HoldingsChannel.com
| Entity | Amount | Change
09/30/2019 to 12/31/2019 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
35,281 | +150 | $10,360 |
| AAPL | 35,281 | +150 | $10,360 |
| COSTCO WHSL CORP NEW |
30,152 | +132 | $8,862 |
| COST | 30,152 | +132 | $8,862 |
| MASTERCARD INC |
26,437 | +83 | $7,894 |
| MA | 26,437 | +83 | $7,894 |
| JPMORGAN CHASE & CO |
55,505 | +294 | $7,737 |
| JPM | 55,505 | +294 | $7,737 |
| ADOBE INC |
22,299 | +151 | $7,354 |
| ADBE | 22,299 | +151 | $7,354 |
| HONEYWELL INTL INC |
37,831 | +84 | $6,696 |
| HON | 37,831 | +84 | $6,696 |
| DANAHER CORPORATION |
41,529 | +168 | $6,374 |
| DHR | 41,529 | +168 | $6,374 |
| HOME DEPOT INC |
26,610 | +160 | $5,811 |
| HD | 26,610 | +160 | $5,811 |
| UNITEDHEALTH GROUP INC |
19,366 | +169 | $5,693 |
| UNH | 19,366 | +169 | $5,693 |
| LILLY ELI & CO |
42,926 | +317 | $5,642 |
| LLY | 42,926 | +317 | $5,642 |
| AMAZON COM INC |
2,996 | +22 | $5,536 |
| AMZN | 2,996 | +22 | $5,536 |
| INGERSOLL RAND PLC |
40,397 | +96 | $5,370 |
| IR | 40,397 | +96 | $5,370 |
| TEXAS INSTRS INC |
38,418 | -7 | $4,929 |
| TXN | 38,418 | -7 | $4,929 |
| AMPHENOL CORP NEW |
45,374 | +449 | $4,911 |
| APH | 45,374 | +449 | $4,911 |
| THERMO FISHER SCIENTIFIC INC |
14,527 | +44 | $4,719 |
| TMO | 14,527 | +44 | $4,719 |
| AMERICAN TOWER CORP NEW |
20,437 | +71 | $4,697 |
| AMT | 20,437 | +71 | $4,697 |
| CME GROUP INC |
22,806 | +114 | $4,578 |
| CME | 22,806 | +114 | $4,578 |
| MERCK & CO INC |
50,219 | +119 | $4,567 |
| MRK | 50,219 | +119 | $4,567 |
| ALPHABET INC |
3,381 | +2 | $4,528 |
| GOOGL | 3,381 | +2 | $4,528 |
| AT&T INC |
112,956 | +464 | $4,414 |
| T | 112,956 | +464 | $4,414 |
| DISNEY WALT CO |
30,053 | +225 | $4,347 |
| DIS | 30,053 | +225 | $4,347 |
| AMERICAN ELEC PWR CO INC |
45,424 | +247 | $4,293 |
| AEP | 45,424 | +247 | $4,293 |
| ROKU INC |
31,389 | +154 | $4,203 |
| ROKU | 31,389 | +154 | $4,203 |
| MCDONALDS CORP |
21,077 | +41 | $4,165 |
| MCD | 21,077 | +41 | $4,165 |
| MORGAN STANLEY |
81,090 | +411 | $4,145 |
| MS | 81,090 | +411 | $4,145 |
| COMCAST CORP NEW |
91,781 | +16,828 | $4,127 |
| CMCSA | 91,781 | +16,828 | $4,127 |
| VALERO ENERGY CORP NEW |
42,927 | +158 | $4,020 |
| VLO | 42,927 | +158 | $4,020 |
| BROADCOM INC |
12,564 | +98 | $3,970 |
| AVGO | 12,564 | +98 | $3,970 |
| ROPER TECHNOLOGIES INC |
10,877 | +14 | $3,853 |
| ROP | 10,877 | +14 | $3,853 |
| TARGET CORP |
29,763 | +95 | $3,816 |
| TGT | 29,763 | +95 | $3,816 |
| DTE ENERGY CO |
29,284 | +167 | $3,803 |
| DTE | 29,284 | +167 | $3,803 |
| WALMART INC |
31,561 | +57 | $3,751 |
| WMT | 31,561 | +57 | $3,751 |
| GOLDMAN SACHS GROUP INC |
16,146 | +162 | $3,712 |
| GS | 16,146 | +162 | $3,712 |
| APTIV PLC |
38,737 | +257 | $3,679 |
| APTV | 38,737 | +257 | $3,679 |
| NOVARTIS A G |
38,713 | +132 | $3,666 |
| NVS | 38,713 | +132 | $3,666 |
| CHUBB LIMITED |
23,159 | +16 | $3,605 |
| CB | 23,159 | +16 | $3,605 |
| PROLOGIS INC |
40,364 | +80 | $3,598 |
| PLD | 40,364 | +80 | $3,598 |
| CHEVRON CORP NEW |
29,691 | +56 | $3,578 |
| CVX | 29,691 | +56 | $3,578 |
| CAPITAL ONE FINL CORP |
34,612 | +57 | $3,562 |
| COF | 34,612 | +57 | $3,562 |
| CONSTELLATION BRANDS INC |
18,573 | +130 | $3,524 |
| STZ | 18,573 | +130 | $3,524 |
| AUTODESK INC |
18,963 | +6,249 | $3,479 |
| ADSK | 18,963 | +6,249 | $3,479 |
| FACEBOOK INC |
16,858 | +193 | $3,460 |
| FB | 16,858 | +193 | $3,460 |
| JOHNSON & JOHNSON |
23,660 | -6,677 | $3,451 |
| JNJ | 23,660 | -6,677 | $3,451 |
| XILINX INC |
35,247 | +973 | $3,446 |
| XLNX | 35,247 | +973 | $3,446 |
| SIGNATURE BK NEW YORK N Y |
25,130 | +49 | $3,433 |
| SBNY | 25,130 | +49 | $3,433 |
| CELANESE CORP DEL |
27,787 | +51 | $3,421 |
| CE | 27,787 | +51 | $3,421 |
| PAYPAL HLDGS INC |
31,533 | +213 | $3,411 |
| PYPL | 31,533 | +213 | $3,411 |
| SHOPIFY INC |
8,548 | -1,399 | $3,399 |
| SHOP | 8,548 | -1,399 | $3,399 |
| LINDE PLC |
15,961 | +118 | $3,398 |
| LIN | 15,961 | +118 | $3,398 |
| AMGEN INC |
14,012 | +148 | $3,378 |
| AMGN | 14,012 | +148 | $3,378 |
See Full List: All Stocks Held By Avitas Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Avitas Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2019: $389,947 At 09/30/2019: $362,293 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 |
