HoldingsChannel.com
| Entity | Amount | Change
06/30/2019 to 09/30/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 COSTCO WHSL CORP NEW |
30,020 | +481 | $8,649 |
| COST | 30,020 | +481 | $8,649 |
| APPLE INC |
35,131 | +521 | $7,868 |
| AAPL | 35,131 | +521 | $7,868 |
| MASTERCARD INC |
26,354 | +446 | $7,157 |
| MA | 26,354 | +446 | $7,157 |
| JPMORGAN CHASE & CO |
55,211 | +847 | $6,498 |
| JPM | 55,211 | +847 | $6,498 |
| HONEYWELL INTL INC |
37,747 | +492 | $6,387 |
| HON | 37,747 | +492 | $6,387 |
| HOME DEPOT INC |
26,450 | +322 | $6,137 |
| HD | 26,450 | +322 | $6,137 |
| ADOBE INC |
22,148 | +271 | $6,118 |
| ADBE | 22,148 | +271 | $6,118 |
| DANAHER CORPORATION |
41,361 | +563 | $5,974 |
| DHR | 41,361 | +563 | $5,974 |
| AMAZON COM INC |
2,974 | +39 | $5,163 |
| AMZN | 2,974 | +39 | $5,163 |
| TEXAS INSTRS INC |
38,425 | +487 | $4,966 |
| TXN | 38,425 | +487 | $4,966 |
| INGERSOLL RAND PLC |
40,301 | +623 | $4,965 |
| IR | 40,301 | +623 | $4,965 |
| CME GROUP INC |
22,692 | +354 | $4,796 |
| CME | 22,692 | +354 | $4,796 |
| LILLY ELI & CO |
42,609 | +489 | $4,765 |
| LLY | 42,609 | +489 | $4,765 |
| MCDONALDS CORP |
21,036 | +299 | $4,517 |
| MCD | 21,036 | +299 | $4,517 |
| AMERICAN TOWER CORP NEW |
20,366 | +326 | $4,504 |
| AMT | 20,366 | +326 | $4,504 |
| AMPHENOL CORP NEW |
44,925 | +1,043 | $4,335 |
| APH | 44,925 | +1,043 | $4,335 |
| AT&T INC |
112,492 | +45,550 | $4,257 |
| T | 112,492 | +45,550 | $4,257 |
| AMERICAN ELEC PWR CO INC |
45,177 | +665 | $4,233 |
| AEP | 45,177 | +665 | $4,233 |
| THERMO FISHER SCIENTIFIC INC |
14,483 | +189 | $4,218 |
| TMO | 14,483 | +189 | $4,218 |
| MERCK & CO INC |
50,100 | +834 | $4,217 |
| MRK | 50,100 | +834 | $4,217 |
| UNITEDHEALTH GROUP INC |
19,197 | +300 | $4,172 |
| UNH | 19,197 | +300 | $4,172 |
| ALPHABET INC |
3,379 | -829 | $4,126 |
| GOOGL | 3,379 | -829 | $4,126 |
| JOHNSON & JOHNSON |
30,337 | +30,337 | $3,925 |
| JNJ | 30,337 | +30,337 | $3,925 |
| DISNEY WALT CO |
29,828 | +5,675 | $3,887 |
| DIS | 29,828 | +5,675 | $3,887 |
| ROPER TECHNOLOGIES INC |
10,863 | +240 | $3,874 |
| ROP | 10,863 | +240 | $3,874 |
| DTE ENERGY CO |
29,117 | +433 | $3,871 |
| DTE | 29,117 | +433 | $3,871 |
| CONSTELLATION BRANDS INC |
18,443 | +213 | $3,823 |
| STZ | 18,443 | +213 | $3,823 |
| WALMART INC |
31,504 | +496 | $3,739 |
| WMT | 31,504 | +496 | $3,739 |
| CHUBB LIMITED |
23,143 | +545 | $3,736 |
| CB | 23,143 | +545 | $3,736 |
| VALERO ENERGY CORP NEW |
42,769 | +674 | $3,646 |
| VLO | 42,769 | +674 | $3,646 |
| MOTOROLA SOLUTIONS INC |
20,801 | +247 | $3,545 |
| MSI | 20,801 | +247 | $3,545 |
| CHEVRON CORP NEW |
29,635 | +371 | $3,515 |
| CVX | 29,635 | +371 | $3,515 |
| MORGAN STANLEY |
80,679 | +1,318 | $3,443 |
| MS | 80,679 | +1,318 | $3,443 |
| BROADCOM INC |
12,466 | +298 | $3,441 |
| AVGO | 12,466 | +298 | $3,441 |
| PROLOGIS INC |
40,284 | +634 | $3,433 |
| PLD | 40,284 | +634 | $3,433 |
| CELANESE CORP DEL |
27,736 | +444 | $3,392 |
| CE | 27,736 | +444 | $3,392 |
| COMCAST CORP NEW |
74,953 | +3,026 | $3,379 |
| CMCSA | 74,953 | +3,026 | $3,379 |
| APTIV PLC |
38,480 | +465 | $3,364 |
| APTV | 38,480 | +465 | $3,364 |
| NOVARTIS A G |
38,581 | +6,935 | $3,353 |
| NVS | 38,581 | +6,935 | $3,353 |
| GOLDMAN SACHS GROUP INC |
15,984 | +211 | $3,312 |
| GS | 15,984 | +211 | $3,312 |
| XILINX INC |
34,274 | -3,420 | $3,287 |
| XLNX | 34,274 | -3,420 | $3,287 |
| PAYPAL HLDGS INC |
31,320 | +800 | $3,244 |
| PYPL | 31,320 | +800 | $3,244 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
34,761 | +450 | $3,207 |
| ICE | 34,761 | +450 | $3,207 |
| SCOTTS MIRACLE GRO CO |
31,414 | +441 | $3,199 |
| SMG | 31,414 | +441 | $3,199 |
| ROKU INC |
31,235 | +316 | $3,178 |
| ROKU | 31,235 | +316 | $3,178 |
| TARGET CORP |
29,668 | +421 | $3,172 |
| TGT | 29,668 | +421 | $3,172 |
| XYLEM INC |
39,832 | +486 | $3,171 |
| XYL | 39,832 | +486 | $3,171 |
| ALCON INC |
54,367 | +23,090 | $3,169 |
| ALC | 54,367 | +23,090 | $3,169 |
| CAPITAL ONE FINL CORP |
34,555 | +449 | $3,144 |
| COF | 34,555 | +449 | $3,144 |
| PROCTER & GAMBLE CO |
24,994 | +722 | $3,109 |
| PG | 24,994 | +722 | $3,109 |
See Full List: All Stocks Held By Avitas Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Avitas Wealth Management LLC
|
Size ($ in 1000's)
At 09/30/2019: $362,293 At 06/30/2019: $359,561 Avitas Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Avitas Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
