
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
![]() |
200,545 | -2,811 | $38,900 |
AAPL | 200,545 | -2,811 | $38,900 |
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86,316 | -1,103 | $29,394 |
MSFT | 86,316 | -1,103 | $29,394 |
![]() |
45,040 | -566 | $19,053 |
NVDA | 45,040 | -566 | $19,053 |
![]() |
127,667 | +571 | $16,643 |
AMZN | 127,667 | +571 | $16,643 |
![]() |
94,778 | +1,001 | $15,277 |
IVE | 94,778 | +1,001 | $15,277 |
![]() |
119,691 | -1,694 | $14,327 |
GOOGL | 119,691 | -1,694 | $14,327 |
![]() |
192,191 | -1,923 | $13,546 |
IVW | 192,191 | -1,923 | $13,546 |
![]() |
23,249 | +91 | $12,517 |
COST | 23,249 | +91 | $12,517 |
![]() |
42,670 | -683 | $11,170 |
TSLA | 42,670 | -683 | $11,170 |
![]() |
18,039 | +10 | $8,460 |
LLY | 18,039 | +10 | $8,460 |
![]() |
17,569 | -138 | $8,444 |
UNH | 17,569 | -138 | $8,444 |
![]() |
51,561 | +350 | $8,104 |
WMT | 51,561 | +350 | $8,104 |
![]() |
50,875 | +455 | $7,399 |
JPM | 50,875 | +455 | $7,399 |
![]() |
91,756 | +1,385 | $7,202 |
VCLT | 91,756 | +1,385 | $7,202 |
![]() |
29,504 | -342 | $7,081 |
DHR | 29,504 | -342 | $7,081 |
![]() |
254,706 | +4,251 | $7,073 |
ANGL | 254,706 | +4,251 | $7,073 |
![]() |
92,536 | +1,578 | $6,947 |
HYG | 92,536 | +1,578 | $6,947 |
![]() |
45,377 | +187 | $6,559 |
AMAT | 45,377 | +187 | $6,559 |
![]() |
73,717 | +722 | $6,295 |
MS | 73,717 | +722 | $6,295 |
![]() |
20,495 | +71 | $6,116 |
MCD | 20,495 | +71 | $6,116 |
![]() |
34,845 | +203 | $5,768 |
JNJ | 34,845 | +203 | $5,768 |
![]() |
52,133 | +476 | $5,591 |
XOM | 52,133 | +476 | $5,591 |
![]() |
26,774 | +258 | $5,384 |
ETN | 26,774 | +258 | $5,384 |
![]() |
6,083 | -22 | $5,277 |
AVGO | 6,083 | -22 | $5,277 |
![]() |
45,142 | +271 | $5,209 |
MRK | 45,142 | +271 | $5,209 |
![]() |
17,847 | -141 | $5,122 |
META | 17,847 | -141 | $5,122 |
![]() |
67,535 | +423 | $5,011 |
NEE | 67,535 | +423 | $5,011 |
![]() |
12,709 | -60 | $4,998 |
MA | 12,709 | -60 | $4,998 |
![]() |
20,608 | +3 | $4,894 |
V | 20,608 | +3 | $4,894 |
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17,167 | +3,166 | $4,817 |
CI | 17,167 | +3,166 | $4,817 |
![]() |
26,501 | +193 | $4,607 |
XLK | 26,501 | +193 | $4,607 |
![]() |
26,434 | +234 | $4,605 |
AXP | 26,434 | +234 | $4,605 |
![]() |
33,823 | -390 | $4,557 |
ABBV | 33,823 | -390 | $4,557 |
![]() |
33,434 | +294 | $4,410 |
TGT | 33,434 | +294 | $4,410 |
![]() |
36,964 | +443 | $4,336 |
VLO | 36,964 | +443 | $4,336 |
![]() |
20,796 | +161 | $4,315 |
HON | 20,796 | +161 | $4,315 |
![]() |
21,560 | +74 | $4,235 |
PWR | 21,560 | +74 | $4,235 |
![]() |
78,830 | +723 | $3,872 |
SLB | 78,830 | +723 | $3,872 |
![]() |
104,014 | +24,462 | $3,815 |
PFE | 104,014 | +24,462 | $3,815 |
![]() |
11,887 | -60 | $3,693 |
HD | 11,887 | -60 | $3,693 |
![]() |
20,469 | -81 | $3,669 |
UPS | 20,469 | -81 | $3,669 |
![]() |
57,238 | +336 | $3,660 |
BMY | 57,238 | +336 | $3,660 |
![]() |
52,357 | +11,200 | $3,619 |
CVS | 52,357 | +11,200 | $3,619 |
![]() |
29,800 | -327 | $3,547 |
QCOM | 29,800 | -327 | $3,547 |
![]() |
33,040 | -437 | $3,273 |
SBUX | 33,040 | -437 | $3,273 |
![]() |
26,603 | +328 | $3,262 |
PLD | 26,603 | +328 | $3,262 |
![]() |
29,666 | -334 | $3,234 |
ABT | 29,666 | -334 | $3,234 |
![]() |
6,298 | +22 | $3,028 |
ROP | 6,298 | +22 | $3,028 |
![]() |
25,633 | +63 | $2,899 |
ICE | 25,633 | +63 | $2,899 |
![]() |
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
![]() 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 |