Avitas Wealth Management

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

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Portfolio Holdings for Avitas Wealth Management

Companies in the Avitas Wealth Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 4.0 $20M +5% 165k 122.15
Costco Wholesale Corporation (COST) 2.2 $11M +18% 31k 352.47
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 1.9 $9.8M +2% 308k 31.93
Ishares Tr Jpmorgan Usd Emg (EMB) 1.8 $9.0M 83k 108.88
Amazon (AMZN) 1.7 $8.6M -3% 2.8k 3094.08
Alphabet Cap Stk Cl A (GOOGL) 1.7 $8.5M +53% 4.1k 2062.47
Microsoft Corporation (MSFT) 1.5 $7.7M +25% 33k 235.76
Adobe Systems Incorporated (ADBE) 1.4 $7.2M +2% 15k 475.34
JPMorgan Chase & Co. (JPM) 1.4 $7.1M +2% 47k 152.22
Roku Com Cl A (ROKU) 1.4 $7.0M -23% 21k 325.78
Wal-Mart Stores (WMT) 1.4 $7.0M +32% 51k 135.82
Mastercard Incorporated Cl A (MA) 1.3 $6.7M 19k 356.03
Target Corporation (TGT) 1.3 $6.5M 33k 198.08
Vaneck Vectors Etf Tr High Yld Mun Etf (HYD) 1.3 $6.4M NEW 103k 62.15

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Applied Materials (AMAT) 1.2 $6.1M -19% 46k 133.60
Nextera Energy (NEE) 1.2 $6.1M +76% 80k 75.61
Thermo Fisher Scientific (TMO) 1.1 $5.7M +2% 13k 456.34
UnitedHealth (UNH) 1.1 $5.6M -6% 15k 372.04
Facebook Cl A (FB) 1.1 $5.6M +37% 19k 294.53
Johnson & Johnson (JNJ) 1.1 $5.5M +17% 34k 164.35
Home Depot (HD) 1.0 $5.3M +68% 17k 305.25
Broadcom (AVGO) 1.0 $5.2M +64% 11k 463.68
Generac Holdings (GNRC) 1.0 $5.1M +2% 16k 327.44
Morgan Stanley Com New (MS) 1.0 $5.1M +7% 66k 77.65
NVIDIA Corporation (NVDA) 1.0 $5.1M +13% 9.5k 533.88
Walt Disney Company (DIS) 1.0 $5.0M -3% 27k 184.50
Onemain Holdings (OMF) 0.9 $4.8M 90k 53.73
Scotts Miracle-gro Cl A (SMG) 0.9 $4.8M 20k 244.97
Shopify Cl A (SHOP) 0.9 $4.7M -23% 4.3k 1106.40
Danaher Corporation (DHR) 0.9 $4.7M -6% 21k 225.07
Amphenol Corp Cl A (APH) 0.9 $4.7M +106% 71k 65.98
Nxp Semiconductors N V (NXPI) 0.9 $4.6M +17% 23k 201.32
Honeywell International (HON) 0.9 $4.6M 21k 217.09
Merck & Co (MRK) 0.9 $4.5M +45% 59k 77.10
McDonald's Corporation (MCD) 0.8 $4.3M +43% 19k 224.16
Starbucks Corporation (SBUX) 0.8 $4.3M +19% 39k 109.26
Ally Financial (ALLY) 0.8 $4.2M +9% 92k 45.21
Roper Industries (ROP) 0.8 $4.0M +72% 10k 403.36
Qualcomm (QCOM) 0.8 $4.0M +7% 30k 132.60
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.8 $4.0M NEW 34k 118.27
Bristol Myers Squibb (BMY) 0.8 $4.0M NEW 63k 63.12
American Express Company (AXP) 0.8 $3.9M 27k 141.43
Best Buy (BBY) 0.7 $3.7M 33k 114.82
Teladoc (TDOC) 0.7 $3.7M -10% 20k 181.77
Square Cl A (SQ) 0.7 $3.6M -35% 16k 227.03
American Tower Reit (AMT) 0.7 $3.6M -6% 15k 239.05
Autodesk (ADSK) 0.7 $3.5M +22% 13k 277.13
Tesla Motors (TSLA) 0.7 $3.5M -28% 5.3k 667.92
CVS Caremark Corporation (CVS) 0.7 $3.5M +7% 47k 75.23
Draftkings Com Cl A (DKNG) 0.7 $3.4M 56k 61.33
