HoldingsChannel.com
Avitas Wealth Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
COSTCO WHSL CORP NEW 30,020 +481 $8,649
     COST30,020+481$8,649
APPLE INC 35,131 +521 $7,868
     AAPL35,131+521$7,868
MASTERCARD INC 26,354 +446 $7,157
     MA26,354+446$7,157
JPMORGAN CHASE & CO 55,211 +847 $6,498
     JPM55,211+847$6,498
HONEYWELL INTL INC 37,747 +492 $6,387
     HON37,747+492$6,387
HOME DEPOT INC 26,450 +322 $6,137
     HD26,450+322$6,137
ADOBE INC 22,148 +271 $6,118
     ADBE22,148+271$6,118
DANAHER CORPORATION 41,361 +563 $5,974
     DHR41,361+563$5,974
AMAZON COM INC 2,974 +39 $5,163
     AMZN2,974+39$5,163
TEXAS INSTRS INC 38,425 +487 $4,966
     TXN38,425+487$4,966
INGERSOLL RAND PLC 40,301 +623 $4,965
     IR40,301+623$4,965
CME GROUP INC 22,692 +354 $4,796
     CME22,692+354$4,796
LILLY ELI & CO 42,609 +489 $4,765
     LLY42,609+489$4,765
MCDONALDS CORP 21,036 +299 $4,517
     MCD21,036+299$4,517
AMERICAN TOWER CORP NEW 20,366 +326 $4,504
     AMT20,366+326$4,504
AMPHENOL CORP NEW 44,925 +1,043 $4,335
     APH44,925+1,043$4,335
AT&T INC 112,492 +45,550 $4,257
     T112,492+45,550$4,257
AMERICAN ELEC PWR CO INC 45,177 +665 $4,233
     AEP45,177+665$4,233
THERMO FISHER SCIENTIFIC INC 14,483 +189 $4,218
     TMO14,483+189$4,218
MERCK & CO INC 50,100 +834 $4,217
     MRK50,100+834$4,217
UNITEDHEALTH GROUP INC 19,197 +300 $4,172
     UNH19,197+300$4,172
ALPHABET INC 3,379 -829 $4,126
     GOOGL3,379-829$4,126
JOHNSON & JOHNSON 30,337 +30,337 $3,925
     JNJ30,337+30,337$3,925
DISNEY WALT CO 29,828 +5,675 $3,887
     DIS29,828+5,675$3,887
ROPER TECHNOLOGIES INC 10,863 +240 $3,874
     ROP10,863+240$3,874
DTE ENERGY CO 29,117 +433 $3,871
     DTE29,117+433$3,871
CONSTELLATION BRANDS INC 18,443 +213 $3,823
     STZ18,443+213$3,823
WALMART INC 31,504 +496 $3,739
     WMT31,504+496$3,739
CHUBB LIMITED 23,143 +545 $3,736
     CB23,143+545$3,736
VALERO ENERGY CORP NEW 42,769 +674 $3,646
     VLO42,769+674$3,646
MOTOROLA SOLUTIONS INC 20,801 +247 $3,545
     MSI20,801+247$3,545
CHEVRON CORP NEW 29,635 +371 $3,515
     CVX29,635+371$3,515
MORGAN STANLEY 80,679 +1,318 $3,443
     MS80,679+1,318$3,443
BROADCOM INC 12,466 +298 $3,441
     AVGO12,466+298$3,441
PROLOGIS INC 40,284 +634 $3,433
     PLD40,284+634$3,433
CELANESE CORP DEL 27,736 +444 $3,392
     CE27,736+444$3,392
COMCAST CORP NEW 74,953 +3,026 $3,379
     CMCSA74,953+3,026$3,379
APTIV PLC 38,480 +465 $3,364
     APTV38,480+465$3,364
NOVARTIS A G 38,581 +6,935 $3,353
     NVS38,581+6,935$3,353
GOLDMAN SACHS GROUP INC 15,984 +211 $3,312
     GS15,984+211$3,312
XILINX INC 34,274 -3,420 $3,287
     XLNX34,274-3,420$3,287
PAYPAL HLDGS INC 31,320 +800 $3,244
     PYPL31,320+800$3,244
INTERCONTINENTAL EXCHANGE IN (ICE) 34,761 +450 $3,207
     ICE34,761+450$3,207
SCOTTS MIRACLE GRO CO 31,414 +441 $3,199
     SMG31,414+441$3,199
ROKU INC 31,235 +316 $3,178
     ROKU31,235+316$3,178
TARGET CORP 29,668 +421 $3,172
     TGT29,668+421$3,172
XYLEM INC 39,832 +486 $3,171
     XYL39,832+486$3,171
ALCON INC 54,367 +23,090 $3,169
     ALC54,367+23,090$3,169
CAPITAL ONE FINL CORP 34,555 +449 $3,144
     COF34,555+449$3,144
PROCTER & GAMBLE CO 24,994 +722 $3,109
     PG24,994+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

Avitas Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.