Aviso Financial
Latest statistics and disclosures from Aviso Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TD, BMO, CNQ, FNV, GOOG, and represent 23.40% of Aviso Financial's stock portfolio.
- Added to shares of these 10 stocks: RELX (+$59M), MUFG (+$59M), AMZN (+$29M), BOXX (+$26M), WPM (+$25M), FNV (+$25M), SPGI (+$19M), ITOT (+$9.4M), IXUS (+$6.8M), MSFT (+$6.6M).
- Started 35 new stock positions in ZYME, PHYS, DBA, MUFG, WFG, COF, CDE, MILN, MDALF, AZN.
- Reduced shares in these 10 stocks: GIB (-$28M), CP (-$17M), GRTUF (-$9.9M), AstraZeneca, ALB, BMO, GOOGL, CWAN, WCN, TJX.
- Sold out of its positions in AMD, BABA, AstraZeneca, AVY, BHC, BEPC, CBOE, CSX, CVS, CVE.WS.
- Aviso Financial was a net buyer of stock by $235M.
- Aviso Financial has $2.8B in assets under management (AUM), dropping by 7.02%.
- Central Index Key (CIK): 0002033534
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Portfolio Holdings for Aviso Financial
Aviso Financial holds 338 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 5.6 | $158M | 1.7M | 93.30 |
|
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| Bank Of Montreal Cadcom (BMO) | 4.8 | $135M | -2% | 999k | 135.31 |
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| Canadian Natural Resources (CNQ) | 4.6 | $131M | 2.7M | 48.73 |
|
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| Franco-Nevada Corporation (FNV) | 4.4 | $123M | +25% | 498k | 247.36 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $112M | 390k | 286.86 |
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| Visa Com Cl A (V) | 3.2 | $90M | 298k | 302.24 |
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| Broadcom (AVGO) | 3.1 | $88M | +2% | 285k | 309.51 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.1 | $88M | 2.2M | 40.48 |
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| Canadian Pacific Kansas City (CP) | 3.1 | $87M | -16% | 1.1M | 78.61 |
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| Microsoft Corporation (MSFT) | 3.0 | $83M | +8% | 225k | 370.17 |
|
| Enbridge (ENB) | 2.9 | $82M | 1.5M | 54.15 |
|
|
| Thermo Fisher Scientific (TMO) | 2.6 | $74M | 150k | 491.53 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.6 | $73M | 991k | 73.92 |
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| Amazon (AMZN) | 2.6 | $73M | +64% | 350k | 208.27 |
|
| Cibc Cad (CM) | 2.4 | $69M | 724k | 94.68 |
|
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| JPMorgan Chase & Co. (JPM) | 2.4 | $69M | 233k | 294.16 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.4 | $66M | +16% | 466k | 142.42 |
|
| Linde SHS (LIN) | 2.2 | $62M | 125k | 495.76 |
|
|
| Relx Sponsored Adr (RELX) | 2.1 | $60M | +9606% | 1.8M | 33.15 |
|
| Ishares Tr Core Msci Total (IXUS) | 2.1 | $59M | +13% | 682k | 86.64 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 2.1 | $59M | NEW | 3.4M | 16.97 |
|
| Sherwin-Williams Company (SHW) | 1.9 | $53M | 164k | 320.55 |
|
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| S&p Global (SPGI) | 1.8 | $52M | +60% | 121k | 425.34 |
|
| Sap Se Spon Adr (SAP) | 1.8 | $51M | +4% | 298k | 171.21 |
|
| ResMed (RMD) | 1.7 | $48M | +4% | 212k | 224.48 |
|
| Rbc Cad (RY) | 1.6 | $45M | 277k | 161.49 |
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|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $40M | 61k | 650.28 |
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| Wheaton Precious Metals Corp (WPM) | 1.3 | $36M | +231% | 276k | 131.13 |
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| Pepsi (PEP) | 1.2 | $33M | 209k | 155.29 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.9 | $26M | NEW | 222k | 116.29 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $24M | -11% | 83k | 287.56 |
