Avitas Wealth Management
Latest statistics and disclosures from Avitas Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, NVDA, GOOGL, AMZN, and represent 22.01% of Avitas Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: WMT (+$6.5M), GOOGL, WFC, AMGN, INTC, PFE, MSFT, C, VMC, LVS.
- Started 12 new stock positions in PFE, FOUR, IOT, C, ICLR, WFC, Ishares Bitcoin Tr, WYNN, AMGN, LVS. INTC, VMC.
- Reduced shares in these 10 stocks: IVE (-$6.3M), NVDA, IVW, AMAT, SQ, SCHW, IWF, F, CSCO, TXN.
- Sold out of its positions in ALNY, HUM, IWF, SNOW, U.
- Avitas Wealth Management was a net buyer of stock by $4.8M.
- Avitas Wealth Management has $658M in assets under management (AUM), dropping by 10.08%.
- Central Index Key (CIK): 0001734565
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Portfolio Holdings for Avitas Wealth Management
Avitas Wealth Management holds 204 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.6 | $37M | +4% | 88k | 420.72 |
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| Apple (AAPL) | 5.0 | $33M | 193k | 171.48 |
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| NVIDIA Corporation (NVDA) | 4.6 | $30M | -12% | 33k | 903.56 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $23M | +13% | 150k | 150.93 |
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| Amazon (AMZN) | 3.4 | $22M | 123k | 180.38 |
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| Costco Wholesale Corporation (COST) | 2.7 | $18M | 24k | 732.63 |
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| Eli Lilly & Co. (LLY) | 2.2 | $14M | 18k | 777.96 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $14M | 68k | 200.30 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 1.8 | $12M | -34% | 64k | 186.81 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.8 | $12M | -25% | 141k | 84.44 |
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| Meta Platforms Cl A (META) | 1.5 | $9.9M | 20k | 485.58 |
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| Wal-Mart Stores (WMT) | 1.5 | $9.7M | +203% | 161k | 60.17 |
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| Eaton Corp SHS (ETN) | 1.3 | $8.8M | 28k | 312.68 |
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| UnitedHealth (UNH) | 1.3 | $8.4M | 17k | 494.70 |
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| Applied Materials (AMAT) | 1.3 | $8.3M | -13% | 40k | 206.23 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.2 | $8.2M | 86k | 94.62 |
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| Broadcom (AVGO) | 1.2 | $7.9M | 6.0k | 1325.41 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.2 | $7.8M | +2% | 268k | 29.02 |
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| Advanced Micro Devices (AMD) | 1.2 | $7.6M | 42k | 180.49 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.1 | $7.5M | 97k | 77.73 |
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| Morgan Stanley Com New (MS) | 1.1 | $7.3M | 77k | 94.16 |
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| Tesla Motors (TSLA) | 1.1 | $7.2M | 41k | 175.79 |
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| Valero Energy Corporation (VLO) | 1.0 | $6.7M | 39k | 170.69 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $6.3M | 55k | 116.24 |
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| American Express Company (AXP) | 1.0 | $6.3M | 28k | 227.69 |
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| Merck & Co (MRK) | 0.9 | $6.2M | 47k | 131.95 |
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| McDonald's Corporation (MCD) | 0.9 | $6.0M | 21k | 281.95 |
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| Mastercard Incorporated Cl A (MA) | 0.9 | $6.0M | 12k | 481.57 |
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| Visa Com Cl A (V) | 0.9 | $5.8M | 21k | 279.08 |
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| Johnson & Johnson (JNJ) | 0.9 | $5.7M | 36k | 158.19 |
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| Home Depot (HD) | 0.9 | $5.7M | 15k | 383.60 |
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| Quanta Services (PWR) | 0.8 | $5.6M | 21k | 259.80 |
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| Schlumberger Com Stk (SLB) | 0.8 | $5.5M | 101k | 54.81 |
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| Select Sector Spdr Tr Technology (XLK) | 0.8 | $5.4M | -2% | 26k | 208.27 |
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| Danaher Corporation (DHR) | 0.8 | $5.3M | 21k | 249.72 |
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| Cigna Corp (CI) | 0.8 | $5.3M | 15k | 363.19 |
