The Analysis of Avant Capital LLC's Holdings

Currently, Avant Capital LLC holds 79 types of securities in its portfolio with a total value $142.1M. In the most recent quarter, they have increased their positions in VBR (+3.3K shares, valued at $695.1K), XOM (+5.0K shares, valued at $569.0K), UBER (+4.9K shares, valued at $477.4K); decreased their positions in SCHD (-7.7K shares, valued at $210.5K), NOBL (-1.6K shares, valued at $165.3K), DTD (-860 shares, valued at $72.2K); initiated new positions in VBR (+3.3K shares, valued at $695.1K), UBER (+4.9K shares, valued at $477.4K), BABA (+2.2K shares, valued at $385.3K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE TR103.9K shares2.07%2025-09-302025-11-10

SCHD SCHWAB STRATEGIC TR310.9K shares-2.42%2025-09-302025-11-10

USMV ISHARES TR76.3K shares-0.87%2025-09-302025-11-10

VTV VANGUARD INDEX FDS35.7K shares0.60%2025-09-302025-11-10

MTUM ISHARES TR25.2K shares0.46%2025-09-302025-11-10

SCHV SCHWAB STRATEGIC TR203.6K shares1.91%2025-09-302025-11-10

QUAL ISHARES TR30.3K shares-0.82%2025-09-302025-11-10

FNDX SCHWAB STRATEGIC TR222.8K shares0.68%2025-09-302025-11-10

Sponsored

VOOV VANGUARD ADMIRAL FDS INC24.9K shares0.49%2025-09-302025-11-10

SCHB SCHWAB STRATEGIC TR191.4K shares-1.14%2025-09-302025-11-10

MGV VANGUARD WORLD FD35.2K shares1.77%2025-09-302025-11-10

VTI VANGUARD INDEX FDS13.3K shares-1.02%2025-09-302025-11-10

VIG VANGUARD SPECIALIZED FUNDS19.9K shares-0.33%2025-09-302025-11-10

NOBL PROSHARES TR38.0K shares-4.05%2025-09-302025-11-10

REGL PROSHARES TR45.6K shares-0.86%2025-09-302025-11-10

TSLA TESLA INC8.1K shares3.97%2025-09-302025-11-10

Sponsored

DLN WISDOMTREE TR37.2K shares9.01%2025-09-302025-11-10

VOE VANGUARD INDEX FDS18.1K shares0.24%2025-09-302025-11-10

SCHG SCHWAB STRATEGIC TR99.1K shares0.73%2025-09-302025-11-10

DTD WISDOMTREE TR31.5K shares-2.66%2025-09-302025-11-10

MGK VANGUARD WORLD FD6.1K shares0.78%2025-09-302025-11-10

SPLV INVESCO EXCH TRADED FD TR II33.2K shares0.86%2025-09-302025-11-10

VUG VANGUARD INDEX FDS4.5K shares0.51%2025-09-302025-11-10

OUSA ALPS ETF TR34.4K shares5.03%2025-09-302025-11-10

Sponsored

SCHX SCHWAB STRATEGIC TR68.3K shares0.25%2025-09-302025-11-10

NVDA NVIDIA CORPORATION8.5K shares3.51%2025-09-302025-11-10

POWA INVESCO EXCH TRD SLF IDX FD16.0K shares0.47%2025-09-302025-11-10

RSP INVESCO EXCHANGE TRADED FD T6.7K shares0.04%2025-09-302025-11-10

XOM EXXON MOBIL CORP11.0K shares85.41%2025-09-302025-11-10

AAPL APPLE INC4.8K shares0.90%2025-09-302025-11-10

ONEV SPDR SERIES TRUST8.5K shares5.82%2025-09-302025-11-10

SCHK SCHWAB STRATEGIC TR29.3K shares8.83%2025-09-302025-11-10

Sponsored

VLUE ISHARES TR7.5K shares-1.76%2025-09-302025-11-10

JPUS J P MORGAN EXCHANGE TRADED F7.3K shares-4.57%2025-09-302025-11-10

MSFT MICROSOFT CORP1.7K shares0.94%2025-09-302025-11-10

XLG INVESCO EXCHANGE TRADED FD T13.5K shares4.60%2025-09-302025-11-10

