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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$18.9 Billion 10.27% of portfolio
81,267
Q3 2024 Added 5.18%
$324B
$9.59 Billion 5.2% of portfolio
78,928
Q3 2024 Reduced 4.4%
$451B
$8.07 Billion 4.38% of portfolio
11,379
Q3 2024 Added 0.48%
$1.61T
$7.91 Billion 4.29% of portfolio
13,810
Q3 2024 Reduced 1.38%
$1.11T
$7.23 Billion 3.92% of portfolio
43,583
Q3 2024 Added 3.63%
$3.05T
$6.68 Billion 3.62% of portfolio
15,528
Q3 2024 Reduced 0.08%
$2.33T
$5.55 Billion 3.01% of portfolio
29,785
Q3 2024 Added 0.38%
$614B
$3.77 Billion 2.04% of portfolio
8,182
Q3 2024 Added 10.17%
$1.14T
$3.17 Billion 1.72% of portfolio
12,106
Q3 2024 Added 0.14%
$462B
$2.68 Billion 1.45% of portfolio
3,019
Q3 2024 Added 3.85%
$224B
$2.11 Billion 1.15% of portfolio
3,414
Q3 2024 Added 113.91%
$337B
$2.1 Billion 1.14% of portfolio
10,656
Q3 2024 Reduced 5.07%
$400B
$1.89 Billion 1.02% of portfolio
11,638
Q3 2024 Reduced 1.03%
$835B
$1.78 Billion 0.97% of portfolio
2,014
Q3 2024 Reduced 5.84%
$569B
$1.41 Billion 0.76% of portfolio
5,126
Q3 2024 Added 0.1%
$454B
$1.34 Billion 0.72% of portfolio
11,394
Q3 2024 Added 5.64%
$809B
$1.31 Billion 0.71% of portfolio
6,214
Q3 2024 Added 22.08%
$537B
$1.18 Billion 0.64% of portfolio
2,385
Q3 2024 Added 23.9%
$380B
$944 Million 0.51% of portfolio
23,782
Q3 2024 Reduced 4.9%
$306B
$937 Million 0.51% of portfolio
16,595
Q3 2024 Added 47.81%
$299B
$910 Million 0.49% of portfolio
6,179
Q3 2024 Added 22.67%
$417B
$886 Million 0.48% of portfolio
2,186
Q3 2024 Reduced 29.42%
$326B
$719 Million 0.39% of portfolio
2,625
Q3 2024 Reduced 14.63%
$1.14T
$657 Million 0.36% of portfolio
3,930
Q3 2024 Added 3.67%
$470B
$600 Million 0.33% of portfolio
3,522
Q3 2024 Added 4.36%
$237B
$595 Million 0.32% of portfolio
2,195
Q3 2024 New
$224B
$533 Million 0.29% of portfolio
2,825
Q3 2024 Added 96.86%
$493B
$488 Million 0.26% of portfolio
834
Q3 2024 Added 6.51%
$221B
$466 Million 0.25% of portfolio
4,103
Q3 2024 Added 16.66%
$224B
$430 Million 0.23% of portfolio
3,543
Q3 2024 Reduced 0.87%
$256B
$405 Million 0.22% of portfolio
7,615
Q3 2024 Added 2.43%
$201B
$390 Million 0.21% of portfolio
754
Q3 2024 Added 54.83%
$243B
$379 Million 0.21% of portfolio
1,071
Q3 2024 Reduced 0.65%
$202B
$371 Million 0.2% of portfolio
3,862
Q3 2024 Reduced 9.53%
$398B
$325 Million 0.18% of portfolio
1,876
Q3 2024 Reduced 37.92%
$217B
$318 Million 0.17% of portfolio
1,044
Q3 2024 Added 19.04%
$276B
$274 Million 0.15% of portfolio
3,815
Q3 2024 Reduced 7.98%
$204B
$242 Million 0.13% of portfolio
271
Q3 2024 Added 2.65%
$206B
$211 Million 0.11% of portfolio
430
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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