Aviso Financial
Latest statistics and disclosures from Aviso Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TD, BMO, GOOG, AVGO, CNQ, and represent 24.75% of Aviso Financial's stock portfolio.
- Added to shares of these 10 stocks: BRK.B (+$31M), WPM (+$23M), ITOT (+$7.6M), IXUS (+$6.0M), TRI, BIP, HEI, SPGI, KNX, THC.
- Started 23 new stock positions in LNG, EOG, TRI, BUD, THC, ADSK, CCL, MMM, VTRS, BLDP. PFGC, KNX, BNY, SYK, KHC, PFE, BA, VEA, WBD, ORLY, OVV, CHRD, AZO.
- Reduced shares in these 10 stocks: PEP (-$28M), FNV (-$26M), BOXX (-$26M), TD (-$10M), RY (-$7.3M), CM (-$5.5M), BMO, GOOGL, Thomson Reuters Corp., CNQ.
- Sold out of its positions in ABCL, ADBE, CWS, ABNB, ALB, AQN, BOXX, ADP, BP, BNGO.
- Aviso Financial was a net seller of stock by $-135M.
- Aviso Financial has $2.9B in assets under management (AUM), dropping by 2.15%.
- Central Index Key (CIK): 0002033534
Tip: Access up to 7 years of quarterly data
Positions held by Aviso Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Aviso Financial
Aviso Financial holds 273 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Toronto Dominion Bk Ont Com New (TD) | 6.8 | $196M | -5% | 1.6M | 121.53 |
|
| Bank Of Montreal Cadcom (BMO) | 6.0 | $172M | -2% | 974k | 176.66 |
|
| Alphabet Cap Stk Cl C (GOOG) | 4.7 | $135M | -2% | 381k | 353.33 |
|
| Broadcom (AVGO) | 3.7 | $108M | 285k | 377.75 |
|
|
| Canadian Natural Resources (CNQ) | 3.5 | $102M | -3% | 2.6M | 39.55 |
|
| Visa Com Cl A (V) | 3.4 | $99M | -2% | 289k | 343.09 |
|
| Canadian Pacific Kansas City (CP) | 3.3 | $95M | 1.1M | 86.66 |
|
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.2 | $92M | 2.1M | 42.65 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 2.9 | $84M | +9% | 512k | 164.26 |
|
| Amazon (AMZN) | 2.9 | $83M | 350k | 238.34 |
|
|
| Microsoft Corporation (MSFT) | 2.8 | $80M | -4% | 215k | 373.02 |
|
| Enbridge (ENB) | 2.7 | $79M | -3% | 1.5M | 54.20 |
|
| Cibc Cad (CM) | 2.7 | $78M | -6% | 676k | 115.10 |
|
| Franco-Nevada Corporation (FNV) | 2.7 | $78M | -25% | 372k | 208.56 |
|
| JPMorgan Chase & Co. (JPM) | 2.6 | $75M | 229k | 327.33 |
|
|
| Thermo Fisher Scientific (TMO) | 2.6 | $74M | -2% | 147k | 501.36 |
|
| Ishares Tr Core Msci Total (IXUS) | 2.5 | $71M | +9% | 745k | 95.44 |
|
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 2.5 | $71M | 981k | 72.50 |
|
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 2.4 | $68M | 3.4M | 19.89 |
|
|
| Linde SHS (LIN) | 2.2 | $64M | 124k | 518.94 |
|
|
| Relx Sponsored Adr (RELX) | 2.0 | $57M | 1.8M | 31.67 |
|
|
| Sherwin-Williams Company (SHW) | 1.9 | $55M | 161k | 344.32 |
|
|
| Wheaton Precious Metals Corp (WPM) | 1.9 | $54M | +73% | 479k | 112.44 |
|
| S&p Global (SPGI) | 1.8 | $51M | +3% | 126k | 407.26 |
|
| Rbc Cad (RY) | 1.7 | $50M | -12% | 241k | 206.98 |
|
| Sap Se Spon Adr (SAP) | 1.6 | $45M | -3% | 289k | 154.11 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.5 | $43M | -5% | 58k | 746.32 |
