Holdings
Avant Financial Advisors LLC
As of Jun 30, 2026, Avant Financial Advisors LLC reported 19 positions worth US$11.8M. Largest: Apple Inc, Microsoft Corp. and Amazon.com, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 10,538 | US$3.05M | −1,025 | Jun 30, 2026 |
| Microsoft Corp. | 3,693 | US$1.38M | +33 | Jun 30, 2026 |
| Amazon.com, Inc. | 5,593 | US$1.33M | −95 | Jun 30, 2026 |
| Bank Of Montreal | 4,160 | US$735K | no change | Jun 30, 2026 |
| Fidelity National Information Services, Inc. | 13,249 | US$515K | no change | Jun 30, 2026 |
| Mckesson Corporation | 610 | US$461K | −180 | Jun 30, 2026 |
| Tesla, Inc. | 992 | US$417K | +110 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 712 | US$414K | new | Jun 30, 2026 |
| Nvidia Corporation | 2,026 | US$405K | +100 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,128 | US$403K | new | Jun 30, 2026 |