Aviso Wealth Management Portfolio Holdings
Aviso Wealth Management
- $209 Million
- Q2 2025
Aviso Wealth Management has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $209 Million distributed in 144 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $16.4M, Netflix Inc with a value of $12.9M, Nvidia Corp with a value of $11.9M, Meta Platforms, Inc. with a value of $10.4M, and Microsoft Corp with a value of $9.05M.
Examining the 13F form we can see an decrease of $188B in the current position value, from $188B to 209M.
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
$209 Million
Technology: $61.5 Million
Communication Services: $34.6 Million
Financial Services: $28.7 Million
Industrials: $17 Million
Healthcare: $15.7 Million
Consumer Cyclical: $15.2 Million
ETFs: $11.7 Million
Consumer Defensive: $10.9 Million
Other: $13.5 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|