|
| Bk Nova Cad (BNS) | 0.8 | $21M | +3% | 308k | 69.28 |
|
| Tc Energy Corp (TRP) | 0.7 | $19M | +2% | 298k | 62.56 |
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.6 | $17M | +4% | 484k | 36.04 |
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| Apple (AAPL) | 0.6 | $17M | 68k | 253.79 |
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| Canadian Natl Ry (CNI) | 0.6 | $17M | -2% | 162k | 102.82 |
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| Emera (EMA) | 0.5 | $14M | 273k | 51.78 |
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| Costco Wholesale Corporation (COST) | 0.4 | $13M | -3% | 13k | 996.43 |
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| Suncor Energy (SU) | 0.4 | $11M | +3% | 170k | 66.08 |
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| TJX Companies (TJX) | 0.4 | $11M | -10% | 70k | 159.70 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.4 | $11M | -71% | 152k | 73.03 |
|
| Agnico (AEM) | 0.3 | $9.4M | +114% | 46k | 202.78 |
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| Tfii Cn (TFII) | 0.3 | $9.0M | 83k | 108.74 |
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| Rb Global (RBA) | 0.3 | $8.7M | -8% | 91k | 95.81 |
|
| Williams Companies (WMB) | 0.3 | $8.6M | +4% | 118k | 72.78 |
|
| Johnson & Johnson (JNJ) | 0.3 | $8.1M | +8% | 33k | 244.44 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $8.0M | 6.1k | 1320.83 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $7.7M | -4% | 13k | 572.13 |
|
| Waste Connections (WCN) | 0.3 | $7.5M | -15% | 46k | 162.31 |
|
| Cme (CME) | 0.3 | $7.4M | -3% | 25k | 295.35 |
|
| Sun Life Financial (SLF) | 0.3 | $7.2M | -4% | 116k | 62.59 |
|
| Intercontinental Exchange (ICE) | 0.2 | $7.0M | -5% | 44k | 157.28 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $7.0M | +25% | 59k | 118.53 |
|
| McDonald's Corporation (MCD) | 0.2 | $6.9M | -9% | 22k | 310.79 |
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $6.8M | +5% | 14k | 499.66 |
|
| Totalenergies Se Act (TTE) | 0.2 | $6.8M | +6% | 75k | 90.98 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $6.8M | 14k | 479.20 |
|
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| Ametek (AME) | 0.2 | $6.2M | 29k | 214.36 |
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| Boyd Group Services (BGSI) | 0.2 | $6.2M | 49k | 127.53 |
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| Manulife Finl Corp (MFC) | 0.2 | $5.8M | -8% | 168k | 34.41 |
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| Fortis (FTS) | 0.2 | $5.5M | 98k | 55.73 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $5.2M | NEW | 11k | 484.91 |
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| Marsh & McLennan Companies (MRSH) | 0.2 | $5.1M | +9% | 30k | 173.45 |
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| NVIDIA Corporation (NVDA) | 0.2 | $5.1M | +38% | 29k | 174.40 |
|
| Rogers Communications CL B (RCI) | 0.2 | $5.0M | +17% | 131k | 38.42 |
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| Shell Spon Ads (SHEL) | 0.2 | $5.0M | +11% | 54k | 93.00 |
|
| Procter & Gamble Company (PG) | 0.2 | $4.9M | 34k | 144.44 |
|
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| AmerisourceBergen (COR) | 0.2 | $4.8M | +26% | 15k | 314.14 |
|
| Astrazeneca Ord (AZN) | 0.2 | $4.7M | NEW | 24k | 197.22 |
|
| Stantec (STN) | 0.2 | $4.7M | +3% | 54k | 86.36 |
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| Verizon Communications (VZ) | 0.2 | $4.6M | +9% | 92k | 50.20 |
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| Bce Com New (BCE) | 0.2 | $4.5M | +5% | 180k | 25.21 |
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| Equinix (EQIX) | 0.2 | $4.4M | +13% | 4.5k | 980.24 |
