Filed2026-05-06
FLBL
2.36%FRANKLIN TEMPLETON ETF TR
Shares265.9K
Event2026-03-31
Filed2026-05-06
SPHY
1.91%SPDR SERIES TRUST
Shares260.4K
Event2026-03-31
Filed2026-05-06
TXRH
-10.26%TEXAS ROADHOUSE INC
Shares35.0K
Event2026-03-31
Filed2026-05-06
AMZN
2.33%AMAZON COM INC
Shares25.3K
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INC DEL
-5.49%BERKSHIRE HATHAWAY INC DEL
Shares10.8K
Event2026-03-31
Filed2026-05-06
AMGN
0.27%AMGEN INC
Shares13.9K
Event2026-03-31
Filed2026-05-06
TSLA
1.36%TESLA INC
Shares13.0K
Event2026-03-31
Filed2026-05-06
USIG
3.38%ISHARES TR
Shares93.5K
Event2026-03-31
Filed2026-05-06
T
0.11%AT&T INC
Shares148.9K
Event2026-03-31
Filed2026-05-06
COST
-7.43%COSTCO WHOLESALE CORPORATION
Shares4.3K
Event2026-03-31
Filed2026-05-06
META
0.55%META PLATFORMS INC
Shares7.3K
Event2026-03-31
Filed2026-05-06
MSFT
3.92%MICROSOFT CORP
Shares11.2K
Event2026-03-31
Filed2026-05-06
SCHF
-0.16%SCHWAB STRATEGIC TR
Shares165.1K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
2.74%ALPHABET INC
Shares13.7K
Event2026-03-31
Filed2026-05-06
AVDV
-0.56%AMERICAN CENTY ETF TR
Shares38.9K
Event2026-03-31
Filed2026-05-06
JPM
2.66%JPMORGAN CHASE & CO
Shares13.0K
Event2026-03-31
Filed2026-05-06
SCHG
-0.46%SCHWAB STRATEGIC TR
Shares119.9K
Event2026-03-31
Filed2026-05-06
IMCV
-0.14%ISHARES TR
Shares40.5K
Event2026-03-31
Filed2026-05-06
VBK
2.25%VANGUARD INDEX FDS
Shares11.1K
Event2026-03-31
Filed2026-05-06
AVDE
0.02%AMERICAN CENTY ETF TR
Shares37.5K
Event2026-03-31
Filed2026-05-06
AVSC
-1.56%AMERICAN CENTY ETF TR
Shares50.6K
Event2026-03-31
Filed2026-05-06
EXPE
0.13%EXPEDIA GROUP INC
Shares13.2K
Event2026-03-31
Filed2026-05-06
SCHC
-0.24%SCHWAB STRATEGIC TR
Shares62.2K
Event2026-03-31
Filed2026-05-06
ALPHABET INC
-15.61%ALPHABET INC
Shares9.9K
Event2026-03-31
Filed2026-05-06
CVX
2.64%CHEVRON CORPORATION
Shares12.3K
Event2026-03-31
Filed2026-05-06
PSTP
-2.87%INNOVATOR ETFS TRUST
Shares73.7K
Event2026-03-31
Filed2026-05-06
IMCG
-0.63%ISHARES TR
Shares31.2K
Event2026-03-31
Filed2026-05-06
WBD
-1.27%WARNER BROS DISCOVERY INC
Shares88.2K
Event2026-03-31
Filed2026-05-06
SCZ
-0.09%ISHARES TR
Shares26.7K
Event2026-03-31
Filed2026-05-06
SPY
8.83%STATE STR SPDR S&P 500 ETF T
Shares3.2K
Event2026-03-31
Filed2026-05-06
DFSV
-0.39%DIMENSIONAL ETF TRUST
Shares58.6K
Event2026-03-31
Filed2026-05-06
CAT
