Aviso Wealth Management Portfolio Holdings

Aviso Wealth Management

  • $196 Billion
  • Q4 2024

Aviso Wealth Management has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.2B, Nvidia Corp with a value of $10.5B, Netflix Inc with a value of $9.81B, Alphabet Inc. with a value of $8.41B, and Meta Platforms, Inc. with a value of $8.3B.

Examining the 13F form we can see an increase of $11.7B in the current position value, from $184B to 196B.

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 $196 Billion
Technology: $56.8 Billion
Communication Services: $29.9 Billion
Financial Services: $25.9 Billion
Healthcare: $15.3 Billion
Consumer Cyclical: $15.1 Billion
Industrials: $14.4 Billion
Consumer Defensive: $10.9 Billion
ETFs: $10.7 Billion
Other: $12.6 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$20.2 Billion 10.29% of portfolio
80,554
Q4 2024 Reduced 0.88%
$346B
$10.5 Billion 5.34% of portfolio
77,964
Q4 2024 Reduced 1.22%
$471B
$9.81 Billion 5.0% of portfolio
11,001
Q4 2024 Reduced 3.32%
$1.11T
$8.41 Billion 4.29% of portfolio
44,444
Q4 2024 Added 1.98%
$1.66T
$8.3 Billion 4.23% of portfolio
14,177
Q4 2024 Added 2.66%
$3.04T
$6.94 Billion 3.54% of portfolio
16,472
Q4 2024 Added 6.08%
$2.33T
$6.62 Billion 3.38% of portfolio
30,164
Q4 2024 Added 1.27%
$1.12T
$4.83 Billion 2.46% of portfolio
11,958
Q4 2024 Reduced 1.22%
$624B
$3.81 Billion 1.94% of portfolio
8,398
Q4 2024 Added 2.64%
$474B
$2.71 Billion 1.38% of portfolio
2,959
Q4 2024 Reduced 1.99%
$341B
$2.55 Billion 1.3% of portfolio
14,375
Q4 2024 Added 34.9%
$408B
$2.27 Billion 1.16% of portfolio
15,719
Q4 2024 Added 35.07%
$304B
$2.01 Billion 1.03% of portfolio
13,874
Q4 2024 Added 124.53%
$304B
$1.99 Billion 1.01% of portfolio
28,278
Q4 2024 Added 70.4%
$228B
$1.86 Billion 0.95% of portfolio
11,173
Q4 2024 Added 295.5%
$578B
$1.82 Billion 0.93% of portfolio
5,761
Q4 2024 Added 12.39%
$802B
$1.61 Billion 0.82% of portfolio
2,080
Q4 2024 Added 3.28%
$539B
$1.55 Billion 0.79% of portfolio
2,944
Q4 2024 Added 23.44%
$225B
$1.53 Billion 0.78% of portfolio
2,665
Q4 2024 Reduced 0.71%
$811B
$1.45 Billion 0.74% of portfolio
6,039
Q4 2024 Reduced 2.82%
$451B
$1.42 Billion 0.72% of portfolio
13,176
Q4 2024 Added 15.64%
$377B
$1.18 Billion 0.6% of portfolio
26,749
Q4 2024 Added 12.48%
$1.06T
$1 Billion 0.51% of portfolio
5,072
Q4 2024 New
$327B
$902 Million 0.46% of portfolio
2,698
Q4 2024 Added 2.78%
$386B
$909 Million 0.46% of portfolio
5,423
Q4 2024 Added 189.07%
$419B
$849 Million 0.43% of portfolio
2,182
Q4 2024 Reduced 0.18%
$470B
$726 Million 0.37% of portfolio
4,355
Q4 2024 Added 23.65%
$214B
$679 Million 0.35% of portfolio
1,527
Q4 2024 Added 102.52%
$490B
$672 Million 0.34% of portfolio
1,328
Q4 2024 Added 59.23%
$232B
$655 Million 0.33% of portfolio
2,208
Q4 2024 Added 0.59%
$1.14T
$583 Million 0.3% of portfolio
3,060
Q4 2024 Reduced 22.14%
$200B
$571 Million 0.29% of portfolio
115
Q4 2024 Added 23.66%
$282B
$488 Million 0.25% of portfolio
5,396
Q4 2024 New
$233B
$484 Million 0.25% of portfolio
4,019
Q4 2024 Added 13.43%
$201B
$461 Million 0.24% of portfolio
4,139
Q4 2024 Added 7.17%
$266B
$460 Million 0.23% of portfolio
7,775
Q4 2024 Added 2.1%
$210B
$416 Million 0.21% of portfolio
4,185
Q4 2024 Added 2.0%
$244B
$404 Million 0.21% of portfolio
1,148
Q4 2024 Added 7.19%
$227B
$303 Million 0.15% of portfolio
1,044
Q3 2024 Added 19.04%
$298B
$269 Million 0.14% of portfolio
4,328
Q4 2024 Added 13.45%
$210B
$210 Million 0.11% of portfolio
402
Q4 2024 Reduced 6.51%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $196 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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