Avitas Wealth Management
Latest statistics and disclosures from Avitas Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, MSFT, GOOGL, AMZN, and represent 24.72% of Avitas Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$36M), XLU, CMG, APH, TSM, GEHC, ARE, TECK, PLD, AZN.
- Started 9 new stock positions in CRWD, ARE, COHR, GLBE, ESTC, GEHC, PODD, NXT, TECK.
- Reduced shares in these 10 stocks: CVS, , INTC, PSA, HAL, UPS, AAPL, JNJ, AEE, MSFT.
- Sold out of its positions in AEE, CVS, HAL, INTC, PSA, RIVN, IOT, XEL, ZM, APTV.
- Avitas Wealth Management was a net buyer of stock by $34M.
- Avitas Wealth Management has $683M in assets under management (AUM), dropping by 3.74%.
- Central Index Key (CIK): 0001734565
Tip: Access up to 7 years of quarterly data
Positions held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Avitas Wealth Management
Avitas Wealth Management holds 203 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.9 | $41M | +888% | 328k | 123.54 |
|
| Apple (AAPL) | 5.8 | $40M | -2% | 188k | 210.62 |
|
| Microsoft Corporation (MSFT) | 5.7 | $39M | 86k | 446.95 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $27M | 148k | 182.15 |
|
|
| Amazon (AMZN) | 3.4 | $23M | -2% | 120k | 193.25 |
|
| Costco Wholesale Corporation (COST) | 3.0 | $20M | 24k | 849.99 |
|
|
| Eli Lilly & Co. (LLY) | 2.4 | $16M | 18k | 905.38 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $14M | 68k | 202.26 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.9 | $13M | 140k | 92.54 |
|
|
| Ishares Tr S&p 500 Val Etf (IVE) | 1.7 | $12M | 64k | 182.01 |
|
|
| Wal-Mart Stores (WMT) | 1.6 | $11M | 162k | 67.71 |
|
|
| Meta Platforms Cl A (META) | 1.5 | $11M | +2% | 21k | 504.22 |
|
| Broadcom (AVGO) | 1.4 | $9.5M | 5.9k | 1605.53 |
|
|
| Applied Materials (AMAT) | 1.4 | $9.4M | 40k | 235.99 |
|
|
| Eaton Corp SHS (ETN) | 1.3 | $8.8M | 28k | 313.55 |
|
|
| UnitedHealth (UNH) | 1.3 | $8.6M | 17k | 509.26 |
|
|
| Tesla Motors (TSLA) | 1.2 | $7.9M | -2% | 40k | 197.88 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.1 | $7.8M | 85k | 91.78 |
|
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 1.1 | $7.5M | 267k | 28.30 |
|
|
| Morgan Stanley Com New (MS) | 1.1 | $7.5M | 78k | 97.19 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.1 | $7.4M | 96k | 77.14 |
|
|
| Advanced Micro Devices (AMD) | 1.0 | $7.2M | +5% | 44k | 162.21 |
|
| American Express Company (AXP) | 0.9 | $6.4M | 28k | 231.55 |
|
|
| Exxon Mobil Corporation (XOM) | 0.9 | $6.3M | 55k | 115.12 |
|
|
| Valero Energy Corporation (VLO) | 0.9 | $6.1M | 39k | 156.76 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 0.9 | $5.9M | 26k | 226.23 |
|
|
| Merck & Co (MRK) | 0.9 | $5.8M | 47k | 123.80 |
|
|
| Qualcomm (QCOM) | 0.8 | $5.7M | 28k | 199.18 |
|
|
| McDonald's Corporation (MCD) | 0.8 | $5.4M | 21k | 254.84 |
|
|
| Quanta Services (PWR) | 0.8 | $5.4M | 21k | 254.09 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.8 | $5.4M | 12k | 441.16 |
