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Institutional Investment Manager
Avior Wealth Management, LLC
Avior Wealth Management, LLC (CIK: 0001599868) incorporated in Nebraska, located at 14301 First National Bank Parkway, Omaha, NE. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q1)
Original 13F HR (0001599868-14-000002) filed in 2014.05.14
#
Name
Shares
Value ($)
%
Options
Notes
101 ISHARES TR 566 78 0.07%
102 NEXTERA ENERGY INC 800 76 0.06%
103 EXXON MOBIL CORP 740 72 0.06%
104 AMERIGAS PARTNERS L P 1,700 72 0.06%
105 BLACKROCK MUNIVEST FD II INC COM 4,771 71 0.06%
106 SOUTHERN CO 1,514 67 0.06%
107 EXELON CORP 1,953 66 0.06%
108 ENBRIDGE ENERGY PARTNERS L P 2,400 66 0.06%
109 ISHARES TR 344 65 0.05%
110 ISHARES TR 611 65 0.05%
111 COHEN & STEERS QUALITY RLTY 6,072 64 0.05%
112 EATON VANCE SR FLTNG RTE TR 4,150 63 0.05%
113 VANGUARD WHITEHALL FDS 1,000 63 0.05%
114 HARLEY DAVIDSON INC 951 63 0.05%
115 SIMON PPTY GROUP INC NEW 376 62 0.05%
116 MICROSOFT CORP 1,480 61 0.05%
117 DISNEY WALT CO 743 59 0.05%
118 HCP INC 1,500 58 0.05%
119 SCHWAB EMERGING MARKETS EQUITY ETF 2,344 57 0.05%
120 SRC ENERGY INC 5,000 54 0.05%
121 GILEAD SCIENCES INC 763 54 0.05%
122 LINCOLN NATL CORP IND 1,044 53 0.04%
123 SELECT SECTOR SPDR TR 2,307 52 0.04%
124 IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN 1,288 51 0.04%
125 BLACKROCK MUN 2020 TERM TR 3,048 50 0.04%
126 MORGAN STANLEY 1,600 50 0.04%
127 PUBLIC SVC ENTERPRISE GRP IN 1,300 50 0.04%
128 JOHN HANCOCK PFD INCOME FUND I COM 2,500 50 0.04%
129 Spectra Energy Corp Com 1,296 48 0.04%
130 ATMOS ENERGY CORP 1,000 47 0.04%
131 Ishares Tr Jpx-nikkei 400 Etf 968 47 0.04%
132 CONOCOPHILLIPS 660 46 0.04%
133 BB&T CORP 1,124 45 0.04%
134 First Potomac Realty Trust 3,500 45 0.04%
135 NVIDIA CORPORATION 2,446 44 0.04%
136 CLAYMORE EXCHANGE TRD FD TR 1,725 44 0.04%
137 VERIZON COMMUNICATIONS INC 899 43 0.04%
138 LINN ENERGY LLC UNIT LTD LIAB 1,515 43 0.04%
139 COHEN STEERS REIT PFD 2,500 43 0.04%
140 AMEREN CORP 1,050 43 0.04%
141 BLACKROCK ENHANCED CAP INC 3,000 42 0.04%
142 INTEGRYS ENERGY GROUP INC 700 42 0.04%
143 CISCO SYS INC 1,793 40 0.03%
144 WHITING PETE CORP NEW 565 39 0.03%
145 JPMORGAN CHASE & CO 640 39 0.03%
146 CALAMOS CONV OPPORTUNITIES & 2,800 39 0.03%
147 EATON VANCE LTD DURATION INC 2,500 38 0.03%
148 KINDER MORGAN MANAGEMENT LLC 522 37 0.03%
149 COCA COLA CO 919 36 0.03%
150 Walgreens 527 35 0.03%
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