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| Target Corporation (TGT) | 0.8 | $5.2M | 29k | 177.21 |
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| Qualcomm (QCOM) | 0.7 | $4.9M | 29k | 169.30 |
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| Abbvie (ABBV) | 0.7 | $4.5M | 25k | 182.10 |
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| Honeywell International (HON) | 0.7 | $4.4M | 22k | 205.25 |
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| Uber Technologies (UBER) | 0.6 | $4.2M | 55k | 76.99 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $4.0M | 9.5k | 420.52 |
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| Blackstone Group Inc Com Cl A (BX) | 0.6 | $3.9M | 30k | 131.37 |
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| CVS Caremark Corporation (CVS) | 0.6 | $3.8M | 47k | 79.76 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $3.7M | +25% | 6.4k | 581.21 |
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| Prologis (PLD) | 0.6 | $3.6M | 28k | 130.22 |
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| Intercontinental Exchange (ICE) | 0.6 | $3.6M | 27k | 137.43 |
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| Roper Industries (ROP) | 0.5 | $3.6M | 6.4k | 560.84 |
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| Kkr & Co (KKR) | 0.5 | $3.5M | 35k | 100.58 |
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| Caterpillar (CAT) | 0.5 | $3.4M | 9.3k | 366.43 |
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| Netflix (NFLX) | 0.5 | $3.3M | 5.5k | 607.33 |
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| Amphenol Corp Cl A (APH) | 0.5 | $3.3M | 29k | 115.35 |
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| Abbott Laboratories (ABT) | 0.5 | $3.3M | 29k | 113.66 |
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| Thomson Reuters Corp. (TRI) | 0.5 | $3.2M | 21k | 155.83 |
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| Comcast Corp Cl A (CMCSA) | 0.5 | $3.0M | 70k | 43.35 |
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| Deere & Company (DE) | 0.4 | $2.9M | 7.0k | 410.74 |
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| Nxp Semiconductors N V (NXPI) | 0.4 | $2.8M | 12k | 247.77 |
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| Chipotle Mexican Grill (CMG) | 0.4 | $2.8M | 951.00 | 2906.77 |
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| Hess (HES) | 0.4 | $2.7M | 18k | 152.64 |
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| United Parcel Service CL B (UPS) | 0.4 | $2.7M | 18k | 148.63 |
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| Analog Devices (ADI) | 0.4 | $2.7M | 14k | 197.79 |
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| DTE Energy Company (DTE) | 0.4 | $2.6M | 24k | 112.14 |
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| Astrazeneca Sponsored Adr (AZN) | 0.4 | $2.6M | 39k | 67.75 |
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| Motorola Solutions Com New (MSI) | 0.4 | $2.6M | 7.4k | 354.98 |
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| Wells Fargo & Company (WFC) | 0.4 | $2.6M | NEW | 45k | 57.96 |
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| Adobe Systems Incorporated (ADBE) | 0.4 | $2.6M | 5.1k | 504.60 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $2.5M | 17k | 147.73 |
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| Select Sector Spdr Tr Financial (XLF) | 0.4 | $2.5M | 58k | 42.12 |
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| Linde SHS (LIN) | 0.4 | $2.5M | 5.3k | 464.32 |
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| Arista Networks (ANET) | 0.4 | $2.5M | 8.5k | 289.98 |
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| Nextera Energy (NEE) | 0.4 | $2.4M | 38k | 63.91 |
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| Lockheed Martin Corporation (LMT) | 0.4 | $2.4M | 5.3k | 454.87 |
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| Anthem (ELV) | 0.4 | $2.4M | 4.6k | 518.54 |
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| Palo Alto Networks (PANW) | 0.4 | $2.3M | 8.1k | 284.13 |
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| Automatic Data Processing (ADP) | 0.3 | $2.3M | 9.1k | 249.74 |
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| Onemain Holdings (OMF) | 0.3 | $2.3M | 44k | 51.09 |
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| Airbnb Com Cl A (ABNB) | 0.3 | $2.3M | 14k | 164.96 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $2.2M | 12k | 183.89 |
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| Welltower Inc Com reit (WELL) | 0.3 | $2.2M | 24k | 93.44 |
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| Chubb (CB) | 0.3 | $2.2M | 8.6k | 259.13 |