|
|
| Visa Com Cl A (V) | 0.8 | $5.4M | 20k | 262.47 |
|
|
| Danaher Corporation (DHR) | 0.8 | $5.3M | 21k | 249.85 |
|
|
| Home Depot (HD) | 0.7 | $5.1M | 15k | 344.24 |
|
|
| Cigna Corp (CI) | 0.7 | $4.8M | 15k | 330.57 |
|
|
| Honeywell International (HON) | 0.7 | $4.6M | 22k | 213.54 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $4.3M | -18% | 30k | 146.16 |
|
| Target Corporation (TGT) | 0.6 | $4.3M | 29k | 148.04 |
|
|
| Abbvie (ABBV) | 0.6 | $4.2M | 24k | 171.52 |
|
|
| Schlumberger Com Stk (SLB) | 0.6 | $4.0M | -15% | 85k | 47.18 |
|
| Prologis (PLD) | 0.6 | $4.0M | +26% | 35k | 112.31 |
|
| Uber Technologies (UBER) | 0.6 | $3.9M | 54k | 72.68 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.9M | 9.5k | 406.80 |
|
|
| Astrazeneca Sponsored Adr (AZN) | 0.5 | $3.7M | +23% | 48k | 77.99 |
|
| Amphenol Corp Cl A (APH) | 0.5 | $3.7M | +93% | 55k | 67.37 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.5 | $3.7M | +658% | 54k | 68.14 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.5 | $3.7M | 30k | 123.80 |
|
|
| Roper Industries (ROP) | 0.5 | $3.6M | 6.4k | 563.66 |
|
|
| Kkr & Co (KKR) | 0.5 | $3.6M | 35k | 105.24 |
|
|
| Intercontinental Exchange (ICE) | 0.5 | $3.6M | 27k | 136.89 |
|
|
| Netflix (NFLX) | 0.5 | $3.6M | -2% | 5.3k | 674.88 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $3.5M | 6.4k | 553.00 |
|
|
| Thomson Reuters Corp. (TRI) | 0.5 | $3.5M | 21k | 168.57 |
|
|
| Chipotle Mexican Grill (CMG) | 0.5 | $3.2M | +5224% | 51k | 62.65 |
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $3.1M | +10% | 5.6k | 555.54 |
|
| Analog Devices (ADI) | 0.5 | $3.1M | 14k | 228.26 |
|
|
| Caterpillar (CAT) | 0.5 | $3.1M | 9.3k | 333.10 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $3.1M | 11k | 269.09 |
|
|
| Arista Networks (ANET) | 0.4 | $2.9M | 8.4k | 350.48 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $2.9M | 28k | 103.91 |
|
|
| Motorola Solutions Com New (MSI) | 0.4 | $2.9M | 7.4k | 386.05 |
|
|
| Palo Alto Networks (PANW) | 0.4 | $2.7M | 8.1k | 339.01 |
|
|
| Nextera Energy (NEE) | 0.4 | $2.7M | 38k | 70.81 |
|
|
| Wells Fargo & Company (WFC) | 0.4 | $2.7M | 45k | 59.39 |
|
|
| DTE Energy Company (DTE) | 0.4 | $2.6M | 24k | 111.01 |
|
|
| Deere & Company (DE) | 0.4 | $2.6M | 7.0k | 373.63 |
|
|
| Amgen (AMGN) | 0.4 | $2.6M | +28% | 8.2k | 312.45 |
|
| Anthem (ELV) | 0.4 | $2.5M | 4.6k | 541.86 |
|
|
| Kla Corp Com New (KLAC) | 0.4 | $2.5M | 3.0k | 824.51 |
|
|
| Welltower Inc Com reit (WELL) | 0.4 | $2.5M | 24k | 104.25 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.4 | $2.5M | 17k | 145.75 |
|
|
| Lockheed Martin Corporation (LMT) | 0.4 | $2.4M | 5.2k | 467.10 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.4 | $2.4M | +206% | 14k | 173.81 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.4 | $2.4M | 59k | 41.11 |
|
|
| Micron Technology (MU) | 0.4 | $2.4M | 18k | 131.53 |
|
|
