HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 APPLE INC |
350,489 | -5,730 | $60,102 |
| AAPL | 350,489 | -5,730 | $60,102 |
| AMAZON.COM INC |
307,384 | -4,741 | $55,446 |
| AMZN | 307,384 | -4,741 | $55,446 |
| AMPHENOL CORP |
464,604 | -12,553 | $53,592 |
| APH | 464,604 | -12,553 | $53,592 |
| MICROSOFT CORP |
123,749 | +2,034 | $52,064 |
| MSFT | 123,749 | +2,034 | $52,064 |
| META PLATFORMS INC. |
106,430 | -6,421 | $51,680 |
| META | 106,430 | -6,421 | $51,680 |
| CROWDSTRIKE HOL |
157,415 | -38,879 | $50,466 |
| CRWD | 157,415 | -38,879 | $50,466 |
| VISA INC |
173,510 | -2,178 | $48,423 |
| V | 173,510 | -2,178 | $48,423 |
| PEPSICO INC |
270,966 | -2,407 | $47,422 |
| PEP | 270,966 | -2,407 | $47,422 |
| APPLIED MATERIALS INC |
226,145 | -20,180 | $46,638 |
| AMAT | 226,145 | -20,180 | $46,638 |
| THERMO FISHER SCIENTIFIC |
73,156 | +10,481 | $42,519 |
| TMO | 73,156 | +10,481 | $42,519 |
| SERVICENOW |
54,621 | -2,764 | $41,643 |
| NOW | 54,621 | -2,764 | $41,643 |
| MARSH & MCLENNAN COS |
200,843 | +1,673 | $41,370 |
| MMC | 200,843 | +1,673 | $41,370 |
| ALPHABET INC CL C |
267,665 | -6,996 | $40,755 |
| GOOG | 267,665 | -6,996 | $40,755 |
| BECTON DICKINSON & CO |
162,687 | +5,527 | $40,257 |
| BDX | 162,687 | +5,527 | $40,257 |
| JOHNSON & JOHNSON |
241,733 | -15,582 | $38,240 |
| JNJ | 241,733 | -15,582 | $38,240 |
| RTX CORP |
387,243 | +50,987 | $37,768 |
| RTX | 387,243 | +50,987 | $37,768 |
| ACCENTURE PLC |
107,822 | +6,884 | $37,372 |
| ACN | 107,822 | +6,884 | $37,372 |
| ECOLAB INC |
159,150 | -2,178 | $36,748 |
| ECL | 159,150 | -2,178 | $36,748 |
| TJX COMPANIES INC |
362,159 | -2,405 | $36,730 |
| TJX | 362,159 | -2,405 | $36,730 |
| TEXAS INSTRUMENTS INC |
199,926 | +28,597 | $34,829 |
| TXN | 199,926 | +28,597 | $34,829 |
| AMGEN INC |
118,542 | -2,278 | $33,704 |
| AMGN | 118,542 | -2,278 | $33,704 |
| CHEVRON CORP |
206,410 | +3,605 | $32,559 |
| CVX | 206,410 | +3,605 | $32,559 |
| NIKE INC |
259,920 | -28,715 | $24,427 |
| NKE | 259,920 | -28,715 | $24,427 |
 BERKSHIRE HATHAWAY CL B |
$24,121 | ||
| BRK.B | 57,359 | +213 | $24,121 |
| JP MORGAN CHASE& CO |
115,968 | +1,093 | $23,228 |
| JPM | 115,968 | +1,093 | $23,228 |
| CVS HEALTH CORP |
259,351 | +648 | $20,686 |
| CVS | 259,351 | +648 | $20,686 |
| RAYMOND JAMES FINANCIAL INC |
144,434 | +144,434 | $18,548 |
| RJF | 144,434 | +144,434 | $18,548 |
| ALPHABET INC CL A |
90,391 | -11,789 | $13,643 |
| GOOGL | 90,391 | -11,789 | $13,643 |
| TRUIST FINANCIAL CORP |
332,675 | -327,586 | $12,968 |
| TFC | 332,675 | -327,586 | $12,968 |
| ABBOTT LABORATORIES |
106,826 | +2,685 | $12,142 |
| ABT | 106,826 | +2,685 | $12,142 |
| HOME DEPOT INC |
30,953 | -662 | $11,874 |
| HD | 30,953 | -662 | $11,874 |
| METTLER TOLEDO INTL INC |
5,671 | -245 | $7,550 |
| MTD | 5,671 | -245 | $7,550 |
| SPDR S&P 500 ETF (SPY) |
12,245 | -144 | $6,405 |
| SPY | 12,245 | -144 | $6,405 |
| ISHARES RUSSELL 1000 GROWTH (IWF) |
15,740 | -1,227 | $5,305 |
| IWF | 15,740 | -1,227 | $5,305 |
| ORACLE CORP |
35,704 | -19,365 | $4,485 |
| ORCL | 35,704 | -19,365 | $4,485 |
| OLD DOMINION FREIGHT LINE INC |
20,264 | +10,132 | $4,444 |
| ODFL | 20,264 | +10,132 | $4,444 |
| VANGUARD S&P 500 ETF (VOO) |
7,731 | +33 | $3,716 |
| VOO | 7,731 | +33 | $3,716 |
| MERCK & CO INC |
25,919 | +5,054 | $3,420 |
| MRK | 25,919 | +5,054 | $3,420 |
| COCA COLA |
48,339 | +380 | $2,957 |
| KO | 48,339 | +380 | $2,957 |
| LOWE S COMPANIES |
10,735 | -517 | $2,735 |
| LOW | 10,735 | -517 | $2,735 |
| EXXON MOBIL CORP |
21,928 | -1,075 | $2,549 |
| XOM | 21,928 | -1,075 | $2,549 |
| UNION PACIFIC CORPORATION |
9,560 | -662 | $2,351 |
| UNP | 9,560 | -662 | $2,351 |
| PROCTER & GAMBLE |
13,119 | -20 | $2,128 |
| PG | 13,119 | -20 | $2,128 |
| BANK OF AMERICA CORP |
54,750 | +2,500 | $2,076 |
| BAC | 54,750 | +2,500 | $2,076 |
| HONEYWELL INTL INC |
9,214 | +312 | $1,891 |
| HON | 9,214 | +312 | $1,891 |
| ENTERPRISE PRODUCTS PART LP |
54,387 | +54,387 | $1,587 |
| EPD | 54,387 | +54,387 | $1,587 |
| VANGUARD DIVIDEND APPREC. ETF (VIG) |
8,517 | +182 | $1,555 |
| VIG | 8,517 | +182 | $1,555 |
| BLACKSTONE GROUP LP |
11,585 | UNCH | $1,522 |
| BX | 11,585 | UNCH | $1,522 |
| NEXTERA ENERGY INC. |
19,828 | +776 | $1,267 |
| NEE | 19,828 | +776 | $1,267 |
| ISHARES RUSSELL 1000 INDEX (IWB) |
4,384 | UNCH | $1,263 |
| IWB | 4,384 | UNCH | $1,263 |
See Full List: All Stocks Held By Avity Investment Management Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Avity Investment Management Inc.
|
Size ($ in 1000's)
At 03/31/2024: $1,208,063 At 12/31/2023: $1,115,947 Avity Investment Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Avity Investment Management Inc. 13F filings. Link to 13F filings: SEC filings |
