Avail Investment Partners, LLC

LEMONT, PA · CIK 2134779 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLemont, PA

$129.8m reported value +38.7% vs Q1 2026

199positions

29.7%in top 10

73 new 89 added 22 reduced 11 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	36,872	$7.4m5.68%	5.68%	Added +4.1k	+4,072 12.4%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	7,590	$5.7m4.38%	4.38%	Added +70	+70 0.9%
3	ISHARES TR CORE US AGGBD ET AGG	AGG	51,477	$5.1m3.92%	3.92%	Added +5.7k	+5,726 12.5%
4	ISHARES TR MSCI ACWI EX US ACWX	ACWX	51,816	$3.9m3.04%	3.04%	Added +2.3k	+2,316 4.7%
5	APPLE INC COM AAPL	AAPL	10,498	$3.0m2.34%	2.34%	Added +3.0k	+3,008 40.2%
6	ISHARES TR SHRT NAT MUN ETF SUB	SUB	27,927	$3.0m2.29%	2.29%	Reduced -17.1k	-17,078 -38.0%
7	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	13,775	$2.9m2.26%	2.26%	Added +481	+481 3.6%
8	ISHARES TR ISHS 5-10YR INVT IGIB	IGIB	49,232	$2.6m2.02%	2.02%	New
9	ABRDN ETFS BBRG ALL COMD K1 BCI	BCI	110,511	$2.5m1.90%	1.90%	Added +980	+980 0.9%
10	LAM RESEARCH CORP COM NEW LRCX	LRCX	5,652	$2.4m1.89%	1.89%	Added +224	+224 4.1%
11	RBB FD INC US TREAS 3 MNTH TBIL	TBIL	46,666	$2.3m1.79%	1.79%	Added +23.0k	+23,036 97.5%
12	ISHARES TR NATIONAL MUN ETF MUB	MUB	21,462	$2.3m1.78%	1.78%	Added +606	+606 2.9%
13	MICROSOFT CORP COM MSFT	MSFT	5,648	$2.1m1.62%	1.62%	Added +2.2k	+2,170 62.4%
14	ALPHABET INC CAP STK CL A GOOGL	GOOGL	5,475	$2.0m1.51%	1.51%	Added +466	+466 9.3%
15	UNITED PARCEL SERVICE INC CL B UPS	UPS	17,477	$1.9m1.45%	1.45%	Added +650	+650 3.9%
16	ISHARES TR CORE HIGH DV ETF HDV	HDV	66,424	$1.8m1.40%	1.40%	Reduced -716	-716 -1.1%
17	BROADCOM INC COM AVGO	AVGO	4,181	$1.6m1.22%	1.22%	Added +376	+376 9.9%
18	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,005	$1.5m1.15%	1.15%	Added +78	+78 4.0%
19	AMAZON COM INC COM AMZN	AMZN	5,981	$1.4m1.10%	1.10%	Added +2.2k	+2,210 58.6%
20	JOHNSON & JOHNSON COM JNJ	JNJ	5,595	$1.4m1.09%	1.09%	Added +997	+997 21.7%
21	MICRON TECHNOLOGY INC COM MU	MU	1,177	$1.4m1.05%	1.05%	Added +169	+169 16.8%
22	JPMORGAN CHASE & CO COM JPM	JPM	3,985	$1.3m1.00%	1.00%	Added +1.0k	+1,005 33.7%
23	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	14,328	$1.2m0.90%	0.90%	Unchanged
24	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	50,630	$1.2m0.90%	0.90%	Added +11.3k	+11,316 28.8%
25	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	4,111	$1.2m0.89%	0.89%	Added +844	+844 25.8%
26	CISCO SYS INC COM CSCO	CSCO	9,063	$1.1m0.82%	0.82%	Reduced -196	-196 -2.1%
27	ISHARES INC CORE MSCI EMKT IEMG	IEMG	12,311	$1.0m0.79%	0.79%	Unchanged
28	ALPHABET INC CAP STK CL C GOOG	GOOG	2,875	$1.0m0.78%	0.78%	Added +981	+981 51.8%
29	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	19,944	$988.2k0.76%	0.76%	Reduced -201	-201 -1.0%
30	WALMART INC COM WMT	WMT	8,579	$971.6k0.75%	0.75%	Reduced -465	-465 -5.1%
31	SPDR SER TR S&P BIOTECH XBI	XBI	6,104	$966.0k0.74%	0.74%	Reduced -181	-181 -2.9%
32	INTEL CORP COM INTC	INTC	6,680	$932.7k0.72%	0.72%	Reduced -2.0k	-1,971 -22.8%
33	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,242	$914.6k0.70%	0.70%	Added +215	+215 20.9%
