Aviso Wealth Management Portfolio Holdings

Aviso Wealth Management

  • $184 Billion
  • Q3 2024

Aviso Wealth Management has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.9B, Nvidia Corp with a value of $9.59B, Netflix Inc with a value of $8.07B, Meta Platforms, Inc. with a value of $7.91B, and Alphabet Inc. with a value of $7.23B.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $168B to 184B.

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 $184 Billion
Technology: $54.4 Billion
Communication Services: $26.7 Billion
Financial Services: $22.6 Billion
Healthcare: $15.4 Billion
Consumer Cyclical: $13.5 Billion
Industrials: $13.2 Billion
Consumer Defensive: $11.4 Billion
ETFs: $10.6 Billion
Other: $12.4 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$18.9 Billion 10.27% of portfolio
81,267
Q3 2024 Added 5.18%
$354B
$9.59 Billion 5.2% of portfolio
78,928
Q3 2024 Reduced 4.4%
$400B
$8.07 Billion 4.38% of portfolio
11,379
Q3 2024 Added 0.48%
$1.27T
$7.91 Billion 4.29% of portfolio
13,810
Q3 2024 Reduced 1.38%
$1T
$7.23 Billion 3.92% of portfolio
43,583
Q3 2024 Added 3.63%
$3.11T
$6.68 Billion 3.62% of portfolio
15,528
Q3 2024 Reduced 0.08%
$2.01T
$5.55 Billion 3.01% of portfolio
29,785
Q3 2024 Added 0.38%
$614B
$3.77 Billion 2.04% of portfolio
8,182
Q3 2024 Added 10.17%
$1.11T
$3.17 Billion 1.72% of portfolio
12,106
Q3 2024 Added 0.14%
$427B
$2.68 Billion 1.45% of portfolio
3,019
Q3 2024 Added 3.85%
$144B
$2.4 Billion 1.3% of portfolio
82,763
Q3 2024 Added 2.37%
$82.3B
$2.35 Billion 1.28% of portfolio
10,661
Q3 2024 Added 42.72%
$38.6B
$2.36 Billion 1.28% of portfolio
31,954
Q3 2024 Reduced 0.73%
$39B
$2.33 Billion 1.26% of portfolio
66,397
Q3 2024 Added 14.36%
$142B
$2.3 Billion 1.25% of portfolio
30,623
Q3 2024 New
-
$2.28 Billion 1.24% of portfolio
-
Q3 2024 New
$3.94B
$2.19 Billion 1.19% of portfolio
13,000
Q3 2024 Added 897.7%
$66.5B
$2.18 Billion 1.18% of portfolio
12,633
Q3 2024 Added 873.27%
$201B
$2.11 Billion 1.15% of portfolio
3,414
Q3 2024 Added 113.91%
$313B
$2.1 Billion 1.14% of portfolio
10,656
Q3 2024 Reduced 5.07%
$76.5B
$2 Billion 1.09% of portfolio
3,789
Q3 2024 Added 99.84%
$0
$1.96 Billion 1.06% of portfolio
99,435
Q3 2024 Reduced 36.23%
$406B
$1.89 Billion 1.02% of portfolio
11,638
Q3 2024 Reduced 1.03%
$711B
$1.78 Billion 0.97% of portfolio
2,014
Q3 2024 Reduced 5.84%
$78B
$1.74 Billion 0.94% of portfolio
38,088
Q3 2024 Added 0.04%
$191B
$1.69 Billion 0.92% of portfolio
40,420
Q3 2024 Added 86.0%
$79.1B
$1.7 Billion 0.92% of portfolio
1,620
Q3 2024 Reduced 1.52%
$154B
$1.66 Billion 0.9% of portfolio
8,014
Q3 2024 Added 50.07%
$1.48B
$1.52 Billion 0.82% of portfolio
130,928
Q3 2024 Reduced 6.25%
$88.3B
$1.46 Billion 0.79% of portfolio
19,830
Q3 2024 Added 5.69%
$507B
$1.41 Billion 0.76% of portfolio
5,126
Q3 2024 Added 0.1%
$13.7B
$1.34 Billion 0.73% of portfolio
13,556
Q3 2024 Reduced 44.2%
$508B
$1.34 Billion 0.72% of portfolio
11,394
Q3 2024 Added 5.64%
$206B
$1.33 Billion 0.72% of portfolio
2,684
Q3 2024 Added 1.51%
$729B
$1.31 Billion 0.71% of portfolio
6,214
Q3 2024 Added 22.08%
$115B
$1.22 Billion 0.66% of portfolio
12,509
Q3 2024 Reduced 38.97%
$497B
$1.18 Billion 0.64% of portfolio
2,385
Q3 2024 Added 23.9%
$82.1B
$1.12 Billion 0.6% of portfolio
4,289
Q3 2024 Added 3.88%
$38.5B
$1.08 Billion 0.59% of portfolio
26,702
Q3 2024 Added 188.08%
$58.9B
$1.07 Billion 0.58% of portfolio
1,324
Q3 2024 Reduced 0.75%
$48.9B
$1.05 Billion 0.57% of portfolio
3,512
Q1 2024 Added 0.03%
$5.25B
$1.05 Billion 0.57% of portfolio
36,006
Q3 2024 New
$80B
$995 Million 0.54% of portfolio
3,547
Q2 2024 Reduced 2.39%
$35.7B
$936 Million 0.51% of portfolio
1,762
Q3 2024 Added 26.31%
$377B
$944 Million 0.51% of portfolio
23,782
Q3 2024 Reduced 4.9%
$148B
$949 Million 0.51% of portfolio
14,644
Q3 2024 Reduced 6.84%
$288B
$937 Million 0.51% of portfolio
16,595
Q3 2024 Added 47.81%
$34.9B
$946 Million 0.51% of portfolio
9,083
Q3 2024 Reduced 32.21%
$112B
$926 Million 0.5% of portfolio
8,931
Q3 2024 Reduced 3.75%

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $184 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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