AMZN AMAZON COM INC3.3K shares1.21%2025-09-302025-11-10

VBR VANGUARD INDEX FDS3.3K sharesnew addition2025-09-302025-11-10

WTV WISDOMTREE TR7.2K shares14.40%2025-09-302025-11-10

FNDB SCHWAB STRATEGIC TR24.4K shares9.28%2025-09-302025-11-10

Sponsored

LGLV SPDR SERIES TRUST3.3K shares3.02%2025-09-302025-11-10

ORLY OREILLY AUTOMOTIVE INC5.5K shares0.00%2025-09-302025-11-10

QUS SPDR SERIES TRUST3.3K shares3.19%2025-09-302025-11-10

PLTR PALANTIR TECHNOLOGIES INC3.1K shares94.98%2025-09-302025-11-10

VV VANGUARD INDEX FDS1.7K shares6.83%2025-09-302025-11-10

XMLV INVESCO EXCH TRADED FD TR II8.2K shares-0.65%2025-09-302025-11-10

JHML JOHN HANCOCK EXCHANGE TRADED6.6K shares-2.20%2025-09-302025-11-10

CGDV CAPITAL GROUP DIVIDEND VALUE12.3K shares69.10%2025-09-302025-11-10

Sponsored

CVX CHEVRON CORP NEW3.1K shares0.03%2025-09-302025-11-10

SHEL SHELL PLC6.7K shares0.00%2025-09-302025-11-10

UBER UBER TECHNOLOGIES INC4.9K sharesnew addition2025-09-302025-11-10

EQWL INVESCO EXCHANGE TRADED FD T3.7K shares0.11%2025-09-302025-11-10

MGC VANGUARD WORLD FD1.6K shares7.69%2025-09-302025-11-10

BABA ALIBABA GROUP HLDG LTD2.2K sharesnew addition2025-09-302025-11-10

MDYV SPDR SERIES TRUST4.5K shares0.31%2025-09-302025-11-10

SPHB INVESCO EXCH TRADED FD TR II3.4K shares10.98%2025-09-302025-11-10

Sponsored

QQQ INVESCO QQQ TR580 shares32.12%2025-09-302025-11-10

DGRO ISHARES TR5.0K shares0.12%2025-09-302025-11-10

VONG VANGUARD SCOTTSDALE FDS2.7K shares10.56%2025-09-302025-11-10

JPM JPMORGAN CHASE & CO.961 shares0.42%2025-09-302025-11-10

VLU SPDR SERIES TRUST1.4K shares-13.38%2025-09-302025-11-10

GOOG ALPHABET INC1.1K shares-1.55%2025-09-302025-11-10

VOO VANGUARD INDEX FDS433 shares-1.14%2025-09-302025-11-10

XSLV INVESCO EXCH TRADED FD TR II5.6K shares-0.46%2025-09-302025-11-10

Sponsored

CNQ CANADIAN NAT RES LTD8.0K sharesnew addition2025-09-302025-11-10

SLYV SPDR SERIES TRUST2.8K shares0.35%2025-09-302025-11-10

DGRS WISDOMTREE TR5.0K shares-1.63%2025-09-302025-11-10

VFMO VANGUARD WELLINGTON FD1.3K shares0.00%2025-09-302025-11-10

AIVL WISDOMTREE TR2.1K sharesnew addition2025-09-302025-11-10

DHS WISDOMTREE TR2.4K shares-3.27%2025-09-302025-11-10

DON WISDOMTREE TR4.6K shares7.64%2025-09-302025-11-10

OXY OCCIDENTAL PETE CORP5.0K sharesnew addition2025-09-302025-11-10

Sponsored

WMT WALMART INC2.3K shares0.00%2025-09-302025-11-10

DE DEERE & CO488 shares0.00%2025-09-302025-11-10

VONV VANGUARD SCOTTSDALE FDS2.4K shares0.12%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY INC DEL412 sharesnew addition2025-09-302025-11-10

MA MASTERCARD INCORPORATED358 sharesnew addition2025-09-302025-11-10

HWC HANCOCK WHITNEY CORPORATION3.2K sharesnew addition2025-09-302025-11-10

RIG TRANSOCEAN LTD15.0K sharesnew addition2025-09-302025-11-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available