AVRY ETF Tracker

Daily insights from Avory Funds, Long-term thinkers. Founded by Sean Emory. Visit Avory’s official site below. Not affiliated with Avory.

[AVRY ETF Tracker @AVRYdaily]

@_SeanDavid $OKTA $XMTR $YOU and now $ZM

You on fire dude.

Hope this tracking account pays off 😂

[AVRY ETF Tracker @AVRYdaily]

@blondesnmoney Or that Arkadios biggest buy is $AVRY

[AVRY ETF Tracker @AVRYdaily]

Big 13F announcements.

Arkadios buy $AVRY $32M

Exits $UNG

Adds $JPIE

Reduces $CRM $BRK.B

Owns $AAPL $NVDA

[AVRY ETF Tracker @AVRYdaily]

$AVRY OWNS $XYZ

[AVRY ETF Tracker @AVRYdaily]

$AVRY owns $XMTR

[AVRY ETF Tracker @AVRYdaily]

The new ETF you want to look at. $AVRY

LOOK AT THE DIFFERENCE YESTERDAY 😑 vs $ARKK

AND $XYZ big win for $AVRY

[AVRY ETF Tracker @AVRYdaily]

The $AVRY just purchased $AMZN 45 days ago.

What timing.

Current largest positions include:

1. $XYZ
2. $YOU
3. $ZM
4. $OMCL
5. $AMZN

[AVRY ETF Tracker @AVRYdaily]

Avory Foundational ETF

INCREASED positions at $AVRY

➕

$BMNR - Tokenization ⚡️

High conviction core equity portfolio, focused on investing forward.

[AVRY ETF Tracker @AVRYdaily]

Avory Foundational ETF

Top positions at $AVRY

$XYZ - Block - Digital 💵
$YOU - Clear Secure - Identity 👻
$ZM - Zoom - 🗣️ Communication

High conviction core equity portfolio, focused on investing forward.

[AVRY ETF Tracker @AVRYdaily]

OPPORTUNITY FOR $HOOD $XYZ $BMNR

[Sean D. Emory @_SeanDavid]

https://t.co/pvBgyuYlni

[AVRY ETF Tracker @AVRYdaily]

$AVRY adds to $XYZ and $OKTA

[AVRY ETF Tracker @AVRYdaily]

$AVRY is the new $ARKK

[AVRY ETF Tracker @AVRYdaily]

$AVRY top holding $YOU continues to shine.

[AVRY ETF Tracker @AVRYdaily]

$AVRY

[AVRY ETF Tracker @AVRYdaily]

@Mr_Derivatives 👇👇👇 called it

[Sean D. Emory @_SeanDavid]

We kept sharing the Avory Washed Out signal. It kept clustering for first time since COVID crash.

Did we see the low in $IGV

Possibly.

We shared on our weekly Market Signal Videos.

https://t.co/mzKOmf4hzQ

[AVRY ETF Tracker @AVRYdaily]

Tokenization coming…

[First Squawk @FirstSquawk]

CIRCLE INTERNET GROUP AND STRIPE ARE RACING TO BUILD PAYMENT SYSTEMS FOR A WORLD IN WHICH AUTONOMOUS AI AGENTS SETTLE IN STABLECOINS, REPLACING THE SWIPE OF A CREDIT CARD

[AVRY ETF Tracker @AVRYdaily]

Infra

[Sam Badawi @Sam_Badawi]

Miners and neoclouds have been under pressure as concerns around the massive debt tied to AI infrastructure start to surface. What began as scrutiny around hyperscaler buildouts tied to the $ORCL and OpenAI funding structures is now creating broader risk-off sentiment across the ecosystem.

The ripple effect is spreading into adjacent areas as well. Private credit firms like $OWL and $BX are seeing increased attention as investors begin questioning how much leverage across the market is tied to financing the AI buildout.

The result is pressure across many of the companies most exposed to compute infrastructure and digital asset mining.

$CRWV 39.3B
$NBIS 24.2B
$IREN 13.3B
$GLXY 8.8B
$APLD 7.9B
$WULF 6.5B
$CIFR 6.1B
$RIOT 5.9B
$MARA 3.3B
$CLSK 2.5B
$BTDR 1.9B
$BITF 1.3B

[AVRY ETF Tracker @AVRYdaily]

@StockSavvyShay @FuturumEquities Some familiar names!

[AVRY ETF Tracker @AVRYdaily]

Avory Foundational ETF

Top positions at $AVRY

$XYZ - Block - Digital 💵
$YOU - Clear Secure - Identity 👻
$ZM - Zoom - 🗣️ Communication

High conviction core equity portfolio, focused on investing forward.

[AVRY ETF Tracker @AVRYdaily]

$Okta +11% on earnings.

$AVRY just added this.

Timely for their fund.