Aviso Wealth Management Reduced Holdings in Q2 2025

Aviso Wealth Management

  • $209 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-868
- 8.26%
$855.86 - $1339.13 $743K - $1.16M
9.64K $12.9M
NVDA
Nvidia Corp

Technology
-1.19K
- 1.55%
$94.31 - $157.99 $112K - $187K
75.3K $11.9M
UBER
Uber Technologies, Inc

Technology
-3.3K
- 7.73%
$64.62 - $93.3 $213K - $308K
39.4K $3.67M
JNJ
Johnson & Johnson

Healthcare
-206
- 1.15%
$146.36 - $159.82 $30.2K - $32.9K
17.7K $2.71M
TSLA
Tesla, Inc.

Consumer Cyclical
-181
- 1.58%
$221.86 - $362.89 $40.2K - $65.7K
11.3K $3.58M
ETN
Eaton Corp PLC

Industrials
-288
- 3.93%
$246.52 - $356.99 $71K - $103K
7.04K $2.51M
FSK
Fs Kkr Capital Corp

Financial Services
-2.53K
- 2.69%
$17.95 - $21.5 $45.4K - $54.4K
91.4K $1.9M
NOC
Northrop Grumman Corp

Industrials
-116
- 3.22%
$456.3 - $540.39 $52.9K - $62.7K
3.49K $1.74M
WFC
Wells Fargo & Company

Financial Services
-589
- 2.44%
$60.98 - $80.12 $35.9K - $47.2K
23.5K $1.88M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1.5K
- 55.74%
$483.07 - $625.6 $723K - $936K
1.19K $623K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-460
- 14.78%
$390.26 - $489.06 $180K - $225K
2.65K $1.08M
KHC
Kraft Heinz CO

Consumer Defensive
-7.37K
- 14.5%
$25.61 - $30.81 $189K - $227K
43.4K $1.12M
Ge Healthcare Technologies I
-2.56K
- 13.88%
N/A
15.9K $0
LADR
Ladder Capital Corp

Real Estate
-1.12K
- 0.87%
$9.86 - $11.4 $11K - $12.8K
127K $1.37M
USB
Us Bancorp \De\

Financial Services
-2.26K
- 6.53%
$36.4 - $45.76 $82.2K - $103K
32.3K $1.46M
GIS
General Mills Inc

Consumer Defensive
-4.23K
- 17.36%
$50.37 - $60.97 $213K - $258K
20.1K $1.04M
CME
Cme Group Inc.

Financial Services
-3.33K
- 62.98%
$252.37 - $290.71 $840K - $967K
1.96K $539K
PFE
Pfizer Inc

Healthcare
-7.59K
- 15.09%
$21.59 - $24.84 $164K - $188K
42.7K $1.03M
ED
Consolidated Edison Inc

Utilities
-269
- 2.97%
$98.05 - $113.3 $26.4K - $30.5K
8.79K $881K
UNH
Unitedhealth Group Inc

Healthcare
-131
- 7.15%
$274.35 - $599.47 $35.9K - $78.5K
1.7K $530K
VUG
Vanguard Growth ETF

ETFs
-198
- 7.8%
$329.49 - $438.4 $65.2K - $86.8K
2.34K $1.03M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-793
- 5.77%
$63.54 - $68.5 $50.4K - $54.3K
13K $873K
SBUX
Starbucks Corp

Consumer Cyclical
-420
- 4.85%
$79.69 - $99.41 $33.5K - $41.8K
8.24K $754K
HUBS
Hubspot Inc

Technology
-46
- 3.4%
$487.07 - $672.24 $22.4K - $30.9K
1.31K $727K
HON
Honeywell International Inc

Industrials
-385
- 11.02%
$182.86 - $232.88 $70.4K - $89.7K
3.11K $723K
BA
Boeing CO

Industrials
-2
- 0.05%
$136.59 - $217.51 $273 - $435
4.09K $857K
ADBE
Adobe Inc.

Technology
-59
- 3.25%
$340.0 - $420.68 $20.1K - $24.8K
1.76K $680K
AMGN
Amgen Inc

Healthcare
-12
- 0.56%
$262.28 - $309.85 $3.15K - $3.72K
2.14K $598K
LMT
Lockheed Martin Corp

Industrials
-7
- 0.49%
$430.82 - $486.45 $3.02K - $3.41K
1.43K $663K
STX
Seagate Technology Holdings PLC

Technology
-153
- 2.08%
$66.54 - $144.33 $10.2K - $22.1K
7.21K $1.04M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-17
- 13.08%
$4164.15 - $5789.24 $70.8K - $98.4K
113 $654K
GOOG
Alphabet Inc.

Communication Services
-549
- 14.48%
$146.58 - $180.01 $80.5K - $98.8K
3.24K $575K
LNG
Cheniere Energy, Inc.

Energy
-22
- 0.89%
$197.25 - $244.33 $4.34K - $5.38K
2.44K $595K
VOE
Vanguard Mid Cap Value Index F

ETFs
-116
- 3.71%
$141.87 - $164.49 $16.5K - $19.1K
3.01K $494K
PANW
Palo Alto Networks Inc

Technology
-601
- 23.55%
$152.44 - $204.64 $91.6K - $123K
1.95K $399K
KO
Coca Cola CO

Consumer Defensive
-43
- 0.71%
$68.37 - $73.9 $2.94K - $3.18K
6.01K $425K
HBAN
Huntington Bancshares Inc

Financial Services
-13.9K
- 48.21%
$12.49 - $16.76 $174K - $233K
14.9K $250K
AMAT
Applied Materials Inc

Technology
-77
- 2.63%
$126.95 - $183.52 $9.78K - $14.1K
2.85K $522K
DIS
Walt Disney CO

Communication Services
-177
- 4.36%
$81.72 - $124.01 $14.5K - $21.9K
3.88K $481K
DD
Du Pont De Nemours, Inc.

Basic Materials
-718
- 13.72%
$55.13 - $75.25 $39.6K - $54K
4.52K $309K
RTX
Raytheon Technologies Corp

Industrials
-42
- 1.44%
$113.75 - $148.48 $4.78K - $6.24K
2.87K $419K
COP
Conocophillips

Energy
-258
- 7.09%
$82.66 - $106.1 $21.3K - $27.4K
3.38K $303K
NTAP
Net App, Inc.

Technology
-2.3K
- 54.49%
$76.1 - $106.55 $175K - $245K
1.92K $204K
FSLR
First Solar, Inc.

Technology
-485
- 16.78%
$120.38 - $192.98 $58.4K - $93.6K
2.41K $398K
TXT
Textron Inc

Industrials
-265
- 5.34%
$60.72 - $80.34 $16.1K - $21.3K
4.7K $377K
INTU
Intuit Inc

Technology
-18
- 3.11%
$544.07 - $787.63 $9.79K - $14.2K
561 $441K
SYK
Stryker Corp

Healthcare
-58
- 6.1%
$337.37 - $395.63 $19.6K - $22.9K
893 $353K
AMD
Advanced Micro Devices Inc

Technology
-112
- 4.46%
$78.21 - $143.81 $8.76K - $16.1K
2.4K $340K
ECL
Ecolab Inc.

Basic Materials
-237
- 23.42%
$225.65 - $270.95 $53.5K - $64.2K
775 $208K
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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