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| Thomson Reuters Corp. (TRI) | 0.2 | $4.4M | -14% | 49k | 90.17 |
|
| Abbott Laboratories (ABT) | 0.2 | $4.4M | +5% | 43k | 102.67 |
|
| Republic Services (RSG) | 0.2 | $4.3M | +5% | 20k | 219.02 |
|
| Waters Corporation (WAT) | 0.2 | $4.3M | +19% | 14k | 297.80 |
|
| Verisk Analytics (VRSK) | 0.1 | $4.1M | +9% | 22k | 189.75 |
|
| Methanex Corp (MEOH) | 0.1 | $4.1M | -24% | 69k | 59.53 |
|
| Waste Management (WM) | 0.1 | $3.7M | +3% | 16k | 229.79 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $3.7M | -16% | 66k | 55.63 |
|
| Barrick Mng Corp Com Shs (B) | 0.1 | $3.6M | +54% | 87k | 40.83 |
|
| Hartford Financial Services (HIG) | 0.1 | $3.5M | +3% | 26k | 135.23 |
|
| Domino's Pizza (DPZ) | 0.1 | $3.4M | +12% | 9.6k | 358.79 |
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| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.1 | $3.4M | 32k | 106.81 |
|
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| Martin Marietta Materials (MLM) | 0.1 | $3.2M | +8% | 5.5k | 588.68 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $3.2M | -5% | 16k | 194.14 |
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| Oracle Corporation (ORCL) | 0.1 | $3.0M | +13% | 21k | 147.11 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $2.9M | -18% | 38k | 77.08 |
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| Aptar (ATR) | 0.1 | $2.9M | +9% | 23k | 126.02 |
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| Medtronic SHS (MDT) | 0.1 | $2.9M | +11% | 33k | 86.65 |
|
| Home Depot (HD) | 0.1 | $2.8M | +11% | 8.6k | 328.89 |
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| Abbvie (ABBV) | 0.1 | $2.7M | +4% | 12k | 217.49 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $2.6M | +14% | 55k | 48.18 |
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| Telus Ord (TU) | 0.1 | $2.6M | 202k | 12.84 |
|
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $2.6M | +16% | 172k | 15.02 |
|
| FTI Consulting (FCN) | 0.1 | $2.5M | +8% | 14k | 176.77 |
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| UnitedHealth (UNH) | 0.1 | $2.5M | -2% | 9.2k | 270.59 |
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| Open Text Corp (OTEX) | 0.1 | $2.4M | +13% | 109k | 22.26 |
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| HEICO Corporation (HEI) | 0.1 | $2.4M | 8.8k | 274.20 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $2.4M | +19% | 24k | 98.38 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $2.4M | +4% | 7.0k | 337.95 |
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| Becton, Dickinson and (BDX) | 0.1 | $2.3M | -21% | 15k | 157.23 |
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| Pembina Pipeline Corp (PBA) | 0.1 | $2.3M | +2% | 51k | 44.72 |
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| BRP Com Sun Vtg (DOO) | 0.1 | $2.3M | 32k | 71.81 |
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| Danaher Corporation (DHR) | 0.1 | $2.3M | +2% | 12k | 189.60 |
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| Rio Tinto Sponsored Adr (RIO) | 0.1 | $2.2M | +14% | 24k | 93.29 |
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| Lowe's Companies (LOW) | 0.1 | $2.2M | 9.4k | 236.28 |
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| BP Sponsored Adr (BP) | 0.1 | $2.2M | +23% | 46k | 47.00 |
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| Motorola Solutions Com New (MSI) | 0.1 | $2.1M | +12% | 4.9k | 433.97 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $2.1M | 38k | 55.79 |
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| Cenovus Energy (CVE) | 0.1 | $2.1M | +30% | 80k | 26.51 |
