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Avitas Wealth Management

Latest statistics and disclosures from Avitas Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, NVDA, MSFT, GOOGL, AMZN, and represent 24.49% of Avitas Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XLV (+$7.1M), ANET, BLK, AMAT, CAH, PANW, LLY, ZTS, FCX, BABA.
Started 9 new stock positions in EMB, ANET, JD, BABA, SPY, SNOW, ESTC, BLK, CAH.
Reduced shares in these 10 stocks: Arista Networks, AMGN, , PFE, ELV, MCHP, RIO, GEHC, TECK, ARE.
Sold out of its positions in ARE, ALGN, AMGN, ELV, Arista Networks, AZO, BlackRock, GEHC, MCHP, MBLY. NXT, PFE, RIO, XME, XHB, TECK.
Avitas Wealth Management was a net seller of stock by $-2.9M.
Avitas Wealth Management has $723M in assets under management (AUM), dropping by 1.62%.
Central Index Key (CIK): 0001734565

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Portfolio Holdings for Avitas Wealth Management

Avitas Wealth Management holds 190 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.2	$45M		180k	250.42	View chart
NVIDIA Corporation (NVDA)	6.1	$44M		329k	134.29	View chart
Microsoft Corporation (MSFT)	4.9	$35M		84k	421.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	3.8	$28M		145k	189.30	View chart
Amazon (AMZN)	3.5	$25M		114k	219.39	View chart
Costco Wholesale Corporation (COST)	3.0	$22M		24k	916.27	View chart
JPMorgan Chase & Co. (JPM)	2.3	$17M		69k	239.71	View chart
Tesla Motors (TSLA)	2.1	$15M		38k	403.84	View chart
Eli Lilly & Co. (LLY)	2.1	$15M	+8%	20k	772.00	View chart
Wal-Mart Stores (WMT)	2.1	$15M		165k	90.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$14M		139k	101.53	View chart
Broadcom (AVGO)	1.9	$14M		60k	231.84	View chart
Meta Platforms Cl A (META)	1.9	$14M		23k	585.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.7	$13M		65k	190.88	View chart
Morgan Stanley Com New (MS)	1.4	$10M		79k	125.72	View chart
Eaton Corp SHS (ETN)	1.3	$9.6M		29k	331.87	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.3	$9.2M	+340%	67k	137.57	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	1.2	$8.6M	+10%	110k	78.65	View chart
American Express Company (AXP)	1.2	$8.4M		28k	296.79	View chart
UnitedHealth (UNH)	1.1	$8.3M		16k	505.86	View chart
Applied Materials (AMAT)	1.1	$8.2M	+24%	50k	162.63	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.1	$8.1M	+2%	283k	28.67	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.1	$7.7M		89k	87.33	View chart
Quanta Services (PWR)	0.9	$6.6M		21k	316.05	View chart
Visa Com Cl A (V)	0.9	$6.3M		20k	316.04	View chart
McDonald's Corporation (MCD)	0.9	$6.3M		22k	289.89	View chart
Mastercard Incorporated Cl A (MA)	0.9	$6.3M		12k	526.57	View chart
Exxon Mobil Corporation (XOM)	0.8	$6.0M		56k	107.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$5.7M	-5%	24k	232.52	View chart
Home Depot (HD)	0.8	$5.7M		15k	388.99	View chart
Merck & Co (MRK)	0.8	$5.5M	+16%	56k	99.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.7	$5.2M		30k	172.42	View chart
Advanced Micro Devices (AMD)	0.7	$5.0M		42k	120.79	View chart
Kkr & Co (KKR)	0.7	$5.0M		34k	147.91	View chart
Honeywell International (HON)	0.7	$5.0M		22k	225.89	View chart
Valero Energy Corporation (VLO)	0.7	$4.9M		40k	122.59	View chart
Danaher Corporation (DHR)	0.7	$4.8M		21k	229.55	View chart
