Aviso Wealth Management Purchases and Sells in Q2 2025

Aviso Wealth Management

$209 Million
Q2 2025

Top Buys

Incresed Positions

63 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XLG	53 + 1.16%	$40.94 - $52.1 $2.17K - $2.76K	4.62K $240K
LINDE PLC	35 + 7.31%	N/A	514 $0
ODFL	36 + 2.61%	$146.74 - $176.07 $5.28K - $6.34K	1.41K $229K
LOW	54 + 5.02%	$210.83 - $235.28 $11.4K - $12.7K	1.13K $250K
SPGI	28 + 5.46%	$438.31 - $527.29 $12.3K - $14.8K	541 $285K
KR	74 + 1.92%	$64.62 - $74.0 $4.78K - $5.48K	3.93K $282K

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.53K New	$243.75 - $303.93 $374K - $466K	1.53K $466K
UPS	4.31K New	$91.92 - $110.2 $396K - $474K	4.31K $434K
COF	1.96K New	$150.57 - $212.76 $295K - $416K	1.96K $416K
HWM	1.47K New	$112.33 - $186.13 $165K - $273K	1.47K $272K
SPY	410 New	$496.48 - $617.85 $204K - $253K	410 $253K
SLYG	2.61K New	$72.61 - $88.75 $190K - $232K	2.61K $231K

Top Sells

Reduced Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NFLX	-868 - 8.26%	$855.86 - $1339.13 $743K - $1.16M	9.64K $12.9M
NVDA	-1.19K - 1.55%	$94.31 - $157.99 $112K - $187K	75.3K $11.9M
UBER	-3.3K - 7.73%	$64.62 - $93.3 $213K - $308K	39.4K $3.67M
JNJ	-206 - 1.15%	$146.36 - $159.82 $30.2K - $32.9K	17.7K $2.71M
TSLA	-181 - 1.58%	$221.86 - $362.89 $40.2K - $65.7K	11.3K $3.58M
ETN	-288 - 3.93%	$246.52 - $356.99 $71K - $103K	7.04K $2.51M

Activity Summary All Purchases 75 New Holdings 12 Increased Positions 63 All Sells 53 Reductions 53 Sold out 0 Calls 0 Puts 0

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