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| Descartes Sys Grp (DSGX) | 0.1 | $2.0M | +2% | 28k | 71.55 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.9M | +17% | 91k | 20.70 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.9M | +5% | 33k | 56.97 |
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| Bank of America Corporation (BAC) | 0.1 | $1.9M | 38k | 48.75 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $1.8M | +4% | 2.1k | 895.24 |
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| Wec Energy Group (WEC) | 0.1 | $1.7M | +4% | 15k | 115.77 |
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| Cadence Design Systems (CDNS) | 0.1 | $1.7M | -3% | 6.1k | 277.87 |
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| Icici Bank Adr (IBN) | 0.1 | $1.7M | +3% | 65k | 25.90 |
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| Darden Restaurants (DRI) | 0.1 | $1.6M | +17% | 8.4k | 196.04 |
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| Imperial Oil Com New (IMO) | 0.1 | $1.6M | 13k | 130.85 |
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| W.W. Grainger (GWW) | 0.1 | $1.6M | +2% | 1.5k | 1090.81 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.6M | +23% | 28k | 57.64 |
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| At&t (T) | 0.1 | $1.6M | +4% | 54k | 28.99 |
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| Amphenol Corp Cl A (APH) | 0.1 | $1.5M | +220% | 12k | 126.35 |
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| Roper Industries (ROP) | 0.1 | $1.5M | 4.2k | 353.86 |
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| Deere & Company (DE) | 0.1 | $1.5M | +2% | 2.6k | 563.30 |
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| NiSource (NI) | 0.1 | $1.5M | +4% | 32k | 46.66 |
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| Amgen (AMGN) | 0.1 | $1.5M | +3% | 4.2k | 351.85 |
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| Nutrien (NTR) | 0.1 | $1.5M | -21% | 19k | 75.41 |
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| Eli Lilly & Co. (LLY) | 0.0 | $1.4M | +12% | 1.5k | 919.77 |
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| Weyerhaeuser Com New (WY) | 0.0 | $1.3M | NEW | 55k | 24.43 |
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| Metropcs Communications (TMUS) | 0.0 | $1.3M | +7% | 6.4k | 210.03 |
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| Boston Scientific Corporation (BSX) | 0.0 | $1.3M | +44% | 21k | 62.75 |
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| Mda-tc (MDALF) | 0.0 | $1.3M | NEW | 52k | 25.31 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $1.3M | +9% | 7.8k | 169.66 |
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| Ats (ATS) | 0.0 | $1.3M | -11% | 46k | 28.16 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $1.3M | -13% | 19k | 67.07 |
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| Air Products & Chemicals (APD) | 0.0 | $1.3M | +5% | 4.3k | 290.49 |
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| FedEx Corporation (FDX) | 0.0 | $1.2M | +8% | 3.5k | 356.18 |
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| Anthem (ELV) | 0.0 | $1.2M | +38% | 4.2k | 292.75 |
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| Pan American Silver Corp Can (PAAS) | 0.0 | $1.2M | NEW | 22k | 54.65 |
|
| Chevron Corporation (CVX) | 0.0 | $1.2M | +11% | 5.7k | 206.90 |
|
| Applied Materials (AMAT) | 0.0 | $1.2M | +51% | 3.4k | 341.79 |
|
| Invesco Db Multi-sector Comm Agriculture Fd (DBA) | 0.0 | $1.2M | NEW | 43k | 27.32 |
|
| Nike CL B (NKE) | 0.0 | $1.1M | +5% | 21k | 52.82 |
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| Rollins (ROL) | 0.0 | $1.1M | -2% | 21k | 53.41 |
