HoldingsChannel.com
| Entity | Amount | Change
12/31/2019 to 03/31/2020 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
38,544 | +3,263 | $9,801 |
| AAPL | 38,544 | +3,263 | $9,801 |
| COSTCO WHSL CORP NEW |
28,630 | -1,522 | $8,163 |
| COST | 28,630 | -1,522 | $8,163 |
| SELECT SECTOR SPDR TR (XLU) |
105,619 | +97,641 | $5,852 |
| XLU | 105,619 | +97,641 | $5,852 |
| AMAZON COM INC |
2,950 | -46 | $5,752 |
| AMZN | 2,950 | -46 | $5,752 |
| LILLY ELI & CO |
38,969 | -3,957 | $5,406 |
| LLY | 38,969 | -3,957 | $5,406 |
| ADOBE INC |
15,489 | -6,810 | $4,929 |
| ADBE | 15,489 | -6,810 | $4,929 |
| UNITEDHEALTH GROUP INC |
18,907 | -459 | $4,715 |
| UNH | 18,907 | -459 | $4,715 |
| MASTERCARD INC |
18,951 | -7,486 | $4,578 |
| MA | 18,951 | -7,486 | $4,578 |
| WALMART INC |
38,799 | +7,238 | $4,408 |
| WMT | 38,799 | +7,238 | $4,408 |
| TELADOC HEALTH INC |
27,181 | -1,897 | $4,213 |
| TDOC | 27,181 | -1,897 | $4,213 |
| DANAHER CORPORATION |
27,314 | -14,215 | $3,781 |
| DHR | 27,314 | -14,215 | $3,781 |
| REGENERON PHARMACEUTICALS |
7,631 | +7,631 | $3,726 |
| REGN | 7,631 | +7,631 | $3,726 |
| JOHNSON & JOHNSON |
28,374 | +4,714 | $3,721 |
| JNJ | 28,374 | +4,714 | $3,721 |
| AMERICAN TOWER CORP NEW |
16,839 | -3,598 | $3,667 |
| AMT | 16,839 | -3,598 | $3,667 |
| PROCTER & GAMBLE CO |
32,171 | +7,088 | $3,539 |
| PG | 32,171 | +7,088 | $3,539 |
| JPMORGAN CHASE & CO |
38,965 | -16,540 | $3,508 |
| JPM | 38,965 | -16,540 | $3,508 |
| TARGET CORP |
37,631 | +7,868 | $3,499 |
| TGT | 37,631 | +7,868 | $3,499 |
| THERMO FISHER SCIENTIFIC INC |
12,276 | -2,251 | $3,481 |
| TMO | 12,276 | -2,251 | $3,481 |
| PEPSICO INC |
28,891 | +7,587 | $3,470 |
| PEP | 28,891 | +7,587 | $3,470 |
| ALPHABET INC |
2,824 | -557 | $3,281 |
| GOOGL | 2,824 | -557 | $3,281 |
| AT&T INC |
112,456 | -500 | $3,278 |
| T | 112,456 | -500 | $3,278 |
| MICROSOFT CORP |
19,988 | +10,604 | $3,152 |
| MSFT | 19,988 | +10,604 | $3,152 |
| MERCK & CO. INC |
40,450 | -9,769 | $3,112 |
| MRK | 40,450 | -9,769 | $3,112 |
| AMERICAN ELEC PWR CO INC |
37,200 | -8,224 | $2,975 |
| AEP | 37,200 | -8,224 | $2,975 |
| MCDONALDS CORP |
16,644 | -4,433 | $2,752 |
| MCD | 16,644 | -4,433 | $2,752 |
| AMPHENOL CORP NEW |
35,616 | -9,758 | $2,596 |
| APH | 35,616 | -9,758 | $2,596 |
| NETFLIX INC |
6,714 | -1,471 | $2,521 |
| NFLX | 6,714 | -1,471 | $2,521 |
| SCOTTS MIRACLE GRO CO |
23,792 | -7,730 | $2,436 |
| SMG | 23,792 | -7,730 | $2,436 |
| NOVARTIS A G |
29,186 | -9,527 | $2,406 |
| NVS | 29,186 | -9,527 | $2,406 |
| HONEYWELL INTL INC |
17,430 | -20,401 | $2,332 |
| HON | 17,430 | -20,401 | $2,332 |
| PROLOGIS INC. |
28,565 | -11,799 | $2,296 |
| PLD | 28,565 | -11,799 | $2,296 |
| AMGEN INC |
11,317 | -2,695 | $2,294 |
| AMGN | 11,317 | -2,695 | $2,294 |
| ABBOTT LABS |
26,806 | -8,161 | $2,115 |
| ABT | 26,806 | -8,161 | $2,115 |
| FACEBOOK INC |
12,606 | -4,252 | $2,103 |
| FB | 12,606 | -4,252 | $2,103 |
| ZOOM VIDEO COMMUNICATIONS IN |
14,300 | +14,300 | $2,090 |
| ZM | 14,300 | +14,300 | $2,090 |
| SHOPIFY INC |
4,979 | -3,569 | $2,076 |
| SHOP | 4,979 | -3,569 | $2,076 |
| HOME DEPOT INC |
10,970 | -15,640 | $2,048 |
| HD | 10,970 | -15,640 | $2,048 |
| DTE ENERGY CO |
21,317 | -7,967 | $2,024 |
| DTE | 21,317 | -7,967 | $2,024 |
| UNITED PARCEL SERVICE INC |
20,994 | +1,582 | $1,961 |
| UPS | 20,994 | +1,582 | $1,961 |
| BIONTECH SE |
33,456 | +33,456 | $1,954 |
| BNTX | 33,456 | +33,456 | $1,954 |
| CME GROUP INC |
10,859 | -11,947 | $1,878 |
| CME | 10,859 | -11,947 | $1,878 |
| ROPER TECHNOLOGIES INC |
5,905 | -4,972 | $1,841 |
| ROP | 5,905 | -4,972 | $1,841 |
| CHUBB LIMITED |
16,463 | -6,696 | $1,839 |
| CB | 16,463 | -6,696 | $1,839 |
| SELECT SECTOR SPDR TR (XLK) |
22,555 | -7,429 | $1,813 |
| XLK | 22,555 | -7,429 | $1,813 |
| ACTIVISION BLIZZARD INC |
29,491 | -10,788 | $1,754 |
| ATVI | 29,491 | -10,788 | $1,754 |
| BROADCOM INC |
7,141 | -5,423 | $1,693 |
| AVGO | 7,141 | -5,423 | $1,693 |
| MOTOROLA SOLUTIONS INC |
12,128 | -8,831 | $1,612 |
| MSI | 12,128 | -8,831 | $1,612 |
| GILEAD SCIENCES INC |
21,546 | +21,546 | $1,611 |
| GILD | 21,546 | +21,546 | $1,611 |
| STARBUCKS CORP |
24,048 | -11,278 | $1,581 |
| SBUX | 24,048 | -11,278 | $1,581 |
| HILL ROM HLDGS INC |
15,517 | -7,427 | $1,561 |
| HRC | 15,517 | -7,427 | $1,561 |
See Full List: All Stocks Held By Avitas Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Avitas Wealth Management LLC
|
Size ($ in 1000's)
At 03/31/2020: $219,728 At 12/31/2019: $389,947 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 |