| Pfizer (PFE) | 0.3 | $2.4M | +31% | 84k | 27.98 |
|
| Linde SHS (LIN) | 0.3 | $2.3M | 5.3k | 438.81 |
|
|
| Oracle Corporation (ORCL) | 0.3 | $2.3M | 16k | 141.20 |
|
|
| Hess (HES) | 0.3 | $2.3M | -14% | 15k | 147.52 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.3 | $2.3M | 2.2k | 1022.73 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $2.3M | -17% | 58k | 39.16 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $2.2M | 12k | 182.40 |
|
|
| Prudential Financial (PRU) | 0.3 | $2.2M | 19k | 117.19 |
|
|
| Chubb (CB) | 0.3 | $2.2M | 8.6k | 255.08 |
|
|
| Automatic Data Processing (ADP) | 0.3 | $2.2M | 9.1k | 238.69 |
|
|
| Onemain Holdings (OMF) | 0.3 | $2.2M | 45k | 48.49 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $2.1M | 11k | 194.53 |
|
|
| Airbnb Com Cl A (ABNB) | 0.3 | $2.1M | 14k | 151.63 |
|
|
| Dow (DOW) | 0.3 | $2.0M | 37k | 53.05 |
|
|
| Goldman Sachs (GS) | 0.3 | $1.9M | 4.3k | 452.32 |
|
|
| Howmet Aerospace (HWM) | 0.3 | $1.9M | 24k | 77.63 |
|
|
| MercadoLibre (MELI) | 0.3 | $1.9M | +17% | 1.1k | 1643.40 |
|
| S&p Global (SPGI) | 0.3 | $1.8M | 4.1k | 446.00 |
|
|
| Starbucks Corporation (SBUX) | 0.3 | $1.8M | 23k | 77.85 |
|
|
| American Tower Reit (AMT) | 0.3 | $1.8M | 9.1k | 194.38 |
|
|
| Select Sector Spdr Tr Communication (XLC) | 0.3 | $1.8M | 21k | 85.66 |
|
|
| Charles Schwab Corporation (SCHW) | 0.3 | $1.7M | 24k | 73.69 |
|
|
| Cisco Systems (CSCO) | 0.3 | $1.7M | 36k | 47.51 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $1.7M | -21% | 26k | 65.93 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.3 | $1.7M | +4% | 36k | 48.13 |
|
| BlackRock (BLK) | 0.2 | $1.7M | 2.2k | 787.32 |
|
|
| AECOM Technology Corporation (ACM) | 0.2 | $1.6M | 19k | 88.14 |
|
|
| First Solar (FSLR) | 0.2 | $1.6M | +23% | 7.2k | 225.46 |
|
| Microchip Technology (MCHP) | 0.2 | $1.6M | 17k | 91.50 |
|
|
| ConocoPhillips (COP) | 0.2 | $1.6M | 14k | 114.38 |
|
|
| Metropcs Communications (TMUS) | 0.2 | $1.5M | 8.7k | 176.18 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $1.5M | NEW | 20k | 77.92 |
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $1.5M | -2% | 16k | 97.67 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $1.5M | 4.9k | 303.41 |
|
|
| Ford Motor Company (F) | 0.2 | $1.5M | 118k | 12.54 |
|
|
| United Parcel Service CL B (UPS) | 0.2 | $1.4M | -42% | 11k | 136.85 |
|
| Shopify Cl A (SHOP) | 0.2 | $1.4M | 22k | 66.05 |
|
|
| Citigroup Com New (C) | 0.2 | $1.4M | 22k | 63.46 |
|
|
| Scotts Miracle-gro Cl A (SMG) | 0.2 | $1.4M | 21k | 65.06 |
|
|
| Autodesk (ADSK) | 0.2 | $1.4M | +32% | 5.5k | 247.45 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $1.4M | +5% | 15k | 91.08 |
|
| Celanese Corporation (CE) | 0.2 | $1.4M | 10k | 134.89 |
|
|
| Select Sector Spdr Tr Indl (XLI) | 0.2 | $1.3M | 11k | 121.87 |
|
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.2 | $1.3M | 5.4k | 246.63 |
|
|