0.35%CATERPILLAR INC
Shares2.9K
Event2026-03-31
Filed2026-05-06
AON PLC
0.26%AON PLC
Shares6.3K
Event2026-03-31
Filed2026-05-06
DFLV
-1.40%DIMENSIONAL ETF TRUST
Shares54.3K
Event2026-03-31
Filed2026-05-06
VWO
-0.52%VANGUARD INTL EQUITY INDEX F
Shares34.0K
Event2026-03-31
Filed2026-05-06
JNJ
-11.25%JOHNSON & JOHNSON
Shares7.3K
Event2026-03-31
Filed2026-05-06
SIRIUSXM HOLDINGS INC
0.00%SIRIUSXM HOLDINGS INC
Shares75.4K
Event2026-03-31
Filed2026-05-06
IONQ
0.00%IONQ INC
Shares60.0K
Event2026-03-31
Filed2026-05-06
XOM
14.30%EXXON MOBIL CORP
Shares9.5K
Event2026-03-31
Filed2026-05-06
LLY
1.24%ELI LILLY & CO
Shares1.7K
Event2026-03-31
Filed2026-05-06
LBRDK
3.01%LIBERTY BROADBAND CORP
Shares30.8K
Event2026-03-31
Filed2026-05-06
KO
0.63%COCA COLA CO
Shares16.8K
Event2026-03-31
Filed2026-05-06
SGOV
0.00%ISHARES TR
Shares12.6K
Event2026-03-31
Filed2026-05-06
VNQI
-0.70%VANGUARD INTL EQUITY INDEX F
Shares28.4K
Event2026-03-31
Filed2026-05-06
V
3.43%VISA INC
Shares4.2K
Event2026-03-31
Filed2026-05-06
USB
0.15%US BANCORP
Shares23.9K
Event2026-03-31
Filed2026-05-06
INVESCO QQQ TR
1.32%INVESCO QQQ TR
Shares2.1K
Event2026-03-31
Filed2026-05-06
VO
0.10%VANGUARD INDEX FDS
Shares4.0K
Event2026-03-31
Filed2026-05-06
IXN
0.00%ISHARES TR
Shares11.3K
Event2026-03-31
Filed2026-05-06
VTI
0.29%VANGUARD INDEX FDS
Shares3.5K
Event2026-03-31
Filed2026-05-06
MCD
0.52%MCDONALDS CORP
Shares3.5K
Event2026-03-31
Filed2026-05-06
VBR
5.48%VANGUARD INDEX FDS
Shares4.8K
Event2026-03-31
Filed2026-05-06
CRWD
26.37%CROWDSTRIKE HLDGS INC
Shares2.6K
Event2026-03-31
Filed2026-05-06
FORGENT POWER SOLUTIONS INC
NewFORGENT POWER SOLUTIONS INC
Shares35.0K
Event2026-03-31
Filed2026-05-06
BAC
-0.24%BANK AMERICA CORP
Shares20.2K
Event2026-03-31
Filed2026-05-06
LIBERTY LIVE HOLDINGS INC
-0.15%LIBERTY LIVE HOLDINGS INC
Shares10.5K
Event2026-03-31
Filed2026-05-06
SPEM
0.00%SPDR INDEX SHS FDS
Shares20.8K
Event2026-03-31
Filed2026-05-06
HD
-2.45%HOME DEPOT INC
Shares2.8K
Event2026-03-31
Filed2026-05-06
GE AEROSPACE
0.57%GE AEROSPACE
Shares3.2K
Event2026-03-31
Filed2026-05-06
UBER
-14.40%UBER TECHNOLOGIES INC
Shares11.9K
Event2026-03-31
Filed2026-05-06
LIBERTY MEDIA CORP DEL
-0.44%LIBERTY MEDIA CORP DEL
Shares9.6K
Event2026-03-31
Filed2026-05-06
DFAE
-0.91%DIMENSIONAL ETF TRUST
Shares23.5K
Event2026-03-31
Filed2026-05-06
NFLX
6.77%NETFLIX INC.
