Aviso Wealth Management Sells in Q4 2024

Aviso Wealth Management

  • $196 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SWKS
Skyworks Solutions, Inc.

Technology
-10.6K
- 78.29%
$83.18 - $99.15 $883K - $1.05M
2.94K $261M
MSTR
Microstrategy Inc

Technology
-8.67K
- 66.69%
$162.69 - $473.83 $1.41M - $4.11M
4.33K $1.25B
KHC
Kraft Heinz CO

Consumer Defensive
-14K
- 21.12%
$30.1 - $36.02 $422K - $505K
52.4K $1.61B
GIS
General Mills Inc

Consumer Defensive
-5.04K
- 15.76%
$62.78 - $74.62 $316K - $376K
26.9K $1.72B
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.99K
- 20.11%
$59.25 - $72.99 $236K - $291K
15.8K $946M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-57.6K
- 80.21%
$8.01 - $11.0 $461K - $633K
14.2K $128M
AMD
Advanced Micro Devices Inc

Technology
-2.19K
- 54.92%
$118.88 - $172.8 $260K - $378K
1.8K $217M
PFE
Pfizer Inc

Healthcare
-7.74K
- 9.35%
$24.8 - $30.19 $192K - $234K
75K $1.99B
Ge Healthcare Technologies I
-522
- 2.54%
N/A
20K $1.56B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-51
- 1.49%
$501.29 - $612.85 $25.6K - $31.3K
3.36K $1.75B
SBUX
Starbucks Corp

Consumer Cyclical
-2.23K
- 17.8%
$87.44 - $102.5 $195K - $228K
10.3K $938M
FSLR
First Solar, Inc.

Technology
-54
- 1.68%
$175.88 - $240.66 $9.5K - $13K
3.16K $556M
LMT
Lockheed Martin Corp

Industrials
-89
- 5.77%
$479.66 - $614.62 $42.7K - $54.7K
1.45K $706M
CEG
Constellation Energy Corp

Utilities
-100
- 2.33%
$224.28 - $285.52 $22.4K - $28.6K
4.19K $937M
CMCSA
Comcast Corp

Communication Services
-6
- 0.01%
$37.39 - $45.14 $224 - $271
40.4K $1.52B
URI
United Rentals, Inc.

Industrials
-6
- 0.45%
$704.44 - $880.32 $4.23K - $5.28K
1.32K $928M
NTAP
Net App, Inc.

Technology
-653
- 11.85%
$115.31 - $131.11 $75.3K - $85.6K
4.86K $564M
HBAN
Huntington Bancshares Inc

Financial Services
-10.9K
- 24.63%
$14.18 - $18.2 $154K - $198K
33.2K $541M
DD
Du Pont De Nemours, Inc.

Basic Materials
-373
- 6.12%
$75.95 - $88.05 $28.3K - $32.8K
5.72K $436M
LADR
Ladder Capital Corp

Real Estate
-4.26K
- 3.25%
$10.95 - $11.99 $46.6K - $51K
127K $1.42B
STLD
Steel Dynamics Inc

Basic Materials
-458
- 17.95%
N/A
2.09K $239M
EXC
Exelon Corp

Utilities
-126
- 0.47%
$36.22 - $40.97 $4.56K - $5.16K
26.6K $1B
TXT
Textron Inc

Industrials
-110
- 2.0%
$75.82 - $90.32 $8.34K - $9.94K
5.39K $412M
GOOG
Alphabet Inc.

Communication Services
-870
- 22.14%
$163.08 - $198.16 $142K - $172K
3.06K $583M
CION
Cion Investment Corp

Financial Services
-4.16K
- 19.03%
$11.25 - $12.08 $46.8K - $50.2K
17.7K $202M
STZ
Constellation Brands, Inc.

Consumer Defensive
-23
- 2.09%
$219.66 - $257.62 $5.05K - $5.93K
1.08K $238M
HD
Home Depot, Inc.

Consumer Cyclical
-4
- 0.18%
$385.02 - $431.37 $1.54K - $1.73K
2.18K $849M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-30
- 2.13%
$176.4 - $231.84 $5.29K - $6.96K
1.38K $243M
ECL
Ecolab Inc.

Basic Materials
-8
- 0.53%
$234.32 - $261.43 $1.87K - $2.09K
1.51K $354M
SYK
Stryker Corp

Healthcare
-70
- 6.86%
$345.14 - $392.15 $24.2K - $27.5K
950 $342M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-196
- 7.75%
$89.9 - $100.66 $17.6K - $19.7K
2.33K $211M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-239
- 8.77%
$86.65 - $94.9 $20.7K - $22.7K
2.49K $216M
BA
Boeing CO

Industrials
-832
- 16.26%
$138.14 - $180.72 $115K - $150K
4.28K $758M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-229
- 7.67%
$78.43 - $87.17 $18K - $20K
2.76K $221M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-45
- 0.57%
$51.09 - $55.27 $2.3K - $2.49K
7.83K $400M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-192
- 7.62%
$84.34 - $95.14 $16.2K - $18.3K
2.33K $203M
ETN
Eaton Corp PLC

Industrials
-25
- 0.37%
$326.96 - $377.52 $8.17K - $9.44K
6.69K $2.22B
ISRG
Intuitive Surgical Inc

Healthcare
-28
- 6.51%
$471.27 - $550.62 $13.2K - $15.4K
402 $210M
C
Citigroup Inc

Financial Services
-723
- 10.59%
$61.31 - $72.5 $44.3K - $52.4K
6.1K $430M
GILD
Gilead Sciences, Inc.

Healthcare
-259
- 7.04%
$83.95 - $97.9 $21.7K - $25.4K
3.42K $316M
SRE
Sempra Energy

Utilities
-62
- 1.69%
$80.81 - $94.77 $5.01K - $5.88K
3.61K $317M
SPYG
Spdr Portfolio

ETFs
-130
- 2.3%
$81.74 - $91.38 $10.6K - $11.9K
5.53K $486M
BMY
Bristol Myers Squibb CO

Healthcare
-141
- 2.05%
$51.92 - $59.94 $7.32K - $8.45K
6.75K $382M
COST
Costco Wholesale Corp

Consumer Defensive
-60
- 1.99%
$873.59 - $994.69 $52.4K - $59.7K
2.96K $2.71B
SCHW
Schwab Charles Corp

Financial Services
-1.05K
- 7.2%
$63.31 - $82.85 $66.7K - $87.3K
13.6K $1.01B
USB
Us Bancorp \De\

Financial Services
-459
- 1.21%
$43.98 - $53.66 $20.2K - $24.6K
37.6K $1.8B
FSK
Fs Kkr Capital Corp

Financial Services
-6.37K
- 6.41%
$19.71 - $22.22 $126K - $142K
93.1K $2.02B
OKE
Oneok Inc

Energy
-61
- 0.79%
$92.28 - $117.05 $5.63K - $7.14K
7.68K $771M
CME
Cme Group Inc.

Financial Services
-185
- 1.74%
$221.17 - $246.02 $40.9K - $45.5K
10.5K $2.43B
Activity Summary
Buys All Purchases 55 New Holdings 8 Increased Positions 47 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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