| Coca-Cola Company (KO) | 0.2 | $1.3M | -25% | 21k | 63.65 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.3M | 17k | 76.58 |
|
|
| Monster Beverage Corp (MNST) | 0.2 | $1.3M | 26k | 49.95 |
|
|
| American Electric Power Company (AEP) | 0.2 | $1.3M | 14k | 87.74 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.2 | $1.3M | NEW | 11k | 116.97 |
|
| Boeing Company (BA) | 0.2 | $1.2M | 6.9k | 182.01 |
|
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $1.2M | +4% | 31k | 39.72 |
|
| Las Vegas Sands (LVS) | 0.2 | $1.2M | +42% | 28k | 44.25 |
|
| Teck Resources CL B (TECK) | 0.2 | $1.2M | NEW | 25k | 47.90 |
|
| Moody's Corporation (MCO) | 0.2 | $1.2M | 2.7k | 420.93 |
|
|
| Shift4 Pmts Cl A (FOUR) | 0.2 | $1.1M | +54% | 16k | 73.35 |
|
| Cloudflare Cl A Com (NET) | 0.2 | $1.1M | 14k | 82.83 |
|
|
| Nasdaq Omx (NDAQ) | 0.2 | $1.1M | 19k | 60.26 |
|
|
| Omni (OMC) | 0.2 | $1.1M | 12k | 89.70 |
|
|
| Workday Cl A (WDAY) | 0.2 | $1.1M | 4.9k | 223.56 |
|
|
| Walt Disney Company (DIS) | 0.2 | $1.1M | 11k | 99.29 |
|
|
| Vulcan Materials Company (VMC) | 0.2 | $1.0M | 4.2k | 248.68 |
|
|
| Jd.com Spon Ads Cl A (JD) | 0.2 | $1.0M | 40k | 25.84 |
|
|
| Equinix (EQIX) | 0.1 | $1.0M | -5% | 1.3k | 756.60 |
|
| Pepsi (PEP) | 0.1 | $1.0M | -41% | 6.1k | 164.93 |
|
| Block Cl A (SQ) | 0.1 | $973k | 15k | 64.49 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.1 | $946k | -5% | 35k | 27.02 |
|
| Align Technology (ALGN) | 0.1 | $942k | 3.9k | 241.43 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $911k | -5% | 2.0k | 444.85 |
|
| Hubspot (HUBS) | 0.1 | $908k | 1.5k | 589.79 |
|
|
| Veralto Corp Com Shs (VLTO) | 0.1 | $905k | 9.5k | 95.47 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $895k | 9.8k | 91.15 |
|
|
| Gartner (IT) | 0.1 | $894k | -5% | 2.0k | 449.06 |
|
| On Hldg Namen Akt A (ONON) | 0.1 | $885k | 23k | 38.80 |
|
|
| Apollo Global Mgmt (APO) | 0.1 | $844k | -5% | 7.1k | 118.07 |
|
| Intuit (INTU) | 0.1 | $755k | -5% | 1.1k | 657.21 |
|
| Paypal Holdings (PYPL) | 0.1 | $745k | 13k | 58.03 |
|
|
| salesforce (CRM) | 0.1 | $734k | -5% | 2.9k | 257.10 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $699k | -5% | 4.9k | 142.74 |
|
| Herc Hldgs (HRI) | 0.1 | $641k | -5% | 4.8k | 133.29 |
|
| Dex (DXCM) | 0.1 | $611k | -5% | 5.4k | 113.38 |
|
| Booking Holdings (BKNG) | 0.1 | $606k | -3% | 153.00 | 3961.50 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $595k | -5% | 1.3k | 468.72 |
|
| Rocket Lab Usa (RKLB) | 0.1 | $581k | 121k | 4.80 |
|
|
| Ecolab (ECL) | 0.1 | $565k | -5% | 2.4k | 238.00 |
|
| Illinois Tool Works (ITW) | 0.1 | $536k | -5% | 2.3k | 236.96 |
|
| Tradeweb Mkts Cl A (TW) | 0.1 | $535k | -5% | 5.0k | 106.00 |
|
| AutoZone (AZO) | 0.1 | $525k | -5% | 177.00 | 2964.10 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $519k | +4% | 12k | 41.80 |
|
| Marvell Technology (MRVL) | 0.1 | $499k | -5% | 7.1k | 69.90 |
|
| Ishares Tr Us Br Del Se Etf (IAI) | 0.1 | $499k | 4.3k | 116.93 |
|
|