34	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,649	$825.2k0.64%	0.64%	Added +439	+439 36.3%
35	META PLATFORMS INC CL A META	META	1,373	$773.3k0.60%	0.60%	Added +525	+525 61.9%
36	VERTIV HOLDINGS CO COM CL A VRT	VRT	2,233	$747.7k0.58%	0.58%	Added +221	+221 11.0%
37	ISHARES TR MSCI EAFE ETF EFA	EFA	7,138	$741.5k0.57%	0.57%	Unchanged
38	ISHARES TR 1 3 YR TREAS BD SHY	SHY	8,429	$692.1k0.53%	0.53%	Added +14	+14 0.2%
39	WISDOMTREE TR US SMALLCAP DIVD DES	DES	16,733	$680.7k0.52%	0.52%	Added +2.8k	+2,837 20.4%
40	TESLA INC COM TSLA	TSLA	1,592	$669.6k0.52%	0.52%	Added +560	+560 54.3%
41	ISHARES TR IBONDS DEC 27 IBMP	IBMP	25,602	$650.8k0.50%	0.50%	Reduced -34.8k	-34,821 -57.6%
42	ELI LILLY & CO COM LLY	LLY	534	$640.6k0.49%	0.49%	Added +153	+153 40.2%
43	COMFORT SYS USA INC COM FIX	FIX	322	$638.2k0.49%	0.49%	Added +72	+72 28.8%
44	HUNT J B TRANS SVCS INC COM JBHT	JBHT	2,020	$584.6k0.45%	0.45%	Added +388	+388 23.8%
45	CHEVRON CORP NEW COM CVX	CVX	3,512	$582.2k0.45%	0.45%	Added +1.1k	+1,056 43.0%
46	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	2,651	$581.7k0.45%	0.45%	Unchanged
47	WESTERN DIGITAL CORP COM WDC	WDC	909	$580.6k0.45%	0.45%	New
48	VISA INC COM CL A V	V	1,692	$580.5k0.45%	0.45%	Added +438	+438 34.9%
49	CHUBB LIMITED COM CB	CB	1,679	$572.1k0.44%	0.44%	Added +462	+462 38.0%
50	ABBVIE INC COM ABBV	ABBV	2,253	$566.9k0.44%	0.44%	Added +446	+446 24.7%
51	NOVARTIS AG SPONSORED ADR NVS	NVS	3,614	$566.4k0.44%	0.44%	Added +1.2k	+1,240 52.2%
52	PROCTER AND GAMBLE CO COM PG	PG	3,855	$565.4k0.44%	0.44%	Added +322	+322 9.1%
53	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	9,746	$561.6k0.43%	0.43%	Added +371	+371 4.0%
54	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	19,068	$561.2k0.43%	0.43%	Added +4.5k	+4,511 31.0%
55	ISHARES TR CORE S&P SCP ETF IJR	IJR	3,772	$559.5k0.43%	0.43%	Reduced -25	-25 -0.7%
56	MERCK & CO INC COM MRK	MRK	4,244	$545.3k0.42%	0.42%	Unchanged
57	ABRDN ETFS BBRG ALL COMMDY BCD	BCD	15,669	$535.1k0.41%	0.41%	Reduced -1.4k	-1,357 -8.0%
58	ALLIANCEBERNSTEIN GLOBAL HIG COM XAWFX	XAWFX	51,873	$534.3k0.41%	0.41%	Added +8.7k	+8,734 20.2%
59	SPDR INDEX SHS FDS MSCI EAFE STRTGC QEFA	QEFA	5,460	$524.2k0.40%	0.40%	Unchanged
60	GE AEROSPACE COM NEW GE	GE	1,381	$516.1k0.40%	0.40%	Added +508	+508 58.2%
61	PHILLIPS 66 COM PSX	PSX	3,009	$508.7k0.39%	0.39%	Added +889	+889 41.9%
62	MCKESSON CORP COM MCK	MCK	651	$492.2k0.38%	0.38%	Added +28	+28 4.5%
63	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	10,905	$491.9k0.38%	0.38%	Added +1.8k	+1,778 19.5%
64	ORACLE CORP COM ORCL	ORCL	3,339	$489.4k0.38%	0.38%	Added +678	+678 25.5%
65	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	13,537	$489.1k0.38%	0.38%	Added +628	+628 4.9%
66	PG&E CORP COM PCG	PCG	28,172	$473.9k0.36%	0.36%	Added +8.3k	+8,318 41.9%
67	AMGEN INC COM AMGN	AMGN	1,302	$471.4k0.36%	0.36%	Added +131	+131 11.2%
68	BANK AMERICA CORP COM BAC	BAC	8,082	$460.5k0.35%	0.35%	Added +3.0k	+3,007 59.2%
69	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	470	$453.6k0.35%	0.35%	New
