Aviso Wealth Management Reduced Holdings in Q3 2024

Aviso Wealth Management

  • $184 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SWKS
Skyworks Solutions, Inc.

Technology
-10.7K
- 44.2%
$96.22 - $120.68 $1.03M - $1.3M
13.6K $1.34B
FSK
Fs Kkr Capital Corp

Financial Services
-56.5K
- 36.23%
$18.74 - $20.43 $1.06M - $1.15M
99.4K $1.96B
FANG
Diamondback Energy, Inc.

Energy
-4.2K
- 54.47%
$168.46 - $210.94 $708K - $886K
3.51K $605M
GT
Goodyear Tire & Rubber CO

Consumer Cyclical
-45.5K
- 38.82%
$7.63 - $12.31 $347K - $561K
71.8K $635M
NVDA
Nvidia Corp

Technology
-3.63K
- 4.4%
$98.91 - $134.91 $359K - $490K
78.9K $9.59B
BA
Boeing CO

Industrials
-1.57K
- 23.5%
$152.04 - $190.6 $239K - $300K
5.12K $778M
SBUX
Starbucks Corp

Consumer Cyclical
-7.99K
- 38.97%
$72.51 - $98.6 $579K - $788K
12.5K $1.22B
MU
Micron Technology Inc

Technology
-348
- 3.75%
$86.27 - $136.82 $30K - $47.6K
8.93K $926M
AMGN
Amgen Inc

Healthcare
-990
- 32.86%
$309.38 - $337.38 $306K - $334K
2.02K $652M
LMT
Lockheed Martin Corp

Industrials
-973
- 38.69%
$460.3 - $584.56 $448K - $569K
1.54K $901M
ED
Consolidated Edison Inc

Utilities
-4.32K
- 32.21%
$88.42 - $104.97 $382K - $453K
9.08K $946M
C
Citigroup Inc

Financial Services
-3.77K
- 35.57%
$56.11 - $67.61 $211K - $255K
6.83K $427M
VGT
Vanguard Information Technolog

ETFs
-450
- 19.09%
$514.43 - $606.85 $231K - $273K
1.91K $1.12B
SCHW
Schwab Charles Corp

Financial Services
-1.08K
- 6.84%
$61.74 - $76.08 $66.4K - $81.8K
14.6K $949M
SPY
Spdr S&P 500 ETF Trust

ETFs
-401
- 50.57%
$517.38 - $573.86 $207K - $230K
392 $225M
HD
Home Depot, Inc.

Consumer Cyclical
-911
- 29.42%
$333.64 - $405.2 $304K - $369K
2.19K $886M
PG
Procter & Gamble CO

Consumer Defensive
-1.15K
- 37.92%
$160.76 - $177.82 $184K - $204K
1.88K $325M
LLY
Eli Lilly & CO

Healthcare
-125
- 5.84%
$772.14 - $960.02 $96.5K - $120K
2.01K $1.78B
O
Realty Income Corp

Real Estate
-3.17K
- 43.51%
$52.36 - $63.42 $166K - $201K
4.12K $261M
CION
Cion Investment Corp

Financial Services
-9.78K
- 30.92%
$11.55 - $12.46 $113K - $122K
21.9K $260M
NTAP
Net App, Inc.

Technology
-638
- 10.38%
$114.18 - $134.62 $72.8K - $85.9K
5.51K $681M
BMY
Bristol Myers Squibb CO

Healthcare
-4.25K
- 38.13%
$39.66 - $51.75 $168K - $220K
6.89K $357M
WM
Waste Management Inc

Industrials
-362
- 19.18%
$196.96 - $223.45 $71.3K - $80.9K
1.53K $317M
STZ
Constellation Brands, Inc.

Consumer Defensive
-335
- 23.31%
$236.42 - $259.82 $79.2K - $87K
1.1K $284M
CRM
Salesforce, Inc.

Technology
-450
- 14.63%
$238.42 - $276.53 $107K - $124K
2.63K $719M
NKE
Nike, Inc.

Consumer Cyclical
-1.54K
- 30.09%
$71.09 - $89.44 $109K - $137K
3.57K $316M
ELV
Elevance Health, Inc.

Healthcare
-104
- 18.37%
$500.12 - $562.29 $52K - $58.5K
462 $240M
LADR
Ladder Capital Corp

Real Estate
-8.73K
- 6.25%
$11.1 - $12.36 $96.8K - $108K
131K $1.52B
SPYG
Spdr Portfolio

ETFs
-917
- 13.94%
$73.38 - $84.1 $67.3K - $77.1K
5.66K $470M
HBAN
Huntington Bancshares Inc

Financial Services
-9.16K
- 17.2%
$12.84 - $15.15 $118K - $139K
44.1K $648M
DIS
Walt Disney CO

Communication Services
-407
- 9.53%
$85.6 - $98.61 $34.8K - $40.1K
3.86K $371M
BAC
Bank Of America Corp

Financial Services
-1.23K
- 4.9%
$36.65 - $44.13 $44.9K - $54.1K
23.8K $944M
PANW
Palo Alto Networks Inc

Technology
-150
- 5.67%
$294.18 - $368.01 $44.1K - $55.2K
2.49K $852M
QCOM
Qualcomm Inc

Technology
-30
- 2.41%
$156.12 - $209.64 $4.68K - $6.29K
1.22K $207M
AMT
American Tower Corp

Real Estate
-390
- 25.74%
$192.27 - $242.73 $75K - $94.7K
1.13K $262M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-25
- 1.52%
$1024.09 - $1201.76 $25.6K - $30K
1.62K $1.7B
STLD
Steel Dynamics Inc

Basic Materials
-75
- 2.85%
N/A
2.55K $322M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-10
- 9.71%
$3305.62 - $4268.05 $33.1K - $42.7K
93 $392M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-993
- 11.2%
$48.51 - $52.86 $48.2K - $52.5K
7.87K $416M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-287
- 9.53%
$81.1 - $89.18 $23.3K - $25.6K
2.73K $239M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-281
- 10.0%
$85.03 - $94.56 $23.9K - $26.6K
2.53K $235M
SRE
Sempra Energy

Utilities
-425
- 10.38%
$74.97 - $84.04 $31.9K - $35.7K
3.67K $307M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-317
- 9.6%
$71.9 - $79.86 $22.8K - $25.3K
2.98K $237M
APO
Apollo Global Management, Inc.

Financial Services
-132
- 5.48%
$99.16 - $125.81 $13.1K - $16.6K
2.28K $284M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-249
- 8.99%
$77.23 - $87.97 $19.2K - $21.9K
2.52K $219M
AMD
Advanced Micro Devices Inc

Technology
-19
- 0.47%
$128.67 - $183.96 $2.44K - $3.5K
3.98K $653M
DD
Du Pont De Nemours, Inc.

Basic Materials
-563
- 8.46%
$77.22 - $89.49 $43.5K - $50.4K
6.1K $543M
KO
Coca Cola CO

Consumer Defensive
-331
- 7.98%
$62.69 - $73.01 $20.8K - $24.2K
3.82K $274M
DFS
Discover Financial Services

Financial Services
-55
- 2.78%
$123.41 - $144.72 $6.79K - $7.96K
1.92K $269M
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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