| Servicenow (NOW) | 0.1 | $493k | -5% | 627.00 | 786.67 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $489k | -5% | 1.3k | 385.87 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $471k | 12k | 38.41 |
|
|
| Lululemon Athletica (LULU) | 0.1 | $436k | -6% | 1.5k | 298.70 |
|
| Ishares Bitcoin Tr SHS (IBIT) | 0.1 | $434k | -5% | 13k | 34.14 |
|
| Fortinet (FTNT) | 0.1 | $429k | -21% | 7.1k | 60.27 |
|
| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $426k | 10k | 41.06 |
|
|
| Nike CL B (NKE) | 0.1 | $425k | +22% | 5.6k | 75.37 |
|
| Rockwell Automation (ROK) | 0.1 | $421k | -5% | 1.5k | 275.28 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $414k | -5% | 1.3k | 313.79 |
|
| CoStar (CSGP) | 0.1 | $402k | -5% | 5.4k | 74.14 |
|
| Impinj (PI) | 0.1 | $388k | -5% | 2.5k | 156.77 |
|
| Electronic Arts (EA) | 0.1 | $378k | -5% | 2.7k | 139.33 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $372k | -5% | 354.00 | 1051.03 |
|
| Baker Hughes Company Cl A (BKR) | 0.1 | $366k | -5% | 10k | 35.17 |
|
| Icon SHS (ICLR) | 0.1 | $364k | -5% | 1.2k | 313.47 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $364k | NEW | 949.00 | 383.19 |
|
| Zoetis Cl A (ZTS) | 0.1 | $358k | -35% | 2.1k | 173.36 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $341k | 1.4k | 242.10 |
|
|
| Ishares Tr U.s. Med Dvc Etf (IHI) | 0.0 | $338k | 6.0k | 56.04 |
|
|
| Fiserv (FI) | 0.0 | $337k | -5% | 2.3k | 149.04 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $328k | -5% | 2.5k | 133.28 |
|
| Builders FirstSource (BLDR) | 0.0 | $313k | -5% | 2.3k | 138.41 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $308k | -5% | 1.7k | 183.01 |
|
| Select Sector Spdr Tr Sbi Materials (XLB) | 0.0 | $305k | 3.4k | 88.31 |
|
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $303k | +6% | 2.9k | 104.54 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.0 | $291k | 7.9k | 37.02 |
|
|
| Generac Holdings (GNRC) | 0.0 | $282k | -5% | 2.1k | 132.22 |
|
| Take-Two Interactive Software (TTWO) | 0.0 | $281k | -5% | 1.8k | 155.49 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $274k | -5% | 5.6k | 48.60 |
|
| Coherent Corp (COHR) | 0.0 | $264k | NEW | 3.6k | 72.46 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $257k | 1.9k | 132.05 |
|
|
| Insulet Corporation (PODD) | 0.0 | $244k | NEW | 1.2k | 201.80 |
|
| Global E Online SHS (GLBE) | 0.0 | $224k | NEW | 6.2k | 36.27 |
|
| Wynn Resorts (WYNN) | 0.0 | $219k | +19% | 2.4k | 89.50 |
|
| Nextracker Class A Com (NXT) | 0.0 | $214k | NEW | 4.6k | 46.88 |
|
| Elastic N V Ord Shs (ESTC) | 0.0 | $212k | NEW | 1.9k | 113.91 |
|
| Spdr Ser Tr S&p Metals Mng (XME) | 0.0 | $209k | 3.5k | 59.33 |
|
Past Filings by Avitas Wealth Management
SEC 13F filings are viewable for Avitas Wealth Management going back to 2018
- 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
- Avitas Wealth Management 2020 Q4 filed Feb. 26, 2021
- Avitas Wealth Management 2020 Q3 filed Oct. 6, 2020