Aviso Wealth Management Portfolio Holdings

Aviso Wealth Management

  • $188 Billion
  • Q1 2025

Aviso Wealth Management has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.6B, Netflix Inc with a value of $9.8B, Nvidia Corp with a value of $8.29B, Meta Platforms, Inc. with a value of $7.92B, and Alphabet Inc. with a value of $6.84B.

Examining the 13F form we can see an decrease of $7.88B in the current position value, from $196B to 188B.

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 $188 Billion
Technology: $50.6 Billion
Communication Services: $28.1 Billion
Financial Services: $26.8 Billion
Healthcare: $17.7 Billion
Industrials: $13.8 Billion
Consumer Cyclical: $12.6 Billion
Consumer Defensive: $11 Billion
ETFs: $8.89 Billion
Other: $13.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.4T
$17.6 Billion 9.37% of portfolio
79,370
Q1 2025 Reduced 1.47%
$524B
$9.8 Billion 5.21% of portfolio
10,509
Q1 2025 Reduced 4.47%
$336B
$8.29 Billion 4.41% of portfolio
76,518
Q1 2025 Reduced 1.85%
$1.25T
$7.92 Billion 4.21% of portfolio
13,740
Q1 2025 Reduced 3.08%
$957B
$6.84 Billion 3.64% of portfolio
44,263
Q1 2025 Reduced 0.41%
$3.38T
$6.53 Billion 3.47% of portfolio
17,393
Q1 2025 Added 5.59%
$2.09T
$5.83 Billion 3.1% of portfolio
30,662
Q1 2025 Added 1.65%
$694B
$4.28 Billion 2.27% of portfolio
8,029
Q1 2025 Reduced 4.39%
-
$3.53 Billion 1.88% of portfolio
-
Q1 2025 Added 21.94%
$321B
$3.5 Billion 1.86% of portfolio
16,692
Q1 2025 Added 16.12%
$179B
$3.11 Billion 1.65% of portfolio
42,659
Q1 2025 Added 4.75%
$251B
$3.02 Billion 1.6% of portfolio
15,067
Q1 2025 Added 34.85%
$391B
$2.97 Billion 1.58% of portfolio
17,937
Q1 2025 Added 14.11%
$447B
$2.98 Billion 1.58% of portfolio
3,150
Q1 2025 Added 6.45%
$1.08T
$2.97 Billion 1.58% of portfolio
11,449
Q1 2025 Reduced 4.26%
$210B
$2.77 Billion 1.47% of portfolio
5,071
Q1 2025 Added 90.28%
$94.2B
$2.11 Billion 1.12% of portfolio
12,619
Q1 2025 Reduced 0.68%
$592B
$2.06 Billion 1.1% of portfolio
5,888
Q1 2025 Added 2.2%
$130B
$1.99 Billion 1.06% of portfolio
7,329
Q1 2025 Added 9.6%
$0
$1.97 Billion 1.05% of portfolio
93,950
Q1 2025 Added 0.95%
$453B
$1.94 Billion 1.03% of portfolio
16,326
Q1 2025 Added 23.91%
$72.2B
$1.85 Billion 0.98% of portfolio
3,605
Q1 2025 Reduced 5.08%
$555B
$1.76 Billion 0.94% of portfolio
3,215
Q1 2025 Added 9.21%
$189B
$1.76 Billion 0.93% of portfolio
19,594
Q1 2025 Added 368.2%
$785B
$1.76 Billion 0.93% of portfolio
7,158
Q1 2025 Added 18.53%
$287B
$1.73 Billion 0.92% of portfolio
24,113
Q1 2025 Reduced 14.73%
$697B
$1.7 Billion 0.9% of portfolio
2,060
Q1 2025 Reduced 0.96%
$62.7B
$1.7 Billion 0.9% of portfolio
2,684
Q1 2025 Added 0.37%
$156B
$1.61 Billion 0.86% of portfolio
43,754
Q1 2025 Added 8.26%
$33.7B
$1.55 Billion 0.82% of portfolio
50,804
Q1 2025 Reduced 3.0%
$159B
$1.55 Billion 0.82% of portfolio
3,112
Q1 2025 Reduced 7.46%
$66.2B
$1.46 Billion 0.78% of portfolio
34,545
Q1 2025 Reduced 8.2%
$160B
$1.48 Billion 0.78% of portfolio
18,853
Q1 2025 Added 38.73%
$1.36B
$1.47 Billion 0.78% of portfolio
128,485
Q1 2025 Added 1.43%
$32.3B
$1.46 Billion 0.77% of portfolio
24,343
Q1 2025 Reduced 9.57%
$98.5B
$1.4 Billion 0.74% of portfolio
5,283
Q1 2025 Reduced 49.57%
$181B
$1.35 Billion 0.72% of portfolio
9,031
Q1 2025 Added 8.21%
$127B
$1.27 Billion 0.68% of portfolio
50,269
Q1 2025 Reduced 33.0%
$5.18B
$1.28 Billion 0.68% of portfolio
39,492
Q1 2025 Added 1.08%
$146B
$1.28 Billion 0.68% of portfolio
18,021
Q1 2025 Added 3.76%
$1.01T
$1.27 Billion 0.67% of portfolio
7,646
Q1 2025 Added 50.75%
$3.71B
$1.25 Billion 0.66% of portfolio
4,330
Q4 2024 Reduced 66.69%
$356B
$1.18 Billion 0.63% of portfolio
28,270
Q1 2025 Added 5.69%
$92.8B
$1.19 Billion 0.63% of portfolio
3,382
Q1 2025 Reduced 2.03%
$43.1B
$1.19 Billion 0.63% of portfolio
25,835
Q1 2025 Reduced 2.79%
$388B
$1.08 Billion 0.57% of portfolio
2,934
Q1 2025 Added 34.46%
$36.2B
$1 Billion 0.53% of portfolio
9,054
Q1 2025 Reduced 1.08%
$142B
$1.01 Billion 0.53% of portfolio
4,254
Q1 2025 Reduced 11.78%
$385B
$951 Million 0.51% of portfolio
5,581
Q1 2025 Added 2.91%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $188 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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