Avail Investment Partners, LLC Top Holdings and 13F Report (2026) About Avail Investment Partners, LLCInvestment ActivityAvail Investment Partners, LLC has $136.08 million in total holdings as of September 30, 2026.Avail Investment Partners, LLC owns shares of 205 different stocks, but just 101 companies or ETFs make up 80% of its holdings.Approximately 10.00% of the portfolio was purchased this quarter.About 6.19% of the portfolio was sold this quarter.This quarter, Avail Investment Partners, LLC has purchased 199 new stocks and bought additional shares in 96 stocks.Avail Investment Partners, LLC sold shares of 64 stocks and completely divested from 20 stocks this quarter.Largest Holdings NVIDIA $8,477,916iShares Core S&P 500 ETF $5,876,731iShares Core U.S. Aggregate Bond ETF $5,019,184iShares MSCI ACWI ex U.S. ETF $4,009,791Apple $3,585,191 Largest New Holdings this Quarter 674599105 - Occidental Petroleum $352,222 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $347,471 Holding03027X100 - American Tower $339,002 Holding832696405 - J. M. Smucker $320,842 HoldingG5960L103 - Medtronic $291,401 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 7,460 shares (about $754.20K)iShares 5-10 Year Investment Grade Corporate Bond ETF 13,246 shares (about $666.93K)iShares Short-Term National Muni Bond ETF 3,696 shares (about $386.38K)Occidental Petroleum 6,367 shares (about $352.22K)EXXONMOBIL HOLDINGS CORP 2,135 shares (about $347.47K) Largest Sales this Quarter iShares iBonds Dec 2027 Term Muni Bond ETF 9,990 shares (about $252.15K)WALMART INC 2,240 shares (about $232.76K)Pacific Gas & Electric 14,305 shares (about $175.24K)Alphabet 462 shares (about $157.43K)Western Digital 336 shares (about $152.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvail Investment Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$8,477,916$57,095 ▲0.7%37,1226.2%TechnologyIVViShares Core S&P 500 ETF$5,876,731$63,569 ▲1.1%7,6734.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$5,019,184$152,586 ▲3.1%53,0913.7%ETFACWXiShares MSCI ACWI ex U.S. ETF$4,009,791$91,499 ▲2.3%53,0262.9%ETFAAPLApple$3,585,191$89,247 ▲2.6%10,7662.6%TechnologySUBiShares Short-Term National Muni Bond ETF$3,305,858$386,379 ▲13.2%31,6232.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,145,754$666,933 ▲26.9%62,4782.3%ETFMSFTMicrosoft$3,105,905$209,249 ▲7.2%6,0562.3%TechnologyBCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$2,995,987$137,060 ▲4.8%115,8092.2%ETFRSPInvesco S&P 500 Equal Weight ETF$2,978,072$112,541 ▲3.9%14,3162.2%ETFMUBiShares National Muni Bond ETF$2,923,988$754,199 ▲34.8%28,9222.1%ETFTBILUS Treasury 3 Month Bill ETF$2,497,435$171,135 ▲7.4%50,0991.8%ETFHDViShares Core