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| Prudential Financial (PRU) | 0.3 | $2.2M | 19k | 117.40 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $2.2M | 2.2k | 970.47 |
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| Dow (DOW) | 0.3 | $2.1M | 37k | 57.93 |
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| Micron Technology (MU) | 0.3 | $2.1M | 18k | 117.89 |
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| Xcel Energy (XEL) | 0.3 | $2.1M | 40k | 53.75 |
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| Starbucks Corporation (SBUX) | 0.3 | $2.1M | 23k | 91.39 |
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| Kla Corp Com New (KLAC) | 0.3 | $2.1M | 3.0k | 698.57 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $2.1M | 33k | 63.74 |
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| Oracle Corporation (ORCL) | 0.3 | $2.0M | -15% | 16k | 125.61 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.9M | -25% | 11k | 174.21 |
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| Pepsi (PEP) | 0.3 | $1.8M | 10k | 175.01 |
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| Amgen (AMGN) | 0.3 | $1.8M | NEW | 6.4k | 284.32 |
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| Cisco Systems (CSCO) | 0.3 | $1.8M | -27% | 36k | 49.91 |
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| Goldman Sachs (GS) | 0.3 | $1.8M | 4.3k | 417.69 |
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| AECOM Technology Corporation (ACM) | 0.3 | $1.8M | 19k | 98.08 |
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| American Tower Reit (AMT) | 0.3 | $1.8M | 9.2k | 197.59 |
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| BlackRock (BLK) | 0.3 | $1.8M | +52% | 2.2k | 833.70 |
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| Intel Corporation (INTC) | 0.3 | $1.8M | NEW | 40k | 44.17 |
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| Pfizer (PFE) | 0.3 | $1.8M | NEW | 64k | 27.75 |
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| Public Storage (PSA) | 0.3 | $1.8M | +2% | 6.1k | 290.06 |
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| S&p Global (SPGI) | 0.3 | $1.7M | 4.1k | 425.45 |
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| ConocoPhillips (COP) | 0.3 | $1.7M | 14k | 127.28 |
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| Celanese Corporation (CE) | 0.3 | $1.7M | 10k | 171.86 |
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| Charles Schwab Corporation (SCHW) | 0.3 | $1.7M | -36% | 24k | 72.34 |
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| Coca-Cola Company (KO) | 0.3 | $1.7M | 28k | 61.18 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $1.7M | 4.9k | 346.61 |
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| Shopify Cl A (SHOP) | 0.3 | $1.7M | 22k | 77.17 |
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| Select Sector Spdr Tr Communication (XLC) | 0.3 | $1.7M | -2% | 20k | 81.66 |
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| Howmet Aerospace (HWM) | 0.3 | $1.7M | 24k | 68.43 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.2 | $1.6M | +4% | 34k | 48.21 |
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| Scotts Miracle-gro Cl A (SMG) | 0.2 | $1.6M | 21k | 74.59 |
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| Ford Motor Company (F) | 0.2 | $1.6M | -32% | 118k | 13.28 |
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| Microchip Technology (MCHP) | 0.2 | $1.6M | 17k | 89.71 |
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| Monster Beverage Corp (MNST) | 0.2 | $1.5M | 26k | 59.28 |
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| MercadoLibre (MELI) | 0.2 | $1.5M | 968.00 | 1511.96 |
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| Citigroup Com New (C) | 0.2 | $1.4M | NEW | 22k | 63.24 |
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| Metropcs Communications (TMUS) | 0.2 | $1.4M | 8.6k | 163.22 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $1.4M | 16k | 87.42 |
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| Select Sector Spdr Tr Indl (XLI) | 0.2 | $1.4M | 11k | 125.96 |
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| Walt Disney Company (DIS) | 0.2 | $1.3M | 11k | 122.36 |
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| Workday Cl A (WDAY) | 0.2 | $1.3M | 4.9k | 272.75 |
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| Cloudflare Cl A Com (NET) | 0.2 | $1.3M | 14k | 96.83 |
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| Boeing Company (BA) | 0.2 | $1.3M | 6.8k | 192.99 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $1.3M | +3% | 14k | 91.86 |