Sonos (SONO) 0.7 $3.4M -4% 91k 37.47
TJX Companies (TJX) 0.7 $3.3M +39% 50k 66.16
Novartis Sponsored Adr (NVS) 0.6 $3.3M +30% 38k 85.49
Delta Air Lines Inc Del Com New (DAL) 0.6 $3.3M -3% 68k 48.28
Spirit Aerosystems Hldgs Com Cl A (SPR) 0.6 $3.2M +45% 67k 48.65
Texas Instruments Incorporated (TXN) 0.6 $3.2M +31% 17k 188.97
Pfizer (PFE) 0.6 $3.2M +30% 89k 36.23
Eaton Corp SHS (ETN) 0.6 $3.2M +5% 23k 138.27
United Parcel Service CL B (UPS) 0.6 $3.2M -6% 19k 169.99
Jd.com Spon Adr Cl A (JD) 0.6 $3.2M NEW 37k 84.33
Activision Blizzard (ATVI) 0.6 $3.1M +19% 33k 92.98
Netflix (NFLX) 0.6 $3.1M -7% 5.9k 521.70
Zoom Video Communications In Cl A (ZM) 0.6 $3.0M -6% 9.5k 321.32
Comcast Corp Cl A (CMCSA) 0.6 $3.0M +17% 55k 54.11
DTE Energy Company (DTE) 0.6 $2.9M +2% 22k 133.15
Prudential Financial (PRU) 0.6 $2.9M 32k 91.10
Abbott Laboratories (ABT) 0.6 $2.9M -6% 24k 119.84
Nexstar Media Group Cl A (NXST) 0.6 $2.8M -13% 20k 140.42
Intercontinental Exchange (ICE) 0.5 $2.8M 25k 111.68
Paypal Holdings (PYPL) 0.5 $2.8M -30% 11k 242.82
Marriott Intl Cl A (MAR) 0.5 $2.8M -3% 19k 148.10
Prologis (PLD) 0.5 $2.7M -6% 26k 106.01
Boeing Company (BA) 0.5 $2.7M -3% 11k 254.71
Chubb (CB) 0.5 $2.7M 17k 157.94
Southwest Airlines (LUV) 0.5 $2.6M -3% 43k 61.06
Trane Technologies SHS (TT) 0.5 $2.5M -8% 15k 165.58
Select Sector Spdr Tr Technology (XLK) 0.5 $2.5M -7% 19k 132.80
Dow (DOW) 0.5 $2.5M 39k 63.94
Celanese Corporation (CE) 0.5 $2.4M -6% 16k 149.80
Kkr & Co (KKR) 0.5 $2.4M -6% 50k 48.85
Viacomcbs CL B (VIAC) 0.5 $2.3M -22% 51k 45.10
Simon Property (SPG) 0.5 $2.3M +9% 20k 113.79
Omni (OMC) 0.4 $2.2M -5% 30k 74.15
Visa Com Cl A (V) 0.4 $2.2M +62% 11k 211.77
Blackstone Group Inc Com Cl A (BX) 0.4 $2.2M +10% 30k 74.55
Builders FirstSource (BLDR) 0.4 $2.2M 48k 46.36
Aon Shs Cl A (AON) 0.4 $2.2M 9.6k 230.06
Nasdaq Omx (NDAQ) 0.4 $2.2M -3% 15k 147.49
Expedia Group Com New (EXPE) 0.4 $2.1M NEW 12k 172.11
Lamar Advertising Cl A (LAMR) 0.4 $2.1M 23k 93.92
Linde SHS (LIN) 0.4 $2.1M 7.5k 280.18
Verizon Communications (VZ) 0.4 $2.1M +29% 36k 58.15
Monster Beverage Corp (MNST) 0.4 $2.1M -6% 23k 91.10
Air Lease Corp Cl A (AL) 0.4 $2.1M 42k 48.99
Ringcentral Cl A (RNG) 0.4 $2.0M -32% 6.8k 297.90
Innovative Industria A (IIPR) 0.4 $2.0M +9% 11k 180.18
Crispr Therapeutics Namen Akt (CRSP) 0.4 $2.0M -21% 16k 121.83
Cloudflare Cl A Com (NET) 0.4 $2.0M -34% 28k 70.24
Goodrx Hldgs Com Cl A (GDRX) 0.4 $1.9M +4% 49k 39.02
Mccormick & Co Com Non Vtg (MKC) 0.4 $1.9M NEW 21k 89.15
Insulet Corporation (PODD) 0.4 $1.9M 7.3k 260.89
Lam Research Corporation (LRCX) 0.4 $1.9M +65% 3.2k 595.38
Natera (NTRA) 0.4 $1.9M -26% 19k 101.55
MarketAxess Holdings (MKTX) 0.4 $1.8M 3.7k 497.96
salesforce (CRM) 0.4 $1.8M +46% 8.6k 211.93
Pacific Biosciences of California (PACB) 0.4 $1.8M -27% 54k 33.31
Las Vegas Sands (LVS) 0.4 $1.8M NEW 30k 60.77
Five9 (FIVN) 0.3 $1.7M -34% 11k 156.35