Netflix (NFLX)	0.6	$4.6M		5.2k	891.32	View chart
Cigna Corp (CI)	0.6	$4.6M	+13%	17k	276.14	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$4.4M		9.7k	453.28	View chart
Johnson & Johnson (JNJ)	0.6	$4.4M		30k	144.62	View chart
Qualcomm (QCOM)	0.6	$4.3M		28k	153.62	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.6	$4.1M		54k	75.69	View chart
Intercontinental Exchange (ICE)	0.6	$4.0M		27k	149.01	View chart
Target Corporation (TGT)	0.6	$4.0M		30k	135.18	View chart
Prologis (PLD)	0.5	$3.8M		36k	105.70	View chart
Amphenol Corp Cl A (APH)	0.5	$3.8M		55k	69.45	View chart
Arista Networks Com Shs (ANET)	0.5	$3.6M	NEW	33k	110.53	View chart
Motorola Solutions Com New (MSI)	0.5	$3.5M		7.6k	462.23	View chart
Abbvie (ABBV)	0.5	$3.5M		20k	177.70	View chart
Caterpillar (CAT)	0.5	$3.5M		9.5k	362.76	View chart
Thomson Reuters Corp. (TRI)	0.5	$3.4M		21k	160.38	View chart
Roper Industries (ROP)	0.5	$3.4M		6.5k	519.85	View chart
Schlumberger Com Stk (SLB)	0.5	$3.3M		86k	38.34	View chart
Wells Fargo & Company (WFC)	0.4	$3.2M		46k	70.24	View chart
Uber Technologies (UBER)	0.4	$3.1M		52k	60.32	View chart
Welltower Inc Com reit (WELL)	0.4	$3.1M		24k	126.03	View chart
Rocket Lab Usa	0.4	$3.0M		119k	25.47	View chart
Deere & Company (DE)	0.4	$3.0M		7.2k	423.70	View chart
Chipotle Mexican Grill (CMG)	0.4	$3.0M		50k	60.30	View chart
Analog Devices (ADI)	0.4	$3.0M		14k	212.46	View chart
Blackrock (BLK)	0.4	$2.9M	NEW	2.9k	1025.11	View chart
DTE Energy Company (DTE)	0.4	$2.9M		24k	120.75	View chart
Palo Alto Networks (PANW)	0.4	$2.9M	+97%	16k	181.96	View chart
Thermo Fisher Scientific (TMO)	0.4	$2.8M	-15%	5.5k	520.23	View chart
Nextera Energy (NEE)	0.4	$2.8M		39k	71.69	View chart
Goldman Sachs (GS)	0.4	$2.8M		4.9k	572.62	View chart
Adobe Systems Incorporated (ADBE)	0.4	$2.8M		6.2k	444.68	View chart
Oracle Corporation (ORCL)	0.4	$2.7M		16k	166.64	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.4	$2.7M		14k	197.49	View chart
Howmet Aerospace (HWM)	0.4	$2.7M		25k	109.37	View chart
Automatic Data Processing (ADP)	0.4	$2.6M		8.9k	292.73	View chart
Lockheed Martin Corporation (LMT)	0.4	$2.6M		5.3k	485.94	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.4	$2.6M	-5%	11k	224.35	View chart
Abbott Laboratories (ABT)	0.3	$2.5M		22k	113.11	View chart
Chubb (CB)	0.3	$2.4M		8.8k	276.30	View chart
The Trade Desk Com Cl A (TTD)	0.3	$2.4M		20k	117.53	View chart
Onemain Holdings (OMF)	0.3	$2.4M		45k	52.13	View chart
Nxp Semiconductors N V (NXPI)	0.3	$2.3M		11k	207.85	View chart
Linde SHS (LIN)	0.3	$2.3M		5.4k	418.67	View chart
Prudential Financial (PRU)	0.3	$2.3M		19k	118.53	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$2.3M	-5%	47k	48.33	View chart
Shopify Cl A (SHOP)	0.3	$2.3M		21k	106.33	View chart
Dow (DOW)	0.3	$2.2M	+46%	55k	40.13	View chart
Cisco Systems (CSCO)	0.3	$2.2M		37k	59.20	View chart
Comcast Corp Cl A (CMCSA)	0.3	$2.2M		59k	37.53	View chart
Starbucks Corporation (SBUX)	0.3	$2.1M		23k	91.25	View chart
Micron Technology (MU)	0.3	$2.1M		25k	84.16	View chart
Texas Instruments Incorporated (TXN)	0.3	$2.0M		11k	187.51	View chart
AECOM Technology Corporation (ACM)	0.3	$2.0M		19k	106.82	View chart
Hess (HES)	0.3	$2.0M		15k	133.01	View chart
S&p Global (SPGI)	0.3	$2.0M		4.0k	498.03	View chart
Metropcs Communications (TMUS)	0.3	$2.0M		8.9k	220.73	View chart
