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Avitas Wealth Management LLC Top Holdings
As of  12/31/2023, below is a summary of the Avitas Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Avitas Wealth Management LLC. In the Avitas Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Avitas Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Avitas Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
APPLE INC 195,873 +183 $37,711
     AAPL195,873+183$37,711
MICROSOFT CORP 84,464 +220 $31,762
     MSFT84,464+220$31,762
AMAZON COM INC 124,211 -366 $18,873
     AMZN124,211-366$18,873
NVIDIA CORPORATION 37,986 +1,898 $18,811
     NVDA37,986+1,898$18,811
ALPHABET INC 132,546 +2,432 $18,515
     GOOGL132,546+2,432$18,515
ISHARES TR (IVE) 98,020 +3,724 $17,045
     IVE98,020+3,724$17,045
COSTCO WHSL CORP NEW 23,675 +638 $15,627
     COST23,675+638$15,627
ISHARES TR (IVW) 189,093 +673 $14,201
     IVW189,093+673$14,201
JPMORGAN CHASE & CO 67,145 +16,421 $11,421
     JPM67,145+16,421$11,421
ELI LILLY & CO 18,258 +421 $10,643
     LLY18,258+421$10,643
TESLA INC 41,570 -61 $10,329
     TSLA41,570-61$10,329
UNITEDHEALTH GROUP INC 17,151 -40 $9,029
     UNH17,151-40$9,029
ISHARES TR (TLT) 85,277 +85,277 $8,432
     TLT85,277+85,277$8,432
WALMART INC 53,113 +1,798 $8,373
     WMT53,113+1,798$8,373
APPLIED MATLS INC 46,497 +1,478 $7,536
     AMAT46,497+1,478$7,536
VANECK ETF TRUST (ANGL) 261,242 +4,348 $7,519
     ANGL261,242+4,348$7,519
ISHARES TR (HYG) 95,495 +2,088 $7,390
     HYG95,495+2,088$7,390
META PLATFORMS INC 20,575 +92 $7,283
     META20,575+92$7,283
MORGAN STANLEY 76,156 +2,664 $7,102
     MS76,156+2,664$7,102
BROADCOM INC 6,020 +62 $6,720
     AVGO6,020+62$6,720
EATON CORP PLC 27,635 +988 $6,655
     ETN27,635+988$6,655
ADVANCED MICRO DEVICES INC 42,311 +15,386 $6,237
     AMD42,311+15,386$6,237
MCDONALDS CORP 21,019 +611 $6,232
     MCD21,019+611$6,232
JOHNSON & JOHNSON 35,721 +1,148 $5,599
     JNJ35,721+1,148$5,599
VISA INC 20,701 +366 $5,390
     V20,701+366$5,390
EXXON MOBIL CORP 53,767 +1,785 $5,376
     XOM53,767+1,785$5,376
MASTERCARD INCORPORATED 12,432 -2 $5,302
     MA12,432-2$5,302
SCHLUMBERGER LTD 100,019 +21,474 $5,205
     SLB100,019+21,474$5,205
HOME DEPOT INC 14,861 +3,207 $5,150
     HD14,861+3,207$5,150
SELECT SECTOR SPDR TR (XLK) 26,667 +228 $5,133
     XLK26,667+228$5,133
AMERICAN EXPRESS CO 27,226 +904 $5,101
     AXP27,226+904$5,101
MERCK & CO INC 46,392 +1,477 $5,058
     MRK46,392+1,477$5,058
VALERO ENERGY CORP 38,407 +1,426 $4,993
     VLO38,407+1,426$4,993
DANAHER CORPORATION 21,233 +320 $4,912
     DHR21,233+320$4,912
QUANTA SVCS INC 21,513 +386 $4,643
     PWR21,513+386$4,643
HONEYWELL INTL INC 21,374 +694 $4,482
     HON21,374+694$4,482
THE CIGNA GROUP 14,485 +266 $4,338
     CI14,485+266$4,338
QUALCOMM INC 29,278 +113 $4,234
     QCOM29,278+113$4,234
TARGET CORP 28,929 +793 $4,120
     TGT28,929+793$4,120
ABBVIE INC 24,646 +468 $3,819
     ABBV24,646+468$3,819
BLACKSTONE INC 29,049 +1,026 $3,803
     BX29,049+1,026$3,803
CVS HEALTH CORP 46,668 +1,239 $3,685
     CVS46,668+1,239$3,685
PROLOGIS INC. 27,600 +1,034 $3,679
     PLD27,600+1,034$3,679
ROPER TECHNOLOGIES INC 6,392 +163 $3,485
     ROP6,392+163$3,485
UBER TECHNOLOGIES INC 55,007 +875 $3,387
     UBER55,007+875$3,387
INTERCONTINENTAL EXCHANGE IN (ICE) 26,292 +768 $3,377
     ICE26,292+768$3,377
BERKSHIRE HATHAWAY INC DEL      $3,331
     BRK.B9,340+325$3,331
ABBOTT LABS 29,150 +122 $3,209
     ABT29,150+122$3,209
ADOBE INC 5,134 +41 $3,063
     ADBE5,134+41$3,063
COMCAST CORP NEW 69,291 +1,977 $3,038
     CMCSA69,291+1,977$3,038

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 12/31/2023: $597,923
At 09/30/2023: $525,595

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

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