|
| ResMed (RMD) | 1.4 | $41M | 210k | 194.88 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.3 | $38M | +439% | 76k | 500.39 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $25M | -15% | 70k | 357.37 |
|
| Bk Nova Cad (BNS) | 0.8 | $23M | -12% | 269k | 86.88 |
|
| Apple (AAPL) | 0.7 | $21M | +4% | 72k | 289.36 |
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.7 | $20M | +13% | 548k | 36.51 |
|
| Tc Energy Corp (TRP) | 0.6 | $17M | -12% | 260k | 66.19 |
|
| Canadian Natl Ry (CNI) | 0.6 | $17M | -11% | 144k | 119.28 |
|
| Emera (EMA) | 0.5 | $15M | 275k | 53.02 |
|
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.4 | $12M | 6.1k | 1989.44 |
|
|
| Tfii Cn (TFII) | 0.4 | $11M | -7% | 77k | 143.88 |
|
| TJX Companies (TJX) | 0.3 | $9.6M | -9% | 63k | 151.50 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $9.5M | -20% | 10k | 935.47 |
|
| Rb Global (RBA) | 0.3 | $9.5M | -11% | 81k | 116.36 |
|
| Johnson & Johnson (JNJ) | 0.3 | $9.3M | +11% | 37k | 253.97 |
|
| Cgi Cl A Sub Vtg (GIB) | 0.3 | $9.3M | -4% | 144k | 64.61 |
|
| Williams Companies (WMB) | 0.3 | $9.0M | +2% | 121k | 74.34 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $7.7M | +15% | 68k | 114.36 |
|
| Suncor Energy (SU) | 0.3 | $7.6M | -17% | 141k | 53.77 |
|
| Meta Platforms Cl A (META) | 0.3 | $7.5M | 13k | 563.29 |
|
|
| Ametek (AME) | 0.2 | $7.2M | 30k | 241.94 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $6.7M | -5% | 13k | 513.60 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $6.6M | +13% | 33k | 200.09 |
|
| Waste Connections (WCN) | 0.2 | $6.3M | -18% | 38k | 166.60 |
|
| Manulife Finl Corp (MFC) | 0.2 | $6.2M | -8% | 154k | 40.54 |
|
| Agnico (AEM) | 0.2 | $6.2M | -13% | 40k | 155.30 |
|
| Waters Corporation (WAT) | 0.2 | $6.1M | +13% | 16k | 375.04 |
|
| Totalenergies Se Act (TTE) | 0.2 | $5.9M | 76k | 77.76 |
|
|
| Sun Life Financial (SLF) | 0.2 | $5.8M | -36% | 74k | 78.48 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $5.4M | +9% | 18k | 298.07 |
|
| AmerisourceBergen (COR) | 0.2 | $5.3M | +23% | 19k | 282.98 |
|
| Intercontinental Exchange (ICE) | 0.2 | $5.2M | -4% | 43k | 123.11 |
|
| Procter & Gamble Company (PG) | 0.2 | $5.2M | +4% | 36k | 146.64 |
|
| McDonald's Corporation (MCD) | 0.2 | $5.2M | -12% | 19k | 270.31 |
|
| Boyd Group Services (BGSI) | 0.2 | $5.2M | +11% | 55k | 94.64 |
|
| Cme (CME) | 0.2 | $5.1M | -6% | 23k | 220.83 |
|
| Verisk Analytics (VRSK) | 0.2 | $5.0M | +28% | 28k | 179.53 |
|
| Spotify Technology S A SHS (SPOT) | 0.2 | $5.0M | +2% | 11k | 459.13 |
|
| HEICO Corporation (HEI) | 0.2 | $5.0M | +60% | 14k | 356.19 |
|
| Equinix (EQIX) | 0.2 | $4.9M | +2% | 4.7k | 1042.39 |
|
| Astrazeneca Ord (AZN) | 0.2 | $4.7M | +4% | 25k | 189.62 |
|
| Fortis (FTS) | 0.2 | $4.7M | -17% | 81k | 57.26 |
|
| Abbott Laboratories (ABT) | 0.2 | $4.4M | +13% | 48k | 90.74 |