Shares8.0K
Event2026-03-31
Filed2026-05-06
PANW
32.74%PALO ALTO NETWORKS INC
Shares4.8K
Event2026-03-31
Filed2026-05-06
GEV
0.84%GE VERNOVA INC
Shares844
Event2026-03-31
Filed2026-05-06
GLD
2.34%SPDR GOLD TR
Shares1.7K
Event2026-03-31
Filed2026-05-06
VERSANT MEDIA GROUP INC
NewVERSANT MEDIA GROUP INC
Shares19.8K
Event2026-03-31
Filed2026-05-06
PFF
0.27%ISHARES TR
Shares23.7K
Event2026-03-31
Filed2026-05-06
SCHV
-4.41%SCHWAB STRATEGIC TR
Shares22.6K
Event2026-03-31
Filed2026-05-06
LIBERTY GLOBAL LTD
0.00%LIBERTY GLOBAL LTD
Shares57.0K
Event2026-03-31
Filed2026-05-06
ITOT
NewISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-06
TRGP
0.12%TARGA RES CORP
Shares2.5K
Event2026-03-31
Filed2026-05-06
IWP
0.02%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-05-06
IWD
0.07%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-05-06
IBM
2.83%INTERNATIONAL BUSINESS MACHS
Shares2.4K
Event2026-03-31
Filed2026-05-06
SCHA
0.00%SCHWAB STRATEGIC TR
Shares20.0K
Event2026-03-31
Filed2026-05-06
BROADCOM INC
80.56%BROADCOM INC
Shares1.9K
Event2026-03-31
Filed2026-05-06
VRT
7.43%VERTIV HOLDINGS CO
Shares2.2K
Event2026-03-31
Filed2026-05-06
WMT
8.72%WALMART INC
Shares4.3K
Event2026-03-31
Filed2026-05-06
IWF
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-06
DIS
0.14%DISNEY WALT CO
Shares5.1K
Event2026-03-31
Filed2026-05-06
BA
22.12%BOEING CO
Shares2.4K
Event2026-03-31
Filed2026-05-06
GS
NewGOLDMAN SACHS GROUP INC
Shares550
Event2026-03-31
Filed2026-05-06
ORCL
1.51%ORACLE CORP
Shares3.1K
Event2026-03-31
Filed2026-05-06
SCI
0.00%SERVICE CORP INTL
Shares5.5K
Event2026-03-31
Filed2026-05-06
AXP
0.81%AMERICAN EXPRESS CO
Shares1.5K
Event2026-03-31
Filed2026-05-06
VSS
0.00%VANGUARD INTL EQUITY INDEX F
Shares3.0K
Event2026-03-31
Filed2026-05-06
GSLC
0.00%GOLDMAN SACHS ETF TR
Shares3.5K
Event2026-03-31
Filed2026-05-06
LIBERTY LIVE HOLDINGS INC
0.00%LIBERTY LIVE HOLDINGS INC
Shares4.7K
Event2026-03-31
Filed2026-05-06
PLTR
31.04%PALANTIR TECHNOLOGIES INC
Shares2.9K
Event2026-03-31
Filed2026-05-06
ABBV
5.67%ABBVIE INC
Shares1.9K
Event2026-03-31
Filed2026-05-06
QCOM
0.32%QUALCOMM INC
Shares3.2K
Event2026-03-31
Filed2026-05-06
NLR
1.61%VANECK ETF TRUST
Shares3.0K
Event2026-03-31
Filed2026-05-06
LHX
NewL3HARRIS TECHNOLOGIES INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
TSM
7.68%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.2K
Event2026-03-31
Filed2026-05-06
GSSC
4.92%GOLDMAN SACHS ETF TR
Shares5.2K
Event2026-03-31
Filed2026-05-06
EATON CORP PLC
-10.87%EATON CORP PLC
Shares1.1K
Event2026-03-31
Filed2026-05-06
SDY
0.00%SPDR SERIES TRUST
Shares2.6K
Event2026-03-31
Filed2026-05-06
FLMI
NewFRANKLIN TEMPLETON ETF TR
Shares15.1K
Event2026-03-31
Filed2026-05-06
IRM
1.39%IRON MTN INC DEL
Shares3.6K
Event2026-03-31
Filed2026-05-06
CSCO
7.02%CISCO SYS INC
Shares4.7K
Event2026-03-31
Filed2026-05-06
QLD
0.00%PROSHARES TR
Shares6.0K
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
2.81%MERCK & CO INC
Shares3.0K
Event2026-03-31
Filed2026-05-06
LIBERTY MEDIA CORP DEL
0.00%LIBERTY MEDIA CORP DEL