MercadoLibre (MELI)	0.3	$2.0M		1.2k	1700.44	View chart
Astrazeneca Sponsored Adr (AZN)	0.3	$1.9M	-39%	29k	65.52	View chart
Kla Corp Com New (KLAC)	0.3	$1.9M		3.0k	630.12	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$1.8M	-5%	19k	96.81	View chart
Zillow Group Cl A (ZG)	0.2	$1.8M		25k	70.85	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$1.8M		5.0k	351.79	View chart
Airbnb Com Cl A (ABNB)	0.2	$1.8M		13k	131.41	View chart
Charles Schwab Corporation (SCHW)	0.2	$1.7M		23k	74.01	View chart
Autodesk (ADSK)	0.2	$1.6M		5.6k	295.57	View chart
American Tower Reit (AMT)	0.2	$1.6M		8.9k	183.41	View chart
Shift4 Pmts Cl A (FOUR)	0.2	$1.6M		16k	103.78	View chart
Citigroup Com New (C)	0.2	$1.6M		23k	70.39	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$1.5M		2.2k	693.08	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$1.5M	+108%	61k	24.06	View chart
Cardinal Health (CAH)	0.2	$1.5M	NEW	12k	118.27	View chart
Cloudflare Cl A Com (NET)	0.2	$1.5M		14k	107.68	View chart
Scotts Miracle-gro Cl A (SMG)	0.2	$1.4M		22k	66.34	View chart
Zoetis Cl A (ZTS)	0.2	$1.4M	+359%	8.7k	162.93	View chart
Hubspot (HUBS)	0.2	$1.4M		2.0k	696.77	View chart
Nasdaq Omx (NDAQ)	0.2	$1.4M		18k	77.31	View chart
American Electric Power Company (AEP)	0.2	$1.4M		15k	92.23	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$1.4M	-5%	10k	131.76	View chart
Monster Beverage Corp (MNST)	0.2	$1.3M		25k	52.56	View chart
ConocoPhillips (COP)	0.2	$1.3M		13k	99.17	View chart
Moody's Corporation (MCO)	0.2	$1.3M		2.8k	473.37	View chart
United Parcel Service CL B (UPS)	0.2	$1.3M		10k	126.10	View chart
Coca-Cola Company (KO)	0.2	$1.3M		21k	62.26	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.3M	-4%	6.0k	215.49	View chart
Block Cl A (XYZ)	0.2	$1.3M		15k	84.99	View chart
First Solar (FSLR)	0.2	$1.3M		7.2k	176.24	View chart
Workday Cl A (WDAY)	0.2	$1.3M		4.9k	258.03	View chart
On Hldg Namen Akt A (ONON)	0.2	$1.2M		23k	54.77	View chart
Broadridge Financial Solutions (BR)	0.2	$1.2M		5.3k	226.09	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$1.2M	+6%	13k	90.42	View chart
Ford Motor Company (F)	0.2	$1.2M		120k	9.90	View chart
Equinix (EQIX)	0.2	$1.1M	-2%	1.2k	942.89	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.2	$1.1M	-5%	14k	78.61	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$1.1M	+7%	28k	39.39	View chart
Vulcan Materials Company (VMC)	0.2	$1.1M		4.2k	257.23	View chart
Omni (OMC)	0.1	$1.1M		13k	86.04	View chart
Paypal Holdings (PYPL)	0.1	$1.1M		13k	85.35	View chart
Apollo Global Mgmt (APO)	0.1	$1.1M	-2%	6.5k	165.16	View chart
Freeport-mcmoran CL B (FCX)	0.1	$1.1M	+434%	28k	38.08	View chart
Intuitive Surgical Com New (ISRG)	0.1	$974k	-2%	1.9k	521.96	View chart
Veralto Corp Com Shs (VLTO)	0.1	$963k		9.5k	101.85	View chart
Gartner (IT)	0.1	$871k	-2%	1.8k	484.47	View chart
salesforce (CRM)	0.1	$860k	-2%	2.6k	334.33	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$839k	NEW	9.9k	84.79	View chart
Herc Hldgs (HRI)	0.1	$825k	-2%	4.4k	189.33	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$760k	-2%	14k	53.05	View chart
Marvell Technology (MRVL)	0.1	$714k	-2%	6.5k	110.45	View chart
Booking Holdings (BKNG)	0.1	$711k		143.00	4968.42	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$706k	-5%	8.2k	85.66	View chart
