Aviso Wealth Management Purchases in Q2 2025

Aviso Wealth Management

  • $209 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
296
+ 3.87%
$141.37 - $228.57 $41.8K - $67.7K
7.94K $1.8M
NEE
Nextera Energy Inc

Utilities
1.42K
+ 7.89%
$64.11 - $75.0 $91.1K - $107K
19.4K $1.35M
BXSL
Blackstone Secured Lending Fund

Financial Services
16
+ 0.04%
$26.88 - $32.74 $430 - $524
39.5K $1.21M
PEP
Pepsico Inc

Consumer Defensive
173
+ 1.92%
$128.02 - $151.37 $22.1K - $26.2K
9.2K $1.22M
SCHW
Schwab Charles Corp

Financial Services
1.25K
+ 6.61%
$69.06 - $91.24 $86K - $114K
20.1K $1.83M
QQQ
Invesco Qqq Trust, Series 1

ETFs
65
+ 1.85%
$416.06 - $551.64 $27K - $35.9K
3.58K $1.97M
LLY
Eli Lilly & CO

Healthcare
1.6K
+ 77.52%
$713.71 - $898.95 $1.14M - $1.44M
3.66K $2.85M
JPM
Jpmorgan Chase & CO

Financial Services
268
+ 3.74%
$210.28 - $289.91 $56.4K - $77.7K
7.43K $2.15M
MRK
Merck & Co., Inc.

Healthcare
1.03K
+ 5.27%
$73.47 - $87.12 $75.8K - $89.9K
20.6K $1.63M
MA
Mastercard Inc

Financial Services
1.46K
+ 45.29%
$479.92 - $590.74 $699K - $860K
4.67K $2.62M
V
Visa Inc.

Financial Services
30
+ 0.51%
$308.27 - $373.31 $9.25K - $11.2K
5.92K $2.1M
AVGO
Broadcom Inc.

Technology
299
+ 2.37%
$146.29 - $275.65 $43.7K - $82.4K
12.9K $3.56M
CVX
Chevron Corp

Energy
3.28K
+ 21.22%
$133.73 - $168.51 $438K - $552K
18.7K $2.68M
GS
Goldman Sachs Group Inc

Financial Services
67
+ 1.32%
$462.22 - $707.75 $31K - $47.4K
5.14K $3.64M
COST
Costco Wholesale Corp

Consumer Defensive
583
+ 18.51%
$908.13 - $1056.85 $529K - $616K
3.73K $3.7M
GE
General Electric CO

Industrials
533
+ 3.54%
$166.81 - $257.39 $88.9K - $137K
15.6K $4.02M
ABBV
Abb Vie Inc.

Healthcare
1.09K
+ 6.52%
$170.16 - $206.27 $185K - $225K
17.8K $3.3M
TFLR
T Rowe Price Exchange Traded F
5.62K
+ 8.13%
N/A
74.8K $0
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
267
+ 3.33%
$483.48 - $539.8 $129K - $144K
8.3K $4.03M
AMZN
Amazon Com Inc

Consumer Cyclical
1.02K
+ 3.32%
$167.32 - $223.3 $170K - $228K
31.7K $6.95M
MSFT
Microsoft Corp

Technology
801
+ 4.61%
$354.56 - $497.45 $284K - $398K
18.2K $9.05M
GOOGL
Alphabet Inc.

Communication Services
585
+ 1.32%
$144.7 - $178.6 $84.6K - $104K
44.8K $7.9M
META
Meta Platforms, Inc.

Communication Services
331
+ 2.41%
$484.66 - $738.09 $160K - $244K
14.1K $10.4M
AAPL
Apple Inc.

Technology
475
+ 0.6%
$172.42 - $223.89 $81.9K - $106K
79.8K $16.4M
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
Track This Portfolio

Track Aviso Wealth Management Portfolio

Follow Aviso Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aviso Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Aviso Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email