Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Avitas Wealth Management LLC (CIK 1734565) reported $723.0M across 190 reported positions in its SEC 13F filing for 2024-12-31. Largest positions: AAPL ($45.1M, 6.24%), NVDA ($44.1M, 6.10%), MSFT ($35.2M, 4.87%), GOOGL ($27.5M, 3.81%), AMZN ($25.1M, 3.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $45.1M | 6.24% | 180,028 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $44.1M | 6.10% | 328,614 | Trimmed |
| 3 | MSFT | MICROSOFT CORP | $35.2M | 4.87% | 83,620 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $27.5M | 3.81% | 145,431 | Trimmed |
| 5 | AMZN | AMAZON COM INC | $25.1M | 3.47% | 114,337 | Trimmed |
| 6 | COST | COSTCO WHSL CORP NEW | $21.8M | 3.02% | 23,801 | Added |
| 7 | JPM | JPMORGAN CHASE & CO. | $16.6M | 2.29% | 69,127 | Added |
| 8 | TSLA | TESLA INC | $15.4M | 2.13% | 38,170 | Trimmed |
| 9 | LLY | ELI LILLY & CO | $15.2M | 2.10% | 19,713 | Added |
| 10 | WMT | WALMART INC | $14.9M | 2.06% | 165,088 | Added |
| 11 | IVW | ISHARES TR | $14.1M | 1.95% | 139,077 | Trimmed |
| 12 | AVGO | BROADCOM INC | $14.0M | 1.93% | 60,267 | Trimmed |
| 13 | META | META PLATFORMS INC | $13.7M | 1.89% | 23,395 | Trimmed |
| 14 | IVE | ISHARES TR | $12.5M | 1.72% | 65,309 | Added |
| 15 | MS | MORGAN STANLEY | $10.0M | 1.38% | 79,237 | Added |
| 16 | ETN | EATON CORP PLC | $9.6M | 1.32% | 28,785 | Added |
| 17 | XLV | SELECT SECTOR SPDR TR | $9.2M | 1.28% | 67,019 | Added |
| 18 | HYG | ISHARES TR | $8.6M | 1.20% | 109,968 | Added |
| 19 | AXP | AMERICAN EXPRESS CO | $8.4M | 1.16% | 28,283 | Added |
| 20 | UNH | UNITEDHEALTH GROUP INC | $8.3M | 1.14% | 16,358 | Trimmed |
| 21 | AMAT | APPLIED MATLS INC | $8.2M | 1.13% | 50,238 | Added |
| 22 | ANGL | VANECK ETF TRUST | $8.1M | 1.12% | 282,562 | Added |
| 23 | TLT | ISHARES TR | $7.7M | 1.07% | 88,639 | Added |
| 24 | PWR | QUANTA SVCS INC | $6.6M | 0.91% | 20,902 | Trimmed |
| 25 | MCD | MCDONALDS CORP | $6.3M | 0.87% | 21,656 | Added |
Source: SEC Form 13F filings · as of 2024-12-31