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
$231B
$379 Million 0.21% of portfolio
1,071
Q3 2024 Reduced 0.65%
$200B
$392 Million 0.21% of portfolio
93
Q3 2024 Reduced 9.71%
$204B
$371 Million 0.2% of portfolio
3,862
Q3 2024 Reduced 9.53%
$138B
$368 Million 0.2% of portfolio
1,020
Q3 2024 Added 70.57%
$80.1B
$366 Million 0.2% of portfolio
15,611
Q3 2024 Added 50.95%
$122B
$357 Million 0.19% of portfolio
6,893
Q3 2024 Reduced 38.13%
$20.3B
$350 Million 0.19% of portfolio
2,151
Q3 2024 Reduced 3.54%
$1.78B
$330 Million 0.18% of portfolio
5,439
Q4 2023 New
$398B
$325 Million 0.18% of portfolio
1,876
Q3 2024 Reduced 37.92%
$17.2B
$322 Million 0.17% of portfolio
2,552
Q3 2024 Reduced 2.85%
$27.3B
$307 Million 0.17% of portfolio
3,671
Q3 2024 Reduced 10.38%
$215B
$318 Million 0.17% of portfolio
1,044
Q3 2024 Added 19.04%
$84.5B
$317 Million 0.17% of portfolio
1,525
Q3 2024 Reduced 19.18%
$116B
$309 Million 0.17% of portfolio
3,680
Q3 2024 Reduced 2.18%
$96.9B
$316 Million 0.17% of portfolio
3,571
Q3 2024 Reduced 30.09%
$83.3B
$290 Million 0.16% of portfolio
587
Q3 2024 Added 0.86%
$5.63B
$283 Million 0.15% of portfolio
2,280
Q1 2024 New
$20.3B
$280 Million 0.15% of portfolio
1,407
Q1 2024 Added 47.95%
$47.3B
$269 Million 0.15% of portfolio
1,920
Q3 2024 Reduced 2.78%
$103B
$284 Million 0.15% of portfolio
2,276
Q3 2024 Reduced 5.48%
$270B
$274 Million 0.15% of portfolio
3,815
Q3 2024 Reduced 7.98%
$36.7B
$284 Million 0.15% of portfolio
1,102
Q3 2024 Reduced 23.31%
$160B
$270 Million 0.15% of portfolio
523
Q3 2024 Reduced 5.08%
$32.6B
$261 Million 0.14% of portfolio
4,118
Q3 2024 Reduced 43.51%
$85.5B
$262 Million 0.14% of portfolio
1,125
Q3 2024 Reduced 25.74%
$664M
$260 Million 0.14% of portfolio
21,850
Q3 2024 Reduced 30.92%
$0
$264 Million 0.14% of portfolio
500
Q3 2024 New
$0
$235 Million 0.13% of portfolio
2,528
Q3 2024 Reduced 10.0%
$0
$246 Million 0.13% of portfolio
4,038
Q2 2024 Reduced 0.98%
$0
$240 Million 0.13% of portfolio
2,461
Q2 2024 Reduced 9.22%
$87.8B
$240 Million 0.13% of portfolio
462
Q3 2024 Reduced 18.37%
$220B
$242 Million 0.13% of portfolio
271
Q3 2024 Added 2.65%
$0
$239 Million 0.13% of portfolio
2,725
Q3 2024 Reduced 9.53%
$0
$237 Million 0.13% of portfolio
2,984
Q3 2024 Reduced 9.6%
$44.3B
$221 Million 0.12% of portfolio
3,859
Q3 2024 New
$0
$225 Million 0.12% of portfolio
392
Q3 2024 Reduced 50.57%
$0
$219 Million 0.12% of portfolio
2,520
Q3 2024 Reduced 8.99%
$181B
$225 Million 0.12% of portfolio
362
Q2 2024 Added 4.93%
$0
$204 Million 0.11% of portfolio
1,171
Q3 2024 New
$25.3B
$206 Million 0.11% of portfolio
4,236
Q4 2023 New
$3.06B
$200 Million 0.11% of portfolio
3,783
Q4 2023 New
$185B
$211 Million 0.11% of portfolio
430
Q3 2024 New
$172B
$207 Million 0.11% of portfolio
1,217
Q3 2024 Reduced 2.41%
$152M
$32.6 Million 0.02% of portfolio
10,343
Q2 2024 Reduced 1.19%

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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