|
| Republic Services (RSG) | 0.2 | $4.3M | +2% | 20k | 213.08 |
|
| Shell Spon Ads (SHEL) | 0.1 | $4.3M | +2% | 55k | 77.54 |
|
| Marsh & McLennan Companies (MRSH) | 0.1 | $4.1M | -16% | 25k | 166.67 |
|
| Stantec (STN) | 0.1 | $3.9M | +4% | 57k | 68.94 |
|
| Domino's Pizza (DPZ) | 0.1 | $3.8M | +32% | 13k | 296.04 |
|
| UnitedHealth (UNH) | 0.1 | $3.7M | -2% | 8.9k | 415.63 |
|
| Verizon Communications (VZ) | 0.1 | $3.7M | -5% | 87k | 42.34 |
|
| Waste Management (WM) | 0.1 | $3.7M | +2% | 17k | 222.88 |
|
| Hartford Financial Services (HIG) | 0.1 | $3.5M | +2% | 26k | 132.52 |
|
| Thomsoncorp (TRI) | 0.1 | $3.5M | NEW | 43k | 81.64 |
|
| Abbvie (ABBV) | 0.1 | $3.4M | +7% | 13k | 251.64 |
|
| Gildan Activewear Inc Com Cad (GIL) | 0.1 | $3.4M | 65k | 51.53 |
|
|
| Martin Marietta Materials (MLM) | 0.1 | $3.3M | +4% | 5.7k | 576.70 |
|
| Methanex Corp (MEOH) | 0.1 | $3.2M | 69k | 46.17 |
|
|
| Bce Com New (BCE) | 0.1 | $3.1M | -18% | 146k | 21.53 |
|
| Colliers Intl Group Sub Vtg Shs (CIGI) | 0.1 | $3.1M | +2% | 33k | 93.80 |
|
| Oracle Corporation (ORCL) | 0.1 | $3.0M | 21k | 146.55 |
|
|
| Home Depot (HD) | 0.1 | $2.8M | -8% | 7.8k | 352.68 |
|
| Rogers Communications CL B (RCI) | 0.1 | $2.7M | -36% | 84k | 32.52 |
|
| Applied Materials (AMAT) | 0.1 | $2.4M | -2% | 3.3k | 723.00 |
|
| Magna Intl Inc cl a (MGA) | 0.1 | $2.4M | -3% | 36k | 65.73 |
|
| Danaher Corporation (DHR) | 0.1 | $2.3M | 12k | 190.48 |
|
|
| Open Text Corp (OTEX) | 0.1 | $2.3M | -4% | 104k | 22.12 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $2.2M | +9% | 2.3k | 978.12 |
|
| FTI Consulting (FCN) | 0.1 | $2.2M | +4% | 15k | 149.01 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.2M | +2% | 12k | 176.32 |
|
| Unilever Spon Adr New (UL) | 0.1 | $2.1M | +7% | 35k | 60.12 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $2.1M | -37% | 4.4k | 477.57 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $2.1M | +17% | 1.8k | 1199.43 |
|
| W.W. Grainger (GWW) | 0.1 | $2.1M | +2% | 1.5k | 1360.40 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $2.0M | +18% | 4.6k | 433.33 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $2.0M | -26% | 28k | 71.60 |
|
| Descartes Sys Grp (DSGX) | 0.1 | $2.0M | 28k | 69.23 |
|
|
| Icici Bank Adr (IBN) | 0.1 | $1.9M | +2% | 67k | 29.03 |
|
| BRP Com Sun Vtg (DOO) | 0.1 | $1.9M | -2% | 31k | 61.05 |
|
| Darden Restaurants (DRI) | 0.1 | $1.8M | +4% | 8.7k | 206.01 |
|
| Wec Energy Group (WEC) | 0.1 | $1.8M | +3% | 15k | 116.77 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.7M | -24% | 4.6k | 375.32 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.6M | -4% | 18k | 87.04 |
|
| Amgen (AMGN) | 0.1 | $1.5M | +2% | 4.2k | 362.12 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.5M | -4% | 26k | 57.84 |
|
| Firstservice Corp (FSV) | 0.1 | $1.5M | +35% | 11k | 142.13 |
|
