HoldingsChannel.com
Avitas Wealth Management LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
APPLE INC 38,544 +3,263 $9,801
     AAPL38,544+3,263$9,801
COSTCO WHSL CORP NEW 28,630 -1,522 $8,163
     COST28,630-1,522$8,163
SELECT SECTOR SPDR TR (XLU) 105,619 +97,641 $5,852
     XLU105,619+97,641$5,852
AMAZON COM INC 2,950 -46 $5,752
     AMZN2,950-46$5,752
LILLY ELI & CO 38,969 -3,957 $5,406
     LLY38,969-3,957$5,406
ADOBE INC 15,489 -6,810 $4,929
     ADBE15,489-6,810$4,929
UNITEDHEALTH GROUP INC 18,907 -459 $4,715
     UNH18,907-459$4,715
MASTERCARD INC 18,951 -7,486 $4,578
     MA18,951-7,486$4,578
WALMART INC 38,799 +7,238 $4,408
     WMT38,799+7,238$4,408
TELADOC HEALTH INC 27,181 -1,897 $4,213
     TDOC27,181-1,897$4,213
DANAHER CORPORATION 27,314 -14,215 $3,781
     DHR27,314-14,215$3,781
REGENERON PHARMACEUTICALS 7,631 +7,631 $3,726
     REGN7,631+7,631$3,726
JOHNSON & JOHNSON 28,374 +4,714 $3,721
     JNJ28,374+4,714$3,721
AMERICAN TOWER CORP NEW 16,839 -3,598 $3,667
     AMT16,839-3,598$3,667
PROCTER & GAMBLE CO 32,171 +7,088 $3,539
     PG32,171+7,088$3,539
JPMORGAN CHASE & CO 38,965 -16,540 $3,508
     JPM38,965-16,540$3,508
TARGET CORP 37,631 +7,868 $3,499
     TGT37,631+7,868$3,499
THERMO FISHER SCIENTIFIC INC 12,276 -2,251 $3,481
     TMO12,276-2,251$3,481
PEPSICO INC 28,891 +7,587 $3,470
     PEP28,891+7,587$3,470
ALPHABET INC 2,824 -557 $3,281
     GOOGL2,824-557$3,281
AT&T INC 112,456 -500 $3,278
     T112,456-500$3,278
MICROSOFT CORP 19,988 +10,604 $3,152
     MSFT19,988+10,604$3,152
MERCK & CO. INC 40,450 -9,769 $3,112
     MRK40,450-9,769$3,112
AMERICAN ELEC PWR CO INC 37,200 -8,224 $2,975
     AEP37,200-8,224$2,975
MCDONALDS CORP 16,644 -4,433 $2,752
     MCD16,644-4,433$2,752
AMPHENOL CORP NEW 35,616 -9,758 $2,596
     APH35,616-9,758$2,596
NETFLIX INC 6,714 -1,471 $2,521
     NFLX6,714-1,471$2,521
SCOTTS MIRACLE GRO CO 23,792 -7,730 $2,436
     SMG23,792-7,730$2,436
NOVARTIS A G 29,186 -9,527 $2,406
     NVS29,186-9,527$2,406
HONEYWELL INTL INC 17,430 -20,401 $2,332
     HON17,430-20,401$2,332
PROLOGIS INC. 28,565 -11,799 $2,296
     PLD28,565-11,799$2,296
AMGEN INC 11,317 -2,695 $2,294
     AMGN11,317-2,695$2,294
ABBOTT LABS 26,806 -8,161 $2,115
     ABT26,806-8,161$2,115
FACEBOOK INC 12,606 -4,252 $2,103
     FB12,606-4,252$2,103
ZOOM VIDEO COMMUNICATIONS IN 14,300 +14,300 $2,090
     ZM14,300+14,300$2,090
SHOPIFY INC 4,979 -3,569 $2,076
     SHOP4,979-3,569$2,076
HOME DEPOT INC 10,970 -15,640 $2,048
     HD10,970-15,640$2,048
DTE ENERGY CO 21,317 -7,967 $2,024
     DTE21,317-7,967$2,024
UNITED PARCEL SERVICE INC 20,994 +1,582 $1,961
     UPS20,994+1,582$1,961
BIONTECH SE 33,456 +33,456 $1,954
     BNTX33,456+33,456$1,954
CME GROUP INC 10,859 -11,947 $1,878
     CME10,859-11,947$1,878
ROPER TECHNOLOGIES INC 5,905 -4,972 $1,841
     ROP5,905-4,972$1,841
CHUBB LIMITED 16,463 -6,696 $1,839
     CB16,463-6,696$1,839
SELECT SECTOR SPDR TR (XLK) 22,555 -7,429 $1,813
     XLK22,555-7,429$1,813
ACTIVISION BLIZZARD INC 29,491 -10,788 $1,754
     ATVI29,491-10,788$1,754
BROADCOM INC 7,141 -5,423 $1,693
     AVGO7,141-5,423$1,693
MOTOROLA SOLUTIONS INC 12,128 -8,831 $1,612
     MSI12,128-8,831$1,612
GILEAD SCIENCES INC 21,546 +21,546 $1,611
     GILD21,546+21,546$1,611
STARBUCKS CORP 24,048 -11,278 $1,581
     SBUX24,048-11,278$1,581
HILL ROM HLDGS INC 15,517 -7,427 $1,561
     HRC15,517-7,427$1,561

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 03/31/2020: $219,728
At 12/31/2019: $389,947

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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