Aviso Wealth Management Portfolio Holdings
Aviso Wealth Management
- $196 Billion
- Q4 2024
Aviso Wealth Management has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.2B, Nvidia Corp with a value of $10.5B, Netflix Inc with a value of $9.81B, Alphabet Inc. with a value of $8.41B, and Meta Platforms, Inc. with a value of $8.3B.
Examining the 13F form we can see an increase of $11.7B in the current position value, from $184B to 196B.
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
$196 Billion
Technology: $56.8 Billion
Communication Services: $29.9 Billion
Financial Services: $25.9 Billion
Healthcare: $15.3 Billion
Consumer Cyclical: $15.1 Billion
Industrials: $14.4 Billion
Consumer Defensive: $10.9 Billion
ETFs: $10.7 Billion
Other: $12.6 Billion