
Entity | Amount | Change
03/31/2022 to 06/30/2022 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
186,724 | -22,811 | $25,529 |
AAPL | 186,724 | -22,811 | $25,529 |
![]() |
60,365 | -39,870 | $15,504 |
MSFT | 60,365 | -39,870 | $15,504 |
![]() |
119,869 | +96,001 | $15,238 |
XLK | 119,869 | +96,001 | $15,238 |
![]() |
60,280 | +60,280 | $13,711 |
VCR | 60,280 | +60,280 | $13,711 |
![]() |
5,347 | -2,236 | $11,653 |
GOOGL | 5,347 | -2,236 | $11,653 |
![]() |
23,374 | -3,854 | $11,203 |
COST | 23,374 | -3,854 | $11,203 |
![]() |
19,474 | +286 | $10,002 |
UNH | 19,474 | +286 | $10,002 |
![]() |
181,813 | +1,973 | $9,112 |
VTIP | 181,813 | +1,973 | $9,112 |
![]() |
202,554 | +2,176 | $8,434 |
SRLN | 202,554 | +2,176 | $8,434 |
![]() |
63,183 | +7,871 | $7,682 |
WMT | 63,183 | +7,871 | $7,682 |
![]() |
41,519 | +5,090 | $7,370 |
JNJ | 41,519 | +5,090 | $7,370 |
![]() |
22,721 | +10,507 | $7,168 |
MA | 22,721 | +10,507 | $7,168 |
![]() |
66,585 | +59,305 | $7,072 |
AMZN | 66,585 | +59,305 | $7,072 |
![]() |
74,605 | +74,605 | $7,015 |
VOX | 74,605 | +74,605 | $7,015 |
![]() |
80,393 | -4,474 | $6,227 |
NEE | 80,393 | -4,474 | $6,227 |
![]() |
24,094 | +8,276 | $6,108 |
DHR | 24,094 | +8,276 | $6,108 |
![]() |
50,378 | +2,636 | $5,673 |
JPM | 50,378 | +2,636 | $5,673 |
![]() |
30,913 | +30,913 | $5,617 |
MGK | 30,913 | +30,913 | $5,617 |
![]() |
72,900 | +6,314 | $5,545 |
MS | 72,900 | +6,314 | $5,545 |
![]() |
35,372 | +283 | $5,362 |
NVDA | 35,372 | +283 | $5,362 |
![]() |
20,875 | +191 | $5,154 |
MCD | 20,875 | +191 | $5,154 |
![]() |
54,236 | +1,624 | $4,934 |
AMAT | 54,236 | +1,624 | $4,934 |
![]() |
33,214 | -1,290 | $4,691 |
TGT | 33,214 | -1,290 | $4,691 |
![]() |
6,771 | -4,602 | $4,560 |
TSLA | 6,771 | -4,602 | $4,560 |
![]() |
13,705 | +181 | $4,444 |
LLY | 13,705 | +181 | $4,444 |
![]() |
57,596 | +845 | $4,435 |
BMY | 57,596 | +845 | $4,435 |
![]() |
44,758 | +14,380 | $4,302 |
RTX | 44,758 | +14,380 | $4,302 |
![]() |
80,415 | +1,185 | $4,216 |
PFE | 80,415 | +1,185 | $4,216 |
![]() |
24,160 | +136 | $4,199 |
HON | 24,160 | +136 | $4,199 |
![]() |
27,326 | +7,443 | $4,185 |
ABBV | 27,326 | +7,443 | $4,185 |
![]() |
45,389 | +634 | $4,138 |
MRK | 45,389 | +634 | $4,138 |
![]() |
190,156 | +35,884 | $3,986 |
T | 190,156 | +35,884 | $3,986 |
![]() |
35,878 | +35,878 | $3,962 |
EOG | 35,878 | +35,878 | $3,962 |
![]() |
137,070 | +2,219 | $3,957 |
BKR | 137,070 | +2,219 | $3,957 |
![]() |
36,135 | -22,520 | $3,840 |
VLO | 36,135 | -22,520 | $3,840 |
![]() |
14,158 | +218 | $3,731 |
CI | 14,158 | +218 | $3,731 |
![]() |
29,260 | +107 | $3,686 |
ETN | 29,260 | +107 | $3,686 |
![]() |
26,228 | +3,856 | $3,636 |
AXP | 26,228 | +3,856 | $3,636 |
![]() |
11,813 | -1,731 | $3,240 |
HD | 11,813 | -1,731 | $3,240 |
![]() |
58,815 | +793 | $3,232 |
DRE | 58,815 | +793 | $3,232 |
![]() |
34,584 | +458 | $3,205 |
CVS | 34,584 | +458 | $3,205 |
![]() |
28,873 | -7,098 | $3,137 |
ABT | 28,873 | -7,098 | $3,137 |
![]() |
31,380 | +31,380 | $3,011 |
AEP | 31,380 | +31,380 | $3,011 |
![]() |
23,241 | +196 | $2,969 |
QCOM | 23,241 | +196 | $2,969 |
![]() |
6,060 | -16 | $2,944 |
AVGO | 6,060 | -16 | $2,944 |
![]() |
23,200 | +276 | $2,941 |
DTE | 23,200 | +276 | $2,941 |
![]() |
52,542 | +16,429 | $2,896 |
DVN | 52,542 | +16,429 | $2,896 |
![]() |
15,771 | +2,785 | $2,819 |
CAT | 15,771 | +2,785 | $2,819 |
![]() |
30,437 | +437 | $2,732 |
MDT | 30,437 | +437 | $2,732 |
![]() |
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
![]() 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 |