HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
200,545 | -2,811 | $38,900 |
| AAPL | 200,545 | -2,811 | $38,900 |
| MICROSOFT CORP |
86,316 | -1,103 | $29,394 |
| MSFT | 86,316 | -1,103 | $29,394 |
| NVIDIA CORPORATION |
45,040 | -566 | $19,053 |
| NVDA | 45,040 | -566 | $19,053 |
| AMAZON COM INC |
127,667 | +571 | $16,643 |
| AMZN | 127,667 | +571 | $16,643 |
| ISHARES TR (IVE) |
94,778 | +1,001 | $15,277 |
| IVE | 94,778 | +1,001 | $15,277 |
| ALPHABET INC |
119,691 | -1,694 | $14,327 |
| GOOGL | 119,691 | -1,694 | $14,327 |
| ISHARES TR (IVW) |
192,191 | -1,923 | $13,546 |
| IVW | 192,191 | -1,923 | $13,546 |
| COSTCO WHSL CORP NEW |
23,249 | +91 | $12,517 |
| COST | 23,249 | +91 | $12,517 |
| TESLA INC |
42,670 | -683 | $11,170 |
| TSLA | 42,670 | -683 | $11,170 |
| LILLY ELI & CO |
18,039 | +10 | $8,460 |
| LLY | 18,039 | +10 | $8,460 |
| UNITEDHEALTH GROUP INC |
17,569 | -138 | $8,444 |
| UNH | 17,569 | -138 | $8,444 |
| WALMART INC |
51,561 | +350 | $8,104 |
| WMT | 51,561 | +350 | $8,104 |
| JPMORGAN CHASE & CO |
50,875 | +455 | $7,399 |
| JPM | 50,875 | +455 | $7,399 |
| VANGUARD SCOTTSDALE FDS (VCLT) |
91,756 | +1,385 | $7,202 |
| VCLT | 91,756 | +1,385 | $7,202 |
| DANAHER CORPORATION |
29,504 | -342 | $7,081 |
| DHR | 29,504 | -342 | $7,081 |
| VANECK ETF TRUST (ANGL) |
254,706 | +4,251 | $7,073 |
| ANGL | 254,706 | +4,251 | $7,073 |
| ISHARES TR (HYG) |
92,536 | +1,578 | $6,947 |
| HYG | 92,536 | +1,578 | $6,947 |
| APPLIED MATLS INC |
45,377 | +187 | $6,559 |
| AMAT | 45,377 | +187 | $6,559 |
| MORGAN STANLEY |
73,717 | +722 | $6,295 |
| MS | 73,717 | +722 | $6,295 |
| MCDONALDS CORP |
20,495 | +71 | $6,116 |
| MCD | 20,495 | +71 | $6,116 |
| JOHNSON & JOHNSON |
34,845 | +203 | $5,768 |
| JNJ | 34,845 | +203 | $5,768 |
| EXXON MOBIL CORP |
52,133 | +476 | $5,591 |
| XOM | 52,133 | +476 | $5,591 |
| EATON CORP PLC |
26,774 | +258 | $5,384 |
| ETN | 26,774 | +258 | $5,384 |
| BROADCOM INC |
6,083 | -22 | $5,277 |
| AVGO | 6,083 | -22 | $5,277 |
| MERCK & CO INC |
45,142 | +271 | $5,209 |
| MRK | 45,142 | +271 | $5,209 |
| META PLATFORMS INC |
17,847 | -141 | $5,122 |
| META | 17,847 | -141 | $5,122 |
| NEXTERA ENERGY INC |
67,535 | +423 | $5,011 |
| NEE | 67,535 | +423 | $5,011 |
| MASTERCARD INCORPORATED |
12,709 | -60 | $4,998 |
| MA | 12,709 | -60 | $4,998 |
| VISA INC |
20,608 | +3 | $4,894 |
| V | 20,608 | +3 | $4,894 |
| THE CIGNA GROUP |
17,167 | +3,166 | $4,817 |
| CI | 17,167 | +3,166 | $4,817 |
| SELECT SECTOR SPDR TR (XLK) |
26,501 | +193 | $4,607 |
| XLK | 26,501 | +193 | $4,607 |
| AMERICAN EXPRESS CO |
26,434 | +234 | $4,605 |
| AXP | 26,434 | +234 | $4,605 |
| ABBVIE INC |
33,823 | -390 | $4,557 |
| ABBV | 33,823 | -390 | $4,557 |
| TARGET CORP |
33,434 | +294 | $4,410 |
| TGT | 33,434 | +294 | $4,410 |
| VALERO ENERGY CORP |
36,964 | +443 | $4,336 |
| VLO | 36,964 | +443 | $4,336 |
| HONEYWELL INTL INC |
20,796 | +161 | $4,315 |
| HON | 20,796 | +161 | $4,315 |
| QUANTA SVCS INC |
21,560 | +74 | $4,235 |
| PWR | 21,560 | +74 | $4,235 |
| SCHLUMBERGER LTD |
78,830 | +723 | $3,872 |
| SLB | 78,830 | +723 | $3,872 |
| PFIZER INC |
104,014 | +24,462 | $3,815 |
| PFE | 104,014 | +24,462 | $3,815 |
| HOME DEPOT INC |
11,887 | -60 | $3,693 |
| HD | 11,887 | -60 | $3,693 |
| UNITED PARCEL SERVICE INC |
20,469 | -81 | $3,669 |
| UPS | 20,469 | -81 | $3,669 |
| BRISTOL MYERS SQUIBB CO |
57,238 | +336 | $3,660 |
| BMY | 57,238 | +336 | $3,660 |
| CVS HEALTH CORP |
52,357 | +11,200 | $3,619 |
| CVS | 52,357 | +11,200 | $3,619 |
| QUALCOMM INC |
29,800 | -327 | $3,547 |
| QCOM | 29,800 | -327 | $3,547 |
| STARBUCKS CORP |
33,040 | -437 | $3,273 |
| SBUX | 33,040 | -437 | $3,273 |
| PROLOGIS INC. |
26,603 | +328 | $3,262 |
| PLD | 26,603 | +328 | $3,262 |
| ABBOTT LABS |
29,666 | -334 | $3,234 |
| ABT | 29,666 | -334 | $3,234 |
| ROPER TECHNOLOGIES INC |
6,298 | +22 | $3,028 |
| ROP | 6,298 | +22 | $3,028 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
25,633 | +63 | $2,899 |
| ICE | 25,633 | +63 | $2,899 |
| GENERAL MTRS CO |
73,391 | +16,088 | $2,830 |
| GM | 73,391 | +16,088 | $2,830 |
See Full List: All Stocks Held By Avitas Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Avitas Wealth Management LLC
|
Size ($ in 1000's)
At 06/30/2023: $552,618 At 03/31/2023: $510,791 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 |