Celanese Corporation (CE)	0.1	$687k		9.9k	69.21	View chart
Intuit (INTU)	0.1	$657k	-2%	1.0k	628.50	View chart
Fortinet (FTNT)	0.1	$607k	-2%	6.4k	94.48	View chart
Servicenow (NOW)	0.1	$601k	-2%	567.00	1060.12	View chart
Tradeweb Mkts Cl A (TW)	0.1	$599k	-2%	4.6k	130.92	View chart
Lululemon Athletica (LULU)	0.1	$591k	-2%	1.5k	382.41	View chart
Ishares Tr Us Br Del Se Etf (IAI)	0.1	$574k	-5%	4.0k	144.10	View chart
Spotify Technology S A SHS (SPOT)	0.1	$540k	-2%	1.2k	447.38	View chart
Ecolab (ECL)	0.1	$501k	-2%	2.1k	234.32	View chart
Dex (DXCM)	0.1	$490k	-2%	6.3k	77.77	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$468k	+6%	11k	41.73	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$464k	-2%	1.2k	402.70	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.1	$463k	-5%	11k	40.67	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$453k	-5%	9.7k	46.69	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$445k	-4%	1.7k	264.13	View chart
Fiserv (FI)	0.1	$420k	-2%	2.0k	205.42	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$401k	-2%	1.2k	342.16	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$394k	-2%	2.2k	177.03	View chart
Novo-nordisk A S Adr (NVO)	0.1	$390k		4.5k	86.02	View chart
Baker Hughes Company Cl A (BKR)	0.1	$387k	-2%	9.4k	41.02	View chart
Generac Holdings (GNRC)	0.1	$385k	-2%	2.5k	155.05	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$372k	+25%	3.5k	105.47	View chart
Builders FirstSource (BLDR)	0.1	$368k	-2%	2.6k	142.93	View chart
CoStar (CSGP)	0.0	$352k	-2%	4.9k	71.59	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$328k	-5%	5.6k	58.35	View chart
Impinj (PI)	0.0	$325k	-2%	2.2k	145.26	View chart
Nike CL B (NKE)	0.0	$320k	-31%	4.2k	75.67	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$320k	-2%	1.5k	210.25	View chart
Coherent Corp (COHR)	0.0	$314k	-2%	3.3k	94.73	View chart
Global E Online SHS (GLBE)	0.0	$305k	-2%	5.6k	54.53	View chart
Take-Two Interactive Software (TTWO)	0.0	$300k	-2%	1.6k	184.08	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$296k	-5%	7.3k	40.41	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$291k	NEW	3.3k	89.04	View chart
Insulet Corporation (PODD)	0.0	$286k	-2%	1.1k	261.07	View chart
Jd.com Spon Ads Cl A (JD)	0.0	$282k	NEW	8.1k	34.67	View chart
Icon SHS (ICLR)	0.0	$281k	+24%	1.3k	209.71	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.0	$271k	-5%	3.2k	84.14	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$265k	+12%	372.00	712.33	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$262k	-6%	1.8k	145.35	View chart
Snowflake Cl A (SNOW)	0.0	$260k	NEW	1.7k	154.41	View chart
Spdr Ser Tr S&p Bk Etf (KBE)	0.0	$227k	-4%	4.1k	55.47	View chart
Samsara Com Cl A (IOT)	0.0	$215k	-3%	4.9k	43.69	View chart
Elastic N V Ord Shs (ESTC)	0.0	$214k	NEW	2.2k	99.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.0	$210k	NEW	359.00	586.08	View chart

Past Filings by Avitas Wealth Management

SEC 13F filings are viewable for Avitas Wealth Management going back to 2018

Avitas Wealth Management 2024 Q4 filed Jan. 27, 2025
Avitas Wealth Management 2024 Q3 filed Oct. 25, 2024
Avitas Wealth Management 2024 Q2 filed July 24, 2024
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

View all past filings

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