Zscaler Incorporated (ZS) 0.3 $1.7M -45% 9.8k 171.70
Charter Communications Inc N Cl A (CHTR) 0.3 $1.6M +4% 2.7k 617.06
Atlassian Corp Cl A (TEAM) 0.3 $1.5M -25% 7.1k 210.73
Skyworks Solutions (SWKS) 0.3 $1.5M NEW 8.1k 183.46
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.3 $1.5M -21% 13k 116.77
Molson Coors Beverage CL B (TAP) 0.3 $1.5M 29k 51.16
Okta Cl A (OKTA) 0.3 $1.4M -28% 6.4k 220.37
Peloton Interactive Cl A Com (PTON) 0.3 $1.4M -27% 13k 112.43
Advanced Micro Devices (AMD) 0.3 $1.4M 17k 78.50
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $1.4M +9% 26k 51.32
Rocket Cos Com Cl A (RKT) 0.3 $1.3M -54% 56k 23.09
Anaplan (PLAN) 0.2 $1.3M +138% 23k 53.83
Uber Technologies (UBER) 0.2 $1.2M +5% 23k 54.50
Pinterest Cl A (PINS) 0.2 $1.2M -34% 17k 74.02
Fortinet (FTNT) 0.2 $1.2M 6.7k 184.45
Dex (DXCM) 0.2 $1.2M +2% 3.4k 359.43
Carnival Corp Unit 99/99/9999 (CCL) 0.2 $1.2M NEW 45k 26.53
Pimco Etf Tr Active Bd Etf (BOND) 0.2 $1.2M +6% 11k 109.45
Sunnova Energy International (NOVA) 0.2 $1.1M NEW 28k 40.81
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.2 $1.1M +7% 24k 48.21
Lululemon Athletica (LULU) 0.2 $1.1M +20% 3.7k 306.75
Vertex Pharmaceuticals Incorporated (VRTX) 0.2 $1.1M 5.2k 214.80
Metropcs Communications (TMUS) 0.2 $1.1M NEW 8.8k 125.31
General Motors Company (GM) 0.2 $1.1M +23% 19k 57.44
Lemonade (LMND) 0.2 $1.1M -66% 11k 93.09
Bilibili Spons Ads Rep Z (BILI) 0.2 $1.0M -24% 9.7k 107.03
Axonics Modulation Technolog (AXNX) 0.2 $1.0M NEW 17k 59.89
Moderna (MRNA) 0.2 $1.0M -51% 7.8k 130.96
Equinix (EQIX) 0.2 $1.0M 1.5k 679.81
Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $999k -33% 4.4k 226.68
Nike CL B (NKE) 0.2 $999k +69% 7.5k 132.86
Beyond Meat (BYND) 0.2 $991k +42% 7.6k 130.16
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $962k -38% 8.9k 107.84
Tradeweb Mkts Cl A (TW) 0.2 $942k 13k 74.01
Palantir Technologies Cl A (PLTR) 0.2 $904k 39k 23.29
Zillow Group Cl A (ZG) 0.2 $897k -2% 6.8k 131.39
Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.2 $886k 5.3k 168.12
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $866k 13k 68.30
Ishares Tr Russell 2000 Etf (IWM) 0.2 $864k +19% 3.9k 220.92
Intellia Therapeutics (NTLA) 0.2 $850k -41% 11k 80.25
Gartner (IT) 0.2 $841k NEW 4.6k 182.55
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.2 $838k +5% 6.4k 130.12
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.2 $837k -13% 3.6k 230.77
Ecolab (ECL) 0.2 $835k -2% 3.9k 214.16
Progyny (PGNY) 0.2 $826k -4% 19k 44.50
4068594 Enphase Energy (ENPH) 0.2 $797k -28% 4.9k 162.09
Herc Hldgs (HRI) 0.2 $796k NEW 7.9k 101.32
Match Group (MTCH) 0.2 $783k 5.7k 137.39
Biontech Se Sponsored Ads (BNTX) 0.2 $781k -46% 7.1k 109.25
Penn National Gaming (PENN) 0.2 $773k NEW 7.4k 104.86
Sea Sponsord Ads (SE) 0.1 $750k -25% 3.4k 223.35
Neogenomics Com New (NEO) 0.1 $750k +23% 16k 48.26
