Aviso Wealth Management Portfolio Holdings

Aviso Wealth Management

  • $168 Billion
  • Q2 2024

Aviso Wealth Management has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $168 Billion distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.3B, Nvidia Corp with a value of $10.2B, Alphabet Inc. with a value of $7.66B, Netflix Inc with a value of $7.64B, and Meta Platforms, Inc. with a value of $7.06B.

Examining the 13F form we can see an increase of $9.88B in the current position value, from $159B to 168B.

Aviso Wealth Management is based out at Bellevue, WA

Below you can find more details about Aviso Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $168 Billion
Technology: $52.8 Billion
Communication Services: $25.2 Billion
Financial Services: $20 Billion
Consumer Cyclical: $14.3 Billion
Healthcare: $14.1 Billion
Consumer Defensive: $10.2 Billion
ETFs: $9.11 Billion
Industrials: $8.84 Billion
Other: $12.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.48T
$16.3 Billion 9.66% of portfolio
77,264
Q2 2024 Reduced 0.99%
$288B
$10.2 Billion 6.05% of portfolio
82,559
Q2 2024 Added 882.61%
$949B
$7.66 Billion 4.55% of portfolio
42,057
Q2 2024 Added 0.06%
$314B
$7.64 Billion 4.54% of portfolio
11,325
Q2 2024 Added 1.03%
$1.2T
$7.06 Billion 4.19% of portfolio
14,003
Q2 2024 Reduced 0.79%
$3.24T
$6.95 Billion 4.12% of portfolio
15,541
Q2 2024 Reduced 0.41%
$1.9T
$5.73 Billion 3.4% of portfolio
29,671
Q2 2024 Added 1.75%
$0
$3.08 Billion 1.83% of portfolio
155,935
Q2 2024 Reduced 6.3%
$594B
$3.02 Billion 1.79% of portfolio
7,427
Q2 2024 Added 0.42%
$15.5B
$2.59 Billion 1.54% of portfolio
24,293
Q2 2024 Added 20.78%
$397B
$2.47 Billion 1.47% of portfolio
2,907
Q2 2024 Reduced 2.68%
$720B
$2.39 Billion 1.42% of portfolio
12,089
Q2 2024 Added 0.6%
$167B
$2.26 Billion 1.34% of portfolio
80,848
Q2 2024 Added 0.71%
$65.8B
$2.08 Billion 1.24% of portfolio
1,298
Q2 2024 Reduced 3.85%
$44.2B
$2.04 Billion 1.21% of portfolio
32,189
Q2 2024 Reduced 0.86%
$862B
$1.94 Billion 1.15% of portfolio
2,139
Q2 2024 Added 3.83%
$42.9B
$1.87 Billion 1.11% of portfolio
58,059
Q2 2024 Added 15.19%
$1.23B
$1.79 Billion 1.07% of portfolio
1,303
Q2 2024 Reduced 0.91%
$123B
$1.73 Billion 1.03% of portfolio
1,645
Q2 2024 Added 28.12%
$437B
$1.72 Billion 1.02% of portfolio
11,759
Q2 2024 Reduced 0.39%
$110B
$1.6 Billion 0.95% of portfolio
20,496
Q2 2024 Reduced 23.79%
Ge Healthcare Technologies I
-
$1.6 Billion 0.95% of portfolio
-
Q2 2024 Added 41.87%
$1.53B
$1.58 Billion 0.94% of portfolio
139,653
Q2 2024 Reduced 3.99%
$32B
$1.54 Billion 0.92% of portfolio
7,710
Q2 2024 Added 42.25%
$66.4B
$1.51 Billion 0.9% of portfolio
38,073
Q2 2024 Reduced 4.68%
$78.4B
$1.47 Billion 0.87% of portfolio
7,470
Q2 2024 Added 287.05%
$0
$1.36 Billion 0.81% of portfolio
2,357
Q4 2023 New
$57.7B
$1.36 Billion 0.81% of portfolio
3,547
Q2 2024 Reduced 2.39%
$477B
$1.34 Billion 0.8% of portfolio
5,121
Q2 2024 Added 1.87%
$2.27B
$1.33 Billion 0.79% of portfolio
117,286
Q2 2024 Reduced 0.8%
$476B
$1.24 Billion 0.74% of portfolio
10,786
Q2 2024 Reduced 5.76%
$103B
$1.23 Billion 0.73% of portfolio
18,762
Q2 2024 Added 202.95%
$96.5B
$1.22 Billion 0.72% of portfolio
9,279
Q2 2024 Added 0.64%
$93.2B
$1.22 Billion 0.72% of portfolio
6,688
Q2 2024 Reduced 31.97%
$37.1B
$1.2 Billion 0.71% of portfolio
13,399
Q2 2024 Added 3.72%
$166B
$1.2 Billion 0.71% of portfolio
2,644
Q2 2024 Reduced 3.78%
$149B
$1.17 Billion 0.7% of portfolio
2,515
Q2 2024 Reduced 37.99%
$116B
$1.16 Billion 0.69% of portfolio
15,719
Q2 2024 Reduced 7.26%
$137B
$1.14 Billion 0.68% of portfolio
5,340
Q2 2024 Added 197.99%
$392B
$1.07 Billion 0.63% of portfolio
3,097
Q2 2024 Reduced 0.64%
$614B
$1.03 Billion 0.61% of portfolio
5,090
Q2 2024 Reduced 3.4%
$0
$1.01 Billion 0.6% of portfolio
2,702
Q4 2023 New
$317B
$995 Million 0.59% of portfolio
25,008
Q2 2024 Reduced 16.09%
$178B
$941 Million 0.56% of portfolio
3,013
Q2 2024 Added 64.82%
$39.2B
$892 Million 0.53% of portfolio
3,512
Q1 2024 Added 0.03%
$101B
$896 Million 0.53% of portfolio
2,644
Q2 2024 Added 26.39%
$239B
$883 Million 0.52% of portfolio
1,596
Q2 2024 Added 9.92%
$53.5B
$863 Million 0.51% of portfolio
1,334
Q2 2024 Added 1.75%
$173B
$851 Million 0.51% of portfolio
21,731
Q2 2024 Added 44.56%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $168 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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