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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.94B
$2.19 Billion 1.19% of portfolio
13,000
Q3 2024 Added 897.7%
$5.25B
$1.05 Billion 0.57% of portfolio
36,006
Q3 2024 New
$9.25B
$757 Million 0.41% of portfolio
11,917
Q3 2024 Reduced 4.03%
$2.75B
$635 Million 0.34% of portfolio
71,753
Q3 2024 Reduced 38.82%
$6.85B
$397 Million 0.22% of portfolio
2,852
Q1 2024 Added 0.07%
$5.86B
$283 Million 0.15% of portfolio
2,280
Q1 2024 New
$3.65B
$200 Million 0.11% of portfolio
3,783
Q4 2023 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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