| Roper Industries (ROP) | 0.1 | $1.5M | +3% | 4.4k | 338.39 |
|
| Pembina Pipeline Corp (PBA) | 0.1 | $1.5M | -38% | 31k | 46.25 |
|
| West Fraser Timb (WFG) | 0.0 | $1.4M | +49% | 21k | 67.67 |
|
| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $1.4M | NEW | 18k | 77.87 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $1.4M | -47% | 13k | 107.50 |
|
| Imperial Oil Com New (IMO) | 0.0 | $1.4M | -3% | 12k | 112.24 |
|
| Air Products & Chemicals (APD) | 0.0 | $1.3M | +2% | 4.4k | 293.18 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $1.2M | NEW | 6.4k | 187.08 |
|
| Monster Beverage Corp (MNST) | 0.0 | $1.2M | -4% | 12k | 96.12 |
|
| Ats (ATS) | 0.0 | $1.2M | -12% | 40k | 28.81 |
|
| Illinois Tool Works (ITW) | 0.0 | $1.1M | +2% | 4.1k | 270.47 |
|
| Iqvia Holdings (IQV) | 0.0 | $1.1M | -4% | 5.6k | 193.22 |
|
| American Financial (AFG) | 0.0 | $1.1M | -4% | 7.6k | 139.94 |
|
| Anthem (ELV) | 0.0 | $1.1M | -33% | 2.8k | 386.73 |
|
| Kla Corp Com New (KLAC) | 0.0 | $1.1M | +887% | 3.5k | 301.71 |
|
| Rollins (ROL) | 0.0 | $1.0M | +19% | 25k | 41.74 |
|
| Teck Resources CL B (TECK) | 0.0 | $1.0M | +2% | 17k | 59.53 |
|
| Us Bancorp Com New (USB) | 0.0 | $1.0M | +547% | 17k | 60.40 |
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| Cooper Cos (COO) | 0.0 | $979k | 14k | 71.71 |
|
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| Molina Healthcare (MOH) | 0.0 | $977k | +260% | 4.3k | 228.70 |
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| Mda-tc (MDA) | 0.0 | $947k | -56% | 23k | 41.30 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $895k | -9% | 6.6k | 134.69 |
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $888k | +27% | 20k | 44.84 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $886k | -72% | 24k | 36.75 |
|
| Blackrock (BLK) | 0.0 | $875k | -8% | 910.00 | 961.56 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $863k | -4% | 20k | 42.68 |
|
| Bofi Holding (AX) | 0.0 | $841k | -5% | 8.6k | 97.39 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $828k | -64% | 19k | 42.66 |
|
| Nike CL B (NKE) | 0.0 | $797k | -9% | 19k | 41.05 |
|
| Guidewire Software (GWRE) | 0.0 | $787k | -3% | 6.4k | 123.05 |
|
| Aon Shs Cl A (AON) | 0.0 | $768k | +2% | 2.3k | 331.69 |
|
| Sunococorp Com Shs Llc (SUNC) | 0.0 | $763k | +5% | 11k | 67.67 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $751k | +6% | 54k | 13.80 |
|
| Vistra Energy (VST) | 0.0 | $750k | +4% | 4.7k | 158.63 |
|
| Servisfirst Bancshares (SFBS) | 0.0 | $739k | -4% | 8.5k | 86.75 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $736k | +8% | 5.9k | 124.44 |
|
| Nutrien (NTR) | 0.0 | $727k | -40% | 12k | 62.97 |
|
| Public Service Enterprise (PEG) | 0.0 | $698k | -4% | 8.6k | 81.16 |
|
| Msci (MSCI) | 0.0 | $691k | -8% | 1.2k | 560.04 |
|
| Cae (CAE) | 0.0 | $640k | -3% | 26k | 25.03 |
|
| Copart (CPRT) | 0.0 | $612k | +22% | 22k | 28.19 |
|
