Aviso Wealth Management Incresed Positions in Q3 2024

Aviso Wealth Management

  • $184 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4K
+ 5.18%
$207.23 - $234.82 $830K - $940K
81.3K $18.9B
ETN
Eaton Corp PLC

Industrials
5.93K
+ 755.03%
$272.52 - $333.02 $1.62M - $1.97M
6.71K $2.22B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.95K
+ 537.09%
$434.77 - $502.96 $1.28M - $1.49M
3.5K $1.71B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.82K
+ 113.91%
$531.86 - $624.21 $967K - $1.13M
3.41K $2.11B
NOC
Northrop Grumman Corp

Industrials
1.89K
+ 99.84%
$423.73 - $533.14 $802K - $1.01M
3.79K $2B
CME
Cme Group Inc.

Financial Services
3.19K
+ 42.72%
$193.43 - $220.62 $617K - $704K
10.7K $2.35B
CMCSA
Comcast Corp

Communication Services
18.7K
+ 86.0%
$37.33 - $41.78 $698K - $781K
40.4K $1.69B
TSLA
Tesla, Inc.

Consumer Cyclical
17
+ 0.14%
$191.76 - $263.26 $3.26K - $4.48K
12.1K $3.17B
EXC
Exelon Corp

Utilities
17.4K
+ 188.08%
$34.24 - $40.55 $597K - $707K
26.7K $1.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
755
+ 10.17%
$405.19 - $478.57 $306K - $361K
8.18K $3.77B
HON
Honeywell International Inc

Industrials
2.67K
+ 50.07%
$196.73 - $220.21 $526K - $589K
8.01K $1.66B
CAT
Caterpillar Inc

Industrials
1.08K
+ 113.21%
$316.8 - $391.12 $342K - $422K
2.03K $795M
KHC
Kraft Heinz CO

Consumer Defensive
8.34K
+ 14.36%
$31.86 - $36.13 $266K - $301K
66.4K $2.33B
NFLX
Netflix Inc

Communication Services
54
+ 0.48%
$598.55 - $722.26 $32.3K - $39K
11.4K $8.07B
MSTR
Microstrategy Inc

Technology
11.7K
+ 897.7%
$114.3 - $1800.09 $1.34M - $21.1M
13K $2.19B
MA
Mastercard Inc

Financial Services
460
+ 23.9%
$429.6 - $500.99 $198K - $230K
2.39K $1.18B
GE
General Electric CO

Industrials
1.39K
+ 96.86%
$156.66 - $189.66 $218K - $264K
2.83K $533M
CEG
Constellation Energy Corp

Utilities
160
+ 3.88%
$167.08 - $262.86 $26.7K - $42.1K
4.29K $1.12B
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 22.08%
$194.9 - $224.8 $219K - $253K
6.21K $1.31B
WFC
Wells Fargo & Company

Financial Services
5.37K
+ 47.81%
$51.58 - $60.97 $277K - $327K
16.6K $937M
NEE
Nextera Energy Inc

Utilities
1.86K
+ 22.83%
$69.9 - $84.97 $130K - $158K
10K $845M
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.07K
+ 5.69%
$64.35 - $75.71 $68.7K - $80.9K
19.8K $1.46B
USB
Us Bancorp \De\

Financial Services
15
+ 0.04%
$39.04 - $47.23 $586 - $708
38.1K $1.74B
PEP
Pepsico Inc

Consumer Defensive
1.26K
+ 42.52%
$161.9 - $179.3 $203K - $225K
4.21K $716M
FSLR
First Solar, Inc.

Technology
575
+ 21.81%
$205.36 - $255.78 $118K - $147K
3.21K $801M
COST
Costco Wholesale Corp

Consumer Defensive
112
+ 3.85%
$801.83 - $917.05 $89.8K - $103K
3.02K $2.68B
SYK
Stryker Corp

Healthcare
422
+ 70.57%
$315.94 - $371.96 $133K - $157K
1.02K $368M
PFE
Pfizer Inc

Healthcare
1.92K
+ 2.37%
$27.7 - $31.39 $53K - $60.1K
82.8K $2.4B
GS
Goldman Sachs Group Inc

Financial Services
40
+ 1.51%
$459.02 - $510.25 $18.4K - $20.4K
2.68K $1.33B
ORCL
Oracle Corp

Technology
147
+ 4.36%
$125.9 - $170.35 $18.5K - $25K
3.52K $600M
CVX
Chevron Corp

Energy
1.14K
+ 22.67%
$137.88 - $161.97 $157K - $185K
6.18K $910M
ADBE
Adobe Inc.

Technology
267
+ 54.83%
$508.13 - $586.55 $136K - $157K
754 $390M
HUBS
Hubspot Inc

Technology
367
+ 26.31%
$450.09 - $592.58 $165K - $217K
1.76K $936M
VZ
Verizon Communications Inc

Communication Services
1.12K
+ 7.27%
$38.89 - $45.0 $43.4K - $50.2K
16.4K $738M
AVGO
Broadcom Inc.

Technology
11.3K
+ 873.27%
$136.27 - $1745.86 $1.54M - $19.8M
12.6K $2.18B
MCD
Mcdonalds Corp

Consumer Cyclical
167
+ 19.04%
$245.82 - $304.51 $41.1K - $50.9K
1.04K $318M
XOM
Exxon Mobil Corp

Energy
608
+ 5.64%
$109.72 - $119.0 $66.7K - $72.4K
11.4K $1.34B
UNH
Unitedhealth Group Inc

Healthcare
51
+ 6.51%
$488.01 - $604.18 $24.9K - $30.8K
834 $488M
V
Visa Inc.

Financial Services
5
+ 0.1%
$253.74 - $291.56 $1.27K - $1.46K
5.13K $1.41B
CSCO
Cisco Systems, Inc.

Technology
181
+ 2.43%
$44.74 - $53.22 $8.1K - $9.63K
7.62K $405M
INTC
Intel Corp

Technology
5.27K
+ 50.95%
$18.9 - $34.87 $99.6K - $184K
15.6K $366M
ECL
Ecolab Inc.

Basic Materials
38
+ 2.57%
$228.86 - $255.76 $8.7K - $9.72K
1.52K $388M
NOW
Service Now, Inc.

Technology
7
+ 2.65%
$730.87 - $937.36 $5.12K - $6.56K
271 $242M
MRK
Merck & Co., Inc.

Healthcare
586
+ 16.66%
$111.15 - $128.97 $65.1K - $75.6K
4.1K $466M
GOOG
Alphabet Inc.

Communication Services
139
+ 3.67%
$149.54 - $192.66 $20.8K - $26.8K
3.93K $657M
MCK
Mckesson Corp

Healthcare
5
+ 0.86%
$479.06 - $630.38 $2.4K - $3.15K
587 $290M
AMZN
Amazon Com Inc

Consumer Cyclical
114
+ 0.38%
$161.02 - $200.0 $18.4K - $22.8K
29.8K $5.55B
GOOGL
Alphabet Inc.

Communication Services
1.53K
+ 3.63%
$148.65 - $191.18 $227K - $292K
43.6K $7.23B
Activity Summary
Buys All Purchases 58 New Holdings 9 Increased Positions 49 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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