HoldingsChannel.com
Avitas Wealth Management LLC Top Holdings
As of  06/30/2023, 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
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
APPLE INC 200,545 -2,811 $38,900
     AAPL200,545-2,811$38,900
MICROSOFT CORP 86,316 -1,103 $29,394
     MSFT86,316-1,103$29,394
NVIDIA CORPORATION 45,040 -566 $19,053
     NVDA45,040-566$19,053
AMAZON COM INC 127,667 +571 $16,643
     AMZN127,667+571$16,643
ISHARES TR (IVE) 94,778 +1,001 $15,277
     IVE94,778+1,001$15,277
ALPHABET INC 119,691 -1,694 $14,327
     GOOGL119,691-1,694$14,327
ISHARES TR (IVW) 192,191 -1,923 $13,546
     IVW192,191-1,923$13,546
COSTCO WHSL CORP NEW 23,249 +91 $12,517
     COST23,249+91$12,517
TESLA INC 42,670 -683 $11,170
     TSLA42,670-683$11,170
LILLY ELI & CO 18,039 +10 $8,460
     LLY18,039+10$8,460
UNITEDHEALTH GROUP INC 17,569 -138 $8,444
     UNH17,569-138$8,444
WALMART INC 51,561 +350 $8,104
     WMT51,561+350$8,104
JPMORGAN CHASE & CO 50,875 +455 $7,399
     JPM50,875+455$7,399
VANGUARD SCOTTSDALE FDS (VCLT) 91,756 +1,385 $7,202
     VCLT91,756+1,385$7,202
DANAHER CORPORATION 29,504 -342 $7,081
     DHR29,504-342$7,081
VANECK ETF TRUST (ANGL) 254,706 +4,251 $7,073
     ANGL254,706+4,251$7,073
ISHARES TR (HYG) 92,536 +1,578 $6,947
     HYG92,536+1,578$6,947
APPLIED MATLS INC 45,377 +187 $6,559
     AMAT45,377+187$6,559
MORGAN STANLEY 73,717 +722 $6,295
     MS73,717+722$6,295
MCDONALDS CORP 20,495 +71 $6,116
     MCD20,495+71$6,116
JOHNSON & JOHNSON 34,845 +203 $5,768
     JNJ34,845+203$5,768
EXXON MOBIL CORP 52,133 +476 $5,591
     XOM52,133+476$5,591
EATON CORP PLC 26,774 +258 $5,384
     ETN26,774+258$5,384
BROADCOM INC 6,083 -22 $5,277
     AVGO6,083-22$5,277
MERCK & CO INC 45,142 +271 $5,209
     MRK45,142+271$5,209
META PLATFORMS INC 17,847 -141 $5,122
     META17,847-141$5,122
NEXTERA ENERGY INC 67,535 +423 $5,011
     NEE67,535+423$5,011
MASTERCARD INCORPORATED 12,709 -60 $4,998
     MA12,709-60$4,998
VISA INC 20,608 +3 $4,894
     V20,608+3$4,894
THE CIGNA GROUP 17,167 +3,166 $4,817
     CI17,167+3,166$4,817
SELECT SECTOR SPDR TR (XLK) 26,501 +193 $4,607
     XLK26,501+193$4,607
AMERICAN EXPRESS CO 26,434 +234 $4,605
     AXP26,434+234$4,605
ABBVIE INC 33,823 -390 $4,557
     ABBV33,823-390$4,557
TARGET CORP 33,434 +294 $4,410
     TGT33,434+294$4,410
VALERO ENERGY CORP 36,964 +443 $4,336
     VLO36,964+443$4,336
HONEYWELL INTL INC 20,796 +161 $4,315
     HON20,796+161$4,315
QUANTA SVCS INC 21,560 +74 $4,235
     PWR21,560+74$4,235
SCHLUMBERGER LTD 78,830 +723 $3,872
     SLB78,830+723$3,872
PFIZER INC 104,014 +24,462 $3,815
     PFE104,014+24,462$3,815
HOME DEPOT INC 11,887 -60 $3,693
     HD11,887-60$3,693
UNITED PARCEL SERVICE INC 20,469 -81 $3,669
     UPS20,469-81$3,669
BRISTOL MYERS SQUIBB CO 57,238 +336 $3,660
     BMY57,238+336$3,660
CVS HEALTH CORP 52,357 +11,200 $3,619
     CVS52,357+11,200$3,619
QUALCOMM INC 29,800 -327 $3,547
     QCOM29,800-327$3,547
STARBUCKS CORP 33,040 -437 $3,273
     SBUX33,040-437$3,273
PROLOGIS INC. 26,603 +328 $3,262
     PLD26,603+328$3,262
ABBOTT LABS 29,666 -334 $3,234
     ABT29,666-334$3,234
ROPER TECHNOLOGIES INC 6,298 +22 $3,028
     ROP6,298+22$3,028
INTERCONTINENTAL EXCHANGE IN (ICE) 25,633 +63 $2,899
     ICE25,633+63$2,899
GENERAL MTRS CO 73,391 +16,088 $2,830
     GM73,391+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

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

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