Aviso Wealth Management Purchases in Q1 2025

Aviso Wealth Management

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MRK
Merck & Co., Inc.

Healthcare
15.4K
+ 368.2%
$83.01 - $101.02 $1.28M - $1.56M
19.6K $1.76B
GS
Goldman Sachs Group Inc

Financial Services
2.41K
+ 90.28%
$524.81 - $672.19 $1.26M - $1.62M
5.07K $2.77B
GE
General Electric CO

Industrials
3.89K
+ 34.85%
$168.59 - $212.13 $656K - $826K
15.1K $3.02B
ABBV
Abb Vie Inc.

Healthcare
2.32K
+ 16.12%
$169.2 - $216.66 $392K - $502K
16.7K $3.5B
JNJ
Johnson & Johnson

Healthcare
2.22K
+ 14.11%
$142.06 - $167.7 $315K - $372K
17.9K $2.97B
UBER
Uber Technologies, Inc

Technology
1.93K
+ 4.75%
$63.17 - $81.49 $122K - $158K
42.7K $3.11B
TFLR
T Rowe Price Exchange Traded F
12.4K
+ 21.94%
N/A
69.1K $3.53B
CVX
Chevron Corp

Energy
1.56K
+ 11.25%
$146.71 - $167.97 $229K - $262K
15.4K $2.58B
XOM
Exxon Mobil Corp

Energy
3.15K
+ 23.91%
$105.44 - $118.93 $332K - $375K
16.3K $1.94B
SCHW
Schwab Charles Corp

Financial Services
5.26K
+ 38.73%
$71.24 - $83.64 $375K - $440K
18.9K $1.48B
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 18.53%
$225.19 - $279.95 $252K - $313K
7.16K $1.76B
UNH
Unitedhealth Group Inc

Healthcare
503
+ 37.88%
$461.52 - $548.18 $232K - $276K
1.83K $959M
PGR
Progressive Corp

Financial Services
962
New
$235.61 - $291.22 $227K - $280K
962 $272M
COST
Costco Wholesale Corp

Consumer Defensive
191
+ 6.45%
$890.62 - $1076.86 $170K - $206K
3.15K $2.98B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.57K
+ 50.75%
$165.25 - $224.62 $425K - $578K
7.65K $1.27B
V
Visa Inc.

Financial Services
127
+ 2.2%
$306.92 - $362.71 $39K - $46.1K
5.89K $2.06B
HD
Home Depot, Inc.

Consumer Cyclical
752
+ 34.46%
$347.25 - $424.87 $261K - $320K
2.93K $1.08B
Linde PLC
479
New
N/A
479 $223M
MA
Mastercard Inc

Financial Services
271
+ 9.21%
$504.67 - $576.31 $137K - $156K
3.22K $1.76B
KO
Coca Cola CO

Consumer Defensive
1.73K
+ 39.93%
$60.81 - $72.32 $105K - $125K
6.06K $434M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.02%
$117.15 - $158.79 $117 - $159
4.02K $638M
INTU
Intuit Inc

Technology
217
+ 59.94%
$555.63 - $630.23 $121K - $137K
579 $356M
CSCO
Cisco Systems, Inc.

Technology
1.75K
+ 22.51%
$58.74 - $64.87 $103K - $114K
9.53K $588M
CAT
Caterpillar Inc

Industrials
579
+ 28.42%
$326.75 - $407.63 $189K - $236K
2.62K $863M
CMCSA
Comcast Corp

Communication Services
3.34K
+ 8.26%
$33.19 - $38.23 $111K - $128K
43.8K $1.61B
PEP
Pepsico Inc

Consumer Defensive
685
+ 8.21%
$142.64 - $156.42 $97.7K - $107K
9.03K $1.35B
ISRG
Intuitive Surgical Inc

Healthcare
182
+ 45.27%
$476.63 - $610.45 $86.7K - $111K
584 $289M
LADR
Ladder Capital Corp

Real Estate
1.81K
+ 1.43%
$10.81 - $11.87 $19.6K - $21.5K
128K $1.47B
QCOM
Qualcomm Inc

Technology
295
+ 15.92%
$151.94 - $175.86 $44.8K - $51.9K
2.15K $330M
PG
Procter & Gamble CO

Consumer Defensive
158
+ 2.91%
$158.56 - $176.26 $25.1K - $27.8K
5.58K $951M
AMD
Advanced Micro Devices Inc

Technology
719
+ 40.06%
$96.63 - $129.55 $69.5K - $93.1K
2.51K $258M
NEE
Nextera Energy Inc

Utilities
653
+ 3.76%
$66.96 - $76.16 $43.7K - $49.7K
18K $1.28B
PPL
Ppl Corp

Utilities
31
+ 0.39%
$31.68 - $36.11 $982 - $1.12K
7.93K $286M
BKNG
Booking Holdings Inc.

Consumer Cyclical
15
+ 13.04%
$4295.4 - $5141.88 $64.4K - $77.1K
130 $599M
MU
Micron Technology Inc

Technology
2
+ 0.02%
$86.89 - $109.38 $174 - $219
8.93K $776M
ADBE
Adobe Inc.

Technology
290
+ 18.99%
$377.84 - $464.11 $110K - $135K
1.82K $697M
BXSL
Blackstone Secured Lending Fund

Financial Services
423
+ 1.08%
$31.3 - $34.5 $13.2K - $14.6K
39.5K $1.28B
SYK
Stryker Corp

Healthcare
1
+ 0.11%
$355.18 - $399.9 $355 - $400
951 $354M
GOOG
Alphabet Inc.

Communication Services
731
+ 23.89%
$156.06 - $207.71 $114K - $152K
3.79K $592M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36
+ 7.2%
$507.05 - $563.67 $18.3K - $20.3K
536 $275M
BAC
Bank Of America Corp

Financial Services
1.52K
+ 5.69%
$39.61 - $47.74 $60.2K - $72.6K
28.3K $1.18B
WMT
Walmart Inc.

Consumer Defensive
45
+ 0.83%
$84.5 - $105.05 $3.8K - $4.73K
5.44K $478M
AXP
American Express CO

Financial Services
178
+ 8.06%
$255.39 - $325.87 $45.5K - $58K
2.39K $642M
FSK
Fs Kkr Capital Corp

Financial Services
884
+ 0.95%
$20.47 - $24.06 $18.1K - $21.3K
94K $1.97B
ORCL
Oracle Corp

Technology
64
+ 1.47%
$139.81 - $186.47 $8.95K - $11.9K
4.42K $618M
CRM
Salesforce, Inc.

Technology
59
+ 2.19%
$268.36 - $359.95 $15.8K - $21.2K
2.76K $740M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
10
+ 0.37%
$634.14 - $744.83 $6.34K - $7.45K
2.68K $1.7B
ETN
Eaton Corp PLC

Industrials
642
+ 9.6%
$271.83 - $371.23 $175K - $238K
7.33K $1.99B
MSFT
Microsoft Corp

Technology
921
+ 5.59%
$375.39 - $447.2 $346K - $412K
17.4K $6.53B
Activity Summary
Buys All Purchases 51 New Holdings 2 Increased Positions 49 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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