Aviso Wealth Management Portfolio Holdings

Aviso Wealth Management

  • $184 Billion
  • Q3 2024

Aviso Wealth Management has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $184 Billion distributed in 145 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.9B, Nvidia Corp with a value of $9.59B, Netflix Inc with a value of $8.07B, Meta Platforms, Inc. with a value of $7.91B, and Alphabet Inc. with a value of $7.23B.

Examining the 13F form we can see an increase of $15.9B in the current position value, from $168B to 184B.

Aviso Wealth Management is based out at Bellevue, WA

Below you can find more details about Aviso Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $184 Billion
Technology: $54.4 Billion
Communication Services: $26.7 Billion
Financial Services: $22.6 Billion
Healthcare: $15.4 Billion
Consumer Cyclical: $13.5 Billion
Industrials: $13.2 Billion
Consumer Defensive: $11.4 Billion
ETFs: $10.6 Billion
Other: $12.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.71 Billion 0.93% of portfolio
3,504
Q3 2024 Added 537.09%
$0
$1.12 Billion 0.61% of portfolio
1,907
Q3 2024 Reduced 19.09%
$0
$1.04 Billion 0.56% of portfolio
2,702
Q4 2023 New
$0
$816 Million 0.44% of portfolio
2,395
Q4 2023 New
$0
$720 Million 0.39% of portfolio
2,958
Q4 2023 New
$0
$663 Million 0.36% of portfolio
2,480
Q4 2023 New
$0
$556 Million 0.3% of portfolio
3,316
Q1 2024 Added 1.28%
$0
$544 Million 0.3% of portfolio
2,712
Q1 2024 Added 1.12%
$0
$470 Million 0.25% of portfolio
5,663
Q3 2024 Reduced 13.94%
$0
$438 Million 0.24% of portfolio
2,223
Q1 2024 Added 2.11%
$0
$416 Million 0.23% of portfolio
7,870
Q3 2024 Reduced 11.2%
$0
$264 Million 0.14% of portfolio
500
Q3 2024 New
$0
$235 Million 0.13% of portfolio
2,528
Q3 2024 Reduced 10.0%
$0
$246 Million 0.13% of portfolio
4,038
Q2 2024 Reduced 0.98%
$0
$240 Million 0.13% of portfolio
2,461
Q2 2024 Reduced 9.22%
$0
$239 Million 0.13% of portfolio
2,725
Q3 2024 Reduced 9.53%
$0
$225 Million 0.12% of portfolio
392
Q3 2024 Reduced 50.57%
$0
$219 Million 0.12% of portfolio
2,520
Q3 2024 Reduced 8.99%
$0
$204 Million 0.11% of portfolio
1,171
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 145
  • Current Value $184 Billion
  • Prior Value $168 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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