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| Align Technology (ALGN) | 0.2 | $1.3M | 3.9k | 327.92 |
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| Block Cl A (SQ) | 0.2 | $1.3M | -44% | 15k | 84.58 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.3M | 17k | 76.36 |
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| American Electric Power Company (AEP) | 0.2 | $1.2M | 14k | 86.10 |
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| Halliburton Company (HAL) | 0.2 | $1.2M | 31k | 39.42 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $1.2M | +196% | 5.4k | 225.92 |
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| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $1.2M | +5% | 30k | 40.05 |
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| Nasdaq Omx (NDAQ) | 0.2 | $1.2M | 19k | 63.10 |
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| Omni (OMC) | 0.2 | $1.2M | 12k | 96.76 |
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| Equinix (EQIX) | 0.2 | $1.2M | 1.4k | 825.33 |
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| Vulcan Materials Company (VMC) | 0.2 | $1.1M | NEW | 4.2k | 272.92 |
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| Jd.com Spon Adr Cl A (JD) | 0.2 | $1.1M | 40k | 27.39 |
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| Autodesk (ADSK) | 0.2 | $1.1M | 4.2k | 260.42 |
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| Moody's Corporation (MCO) | 0.2 | $1.1M | 2.7k | 393.03 |
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| Gartner (IT) | 0.2 | $1.0M | 2.1k | 476.67 |
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| Las Vegas Sands (LVS) | 0.2 | $1.0M | NEW | 20k | 51.70 |
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| First Solar (FSLR) | 0.1 | $981k | 5.8k | 168.80 |
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| Hubspot (HUBS) | 0.1 | $972k | +2% | 1.6k | 626.56 |
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| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $971k | 37k | 26.25 |
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $920k | 9.7k | 94.41 |
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| salesforce (CRM) | 0.1 | $906k | 3.0k | 301.18 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $866k | 2.2k | 399.09 |
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| Paypal Holdings (PYPL) | 0.1 | $866k | 13k | 66.99 |
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| Herc Hldgs (HRI) | 0.1 | $858k | 5.1k | 168.30 |
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| Ameren Corporation (AEE) | 0.1 | $850k | 12k | 73.96 |
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| Apollo Global Mgmt (APO) | 0.1 | $849k | 7.6k | 112.45 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $843k | +35% | 9.5k | 88.66 |
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| On Hldg Namen Akt A (ONON) | 0.1 | $812k | 23k | 35.38 |
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| Dex (DXCM) | 0.1 | $790k | 5.7k | 138.70 |
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| Intuit (INTU) | 0.1 | $788k | 1.2k | 650.00 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $702k | 1.3k | 522.88 |
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| Shift4 Pmts Cl A (FOUR) | 0.1 | $671k | NEW | 10k | 66.07 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $665k | 5.2k | 128.40 |
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| Illinois Tool Works (ITW) | 0.1 | $642k | 2.4k | 268.33 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $623k | 4.6k | 136.05 |
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| Fortinet (FTNT) | 0.1 | $620k | 9.1k | 68.31 |
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| Lululemon Athletica (LULU) | 0.1 | $608k | 1.6k | 390.65 |
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| AutoZone (AZO) | 0.1 | $589k | -2% | 187.00 | 3151.65 |
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| Ecolab (ECL) | 0.1 | $578k | 2.5k | 230.90 |
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| Booking Holdings (BKNG) | 0.1 | $573k | 158.00 | 3627.88 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $561k | 1.3k | 418.01 |
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| Tradeweb Mkts Cl A (TW) | 0.1 | $556k | 5.3k | 104.17 |
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| CoStar (CSGP) | 0.1 | $554k | 5.7k | 96.60 |
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| Ishares Bitcoin Tr SHS | 0.1 | $545k | NEW | 14k | 40.47 |
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| Zoetis Cl A (ZTS) | 0.1 | $544k | 3.2k | 169.21 |