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| Firstservice Corp (FSV) | 0.0 | $1.1M | -11% | 7.8k | 138.97 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $1.1M | +24% | 5.4k | 198.29 |
|
| Illinois Tool Works (ITW) | 0.0 | $1.0M | +3% | 4.0k | 260.29 |
|
| Post Holdings Inc Common (POST) | 0.0 | $1.0M | +7% | 11k | 98.86 |
|
| First American Financial (FAF) | 0.0 | $1.0M | -4% | 17k | 60.29 |
|
| American Financial (AFG) | 0.0 | $1.0M | -7% | 8.0k | 127.71 |
|
| Guidewire Software (GWRE) | 0.0 | $995k | +42% | 6.7k | 149.56 |
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| Iqvia Holdings (IQV) | 0.0 | $993k | -8% | 5.8k | 170.54 |
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| Cooper Cos (COO) | 0.0 | $991k | +8% | 14k | 71.50 |
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| Cbre Group Cl A (CBRE) | 0.0 | $990k | -21% | 7.3k | 135.46 |
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| Blackrock (BLK) | 0.0 | $957k | -9% | 995.00 | 961.71 |
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| Monster Beverage Corp (MNST) | 0.0 | $932k | -7% | 13k | 72.46 |
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| Uber Technologies (UBER) | 0.0 | $930k | +3735% | 13k | 71.93 |
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| West Fraser Timb (WFG) | 0.0 | $918k | NEW | 14k | 65.25 |
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| Newmont Mining Corporation (NEM) | 0.0 | $918k | +876% | 8.5k | 108.25 |
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| Teck Resources CL B (TECK) | 0.0 | $866k | -18% | 17k | 51.78 |
|
| Albemarle Corporation (ALB) | 0.0 | $865k | -78% | 4.8k | 179.53 |
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| Marvell Technology (MRVL) | 0.0 | $856k | +19% | 8.6k | 99.05 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $834k | +20% | 3.9k | 213.66 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $789k | +32370% | 3.2k | 243.08 |
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| Bofi Holding (AX) | 0.0 | $774k | -7% | 9.1k | 85.09 |
|
| Booking Holdings (BKNG) | 0.0 | $762k | NEW | 181.00 | 4210.31 |
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| Intuit (INTU) | 0.0 | $740k | +79% | 1.7k | 432.38 |
|
| Bank Ozk (OZK) | 0.0 | $732k | -9% | 16k | 45.89 |
|
| Aon Shs Cl A (AON) | 0.0 | $732k | -2% | 2.3k | 322.78 |
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| Public Service Enterprise (PEG) | 0.0 | $727k | -7% | 9.0k | 80.95 |
|
| Msci (MSCI) | 0.0 | $725k | +59% | 1.3k | 539.01 |
|
| Servicenow (NOW) | 0.0 | $697k | -38% | 6.7k | 104.55 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $692k | -3% | 16k | 44.42 |
|
| Cae (CAE) | 0.0 | $691k | -45% | 27k | 26.01 |
|
| Vistra Energy (VST) | 0.0 | $677k | NEW | 4.5k | 150.33 |
|
| Sunococorp Com Shs Llc (SUNC) | 0.0 | $661k | +3% | 11k | 61.65 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $651k | -26% | 7.7k | 84.89 |
|
| Servisfirst Bancshares (SFBS) | 0.0 | $647k | -7% | 8.9k | 72.83 |
|
| Transunion (TRU) | 0.0 | $637k | -26% | 9.2k | 69.19 |
|
| Copart (CPRT) | 0.0 | $588k | +15% | 18k | 33.20 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $579k | +2% | 51k | 11.28 |
|
| Paypal Holdings (PYPL) | 0.0 | $554k | +160% | 12k | 45.23 |
|
| Kla Corp Com New (KLAC) | 0.0 | $524k | +5% | 356.00 | 1472.41 |
|
| Wal-Mart Stores (WMT) | 0.0 | $513k | -17% | 4.1k | 124.28 |
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $481k | -9% | 14k | 35.12 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $453k | -7% | 4.8k | 93.98 |
|
| Moody's Corporation (MCO) | 0.0 | $452k | -39% | 1.0k | 436.25 |
|
| Coca-Cola Company (KO) | 0.0 | $436k | -14% | 5.7k | 76.05 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $433k | NEW | 6.7k | 65.09 |
