Aviso Wealth Management Portfolio Holdings

Aviso Wealth Management

  • $188 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$137B
$1.01 Billion 0.53% of portfolio
4,254
Q1 2025 Reduced 11.78%
$377B
$951 Million 0.51% of portfolio
5,581
Q1 2025 Added 2.91%
$282B
$959 Million 0.51% of portfolio
1,831
Q1 2025 Added 37.88%
$0
$960 Million 0.51% of portfolio
1,770
Q1 2025 Reduced 7.18%
$93.6B
$933 Million 0.5% of portfolio
13,746
Q1 2025 Reduced 13.23%
$0
$942 Million 0.5% of portfolio
2,540
Q1 2025 Reduced 6.0%
$175B
$888 Million 0.47% of portfolio
19,574
Q1 2025 Reduced 3.08%
$51.6B
$893 Million 0.47% of portfolio
3,512
Q1 2024 Added 0.03%
$190B
$863 Million 0.46% of portfolio
2,616
Q1 2025 Added 28.42%
$107B
$849 Million 0.45% of portfolio
8,659
Q1 2025 Reduced 15.78%
$97.6B
$819 Million 0.44% of portfolio
5,861
Q1 2025 Reduced 0.12%
$48.9B
$820 Million 0.44% of portfolio
1,308
Q1 2025 Reduced 0.76%
$99.7B
$794 Million 0.42% of portfolio
3,938
Q1 2025 Reduced 5.99%
$25.7B
$773 Million 0.41% of portfolio
1,353
Q1 2025 Reduced 21.06%
$134B
$776 Million 0.41% of portfolio
8,933
Q1 2025 Added 0.02%
$36.8B
$752 Million 0.4% of portfolio
7,582
Q1 2025 Reduced 1.3%
$0
$732 Million 0.39% of portfolio
2,250
Q1 2025 Reduced 6.05%
$261B
$740 Million 0.39% of portfolio
2,757
Q1 2025 Added 2.19%
$196B
$711 Million 0.38% of portfolio
893
Q1 2025 Added 229.52%
$118B
$699 Million 0.37% of portfolio
4,096
Q1 2025 Reduced 4.39%
$175B
$697 Million 0.37% of portfolio
1,817
Q1 2025 Added 18.99%
$0
$679 Million 0.36% of portfolio
2,777
Q1 2025 Reduced 6.12%
$155B
$672 Million 0.36% of portfolio
2,156
Q1 2025 Reduced 4.85%
$8.71B
$654 Million 0.35% of portfolio
11,917
Q3 2024 Reduced 4.03%
$284B
$638 Million 0.34% of portfolio
4,020
Q1 2025 Added 0.02%
$223B
$642 Million 0.34% of portfolio
2,386
Q1 2025 Added 8.06%
$123B
$643 Million 0.34% of portfolio
1,439
Q1 2025 Reduced 0.96%
$27B
$626 Million 0.33% of portfolio
7,366
Q1 2025 Reduced 2.2%
$553B
$618 Million 0.33% of portfolio
4,419
Q1 2025 Added 1.47%
$211B
$599 Million 0.32% of portfolio
130
Q1 2025 Added 13.04%
$272B
$588 Million 0.31% of portfolio
9,525
Q1 2025 Added 22.51%
$1.02T
$592 Million 0.31% of portfolio
3,791
Q1 2025 Added 23.89%
$0
$588 Million 0.31% of portfolio
2,335
Q1 2025 Reduced 5.85%
$58.7B
$571 Million 0.3% of portfolio
2,466
Q1 2024 Added 1.31%
$0
$502 Million 0.27% of portfolio
3,124
Q1 2025 Reduced 5.79%
$261B
$478 Million 0.25% of portfolio
5,441
Q1 2025 Added 0.83%
$0
$466 Million 0.25% of portfolio
2,501
Q1 2025 Reduced 7.78%
$0
$436 Million 0.23% of portfolio
5,427
Q1 2025 Reduced 1.92%
$59.6B
$435 Million 0.23% of portfolio
2,552
Q1 2025 Reduced 47.1%
$22.9B
$433 Million 0.23% of portfolio
28,825
Q1 2025 Reduced 13.3%
$298B
$434 Million 0.23% of portfolio
6,056
Q1 2025 Added 39.93%
$146B
$425 Million 0.23% of portfolio
2,930
Q1 2025 Reduced 2.88%
$152B
$418 Million 0.22% of portfolio
5,894
Q1 2025 Reduced 3.44%
$0
$408 Million 0.22% of portfolio
2,143
Q1 2025 Reduced 3.6%
$33.1B
$391 Million 0.21% of portfolio
5,235
Q1 2025 Reduced 8.51%
$214B
$401 Million 0.21% of portfolio
4,060
Q1 2025 Reduced 1.91%
$0
$394 Million 0.21% of portfolio
7,721
Q1 2025 Reduced 1.33%
$216B
$386 Million 0.21% of portfolio
2,914
Q1 2025 Reduced 9.67%
$22.3B
$371 Million 0.2% of portfolio
4,225
Q1 2025 Reduced 13.03%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $188 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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