Aviso Wealth Management has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 136 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.6B, Netflix Inc with a value of $9.8B, Nvidia Corp with a value of $8.29B, Meta Platforms, Inc. with a value of $7.92B, and Alphabet Inc. with a value of $6.84B.
Examining the 13F form we can see an decrease of $7.88B in the current position value, from $196B to 188B.
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
$188 Billion
Technology: $50.6 Billion
Communication Services: $28.1 Billion
Financial Services: $26.8 Billion
Healthcare: $17.7 Billion
Industrials: $13.8 Billion
Consumer Cyclical: $12.6 Billion
Consumer Defensive: $11 Billion
ETFs: $8.89 Billion
Other: $13.4 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