High Dividend ETF$1,822,208$35,006 ▼-1.9%65,1721.3%ETFGOOGLAlphabet$1,812,445$71,218 ▼-3.8%5,2681.3%Communication ServicesAMZNAmazon.com$1,773,201$283,034 ▲19.0%7,1171.3%Consumer DiscretionaryLAM RESEARCH CORP$1,767,641$89,023 ▼-4.8%5,3811.3%COM NEWUPSUnited Parcel Service$1,637,567$4,485 ▲0.3%17,5251.2%IndustrialsSPYSPDR S&P 500 ETF Trust$1,529,0730.0%2,0051.1%ETFAVGOBroadcom$1,505,047$36,871 ▲2.5%4,2861.1%TechnologyJNJJohnson & Johnson$1,433,123$48,186 ▼-3.3%5,4131.1%HealthcareJPMJPMorgan Chase & Co.$1,329,729$11,249 ▲0.9%4,0191.0%FinanceSCHZSchwab U.S. Aggregate Bond ETF$1,221,047$102,124 ▲9.1%55,2510.9%ETFDFUSDimensional U.S. Equity ETF$1,193,058$3,404 ▲0.3%14,3690.9%ETFMUMicron Technology$1,109,845$143,790 ▼-11.5%1,0420.8%TechnologyIQLTiShares MSCI Intl Quality Factor ETF$986,6230.0%19,9440.7%ETFCSCOCisco Systems$966,259$9,148 ▼-0.9%8,9780.7%TechnologyXBISPDR S&P Biotech ETF$937,924$24,599 ▼-2.6%5,9480.7%ETFQQQInvesco QQQ$918,7940.0%1,2420.7%ETFMETAMeta Platforms$916,459$79,030 ▼-7.9%1,2640.7%Communication ServicesIBMInternational Business Machines$916,004$11,876 ▲1.3%4,1650.7%TechnologyINTCIntel$852,190$49,054 ▲6.1%7,0880.6%TechnologyIEMGiShares Core MSCI Emerging Markets ETF$850,394$148,766 ▼-14.9%10,4780.6%ETFBRK.BBerkshire Hathaway$842,575$21,413 ▲2.6%1,6920.6%FinanceGOOGAlphabet$822,265$157,433 ▼-16.1%2,4130.6%Communication ServicesEFAiShares MSCI EAFE ETF$741,5670.0%7,1380.5%ETFSCHXSchwab US Large-Cap ETF$737,790$165,750 ▲29.0%24,5930.5%ETFCVXChevron$719,087$1,838 ▲0.3%3,5210.5%EnergyHPEHewlett Packard Enterprise$715,841$19,104 ▲2.7%11,2040.5%TechnologyPSXPhillips 66$691,401$76,851 ▼-10.0%2,7080.5%EnergyDESWisdomTree U.S. SmallCap Dividend Fund$691,069$56,888 ▲9.0%18,2340.5%ETFBMYBristol Myers Squibb$683,483$75,319 ▲12.4%10,9530.5%HealthcareMRKMerck & Co., Inc.$660,989$44,318 ▲7.2%4,5490.5%HealthcareWALMART INC$658,699$232,763 ▼-26.1%6,3390.5%COMTSLATesla$646,109$81,251 ▲14.4%1,8210.5%Consumer DiscretionaryORCLOracle$637,494$179,042 ▲39.1%4,6430.5%TechnologyPFEPfizer$626,043$176,938 ▲39.4%21,9510.5%HealthcareABBVAbbVie$625,401$36,096 ▲6.1%2,3910.5%HealthcareLLYEli Lilly and Company$620,293$2,315 ▲0.4%5360.5%HealthcareHPQHP$616,149$209,731 ▲51.6%19,6980.5%TechnologyVVisa$614,768$6,827 ▲1.1%1,7110.5%FinanceAWFAllianceBernstein Global High Income Fund$614,313$109,589 ▲21.7%63,1360.5%FinanceSHYiShares 1-3 Year Treasury Bond ETF$604,290$80,144 ▼-11.7%7,4420.4%ETFBCDabrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF$602,7860.0%15,6690.4%ETFPGProcter & Gamble$597,895$37,777 ▲6.7%4,1150.4%Consumer StaplesQUALiShares MSCI USA Quality Factor ETF$589,1750.0%2,6510.4%ETFAMGNAmgen$565,996$17,279 ▲3.1%1,3430.4%HealthcareMCKMcKesson$565,600$9,398 ▲1.7%6620.4%HealthcareCBChubb$563,333$17,238 ▲3.2%1,7320.4%FinanceIEIiShares 3-7 Year Treasury Bond ETF$559,600$292,449 ▲109.5%4,9330.4%ETFCOFCapital One Financial$556,814$135,535 ▲32.2%2,8840.4%FinanceQEFASPDR MSCI EAFE StrategicFactors ETF$527,442$5,072 ▼-1.0%5,4080.4%ETFABNBAirbnb$519,221$82,574 ▲18.9%3,2320.4%Consumer DiscretionaryIJRiShares Core S&P Small-Cap ETF$512,108$1,088 ▼-0.2%3,7640.4%ETFDHRDanaher$501,589$1,108 ▼-0.2%2,2640.4%HealthcareNTRANatera$482,7460.0%1,1680.4%HealthcareTEAMAtlassian$478,884$1,972 ▲0.4%2,6710.4%TechnologyVRTVertiv$472,267$66,605 ▼-12.4%1,9570.3%IndustrialsVZVerizon Communications$466,875$3,716 ▲0.8%10,1780.3%Communication ServicesNVSNovartis$463,210$52,038 ▼-10.1%3,2490.3%HealthcareVGTVanguard Information Technology ETF$453,0400.0%3,6050.3%ETFTAT&T$451,549$95,429 ▲26.8%18,5060.3%Communication ServicesCCitigroup$451,367$71,473 ▲18.8%3,4860.3%FinanceSCHASchwab US Small-Cap ETF$449,902$8,190 ▲1.9%13,7880.3%ETFRTXRTX$441,104$10,396 ▲2.4%2,3760.3%IndustrialsVRTXVertex Pharmaceuticals$438,115$523 ▼-0.1%8380.3%HealthcareUNILEVER PLC$437,195$70,507 ▲19.2%7,1990.3%SPON ADR NEWBACBank of America$434,912$5,008 ▼-1.1%7,9900.3%FinanceSUSAiShares MSCI USA ESG Select ETF$433,880$6,850 ▼-1.6%2,7870.3%ETFFTNTFortinet$433,852$47,193 ▲12.2%2,4270.3%TechnologyHSTHost Hotels & Resorts$432,097$10,546 ▲2.5%19,2990.3%Real EstatePRUPrudential Financial$421,563$39,635 ▲10.4%3,7120.3%FinanceFIXComfort Systems USA$416,831$115,786 ▼-21.7%2520.3%IndustrialsSTXSeagate Technology$414,131$19,369 ▼-4.5%4490.3%TechnologyTYGTortoise Energy Infrastructure$408,861$60,269 ▲17.3%10,6780.3%FinanceEXCExelon$407,525$71,550 ▲21.3%10,0870.3%UtilitiesVLOValero Energy$407,378$775 ▲0.2%1,0510.3%EnergyGEGE Aerospace$407,226$24,046 ▼-5.6%1,3040.3%IndustrialsKBWBInvesco KBW Bank ETF$406,928$3,489 ▼-0.9%4,6650.3%ETFCNCCentene$404,215$1,367 ▲0.3%6,5070.3%HealthcareACNAccenture$400,113$55,744 ▲16.2%2,1820.3%TechnologyIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$394,047$252,148 ▼-39.0%15,6120.3%ETFAMPAmeriprise Financial$394,009$9,850 ▲2.6%8000.3%FinanceGILDGilead Sciences$392,659$26,535 ▲7.2%2,6340.3%HealthcareTRVTravelers Companies$386,4570.0%1,0840.3%FinanceGMGeneral Motors$382,074$7,084 ▼-1.8%4,9620.3%Consumer DiscretionaryIDViShares International Select Dividend ETF$380,174$48,308 ▼-11.3%9,0110.3%ETFAXPAmerican Express$378,130$8,214 ▲2.2%1,2430.3%FinanceSCHOSchwab Short-Term U.S. Treasury ETF$376,916$55,618 ▲17.3%15,7970.3%ETFGDGeneral Dynamics$372,977$18,914 ▲5.3%1,1240.3%IndustrialsJBHTJ.B. Hunt Transport Services$365,650$86,931 ▼-19.2%1,6320.3%IndustrialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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