Latest AIRE ADVISORS, LLC Stock Portfolio
AIRE ADVISORS, LLC Performance:
2025 Q3: 3.82%YTD: 3.67%2024: 8.27%
Performance for 2025 Q3 is 3.82%, and YTD is 3.67%, and 2024 is 8.27%.
About AIRE ADVISORS, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, AIRE ADVISORS, LLC reported an equity portfolio of $550.8 Millions as of 30 Sep, 2025.
The top stock holdings of AIRE ADVISORS, LLC are AAPL, VB, VB. The fund has invested 8% of it's portfolio in APPLE INC and 6.5% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off SUNRISE COMMUNICATIONS AG, AMERICAN CENTY ETF TR (AEMB) and ENTERPRISE PRODS PARTNERS L (EPD) stocks. They significantly reduced their stock positions in CATERPILLAR INC (CAT), NEBIUS GROUP N.V. (YNDX) and ISHARES BITCOIN TRUST ETF. AIRE ADVISORS, LLC opened new stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), UBS GROUP AG and VERTIV HOLDINGS CO (VRT). The fund showed a lot of confidence in some stocks as they added substantially to BOEING CO (BA), UNITEDHEALTH GROUP INC (UNH) and IMMUNITYBIO INC (IBRX).
The top stock holdings of AIRE ADVISORS, LLC are AAPL, VB, VB. The fund has invested 8% of it's portfolio in APPLE INC and 6.5% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off SUNRISE COMMUNICATIONS AG, AMERICAN CENTY ETF TR (AEMB) and ENTERPRISE PRODS PARTNERS L (EPD) stocks. They significantly reduced their stock positions in CATERPILLAR INC (CAT), NEBIUS GROUP N.V. (YNDX) and ISHARES BITCOIN TRUST ETF. AIRE ADVISORS, LLC opened new stock positions in FRANKLIN TEMPLETON ETF TR (BUYZ), UBS GROUP AG and VERTIV HOLDINGS CO (VRT). The fund showed a lot of confidence in some stocks as they added substantially to BOEING CO (BA), UNITEDHEALTH GROUP INC (UNH) and IMMUNITYBIO INC (IBRX).
AIRE ADVISORS, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that AIRE ADVISORS, LLC made a return of 3.82% in the last quarter. In trailing 12 months, it's portfolio return was 5.7%.
New Buys
| Ticker | $ Bought |
|---|---|
| franklin templeton etf tr | 253,893 |
| ubs group ag | 230,297 |
| vertiv holdings co | 227,799 |
| gci liberty inc | 222,688 |
| intel corp | 222,210 |
| vaneck etf trust | 202,797 |
| ishares tr | 202,696 |
| nushares etf tr | 200,491 |
New stocks bought by AIRE ADVISORS, LLC
Additions
| Ticker | % Inc. |
|---|---|
| boeing co | 81.57 |
| unitedhealth group inc | 40.36 |
| immunitybio inc | 19.68 |
| spdr s&p 500 etf tr | 10.62 |
| palantir technologies inc | 7.00 |
| palo alto networks inc | 5.81 |
| endeavour silver corp | 5.16 |
| energy transfer l p | 4.92 |
Additions to existing portfolio by AIRE ADVISORS, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| caterpillar inc | -68.33 |
| nebius group n.v. | -61.26 |
| ishares bitcoin trust etf | -40.09 |
| taiwan semiconductor mfg ltd | -34.33 |
| gold fields ltd | -28.21 |
| vanguard world fd | -23.7 |
| mp materials corp | -22.89 |
| grayscale bitcoin mini tr et | -19.07 |
AIRE ADVISORS, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| bigbear ai hldgs inc | -120,523 |
| sunrise communications ag | -864,084 |
| archer aviation inc | -141,549 |
| american centy etf tr | -385,914 |
| enterprise prods partners l | -216,866 |
AIRE ADVISORS, LLC got rid off the above stocks
Sector Distribution
AIRE ADVISORS, LLC has about 72.3% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 72.3 |
| Technology | 12.8 |
| Consumer Cyclical | 4.4 |
| Communication Services | 3.6 |
| Financial Services | 2.4 |
| Healthcare | 1.5 |
| Consumer Defensive | 1.1 |
Market Cap. Distribution
AIRE ADVISORS, LLC has about 26.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 72.3 |
| MEGA-CAP | 19.8 |
| LARGE-CAP | 7 |
Stocks belong to which Index?
About 28.9% of the stocks held by AIRE ADVISORS, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 71.1 |
| S&P 500 | 27.5 |
| RUSSELL 2000 | 1.4 |
AIRE ADVISORS, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of AIRE ADVISORS, LLC
AIRE ADVISORS, LLC has 166 stocks in it's portfolio. About 42.7% of the portfolio is in top 10 stocks. TXRH proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for AIRE ADVISORS, LLC last quarter.
Last Reported on: 10 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 7.96 | 172,264 | 43,863,600 | reduced | -2.33 | ||
| AAXJ | ishares tr | 0.86 | 90,738 | 4,738,320 | added | 1.03 | ||
| AAXJ | ishares tr | 0.59 | 40,704 | 3,270,610 | added | 0.02 | ||
| AAXJ | ishares tr | 0.47 | 31,350 | 2,593,620 | reduced | -0.92 | ||
| AAXJ | ishares tr | 0.37 | 26,612 | 2,041,650 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.14 | 23,502 | 743,147 | reduced | -9.37 | ||
| ABBV | abbvie inc | 0.07 | 1,691 | 391,628 | reduced | -15.53 | ||
| ACHR | archer aviation inc | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACSG | dbx etf tr | 1.28 | 299,691 | 7,057,730 | added | 0.22 | ||
| ACWF | ishares tr | 0.06 | 13,061 | 333,833 | added | 0.08 | ||
| AEMB | american centy etf tr | 3.39 | 258,183 | 18,656,300 | added | 1.65 | ||
| AEMB | american centy etf tr | 2.73 | 151,354 | 15,064,300 | added | 0.89 | ||
| AEMB | american centy etf tr | 2.49 | 182,441 | 13,703,100 | added | 0.73 | ||
| AEMB | american centy etf tr | 0.63 | 38,932 | 3,466,110 | reduced | -0.24 | ||
| AEMB | american centy etf tr | 0.55 | 52,621 | 3,012,530 | added | 0.02 | ||
| AEMB | american centy etf tr | 0.54 | 37,467 | 2,956,120 | reduced | -0.3 | ||
| AEMB | american centy etf tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| AFK | vaneck etf trust | 0.04 | 1,495 | 202,797 | new | |||
| AGNG | global x fds | 1.20 | 340,914 | 6,623,950 | added | 2.61 | ||
| AGT | ishares tr | 2.24 | 123,191 | 12,325,300 | added | 1.34 | ||