|
| Progressive Corporation (PGR) | 0.0 | $422k | -7% | 2.1k | 198.24 |
|
| Capital One Financial (COF) | 0.0 | $421k | NEW | 2.3k | 182.43 |
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| CarMax (KMX) | 0.0 | $420k | -4% | 10k | 41.58 |
|
| Cardinal Health (CAH) | 0.0 | $409k | NEW | 1.9k | 211.31 |
|
| PPG Industries (PPG) | 0.0 | $405k | 3.8k | 106.88 |
|
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $400k | -6% | 5.7k | 69.74 |
|
| McKesson Corporation (MCK) | 0.0 | $394k | NEW | 455.00 | 865.36 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $359k | 5.9k | 61.24 |
|
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $358k | -31% | 833.00 | 430.23 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $358k | NEW | 36k | 9.94 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 0.0 | $338k | +20% | 10k | 32.59 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $330k | 5.2k | 63.90 |
|
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $323k | +2% | 2.4k | 133.46 |
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $319k | 13k | 25.16 |
|
|
| Amdocs SHS (DOX) | 0.0 | $315k | 4.8k | 65.26 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $293k | -58% | 37k | 7.94 |
|
| Chubb (CB) | 0.0 | $271k | +3% | 831.00 | 325.93 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $266k | 4.8k | 55.19 |
|
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| Coca-Cola Europacific Partne SHS (CCEP) | 0.0 | $256k | -7% | 2.8k | 90.67 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $246k | +24% | 3.3k | 74.45 |
|
| Wells Fargo & Company (WFC) | 0.0 | $246k | +615% | 3.1k | 79.61 |
|
| Ferrari Nv Ord (RACE) | 0.0 | $239k | NEW | 705.00 | 338.45 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $213k | -84% | 476.00 | 446.54 |
|
| South Bow Corp (SOBO) | 0.0 | $208k | +18% | 6.2k | 33.24 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $208k | 1.6k | 126.66 |
|
|
| United Rentals (URI) | 0.0 | $206k | +3% | 283.00 | 728.56 |
|
| Ptc (PTC) | 0.0 | $200k | -7% | 1.4k | 142.49 |
|
| Starbucks Corporation (SBUX) | 0.0 | $194k | -6% | 2.2k | 89.59 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $186k | 22k | 8.38 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $174k | -2% | 2.2k | 78.03 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $172k | -8% | 236.00 | 730.25 |
|
| Molina Healthcare (MOH) | 0.0 | $158k | NEW | 1.2k | 133.30 |
|
| CRH Ord (CRH) | 0.0 | $153k | +3% | 1.5k | 105.12 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $152k | NEW | 696.00 | 218.75 |
|
| Qualcomm (QCOM) | 0.0 | $151k | -83% | 1.2k | 128.78 |
|
| Ishares Tr Asia 50 Etf (AIA) | 0.0 | $147k | 1.4k | 106.15 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $145k | 1.2k | 118.21 |
|
|
| Healthequity (HQY) | 0.0 | $135k | -3% | 1.6k | 83.57 |
|
| Us Bancorp Com New (USB) | 0.0 | $134k | +218% | 2.6k | 52.01 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $126k | -8% | 5.1k | 24.88 |
|
| Middleby Corporation (MIDD) | 0.0 | $123k | -25% | 924.00 | 132.58 |
|
| salesforce (CRM) | 0.0 | $113k | -64% | 605.00 | 186.67 |
|
| Corpay Com Shs (CPAY) | 0.0 | $108k | -3% | 371.00 | 290.99 |
|
| International Business Machines (IBM) | 0.0 | $103k | +5% | 426.00 | 242.39 |
|
| Merck & Co (MRK) | 0.0 | $99k | +477% | 820.00 | 120.29 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.0 | $91k | 140.00 | 653.16 |
|
|
| Haleon Spon Ads (HLN) | 0.0 | $85k | +428% | 8.5k | 10.01 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $83k | 300.00 | 275.18 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $82k | 500.00 | 164.57 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $79k | +129% | 172.00 | 460.99 |
