Aviso Wealth Management Reduced Holdings in Q1 2025

Aviso Wealth Management

  • $188 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.18K
- 1.47%
$209.68 - $247.1 $248K - $293K
79.4K $17.6B
NVDA
Nvidia Corp

Technology
-1.45K
- 1.85%
$106.98 - $149.43 $155K - $216K
76.5K $8.29B
TSLA
Tesla, Inc.

Consumer Cyclical
-509
- 4.26%
$222.15 - $428.22 $113K - $218K
11.4K $2.97B
GOOGL
Alphabet Inc.

Communication Services
-181
- 0.41%
$154.33 - $206.19 $27.9K - $37.3K
44.3K $6.84B
HON
Honeywell International Inc

Industrials
-4.61K
- 56.9%
$202.75 - $226.52 $935K - $1.04M
3.49K $740M
CME
Cme Group Inc.

Financial Services
-5.19K
- 49.57%
$225.82 - $266.54 $1.17M - $1.38M
5.28K $1.4B
AVGO
Broadcom Inc.

Technology
-87
- 0.68%
$167.43 - $244.7 $14.6K - $21.3K
12.6K $2.11B
PFE
Pfizer Inc

Healthcare
-24.8K
- 33.0%
$25.01 - $27.13 $619K - $672K
50.3K $1.27B
PANW
Palo Alto Networks Inc

Technology
-2.27K
- 47.1%
$167.82 - $208.28 $381K - $473K
2.55K $435M
HUBS
Hubspot Inc

Technology
-361
- 21.06%
$571.29 - $819.71 $206K - $296K
1.35K $773M
USB
Us Bancorp \De\

Financial Services
-3.08K
- 8.2%
$40.92 - $50.9 $126K - $157K
34.5K $1.46B
GIS
General Mills Inc

Consumer Defensive
-2.58K
- 9.57%
$57.56 - $65.3 $148K - $168K
24.3K $1.46B
WFC
Wells Fargo & Company

Financial Services
-4.17K
- 14.73%
$66.78 - $81.42 $278K - $339K
24.1K $1.73B
VGT
Vanguard Information Technolog

ETFs
-137
- 7.18%
$542.38 - $646.34 $74.3K - $88.5K
1.77K $960M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-251
- 7.46%
$497.6 - $606.74 $125K - $152K
3.11K $1.55B
NTAP
Net App, Inc.

Technology
-633
- 13.03%
$87.84 - $126.3 $55.6K - $79.9K
4.23K $371M
BX
Blackstone Inc.

Financial Services
-7
- 0.12%
$136.53 - $186.74 $956 - $1.31K
5.86K $819M
FSLR
First Solar, Inc.

Technology
-266
- 8.43%
$126.34 - $197.73 $33.6K - $52.6K
2.89K $366M
VUG
Vanguard Growth ETF

ETFs
-162
- 6.0%
$369.1 - $427.61 $59.8K - $69.3K
2.54K $942M
VCR
Vanguard Consumer Discretionar

ETFs
-145
- 6.05%
$318.51 - $391.75 $46.2K - $56.8K
2.25K $732M
CEG
Constellation Energy Corp

Utilities
-251
- 5.99%
$201.63 - $347.44 $50.6K - $87.2K
3.94K $794M
BMY
Bristol Myers Squibb CO

Healthcare
-2.44K
- 36.2%
$53.9 - $63.11 $132K - $154K
4.31K $263M
URI
United Rentals, Inc.

Industrials
-10
- 0.76%
$594.17 - $789.56 $5.94K - $7.9K
1.31K $820M
HBAN
Huntington Bancshares Inc

Financial Services
-4.42K
- 13.3%
$14.28 - $17.39 $63.1K - $76.9K
28.8K $433M
VBK
Vanguard Small Cap Growth ETF

ETFs
-145
- 5.85%
$247.97 - $296.33 $36K - $43K
2.34K $588M
ECL
Ecolab Inc.

Basic Materials
-498
- 32.98%
$229.72 - $269.82 $114K - $134K
1.01K $256M
UNP
Union Pacific Corp

Industrials
-568
- 11.78%
$225.21 - $254.42 $128K - $145K
4.25K $1.01B
SBUX
Starbucks Corp

Consumer Cyclical
-1.62K
- 15.78%
$91.75 - $115.81 $149K - $188K
8.66K $849M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-1.35K
- 22.81%
$45.72 - $51.73 $61.7K - $69.8K
4.57K $210M
Ge Healthcare Technologies I
-1.54K
- 7.69%
N/A
18.5K $1.49B
VBR
Vanguard Small Cap Value ETF

ETFs
-211
- 7.78%
$183.02 - $207.75 $38.6K - $43.8K
2.5K $466M
VOT
Vanguard Mid Cap Growth Index

ETFs
-181
- 6.12%
$237.72 - $276.98 $43K - $50.1K
2.78K $679M
AMAT
Applied Materials Inc

Technology
-87
- 2.88%
$145.06 - $195.51 $12.6K - $17K
2.93K $425M
LMT
Lockheed Martin Corp

Industrials
-14
- 0.96%
$423.19 - $506.29 $5.92K - $7.09K
1.44K $643M
KHC
Kraft Heinz CO

Consumer Defensive
-1.57K
- 3.0%
$28.51 - $32.22 $44.8K - $50.6K
50.8K $1.55B
SRE
Sempra Energy

Utilities
-44
- 1.22%
$67.85 - $87.67 $2.99K - $3.86K
3.57K $254M
DIS
Walt Disney CO

Communication Services
-79
- 1.91%
$96.87 - $114.0 $7.65K - $9.01K
4.06K $401M
BA
Boeing CO

Industrials
-188
- 4.39%
$148.15 - $186.25 $27.9K - $35K
4.1K $699M
TXT
Textron Inc

Industrials
-425
- 7.89%
$70.19 - $81.2 $29.8K - $34.5K
4.96K $358M
SPYG
Spdr Portfolio

ETFs
-106
- 1.92%
$80.05 - $92.39 $8.49K - $9.79K
5.43K $436M
DD
Du Pont De Nemours, Inc.

Basic Materials
-487
- 8.51%
$72.7 - $84.32 $35.4K - $41.1K
5.24K $391M
VOE
Vanguard Mid Cap Value Index F

ETFs
-192
- 5.79%
$156.61 - $168.02 $30.1K - $32.3K
3.12K $502M
STX
Seagate Technology Holdings PLC

Technology
-166
- 2.2%
$84.92 - $108.42 $14.1K - $18K
7.37K $626M
OKE
Oneok Inc

Energy
-100
- 1.3%
$89.57 - $109.85 $8.96K - $11K
7.58K $752M
IVE
Ishares S&P 500 Value ETF

ETFs
-80
- 3.6%
$185.78 - $198.58 $14.9K - $15.9K
2.14K $408M
LOW
Lowes Companies Inc

Consumer Cyclical
-5
- 0.46%
$222.66 - $268.42 $1.11K - $1.34K
1.08K $251M
COP
Conocophillips

Energy
-370
- 9.23%
$88.6 - $105.85 $32.8K - $39.2K
3.64K $382M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.1K
- 13.23%
$56.12 - $68.15 $118K - $143K
13.7K $933M
C
Citigroup Inc

Financial Services
-210
- 3.44%
$67.23 - $84.63 $14.1K - $17.8K
5.89K $418M
Activity Summary
Buys All Purchases 51 New Holdings 2 Increased Positions 49 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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