| AutoZone (AZO) | 0.0 | $569k | NEW | 178.00 | 3195.94 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $555k | -8% | 7.0k | 78.82 |
|
| Servicenow (NOW) | 0.0 | $540k | -18% | 5.4k | 99.28 |
|
| Weyerhaeuser Com New (WY) | 0.0 | $534k | -59% | 22k | 23.94 |
|
| Graphic Packaging Holding Company (GPK) | 0.0 | $527k | +38% | 50k | 10.57 |
|
| Intuit (INTU) | 0.0 | $512k | +14% | 2.0k | 261.00 |
|
| Coca-Cola Company (KO) | 0.0 | $512k | +9% | 6.3k | 81.27 |
|
| Pepsi (PEP) | 0.0 | $511k | -98% | 3.8k | 135.40 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $477k | -4% | 6.4k | 74.81 |
|
| Moody's Corporation (MCO) | 0.0 | $475k | 1.0k | 452.92 |
|
|
| Telus Ord (TU) | 0.0 | $464k | -78% | 44k | 10.57 |
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $460k | -3% | 5.5k | 82.88 |
|
| Capital One Financial (COF) | 0.0 | $456k | 2.3k | 200.62 |
|
|
| PPG Industries (PPG) | 0.0 | $446k | -2% | 3.7k | 121.29 |
|
| Progressive Corporation (PGR) | 0.0 | $443k | -4% | 2.0k | 218.45 |
|
| Intercontinental Hotels Grou Sponsored Ads (IHG) | 0.0 | $441k | +5% | 2.5k | 173.12 |
|
| Cardinal Health (CAH) | 0.0 | $433k | -5% | 1.8k | 237.56 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $432k | -2% | 4.7k | 92.27 |
|
| Booking Holdings (BKNG) | 0.0 | $418k | +1195% | 2.3k | 178.24 |
|
| Bank of America Corporation (BAC) | 0.0 | $403k | -81% | 7.1k | 56.98 |
|
| Motorola Solutions Com New (MSI) | 0.0 | $361k | -82% | 868.00 | 415.29 |
|
| Wells Fargo & Company (WFC) | 0.0 | $354k | +38% | 4.3k | 82.64 |
|
| Ishares Tr Global Reit Etf (REET) | 0.0 | $352k | 13k | 27.62 |
|
|
| First American Financial (FAF) | 0.0 | $348k | -70% | 5.1k | 68.59 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $341k | -3% | 36k | 9.58 |
|
| Flexshares Tr Stoxx Globr Inf (NFRA) | 0.0 | $336k | 5.2k | 64.24 |
|
|
| McKesson Corporation (MCK) | 0.0 | $328k | -4% | 434.00 | 755.60 |
|
| United Rentals (URI) | 0.0 | $313k | -2% | 276.00 | 1132.89 |
|
| Wal-Mart Stores (WMT) | 0.0 | $312k | -33% | 2.8k | 113.26 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $309k | +16% | 3.8k | 80.38 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $307k | 833.00 | 368.40 |
|
|
| Chubb (CB) | 0.0 | $301k | +6% | 882.00 | 340.74 |
|
| Bank of New York Mellon Corporation (BNY) | 0.0 | $283k | NEW | 2.0k | 144.61 |
|
| Coca-cola Euroapacipic Partne SHS (CCEP) | 0.0 | $275k | -2% | 2.7k | 100.07 |
|
| Medtronic SHS (MDT) | 0.0 | $270k | -89% | 3.5k | 78.23 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $241k | -4% | 4.6k | 52.42 |
|
| Lamar Advertising Cl A (LAMR) | 0.0 | $236k | -7% | 1.5k | 155.98 |
|
| Amdocs SHS (DOX) | 0.0 | $236k | -3% | 4.7k | 50.54 |
|
| Merck & Co (MRK) | 0.0 | $214k | +103% | 1.7k | 128.50 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $213k | -2% | 230.00 | 927.77 |
|
| Cenovus Energy (CVE) | 0.0 | $203k | -89% | 8.2k | 24.80 |
|