Growgeneration Corp (GRWG) 0.1 $721k -6% 15k 49.68
Wayfair Cl A (W) 0.1 $711k -45% 2.3k 314.74
Avalara (AVLR) 0.1 $709k -22% 5.3k 133.42
Select Sector Spdr Tr Communication (XLC) 0.1 $708k 9.7k 73.29
Karuna Therapeutics Ord (KRTX) 0.1 $699k +26% 5.8k 120.14
Veeva Sys Cl A Com (VEEV) 0.1 $697k -22% 2.7k 261.15
Solaredge Technologies (SEDG) 0.1 $695k -24% 2.4k 287.55
Airbnb Com Cl A (ABNB) 0.1 $684k NEW 3.6k 188.07
Capital One Financial (COF) 0.1 $684k NEW 5.4k 127.26
Unity Software (U) 0.1 $673k +70% 6.7k 100.30
Datadog Cl A Com (DDOG) 0.1 $672k +20% 8.1k 83.32
The Trade Desk Com Cl A (TTD) 0.1 $664k -21% 1.0k 651.62
Zoominfo Technologies Com Cl A (ZI) 0.1 $657k NEW 13k 48.89
Invitae (NVTA) 0.1 $654k 17k 38.19
Spotify Technology S A SHS (SPOT) 0.1 $648k +2% 2.4k 267.99
Twilio Cl A (TWLO) 0.1 $643k -17% 1.9k 340.57
Carvana Cl A (CVNA) 0.1 $641k -21% 2.4k 262.27
Bumble Com Cl A 0.1 $632k NEW 10k 62.36
Bill Com Holdings Ord (BILL) 0.1 $632k -23% 4.3k 145.45
Pershing Square Tontine Hldg Com Cl A (PSTH) 0.1 $619k 26k 24.02
Select Sector Spdr Tr Sbi Int-finl (XLF) 0.1 $583k -22% 17k 34.07
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) 0.1 $540k 6.6k 81.44
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $484k 7.6k 64.00
JetBlue Airways Corporation (JBLU) 0.1 $481k NEW 24k 20.32
Alaska Air (ALK) 0.1 $461k NEW 6.7k 69.14
Ishares Tr Phlx Semicnd Etf (SOXX) 0.1 $439k 1.0k 424.15
Spdr Ser Tr S&p Bk Etf (KBE) 0.1 $426k 8.2k 51.90
Invesco Exchange Traded Fd T S&p500 Eql Dis (RCD) 0.1 $424k +39% 3.0k 141.10
Spdr Ser Tr S&p Regl Bkg (KRE) 0.1 $409k NEW 6.2k 66.30
Invesco Exchange Traded Fd T Dynmc Biotech (PBE) 0.1 $405k -16% 5.5k 73.85
Ishares Tr Us Home Cons Etf (ITB) 0.1 $402k 5.9k 67.80
Ishares Tr Us Br Del Se Etf (IAI) 0.1 $378k 4.1k 92.06
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.1 $356k -23% 3.6k 98.48
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $356k NEW 14k 25.03
Ishares Tr Us Aer Def Etf (ITA) 0.1 $343k +23% 3.3k 104.16
Ishares Tr U.s. Med Dvc Etf (IHI) 0.1 $333k 1.0k 330.69
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.1 $319k -42% 4.7k 68.56
Global X Fds Msci China Cnsmr (CHIQ) 0.1 $315k 9.4k 33.45
Invesco Exchange Traded Fd T Dynmc Software (PSJ) 0.1 $288k -20% 1.8k 155.93
Etf Ser Solutions Us Glb Jets (JETS) 0.1 $284k 11k 26.93
Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $277k 3.5k 78.67
Global X Fds Fintech Etf (FINX) 0.1 $274k -17% 6.2k 44.19
Global X Fds Rbtcs Artfl Inte (BOTZ) 0.1 $269k -18% 8.1k 33.12
Spdr Ser Tr S&p Metals Mng (XME) 0.1 $258k NEW 6.5k 39.98
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $245k 6.2k 39.54
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $229k -20% 4.8k 48.16
Advisorshares Tr Pure Us Cannabis (MSOS) 0.0 $206k NEW 4.9k 42.38

Past Filings by Avitas Wealth Management

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