Aviso Wealth Management Purchases in Q2 2025

Aviso Wealth Management

  • $209 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.53K
New
$243.75 - $303.93 $374K - $466K
1.53K $466K
UPS
United Parcel Service Inc

Industrials
4.31K
New
$91.92 - $110.2 $396K - $474K
4.31K $434K
COF
Capital One Financial Corp

Financial Services
1.96K
New
$150.57 - $212.76 $295K - $416K
1.96K $416K
HWM
Howmet Aerospace Inc.

Industrials
1.47K
New
$112.33 - $186.13 $165K - $273K
1.47K $272K
SPY
Spdr S&P 500 ETF Trust

ETFs
410
New
$496.48 - $617.85 $204K - $253K
410 $253K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
2.61K
New
$72.61 - $88.75 $190K - $232K
2.61K $231K
AMP
Ameriprise Financial Inc

Financial Services
425
New
$422.19 - $533.73 $179K - $227K
425 $226K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.02K
New
$60.34 - $74.89 $182K - $226K
3.02K $226K
BSX
Boston Scientific Corp

Healthcare
2.1K
New
$89.7 - $107.41 $189K - $226K
2.1K $225K
KLAC
Kla Corp

Technology
250
New
$576.53 - $902.94 $144K - $226K
250 $223K
FISV
Fiserv Inc

Technology
1.2K
New
N/A
1.2K $149K
XLG
Invesco Exchange Traded Fd Tr

ETFs
53
+ 1.16%
$40.94 - $52.1 $2.17K - $2.76K
4.62K $240K
Linde PLC
35
+ 7.31%
N/A
514 $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
36
+ 2.61%
$146.74 - $176.07 $5.28K - $6.34K
1.41K $229K
LOW
Lowes Companies Inc

Consumer Cyclical
54
+ 5.02%
$210.83 - $235.28 $11.4K - $12.7K
1.13K $250K
SPGI
S&P Global Inc.

Financial Services
28
+ 5.46%
$438.31 - $527.29 $12.3K - $14.8K
541 $285K
KR
Kroger CO

Consumer Defensive
74
+ 1.92%
$64.62 - $74.0 $4.78K - $5.48K
3.93K $282K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
179
+ 33.4%
$456.74 - $568.03 $81.8K - $102K
715 $406K
PPL
Ppl Corp

Utilities
79
+ 1.0%
$33.45 - $36.5 $2.64K - $2.88K
8.01K $271K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 0.86%
$451.58 - $565.94 $2.26K - $2.83K
589 $320K
SAIC
Science Applications International Corp

Technology
70
+ 2.45%
$100.22 - $123.41 $7.02K - $8.64K
2.92K $329K
MCD
Mcdonalds Corp

Consumer Cyclical
72
+ 6.9%
$285.55 - $321.23 $20.6K - $23.1K
1.12K $326K
QCOM
Qualcomm Inc

Technology
264
+ 12.29%
$124.66 - $159.48 $32.9K - $42.1K
2.41K $384K
WM
Waste Management Inc

Industrials
43
+ 2.86%
$216.47 - $242.1 $9.31K - $10.4K
1.55K $353K
ACN
Accenture PLC

Technology
39
+ 3.4%
$279.23 - $323.21 $10.9K - $12.6K
1.19K $354K
GILD
Gilead Sciences, Inc.

Healthcare
531
+ 15.6%
$96.91 - $113.0 $51.5K - $60K
3.94K $436K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.16K
+ 40.93%
$45.11 - $52.34 $143K - $165K
10.9K $569K
C
Citigroup Inc

Financial Services
1.03K
+ 17.42%
$58.13 - $85.12 $59.7K - $87.4K
6.92K $589K
SPYG
Spdr Portfolio

ETFs
1.09K
+ 20.12%
$71.83 - $95.32 $78.4K - $104K
6.52K $621K
VBR
Vanguard Small Cap Value ETF

ETFs
142
+ 5.68%
$162.76 - $195.77 $23.1K - $27.8K
2.64K $515K
WMT
Walmart Inc.

Consumer Defensive
429
+ 7.88%
$81.79 - $99.98 $35.1K - $42.9K
5.87K $573K
CSCO
Cisco Systems, Inc.

Technology
344
+ 3.61%
$53.19 - $69.38 $18.3K - $23.9K
9.87K $684K
ORCL
Oracle Corp

Technology
1.1K
+ 24.85%
$122.82 - $218.63 $135K - $240K
5.52K $1.21M
PM
Philip Morris International Inc.

Consumer Defensive
259
+ 6.44%
$149.23 - $184.95 $38.7K - $47.9K
4.28K $779K
AXP
American Express CO

Financial Services
11
+ 0.46%
$231.39 - $318.98 $2.55K - $3.51K
2.4K $764K
NOW
Service Now, Inc.

Technology
6
+ 0.67%
$721.65 - $1040.18 $4.33K - $6.24K
899 $924K
CRM
Salesforce, Inc.

Technology
116
+ 4.21%
$236.26 - $291.15 $27.4K - $33.8K
2.87K $783K
OKE
Oneok Inc

Energy
195
+ 2.57%
$78.71 - $100.37 $15.3K - $19.6K
7.78K $634K
MU
Micron Technology Inc

Technology
325
+ 3.64%
$64.72 - $127.91 $21K - $41.6K
9.26K $1.14M
CEG
Constellation Energy Corp

Utilities
442
+ 11.22%
$170.96 - $322.76 $75.6K - $143K
4.38K $1.41M
BX
Blackstone Inc.

Financial Services
13
+ 0.22%
$120.07 - $151.11 $1.56K - $1.96K
5.87K $878K
CAT
Caterpillar Inc

Industrials
153
+ 5.85%
$273.94 - $388.21 $41.9K - $59.4K
2.77K $1.07M
VZ
Verizon Communications Inc

Communication Services
1.22K
+ 6.21%
$41.67 - $45.62 $50.7K - $55.5K
20.8K $899K
PG
Procter & Gamble CO

Consumer Defensive
222
+ 3.98%
$157.66 - $172.39 $35K - $38.3K
5.8K $924K
UNP
Union Pacific Corp

Industrials
2
+ 0.05%
$208.27 - $238.46 $417 - $477
4.26K $979K
HD
Home Depot, Inc.

Consumer Cyclical
2.54K
+ 86.4%
$335.24 - $380.78 $850K - $965K
5.47K $2.01M
BAC
Bank Of America Corp

Financial Services
1.86K
+ 6.57%
$34.39 - $47.46 $63.9K - $88.1K
30.1K $1.43M
EXC
Exelon Corp

Utilities
878
+ 3.4%
$42.2 - $47.37 $37.1K - $41.6K
26.7K $1.16M
CRWD
Crowd Strike Holdings, Inc.

Technology
109
+ 3.22%
$321.63 - $509.31 $35.1K - $55.5K
3.49K $1.78M
Activity Summary
Buys All Purchases 75 New Holdings 12 Increased Positions 63 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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