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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$135B
$949 Million 0.51% of portfolio
14,644
Q3 2024 Reduced 6.84%
$267B
$937 Million 0.51% of portfolio
16,595
Q3 2024 Added 47.81%
$31.9B
$946 Million 0.51% of portfolio
9,083
Q3 2024 Reduced 32.21%
$98B
$926 Million 0.5% of portfolio
8,931
Q3 2024 Reduced 3.75%
$128B
$901 Million 0.49% of portfolio
1,542
Q3 2024 Reduced 38.69%
$280B
$910 Million 0.49% of portfolio
6,179
Q3 2024 Added 22.67%
$121B
$899 Million 0.49% of portfolio
5,868
Q3 2024 Reduced 8.28%
$402B
$886 Million 0.48% of portfolio
2,186
Q3 2024 Reduced 29.42%
$139B
$866 Million 0.47% of portfolio
3,514
Q3 2024 Added 134.42%
$141B
$845 Million 0.46% of portfolio
10,002
Q3 2024 Added 22.83%
$55.9B
$852 Million 0.46% of portfolio
2,494
Q3 2024 Reduced 5.67%
$18B
$825 Million 0.45% of portfolio
7,532
Q3 2024 Reduced 0.13%
$0
$816 Million 0.44% of portfolio
2,395
Q4 2023 New
$193B
$795 Million 0.43% of portfolio
2,034
Q3 2024 Added 113.21%
$19.4B
$801 Million 0.43% of portfolio
3,211
Q3 2024 Added 21.81%
$106B
$778 Million 0.42% of portfolio
5,116
Q3 2024 Reduced 23.5%
$168B
$738 Million 0.4% of portfolio
16,444
Q3 2024 Added 7.27%
$0
$720 Million 0.39% of portfolio
2,958
Q4 2023 New
$344B
$719 Million 0.39% of portfolio
2,625
Q3 2024 Reduced 14.63%
$211B
$716 Million 0.39% of portfolio
4,210
Q3 2024 Added 42.52%
$44.7B
$706 Million 0.38% of portfolio
7,743
Q3 2024 Reduced 0.9%
$25.7B
$681 Million 0.37% of portfolio
5,511
Q3 2024 Reduced 10.38%
$1.17T
$657 Million 0.36% of portfolio
3,930
Q3 2024 Added 3.67%
$0
$663 Million 0.36% of portfolio
2,480
Q4 2023 New
$23.5B
$648 Million 0.35% of portfolio
44,110
Q3 2024 Reduced 17.2%
$141B
$652 Million 0.35% of portfolio
2,023
Q3 2024 Reduced 32.86%
$192B
$653 Million 0.35% of portfolio
3,982
Q3 2024 Reduced 0.47%
$2.44B
$635 Million 0.34% of portfolio
71,753
Q3 2024 Reduced 38.82%
$27.5B
$605 Million 0.33% of portfolio
3,510
Q3 2024 Reduced 54.47%
$457B
$600 Million 0.33% of portfolio
3,522
Q3 2024 Added 4.36%
$223B
$595 Million 0.32% of portfolio
2,195
Q3 2024 New
$20.1B
$560 Million 0.3% of portfolio
14,315
Q3 2024 New
$0
$556 Million 0.3% of portfolio
3,316
Q1 2024 Added 1.28%
$0
$544 Million 0.3% of portfolio
2,712
Q1 2024 Added 1.12%
$184B
$533 Million 0.29% of portfolio
2,825
Q3 2024 Added 96.86%
$38.7B
$543 Million 0.29% of portfolio
6,095
Q3 2024 Reduced 8.46%
$468B
$488 Million 0.26% of portfolio
834
Q3 2024 Added 6.51%
$16.3B
$487 Million 0.26% of portfolio
5,496
Q3 2024 Reduced 0.33%
$0
$470 Million 0.25% of portfolio
5,663
Q3 2024 Reduced 13.94%
$248B
$466 Million 0.25% of portfolio
4,103
Q3 2024 Added 16.66%
$0
$438 Million 0.24% of portfolio
2,223
Q1 2024 Added 2.11%
$52.2B
$444 Million 0.24% of portfolio
2,466
Q1 2024 Added 1.31%
$0
$416 Million 0.23% of portfolio
7,870
Q3 2024 Reduced 11.2%
$134B
$427 Million 0.23% of portfolio
6,827
Q3 2024 Reduced 35.57%
$193B
$430 Million 0.23% of portfolio
3,543
Q3 2024 Reduced 0.87%
$6.14B
$397 Million 0.22% of portfolio
2,852
Q1 2024 Added 0.07%
$240B
$405 Million 0.22% of portfolio
7,615
Q3 2024 Added 2.43%
$67.9B
$388 Million 0.21% of portfolio
1,518
Q3 2024 Added 2.57%
$208B
$390 Million 0.21% of portfolio
754
Q3 2024 Added 54.83%

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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