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Avantra Family Wealth, Inc.

All holdings · as of Dec 31, 2025

157 positions

CompanyClassValueShares% of portfolio
First Trust Exchange-Traded Fund VIII$220.3K5,3360.2%
KKR & Co. Inc.$216.6K1,6990.2%
Vertiv Holdings Co$216.3K1,3350.2%
CAMPBELL'S Co$213.3K7,6520.2%
SPOTIFY TECHNOLOGY S A$206.2K3550.1%
CAPITAL ONE FINANCIAL CORP$201.2K8300.1%
CNH Industrial N.V.$123.7K13,4200.1%
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