|
| Cigna Corp (CI) | 0.0 | $76k | +578% | 285.00 | 266.75 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $74k | +369% | 244.00 | 304.08 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $71k | +428% | 470.00 | 150.00 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $70k | -53% | 327.00 | 215.07 |
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $70k | +83% | 1.6k | 44.45 |
|
| Or Royalties Com Shs (OR) | 0.0 | $63k | -2% | 1.6k | 38.04 |
|
| National Resh Corp Com New (NRC) | 0.0 | $58k | +8% | 3.4k | 16.98 |
|
| Netflix (NFLX) | 0.0 | $48k | +65% | 496.00 | 96.15 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $43k | +423% | 220.00 | 195.98 |
|
| Citigroup Com New (C) | 0.0 | $41k | +24% | 362.00 | 113.41 |
|
| Synopsys (SNPS) | 0.0 | $41k | NEW | 103.00 | 396.48 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $39k | -93% | 68.00 | 577.18 |
|
| Ishares Tr Msci Usa Mmntm (MTUM) | 0.0 | $38k | -53% | 159.00 | 239.99 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $38k | -56% | 140.00 | 272.43 |
|
| Tradeweb Mkts Cl A (TW) | 0.0 | $35k | +442% | 293.00 | 117.66 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pcr (MDY) | 0.0 | $31k | 50.00 | 616.86 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $30k | -81% | 808.00 | 36.75 |
|
| Nexgen Energy (NXE) | 0.0 | $29k | 2.5k | 11.59 |
|
|
| Zymeworks Del (ZYME) | 0.0 | $29k | NEW | 1.1k | 25.04 |
|
| Cisco Systems (CSCO) | 0.0 | $27k | 350.00 | 77.59 |
|
|
| Devon Energy Corporation (DVN) | 0.0 | $26k | 520.00 | 50.32 |
|
|
| Algoma Stl Group (ASTL) | 0.0 | $25k | -8% | 6.0k | 4.12 |
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $23k | NEW | 205.00 | 112.27 |
|
| Abcellera Biologics (ABCL) | 0.0 | $23k | 6.5k | 3.49 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $21k | 150.00 | 138.31 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $20k | +35% | 69.00 | 282.36 |
|
| Lci Industries (LCII) | 0.0 | $19k | -97% | 157.00 | 122.97 |
|
| Ball Corporation (BALL) | 0.0 | $18k | -70% | 311.00 | 59.11 |
|
| Transalta Corp (TAC) | 0.0 | $16k | 1.2k | 13.13 |
|
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.0 | $16k | -82% | 160.00 | 100.59 |
|
| Workday Cl A (WDAY) | 0.0 | $15k | -97% | 118.00 | 129.92 |
|
| Credit Acceptance (CACC) | 0.0 | $14k | -97% | 34.00 | 423.44 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $13k | 500.00 | 25.88 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $13k | 800.00 | 15.88 |
|
|
| Healthcare Rlty Tr Cl A Com (HR) | 0.0 | $11k | 640.00 | 16.99 |
|
|
| Paccar (PCAR) | 0.0 | $10k | +56% | 89.00 | 115.49 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $10k | 52.00 | 196.23 |
|
|
| Cintas Corporation (CTAS) | 0.0 | $10k | 60.00 | 169.13 |
|
|
| Philip Morris International (PM) | 0.0 | $10k | 61.00 | 165.33 |
|
|
| Global X Fds Millennial Consu (MILN) | 0.0 | $9.8k | NEW | 240.00 | 40.65 |
|
| Advisorshares Tr Advisorshs Etf (CWS) | 0.0 | $9.0k | -78% | 139.00 | 64.76 |
|
| Ge Aerospace Com New (GE) | 0.0 | $8.5k | 30.00 | 283.77 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $8.3k | 68.00 | 122.78 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $8.3k | NEW | 137.00 | 60.65 |
|
| American Express Company (AXP) | 0.0 | $8.2k | 27.00 | 302.44 |
|
|
| Nextera Energy (NEE) | 0.0 | $7.9k | 85.00 | 92.87 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $7.8k | -99% | 20.00 | 390.40 |
|
| Everpure Cl A (PSTG) | 0.0 | $7.7k | 130.00 | 59.04 |
|
|
| Algonquin Power & Utilities equs (AQN) | 0.0 | $7.4k | +16% | 1.2k | 6.12 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $7.1k | 52.00 | 135.75 |
|
|
| Honeywell International (HON) | 0.0 | $6.8k | -41% | 30.00 | 226.00 |