| Performance Food (PFGC) | 0.0 | $201k | NEW | 1.8k | 111.79 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $197k | +8% | 24k | 8.17 |
|
| Netflix (NFLX) | 0.0 | $192k | +440% | 2.7k | 71.40 |
|
| Starbucks Corporation (SBUX) | 0.0 | $190k | -14% | 1.9k | 102.19 |
|
| Qualcomm (QCOM) | 0.0 | $188k | -13% | 1.0k | 184.79 |
|
| Haleon Spon Ads (HLN) | 0.0 | $177k | +124% | 19k | 9.33 |
|
| salesforce (CRM) | 0.0 | $177k | +86% | 1.1k | 156.66 |
|
| Cigna Corp (CI) | 0.0 | $176k | +124% | 639.00 | 275.68 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $169k | 696.00 | 242.42 |
|
|
| Citigroup Com New (C) | 0.0 | $168k | +230% | 1.2k | 139.96 |
|
| Ptc (PTC) | 0.0 | $156k | -2% | 1.4k | 113.61 |
|
| Arista Networks Com Shs (ANET) | 0.0 | $152k | +1216% | 895.00 | 169.88 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $145k | +121% | 1.0k | 139.09 |
|
| Healthequity (HQY) | 0.0 | $143k | 1.6k | 90.32 |
|
|
| Uber Technologies (UBER) | 0.0 | $142k | -84% | 2.0k | 72.16 |
|
| 3M Company (MMM) | 0.0 | $142k | NEW | 875.00 | 161.91 |
|
| American Express Company (AXP) | 0.0 | $141k | +1444% | 417.00 | 338.25 |
|
| Boeing Company (BA) | 0.0 | $140k | NEW | 647.00 | 216.47 |
|
| O'reilly Automotive (ORLY) | 0.0 | $133k | NEW | 1.4k | 92.09 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $131k | -3% | 2.2k | 60.67 |
|
| Intuitive Surgical Com New (ISRG) | 0.0 | $129k | +88% | 324.00 | 397.68 |
|
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $127k | -2% | 4.9k | 25.83 |
|
| Autodesk (ADSK) | 0.0 | $121k | NEW | 621.00 | 194.42 |
|
| Corpay Com Shs (CPAY) | 0.0 | $120k | -2% | 360.00 | 333.27 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $112k | NEW | 1.6k | 71.25 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $107k | +32% | 324.00 | 330.46 |
|
| Synopsys (SNPS) | 0.0 | $107k | +132% | 239.00 | 446.07 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $104k | +122% | 489.00 | 211.95 |
|
| Stryker Corporation (SYK) | 0.0 | $95k | NEW | 301.00 | 314.84 |
|
| Zoetis Cl A (ZTS) | 0.0 | $85k | -3% | 1.2k | 71.86 |
|
| Nrc Health Com New (NRC) | 0.0 | $77k | +5% | 3.6k | 21.57 |
|
| EOG Resources (EOG) | 0.0 | $71k | NEW | 549.00 | 129.73 |
|
| Tradeweb Mkts Cl A (TW) | 0.0 | $66k | +124% | 657.00 | 99.66 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $65k | NEW | 270.00 | 239.01 |
|
| Or Royalties Com Shs (OR) | 0.0 | $54k | +3% | 1.7k | 31.65 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $32k | -95% | 341.00 | 93.40 |
|
| Algoma Stl Group (ASTL) | 0.0 | $25k | +2% | 6.2k | 4.07 |
|
| Keysight Technologies (KEYS) | 0.0 | $24k | 69.00 | 350.06 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $24k | -69% | 100.00 | 236.63 |
|
| Aptar (ATR) | 0.0 | $17k | -99% | 133.00 | 125.20 |
|
| Bank Ozk (OZK) | 0.0 | $16k | -98% | 314.00 | 52.09 |
|