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| Marvell Technology (MRVL) | 0.1 | $536k | 7.6k | 70.88 |
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| Servicenow (NOW) | 0.1 | $503k | 660.00 | 762.40 |
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| Rocket Lab Usa (RKLB) | 0.1 | $501k | 122k | 4.11 |
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $500k | +5% | 12k | 42.11 |
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| Builders FirstSource (BLDR) | 0.1 | $500k | 2.4k | 208.55 |
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| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $489k | 4.2k | 116.01 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $480k | 12k | 39.53 |
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| Rockwell Automation (ROK) | 0.1 | $473k | 1.6k | 291.33 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $467k | -2% | 7.1k | 65.65 |
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| Nike CL B (NKE) | 0.1 | $434k | 4.6k | 93.98 |
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| Icon SHS (ICLR) | 0.1 | $413k | NEW | 1.2k | 335.95 |
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| Veeva Sys Cl A Com (VEEV) | 0.1 | $412k | 1.8k | 231.69 |
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| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $409k | 10k | 39.89 |
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| Fiserv (FI) | 0.1 | $382k | 2.4k | 159.82 |
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| Electronic Arts (EA) | 0.1 | $380k | 2.9k | 132.67 |
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| Aptiv SHS (APTV) | 0.1 | $373k | 4.7k | 79.65 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $370k | 1.4k | 263.90 |
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| Baker Hughes Company Cl A (BKR) | 0.1 | $369k | +48% | 11k | 33.50 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $360k | -2% | 374.00 | 962.49 |
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| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.1 | $351k | -2% | 6.0k | 58.59 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $349k | 1.4k | 249.86 |
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| Rivian Automotive Com Cl A (RIVN) | 0.1 | $349k | +38% | 32k | 10.95 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $347k | 2.6k | 132.98 |
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| Impinj (PI) | 0.1 | $336k | 2.6k | 128.41 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $318k | -2% | 3.4k | 92.89 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $310k | -2% | 7.8k | 39.81 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $285k | -18% | 2.7k | 104.75 |
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| Generac Holdings (GNRC) | 0.0 | $285k | 2.3k | 126.14 |
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| Take-Two Interactive Software (TTWO) | 0.0 | $284k | 1.9k | 148.49 |
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| Freeport-mcmoran CL B (FCX) | 0.0 | $281k | 6.0k | 47.02 |
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| Zoom Video Communications In Cl A (ZM) | 0.0 | $256k | 3.9k | 65.37 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $256k | 1.9k | 131.93 |
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| Samsara Com Cl A (IOT) | 0.0 | $217k | NEW | 5.8k | 37.79 |
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| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $212k | 3.5k | 60.28 |
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| Wynn Resorts (WYNN) | 0.0 | $210k | NEW | 2.0k | 102.23 |
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Past Filings by Avitas Wealth Management
SEC 13F filings are viewable for Avitas Wealth Management going back to 2018
- Avitas Wealth Management 2024 Q1 filed April 24, 2024
- Avitas Wealth Management 2023 Q4 filed Jan. 24, 2024
- Avitas Wealth Management 2023 Q3 filed Nov. 2, 2023
- Avitas Wealth Management 2023 Q2 filed July 18, 2023
- Avitas Wealth Management 2023 Q1 filed May 15, 2023
- Avitas Wealth Management 2022 Q4 filed Jan. 10, 2023
- Avitas Wealth Management 2022 Q3 filed Oct. 27, 2022
- Avitas Wealth Management 2022 Q2 filed July 29, 2022
- Avitas Wealth Management 2022 Q1 filed April 28, 2022
- Avitas Wealth Management 2021 Q4 filed Jan. 26, 2022
- Avitas Wealth Management 2021 Q3 filed Oct. 28, 2021
- Avitas Wealth Management 2021 Q2 filed July 12, 2021
- Avitas Wealth Management 2021 Q1 filed May 13, 2021
- Avitas Wealth Management 2020 Q4 filed Feb. 26, 2021
- Avitas Wealth Management 2020 Q3 filed Oct. 6, 2020
- Avitas Wealth Management 2020 Q2 filed July 30, 2020