70	HOST HOTELS & RESORTS INC COM HST	HST	18,828	$446.4k0.34%	0.34%	Added +4.8k	+4,812 34.3%
71	RTX CORPORATION COM RTX	RTX	2,320	$440.2k0.34%	0.34%	Added +669	+669 40.5%
72	CAPITAL ONE FINL CORP COM COF	COF	2,182	$437.8k0.34%	0.34%	Added +1.1k	+1,070 96.2%
73	INVESCO EXCH TRADED FD TR II KBW BK ETF KBWB	KBWB	4,705	$437.5k0.34%	0.34%	Reduced -336	-336 -6.7%
74	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	2,831	$436.8k0.34%	0.34%	Unchanged
75	DANAHER CORPORATION COM DHR	DHR	2,269	$432.2k0.33%	0.33%	New
76	VANGUARD WORLD FD INF TECH ETF VGT	VGT	3,605	$430.9k0.33%	0.33%	Reduced -635	-635 -15.0%
77	CIENA CORP COM NEW CIEN	CIEN	876	$429.7k0.33%	0.33%	Added +126	+126 16.8%
78	VERIZON COMMUNICATIONS INC COM VZ	VZ	10,097	$427.5k0.33%	0.33%	Added +1.4k	+1,373 15.7%
79	ISHARES TR INTL SEL DIV ETF IDV	IDV	10,156	$420.8k0.32%	0.32%	Reduced -30	-30 -0.3%
80	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	839	$416.8k0.32%	0.32%	New
81	CENTENE CORP DEL COM CNC	CNC	6,485	$416.3k0.32%	0.32%	Added +208	+208 3.3%
82	SANDISK CORP COM SNDK	SNDK	183	$416.1k0.32%	0.32%	Reduced -187	-187 -50.5%
83	EDISON INTL COM EIX	EIX	5,540	$412.5k0.32%	0.32%	Added +560	+560 11.2%
84	AMERICAN EXPRESS CO COM AXP	AXP	1,216	$411.5k0.32%	0.32%	Added +26	+26 2.2%
85	CITIGROUP INC COM NEW C	C	2,934	$410.6k0.32%	0.32%	Added +746	+746 34.1%
86	UNITEDHEALTH GROUP INC COM UNH	UNH	962	$399.9k0.31%	0.31%	New
87	TORTOISE ENERGY INFRA CORP COM TYG	TYG	9,104	$390.3k0.30%	0.30%	Added +925	+925 11.3%
88	GENERAL MTRS CO COM GM	GM	5,054	$389.6k0.30%	0.30%	Added +1.2k	+1,228 32.1%
89	AIRBNB INC COM CL A ABNB	ABNB	2,718	$388.9k0.30%	0.30%	Added +418	+418 18.2%
90	EXELON CORP COM EXC	EXC	8,316	$387.7k0.30%	0.30%	Added +1.0k	+1,048 14.4%
91	PFIZER INC COM PFE	PFE	15,747	$379.2k0.29%	0.29%	Added +7.4k	+7,378 88.2%
92	GENERAL DYNAMICS CORP COM GD	GD	1,067	$378.0k0.29%	0.29%	Added +160	+160 17.6%
93	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	774	$369.6k0.28%	0.28%	Reduced -36	-36 -4.4%
94	VERISIGN INC COM VRSN	VRSN	1,452	$365.3k0.28%	0.28%	Added +437	+437 43.0%
95	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	183	$364.1k0.28%	0.28%	New
96	UNILEVER PLC SPON ADR NEW UL	UL	6,038	$363.0k0.28%	0.28%	New
97	PRUDENTIAL FINL INC COM PRU	PRU	3,363	$363.0k0.28%	0.28%	Added +374	+374 12.5%
98	ISHARES TR IBONDS DEC 28 IBMQ	IBMQ	14,156	$362.1k0.28%	0.28%	Reduced -30.8k	-30,809 -68.5%
99	DELTA AIR LINES INC DEL COM NEW DAL	DAL	3,860	$361.5k0.28%	0.28%	Added +230	+230 6.3%
100	AMERIPRISE FINL INC COM AMP	AMP	780	$357.9k0.28%	0.28%	Added +255	+255 48.6%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR ISTB	ISTB	49,195	$2.4m49.2k shares
ISHARES TR IBMO	IBMO	30,257	$775.0k30.3k shares
SPDR GOLD TR GLD	GLD	989	$426.0k989 shares
NETFLIX INC NFLX	NFLX	2,737	$263.0k2.7k shares
EXXON MOBIL CORP XOM	XOM	1,552	$263.0k1.6k shares
ADOBE INC ADBE	ADBE	1,058	$257.0k1.1k shares
FISERV INC FISV	FISV	4,401	$246.0k4.4k shares
SERVICENOW INC NOW	NOW	1,970	$206.0k2.0k shares
ROPER TECHNOLOGIES INC ROP	ROP	578	$205.0k578 shares
THE CIGNA GROUP CI	CI	762	$203.0k762 shares
ALIGHT INC ALIT	ALIT	20,605	$12.0k20.6k shares