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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.5B
$1.01 Billion 0.52% of portfolio
5,868
Q3 2024 Reduced 8.28%
$915B
$1 Billion 0.51% of portfolio
5,072
Q4 2024 New
$45.7B
$1 Billion 0.51% of portfolio
26,576
Q4 2024 Reduced 0.47%
$152B
$1.01 Billion 0.51% of portfolio
13,590
Q4 2024 Reduced 7.2%
$97.4B
$938 Million 0.48% of portfolio
10,282
Q4 2024 Reduced 17.8%
$74B
$937 Million 0.48% of portfolio
4,189
Q4 2024 Reduced 2.33%
$92.9B
$946 Million 0.48% of portfolio
15,842
Q4 2024 Reduced 20.11%
$45.6B
$928 Million 0.47% of portfolio
1,318
Q4 2024 Reduced 0.45%
$273B
$902 Million 0.46% of portfolio
2,698
Q4 2024 Added 2.78%
$376B
$909 Million 0.46% of portfolio
5,423
Q4 2024 Added 189.07%
$0
$899 Million 0.46% of portfolio
2,395
Q4 2023 New
$56.3B
$878 Million 0.45% of portfolio
4,824
Q4 2024 Added 93.42%
$370B
$849 Million 0.43% of portfolio
2,182
Q4 2024 Reduced 0.18%
$38.8B
$817 Million 0.42% of portfolio
9,153
Q4 2024 Added 0.77%
$183B
$808 Million 0.41% of portfolio
20,197
Q4 2024 Added 22.82%
$35.8B
$771 Million 0.39% of portfolio
7,682
Q4 2024 Reduced 0.79%
$87.4B
$752 Million 0.38% of portfolio
8,931
Q3 2024 Reduced 3.75%
$171B
$739 Million 0.38% of portfolio
2,037
Q4 2024 Added 0.15%
$0
$751 Million 0.38% of portfolio
2,958
Q4 2023 New
$403B
$726 Million 0.37% of portfolio
4,355
Q4 2024 Added 23.65%
$124B
$706 Million 0.36% of portfolio
1,453
Q4 2024 Reduced 5.77%
$177B
$679 Million 0.35% of portfolio
1,527
Q4 2024 Added 102.52%
$0
$694 Million 0.35% of portfolio
2,480
Q4 2023 New
$379B
$672 Million 0.34% of portfolio
1,328
Q4 2024 Added 59.23%
$208B
$655 Million 0.33% of portfolio
2,208
Q4 2024 Added 0.59%
$19.3B
$650 Million 0.33% of portfolio
7,532
Q3 2024 Reduced 0.13%
$9.76B
$630 Million 0.32% of portfolio
11,917
Q3 2024 Reduced 4.03%
$1.01T
$583 Million 0.3% of portfolio
3,060
Q4 2024 Reduced 22.14%
$150B
$590 Million 0.3% of portfolio
2,266
Q4 2024 Added 12.01%
$206B
$571 Million 0.29% of portfolio
115
Q4 2024 Added 23.66%
$20.2B
$564 Million 0.29% of portfolio
4,858
Q4 2024 Reduced 11.85%
$13.6B
$556 Million 0.28% of portfolio
3,157
Q4 2024 Reduced 1.68%
$21.7B
$541 Million 0.28% of portfolio
33,246
Q4 2024 Reduced 24.63%
$58.8B
$530 Million 0.27% of portfolio
2,466
Q1 2024 Added 1.31%
$0
$537 Million 0.27% of portfolio
2,712
Q1 2024 Added 1.12%
$0
$536 Million 0.27% of portfolio
3,316
Q1 2024 Added 1.28%
$0
$486 Million 0.25% of portfolio
5,533
Q4 2024 Reduced 2.3%
$133B
$491 Million 0.25% of portfolio
3,017
Q4 2024 New
$270B
$488 Million 0.25% of portfolio
5,396
Q4 2024 New
$268B
$484 Million 0.25% of portfolio
4,019
Q4 2024 Added 13.43%
$168B
$461 Million 0.24% of portfolio
4,139
Q4 2024 Added 7.17%
$244B
$460 Million 0.23% of portfolio
7,775
Q4 2024 Added 2.1%
$136B
$430 Million 0.22% of portfolio
6,104
Q4 2024 Reduced 10.59%
$32.7B
$436 Million 0.22% of portfolio
5,722
Q4 2024 Reduced 6.12%
$0
$424 Million 0.22% of portfolio
2,223
Q1 2024 Added 2.11%
$210B
$416 Million 0.21% of portfolio
4,185
Q4 2024 Added 2.0%
$194B
$404 Million 0.21% of portfolio
1,148
Q4 2024 Added 7.19%
$14.9B
$412 Million 0.21% of portfolio
5,386
Q4 2024 Reduced 2.0%
$112B
$398 Million 0.2% of portfolio
4,009
Q4 2024 New

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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