| Becton, Dickinson and (BDX) | 0.0 | $13k | -99% | 86.00 | 151.33 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $11k | 52.00 | 217.87 |
|
|
| Philip Morris International (PM) | 0.0 | $11k | 61.00 | 180.90 |
|
|
| Paccar (PCAR) | 0.0 | $11k | 89.00 | 120.11 |
|
|
| Alamos Gold Com Cl A (AGI) | 0.0 | $9.5k | -80% | 314.00 | 30.30 |
|
| Transalta Corp (TAC) | 0.0 | $9.2k | -46% | 668.00 | 13.83 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $8.8k | -82% | 12.00 | 736.33 |
|
| Middleby Corporation (MIDD) | 0.0 | $8.3k | -94% | 48.00 | 172.00 |
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $8.2k | NEW | 100.00 | 82.40 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $7.1k | +400% | 260.00 | 27.40 |
|
| Ball Corporation (BALL) | 0.0 | $6.7k | -65% | 108.00 | 62.40 |
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $5.9k | -98% | 196.00 | 29.89 |
|
| Pfizer (PFE) | 0.0 | $5.2k | NEW | 215.00 | 24.08 |
|
| Arch Cap Group Ord (ACGL) | 0.0 | $5.1k | 53.00 | 97.06 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.0 | $4.3k | 18.00 | 237.28 |
|
|
| Ferrari Nv Ord (RACE) | 0.0 | $4.1k | -98% | 11.00 | 372.27 |
|
| Analog Devices (ADI) | 0.0 | $4.0k | 10.00 | 397.10 |
|
|
| Kraft Heinz (KHC) | 0.0 | $3.5k | NEW | 150.00 | 23.62 |
|
| Carnival Corp Common Shares (CCL) | 0.0 | $2.9k | NEW | 100.00 | 28.57 |
|
| CRH Ord (CRH) | 0.0 | $2.2k | -98% | 21.00 | 107.00 |
|
| South Bow Corp (SOBO) | 0.0 | $2.1k | -99% | 59.00 | 35.20 |
|
| Lowe's Companies (LOW) | 0.0 | $2.0k | -99% | 9.00 | 220.44 |
|
| Ballard Pwr Sys (BLDP) | 0.0 | $1.8k | NEW | 450.00 | 3.90 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.5k | -96% | 32.00 | 47.94 |
|
| Encana Corporation (OVV) | 0.0 | $1.4k | NEW | 26.00 | 52.62 |
|
| Tesla Motors (TSLA) | 0.0 | $1.3k | 3.00 | 420.33 |
|
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $1.1k | NEW | 10.00 | 114.30 |
|
| Global Payments (GPN) | 0.0 | $1.1k | 15.00 | 72.53 |
|
|
| Coeur Mng Com New (CDE) | 0.0 | $799.998500 | 49.00 | 16.33 |
|
|
| Occidental Pete Corp *w EXP 08/03/202 (OXY.WS) | 0.0 | $718.999200 | 27.00 | 26.63 |
|
|
| Trump Media & Technology Gro *w Exp 03/25/202 (DJTWW) | 0.0 | $638.000000 | 200.00 | 3.19 |
|
|
| At&t (T) | 0.0 | $476.001100 | -99% | 23.00 | 20.70 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $133.000000 | NEW | 5.00 | 26.60 |
|
| Viatris (VTRS) | 0.0 | $127.000000 | NEW | 8.00 | 15.88 |
|
| Brookfield Wealth Sol Cl A Exchangeab (BNT) | 0.0 | $126.999900 | -85% | 3.00 | 42.33 |
|
| Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) | 0.0 | $54.998400 | 51.00 | 1.08 |
|
|
| Canopy Growth Corporation Com New (CGC) | 0.0 | $48.000000 | 50.00 | 0.96 |
|
|
| Aurora Cannabis (ACB) | 0.0 | $38.000200 | -26% | 14.00 | 2.71 |
|
Past Filings by Aviso Financial
SEC 13F filings are viewable for Aviso Financial going back to 2024
- Aviso Financial 2026 Q2 filed Aug. 13, 2026
- 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