HoldingsChannel.com
| Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
186,724 | -22,811 | $25,529 |
| AAPL | 186,724 | -22,811 | $25,529 |
| MICROSOFT CORP |
60,365 | -39,870 | $15,504 |
| MSFT | 60,365 | -39,870 | $15,504 |
| SELECT SECTOR SPDR TR (XLK) |
119,869 | +96,001 | $15,238 |
| XLK | 119,869 | +96,001 | $15,238 |
| VANGUARD WORLD FDS (VCR) |
60,280 | +60,280 | $13,711 |
| VCR | 60,280 | +60,280 | $13,711 |
| ALPHABET INC |
5,347 | -2,236 | $11,653 |
| GOOGL | 5,347 | -2,236 | $11,653 |
| COSTCO WHSL CORP NEW |
23,374 | -3,854 | $11,203 |
| COST | 23,374 | -3,854 | $11,203 |
| UNITEDHEALTH GROUP INC |
19,474 | +286 | $10,002 |
| UNH | 19,474 | +286 | $10,002 |
| VANGUARD MALVERN FDS (VTIP) |
181,813 | +1,973 | $9,112 |
| VTIP | 181,813 | +1,973 | $9,112 |
| SSGA ACTIVE ETF TR (SRLN) |
202,554 | +2,176 | $8,434 |
| SRLN | 202,554 | +2,176 | $8,434 |
| WALMART INC |
63,183 | +7,871 | $7,682 |
| WMT | 63,183 | +7,871 | $7,682 |
| JOHNSON & JOHNSON |
41,519 | +5,090 | $7,370 |
| JNJ | 41,519 | +5,090 | $7,370 |
| MASTERCARD INCORPORATED |
22,721 | +10,507 | $7,168 |
| MA | 22,721 | +10,507 | $7,168 |
| AMAZON COM INC |
66,585 | +59,305 | $7,072 |
| AMZN | 66,585 | +59,305 | $7,072 |
| VANGUARD WORLD FDS (VOX) |
74,605 | +74,605 | $7,015 |
| VOX | 74,605 | +74,605 | $7,015 |
| NEXTERA ENERGY INC |
80,393 | -4,474 | $6,227 |
| NEE | 80,393 | -4,474 | $6,227 |
| DANAHER CORPORATION |
24,094 | +8,276 | $6,108 |
| DHR | 24,094 | +8,276 | $6,108 |
| JPMORGAN CHASE & CO |
50,378 | +2,636 | $5,673 |
| JPM | 50,378 | +2,636 | $5,673 |
| VANGUARD WORLD FD (MGK) |
30,913 | +30,913 | $5,617 |
| MGK | 30,913 | +30,913 | $5,617 |
| MORGAN STANLEY |
72,900 | +6,314 | $5,545 |
| MS | 72,900 | +6,314 | $5,545 |
| NVIDIA CORPORATION |
35,372 | +283 | $5,362 |
| NVDA | 35,372 | +283 | $5,362 |
| MCDONALDS CORP |
20,875 | +191 | $5,154 |
| MCD | 20,875 | +191 | $5,154 |
| APPLIED MATLS INC |
54,236 | +1,624 | $4,934 |
| AMAT | 54,236 | +1,624 | $4,934 |
| TARGET CORP |
33,214 | -1,290 | $4,691 |
| TGT | 33,214 | -1,290 | $4,691 |
| TESLA INC |
6,771 | -4,602 | $4,560 |
| TSLA | 6,771 | -4,602 | $4,560 |
| LILLY ELI & CO |
13,705 | +181 | $4,444 |
| LLY | 13,705 | +181 | $4,444 |
| BRISTOL MYERS SQUIBB CO |
57,596 | +845 | $4,435 |
| BMY | 57,596 | +845 | $4,435 |
| RAYTHEON TECHNOLOGIES CORP |
44,758 | +14,380 | $4,302 |
| RTX | 44,758 | +14,380 | $4,302 |
| PFIZER INC |
80,415 | +1,185 | $4,216 |
| PFE | 80,415 | +1,185 | $4,216 |
| HONEYWELL INTL INC |
24,160 | +136 | $4,199 |
| HON | 24,160 | +136 | $4,199 |
| ABBVIE INC |
27,326 | +7,443 | $4,185 |
| ABBV | 27,326 | +7,443 | $4,185 |
| MERCK & CO INC |
45,389 | +634 | $4,138 |
| MRK | 45,389 | +634 | $4,138 |
| AT&T INC |
190,156 | +35,884 | $3,986 |
| T | 190,156 | +35,884 | $3,986 |
| EOG RES INC |
35,878 | +35,878 | $3,962 |
| EOG | 35,878 | +35,878 | $3,962 |
| BAKER HUGHES COMPANY |
137,070 | +2,219 | $3,957 |
| BKR | 137,070 | +2,219 | $3,957 |
| VALERO ENERGY CORP |
36,135 | -22,520 | $3,840 |
| VLO | 36,135 | -22,520 | $3,840 |
| CIGNA CORP NEW |
14,158 | +218 | $3,731 |
| CI | 14,158 | +218 | $3,731 |
| EATON CORP PLC |
29,260 | +107 | $3,686 |
| ETN | 29,260 | +107 | $3,686 |
| AMERICAN EXPRESS CO |
26,228 | +3,856 | $3,636 |
| AXP | 26,228 | +3,856 | $3,636 |
| HOME DEPOT INC |
11,813 | -1,731 | $3,240 |
| HD | 11,813 | -1,731 | $3,240 |
| DUKE REALTY CORP |
58,815 | +793 | $3,232 |
| DRE | 58,815 | +793 | $3,232 |
| CVS HEALTH CORP |
34,584 | +458 | $3,205 |
| CVS | 34,584 | +458 | $3,205 |
| ABBOTT LABS |
28,873 | -7,098 | $3,137 |
| ABT | 28,873 | -7,098 | $3,137 |
| AMERICAN ELEC PWR CO INC |
31,380 | +31,380 | $3,011 |
| AEP | 31,380 | +31,380 | $3,011 |
| QUALCOMM INC |
23,241 | +196 | $2,969 |
| QCOM | 23,241 | +196 | $2,969 |
| BROADCOM INC |
6,060 | -16 | $2,944 |
| AVGO | 6,060 | -16 | $2,944 |
| DTE ENERGY CO |
23,200 | +276 | $2,941 |
| DTE | 23,200 | +276 | $2,941 |
| DEVON ENERGY CORP NEW |
52,542 | +16,429 | $2,896 |
| DVN | 52,542 | +16,429 | $2,896 |
| CATERPILLAR INC |
15,771 | +2,785 | $2,819 |
| CAT | 15,771 | +2,785 | $2,819 |
| MEDTRONIC PLC |
30,437 | +437 | $2,732 |
| MDT | 30,437 | +437 | $2,732 |
| THERMO FISHER SCIENTIFIC INC |
5,024 | +48 | $2,729 |
| TMO | 5,024 | +48 | $2,729 |
See Full List: All Stocks Held By Avitas Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Avitas Wealth Management LLC
|
Size ($ in 1000's)
At 06/30/2022: $457,261 At 03/31/2022: $554,189 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 |
