HoldingsChannel.com
Avitas Wealth Management LLC Top Holdings
As of  06/30/2022, 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
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
APPLE INC 186,724 -22,811 $25,529
     AAPL186,724-22,811$25,529
MICROSOFT CORP 60,365 -39,870 $15,504
     MSFT60,365-39,870$15,504
SELECT SECTOR SPDR TR (XLK) 119,869 +96,001 $15,238
     XLK119,869+96,001$15,238
VANGUARD WORLD FDS (VCR) 60,280 +60,280 $13,711
     VCR60,280+60,280$13,711
ALPHABET INC 5,347 -2,236 $11,653
     GOOGL5,347-2,236$11,653
COSTCO WHSL CORP NEW 23,374 -3,854 $11,203
     COST23,374-3,854$11,203
UNITEDHEALTH GROUP INC 19,474 +286 $10,002
     UNH19,474+286$10,002
VANGUARD MALVERN FDS (VTIP) 181,813 +1,973 $9,112
     VTIP181,813+1,973$9,112
SSGA ACTIVE ETF TR (SRLN) 202,554 +2,176 $8,434
     SRLN202,554+2,176$8,434
WALMART INC 63,183 +7,871 $7,682
     WMT63,183+7,871$7,682
JOHNSON & JOHNSON 41,519 +5,090 $7,370
     JNJ41,519+5,090$7,370
MASTERCARD INCORPORATED 22,721 +10,507 $7,168
     MA22,721+10,507$7,168
AMAZON COM INC 66,585 +59,305 $7,072
     AMZN66,585+59,305$7,072
VANGUARD WORLD FDS (VOX) 74,605 +74,605 $7,015
     VOX74,605+74,605$7,015
NEXTERA ENERGY INC 80,393 -4,474 $6,227
     NEE80,393-4,474$6,227
DANAHER CORPORATION 24,094 +8,276 $6,108
     DHR24,094+8,276$6,108
JPMORGAN CHASE & CO 50,378 +2,636 $5,673
     JPM50,378+2,636$5,673
VANGUARD WORLD FD (MGK) 30,913 +30,913 $5,617
     MGK30,913+30,913$5,617
MORGAN STANLEY 72,900 +6,314 $5,545
     MS72,900+6,314$5,545
NVIDIA CORPORATION 35,372 +283 $5,362
     NVDA35,372+283$5,362
MCDONALDS CORP 20,875 +191 $5,154
     MCD20,875+191$5,154
APPLIED MATLS INC 54,236 +1,624 $4,934
     AMAT54,236+1,624$4,934
TARGET CORP 33,214 -1,290 $4,691
     TGT33,214-1,290$4,691
TESLA INC 6,771 -4,602 $4,560
     TSLA6,771-4,602$4,560
LILLY ELI & CO 13,705 +181 $4,444
     LLY13,705+181$4,444
BRISTOL MYERS SQUIBB CO 57,596 +845 $4,435
     BMY57,596+845$4,435
RAYTHEON TECHNOLOGIES CORP 44,758 +14,380 $4,302
     RTX44,758+14,380$4,302
PFIZER INC 80,415 +1,185 $4,216
     PFE80,415+1,185$4,216
HONEYWELL INTL INC 24,160 +136 $4,199
     HON24,160+136$4,199
ABBVIE INC 27,326 +7,443 $4,185
     ABBV27,326+7,443$4,185
MERCK & CO INC 45,389 +634 $4,138
     MRK45,389+634$4,138
AT&T INC 190,156 +35,884 $3,986
     T190,156+35,884$3,986
EOG RES INC 35,878 +35,878 $3,962
     EOG35,878+35,878$3,962
BAKER HUGHES COMPANY 137,070 +2,219 $3,957
     BKR137,070+2,219$3,957
VALERO ENERGY CORP 36,135 -22,520 $3,840
     VLO36,135-22,520$3,840
CIGNA CORP NEW 14,158 +218 $3,731
     CI14,158+218$3,731
EATON CORP PLC 29,260 +107 $3,686
     ETN29,260+107$3,686
AMERICAN EXPRESS CO 26,228 +3,856 $3,636
     AXP26,228+3,856$3,636
HOME DEPOT INC 11,813 -1,731 $3,240
     HD11,813-1,731$3,240
DUKE REALTY CORP 58,815 +793 $3,232
     DRE58,815+793$3,232
CVS HEALTH CORP 34,584 +458 $3,205
     CVS34,584+458$3,205
ABBOTT LABS 28,873 -7,098 $3,137
     ABT28,873-7,098$3,137
AMERICAN ELEC PWR CO INC 31,380 +31,380 $3,011
     AEP31,380+31,380$3,011
QUALCOMM INC 23,241 +196 $2,969
     QCOM23,241+196$2,969
BROADCOM INC 6,060 -16 $2,944
     AVGO6,060-16$2,944
DTE ENERGY CO 23,200 +276 $2,941
     DTE23,200+276$2,941
DEVON ENERGY CORP NEW 52,542 +16,429 $2,896
     DVN52,542+16,429$2,896
CATERPILLAR INC 15,771 +2,785 $2,819
     CAT15,771+2,785$2,819
MEDTRONIC PLC 30,437 +437 $2,732
     MDT30,437+437$2,732
THERMO FISHER SCIENTIFIC INC 5,024 +48 $2,729
     TMO5,024+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

Size ($ in 1000's)
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

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

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