Avior Wealth Management’s Red Rock Resorts RRR Stock Holding History

Avior Wealth Management’s Portfolio RRR Stock Details RRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$388K	Hold	5,962	–	–	0.01%	585
2026 Q1	$318K	Sell	5,962 -468	-7%	-$28.5K	0.01%	670
2025 Q4	$398K	Sell	6,430 -1,044	-14%	-$61.1K	0.01%	529
2025 Q3	$456K	Sell	7,474 -1,354	-15%	-$79.7K	0.01%	469
2025 Q2	$459K	Hold	8,828	–	–	0.02%	453
2025 Q1	$383K	Hold	8,828	–	–	0.01%	484
2024 Q4	$408K	Buy	8,828 +930	+12%	+$47.3K	0.01%	507
2024 Q3	$430K	Buy	7,898 +232	+3%	+$12.9K	0.02%	491
2024 Q2	$421K	Sell	7,666 -2,502	-25%	-$136K	0.02%	479
2024 Q1	$608K	Buy	10,168 +227	+2%	+$12.6K	0.03%	392
2023 Q4	$530K	Buy	9,941 +408	+4%	+$18.1K	0.03%	328
2023 Q3	$391K	Sell	9,533 -1,315	-12%	-$59.5K	0.03%	384
2023 Q2	$507K	Sell	10,848 -1,152	-10%	-$53.5K	0.03%	333
2023 Q1	$535K	Sell	12,000 -1,413	-11%	-$62.5K	0.04%	329
2022 Q4	$537K	Hold	13,413	–	–	0.04%	287
2022 Q3	$459K	Buy	13,413 +3,324	+33%	+$126K	0.04%	291
2022 Q2	$336K	Buy	10,089 +9,466	+1,519%	+$378K	0.03%	334
2022 Q1	$30K	Buy	+623	New	+$29.7K	﹤0.01%	659

Other funds holding RRR

SWP Investment Management Independence, Ohio $145M AUM 22.8% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return