|
| Prologis (PLD) | 0.0 | $6.6k | 50.00 | 132.18 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $5.8k | 46.00 | 126.26 |
|
|
| Intel Corporation (INTC) | 0.0 | $5.5k | NEW | 125.00 | 44.13 |
|
| Crown Castle Intl (CCI) | 0.0 | $5.3k | 65.00 | 81.31 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.0 | $5.1k | NEW | 55.00 | 92.73 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $5.1k | NEW | 53.00 | 95.98 |
|
| Automatic Data Processing (ADP) | 0.0 | $5.1k | 25.00 | 203.16 |
|
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $5.0k | NEW | 330.00 | 15.05 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $4.7k | -58% | 165.00 | 28.71 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $4.2k | NEW | 18.00 | 233.22 |
|
| Global X Fds Cloud Computng (CLOU) | 0.0 | $3.9k | NEW | 200.00 | 19.50 |
|
| HudBay Minerals (HBM) | 0.0 | $3.8k | 180.00 | 20.92 |
|
|
| Norwegian Cruise Line Hldgs SHS (NCLH) | 0.0 | $3.7k | 200.00 | 18.70 |
|
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $3.5k | -46% | 85.00 | 41.67 |
|
| Blackberry (BB) | 0.0 | $3.2k | 1.0k | 3.24 |
|
|
| Analog Devices (ADI) | 0.0 | $3.2k | NEW | 10.00 | 318.10 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $2.9k | -89% | 73.00 | 39.47 |
|
| Equifax (EFX) | 0.0 | $2.5k | -98% | 14.00 | 180.00 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $2.3k | NEW | 65.00 | 35.46 |
|
| Xpeng Ads (XPEV) | 0.0 | $2.1k | 120.00 | 17.11 |
|
|
| Ishares Tr Msci China Mltse (TCHI) | 0.0 | $2.0k | 95.00 | 21.52 |
|
|
| Lithium Amers Corp Com Shs (LAC) | 0.0 | $1.6k | 400.00 | 3.97 |
|
|
| Zentek (ZTEK) | 0.0 | $1.6k | 3.0k | 0.52 |
|
|
| Seabridge Gold (SA) | 0.0 | $1.4k | 50.00 | 28.32 |
|
|
| Trupanion (TRUP) | 0.0 | $1.3k | 50.00 | 25.60 |
|
|
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 0.0 | $1.3k | 140.00 | 8.93 |
|
|
| Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) | 0.0 | $1.2k | 27.00 | 42.89 |
|
|
| Tesla Motors (TSLA) | 0.0 | $1.1k | -96% | 3.00 | 371.67 |
|
| Oncolytics Biotech Com New (ONCY) | 0.0 | $1.1k | +2407% | 1.3k | 0.85 |
|
| Global Payments (GPN) | 0.0 | $1.0k | -94% | 15.00 | 67.27 |
|
| Trump Media & Technology Gro *w Exp 03/25/202 (DJTWW) | 0.0 | $989.000000 | 200.00 | 4.95 |
|
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $943.999200 | 72.00 | 13.11 |
|
|
| Coeur Mng Com New (CDE) | 0.0 | $915.001500 | NEW | 49.00 | 18.67 |
|
| Brookfield Wealth Sol Cl A Exchangeab (BNT) | 0.0 | $829.000000 | +25% | 20.00 | 41.45 |
|
| Gladstone Ld (LAND) | 0.0 | $714.000000 | 70.00 | 10.20 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $499.000000 | 2.00 | 249.50 |
|
|
| Northern Dynasty Minerals Lt Com New (NAK) | 0.0 | $264.005000 | 190.00 | 1.39 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $222.000000 | NEW | 6.00 | 37.00 |
|
| Check Cap SHS (MBAI) | 0.0 | $161.000000 | 100.00 | 1.61 |
|
|
| Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) | 0.0 | $115.999500 | 51.00 | 2.27 |
|
|
| Aurora Cannabis (ACB) | 0.0 | $62.000800 | 19.00 | 3.26 |
|
|
| Canopy Growth Corporation Com New (CGC) | 0.0 | $47.000000 | NEW | 50.00 | 0.94 |
|
| BioNano Genomics (BNGO) | 0.0 | $1.000000 | 1.00 | 1.00 |
|
|
| Cxapp Com Cl A (CXAI) | 0.0 | $0 | 1.00 | 0.00 |
|
Past Filings by Aviso Financial
SEC 13F filings are viewable for Aviso Financial going back to 2024
- Aviso Financial 2026 Q1 filed May 14, 2026
- Aviso Financial 2025 Q4 filed Feb. 13, 2026
- Aviso Financial 2025 Q3 filed Nov. 12, 2025
- Aviso Financial 2025 Q2 filed Aug. 12, 2025
- Aviso Financial 2025 Q1 filed May 13, 2025
- Aviso Financial 2024 Q4 filed Feb. 10, 2025
- Aviso Financial 2024 Q3 filed Nov. 13, 2024
- Aviso Financial 2024 Q2 filed Aug. 14, 2024