Shares4.5K
Event2026-03-31
Filed2026-05-06
PH
7.67%PARKER-HANNIFIN CORP
Shares393
Event2026-03-31
Filed2026-05-06
LMT
2.36%LOCKHEED MARTIN CORP
Shares564
Event2026-03-31
Filed2026-05-06
VHT
0.24%VANGUARD WORLD FD
Shares1.3K
Event2026-03-31
Filed2026-05-06
REET
0.05%ISHARES TR
Shares13.1K
Event2026-03-31
Filed2026-05-06
CIEN
NewCIENA CORP
Shares841
Event2026-03-31
Filed2026-05-06
IWS
0.09%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-06
UNH
-16.88%UNITEDHEALTH GROUP INC
Shares1.1K
Event2026-03-31
Filed2026-05-06
SCCR
NewSCHWAB STRATEGIC TR
Shares11.7K
Event2026-03-31
Filed2026-05-06
AGG
NewISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-06
ATLANTA BRAVES HLDGS INC
-0.10%ATLANTA BRAVES HLDGS INC
Shares6.7K
Event2026-03-31
Filed2026-05-06
SPBO
0.22%SPDR SERIES TRUST
Shares9.9K
Event2026-03-31
Filed2026-05-06
PWR
NewQUANTA SVCS INC
Shares511
Event2026-03-31
Filed2026-05-06
IDEV
0.00%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-06
VANGUARD INDEX FDS
7.51%VANGUARD INDEX FDS
Shares444
Event2026-03-31
Filed2026-05-06
MP
0.07%MP MATERIALS CORP
Shares5.4K
Event2026-03-31
Filed2026-05-06
BLACKSTONE INC
1.08%BLACKSTONE INC
Shares2.2K
Event2026-03-31
Filed2026-05-06
VEA
NewVANGUARD TAX-MANAGED FDS
Shares3.9K
Event2026-03-31
Filed2026-05-06
RECS
NewCOLUMBIA ETF TR I
Shares6.4K
Event2026-03-31
Filed2026-05-06
LIBERTY GLOBAL LTD
-0.70%LIBERTY GLOBAL LTD
Shares20.6K
Event2026-03-31
Filed2026-05-06
PCAR
0.62%PACCAR INC
Shares2.1K
Event2026-03-31
Filed2026-05-06
INTC
-31.03%INTEL CORP
Shares5.3K
Event2026-03-31
Filed2026-05-06
GCI LIBERTY INC
0.00%GCI LIBERTY INC
Shares6.0K
Event2026-03-31
Filed2026-05-06
USHY
1.13%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-05-06
IVW
0.00%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-06
UBS
0.52%UBS GROUP AG
Shares5.6K
Event2026-03-31
Filed2026-05-06
NUMG
0.00%NUSHARES ETF TR
Shares5.3K
Event2026-03-31
Filed2026-05-06
HEI
-1.11%HEICO CORP NEW
Shares800
Event2026-03-31
Filed2026-05-06
JEPQ
NewJ P MORGAN EXCHANGE TRADED F
Shares3.9K
Event2026-03-31
Filed2026-05-06
USXF
0.20%ISHARES TR
Shares3.9K
Event2026-03-31
Filed2026-05-06
PEP
NewPEPSICO INC
Shares1.4K
Event2026-03-31
Filed2026-05-06
DMXF
0.00%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-05-06
VOYG
-2.79%VOYAGER TECHNOLOGIES INC
Shares8.7K
Event2026-03-31
Filed2026-05-06
QGRW
NewWISDOMTREE TR
Shares3.8K
Event2026-03-31
Filed2026-05-06
SEIV
NewSEI EXCHANGE TRADED FUNDS
Shares4.8K
Event2026-03-31
Filed2026-05-06
RIVN
-5.56%RIVIAN AUTOMOTIVE INC
Shares10.2K
Event2026-03-31
Filed2026-05-06
KREF
NewKKR REAL ESTATE FIN TR INC
Shares21.6K
Event2026-03-31
Filed2026-05-06
WU
NewWESTERN UN CO
Shares12.4K
Event2026-03-31
Filed2026-05-06
ANGI INC
NewANGI INC
Shares14.5K
Event2026-03-31
Filed2026-05-06
AMBC
NewOCTAVE SPECIALTY GROUP INC
Shares13.4K
Event2026-03-31
Filed2026-05-06
SNAP
NewSNAP INC
Shares11.5K
Event2026-03-31
Filed2026-05-06
SQFTW
0.00%PRESIDIO PPTY TR INC
Shares13.1K
Event2026-03-31
Filed2026-05-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available