Avitas Wealth Management LLC Purchases in Q3 2024

Avitas Wealth Management LLC

  • $701 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
2.73K
+ 13.09%
$453.41 - $572.44 $1.24M - $1.56M
23.6K $13.5M
WMT
Walmart Inc.

Consumer Defensive
2.13K
+ 1.32%
$66.91 - $81.4 $143K - $173K
164K $13.2M
ZG
Zillow Group, Inc.

Communication Services
25.2K
New
$40.35 - $65.79 $1.02M - $1.66M
25.2K $1.56M
AXP
American Express CO

Financial Services
394
+ 1.42%
$225.92 - $271.17 $89K - $107K
28.1K $7.61M
MCD
Mcdonalds Corp

Consumer Cyclical
270
+ 1.27%
$245.82 - $304.51 $66.4K - $82.2K
21.5K $6.56M
BR
Broadridge Financial Solutions, Inc.

Technology
5.25K
New
$196.56 - $218.55 $1.03M - $1.15M
5.25K $1.13M
IVE
Ishares S&P 500 Value ETF

ETFs
781
+ 1.22%
$181.06 - $197.17 $141K - $154K
64.9K $12.8M
AVGO
Broadcom Inc.

Technology
55.4K
+ 940.0%
$136.27 - $1745.86 $7.55M - $96.7M
61.3K $10.6M
BLK
Black Rock Inc.

Financial Services
674
+ 31.13%
$782.27 - $949.51 $527K - $640K
2.84K $2.7M
BX
Blackstone Inc.

Financial Services
445
+ 1.5%
$120.77 - $159.66 $53.7K - $71K
30K $4.6M
JPM
Jpmorgan Chase & CO

Financial Services
807
+ 1.19%
$194.9 - $224.8 $157K - $181K
68.7K $14.5M
TTD
Trade Desk, Inc.

Technology
5.1K
+ 32.85%
$83.08 - $110.79 $423K - $565K
20.6K $2.26M
XLU
Utilities Sector Spdr

ETFs
503
+ 0.93%
$67.67 - $80.78 $34K - $40.6K
54.4K $4.4M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.59K
+ 1.86%
$89.91 - $101.33 $143K - $161K
87K $8.54M
ICE
Intercontinental Exchange, Inc.

Financial Services
312
+ 1.18%
$136.93 - $162.81 $42.7K - $50.8K
26.8K $4.31M
MS
Morgan Stanley

Financial Services
1.11K
+ 1.43%
$92.07 - $106.96 $102K - $119K
78.7K $8.2M
LMT
Lockheed Martin Corp

Industrials
51
+ 0.97%
$460.3 - $584.56 $23.5K - $29.8K
5.29K $3.09M
ETN
Eaton Corp PLC

Industrials
406
+ 1.44%
$272.52 - $333.02 $111K - $135K
28.6K $9.47M
WELL
Welltower Inc.

Real Estate
340
+ 1.43%
$104.0 - $129.74 $35.4K - $44.1K
24.2K $3.09M
HYG
Ishares Tr

ETFs
3.73K
+ 3.88%
$76.72 - $80.36 $286K - $300K
99.9K $8.02M
CAT
Caterpillar Inc

Industrials
156
+ 1.68%
$316.8 - $391.12 $49.4K - $61K
9.46K $3.7M
HWM
Howmet Aerospace Inc.

Industrials
326
+ 1.34%
$77.3 - $100.22 $25.2K - $32.7K
24.6K $2.46M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
9.35K
+ 3.51%
$28.11 - $29.42 $263K - $275K
276K $8.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
134
+ 1.41%
$405.19 - $478.57 $54.3K - $64.1K
9.63K $4.43M
NEE
Nextera Energy Inc

Utilities
485
+ 1.27%
$69.9 - $84.97 $33.9K - $41.2K
38.8K $3.28M
PLD
Prologis, Inc.

Real Estate
468
+ 1.32%
$111.95 - $132.43 $52.4K - $62K
35.9K $4.53M
TECK
Teck Resources LTD

Basic Materials
8.4K
+ 33.23%
$43.48 - $53.4 $365K - $449K
33.7K $1.76M
JNJ
Johnson & Johnson

Healthcare
371
+ 1.25%
$145.48 - $167.38 $54K - $62.1K
30K $4.86M
MSI
Motorola Solutions, Inc.

Technology
119
+ 1.61%
$385.65 - $450.49 $45.9K - $53.6K
7.53K $3.39M
ORCL
Oracle Corp

Technology
216
+ 1.34%
$125.9 - $170.35 $27.2K - $36.8K
16.3K $2.78M
SMG
Scotts Miracle Gro CO

Basic Materials
296
+ 1.39%
$61.06 - $86.7 $18.1K - $25.7K
21.7K $1.88M
MELI
Mercadolibre Inc

Consumer Cyclical
11
+ 0.97%
$1591.44 - $2140.1 $17.5K - $23.5K
1.15K $2.36M
TMO
Thermo Fisher Scientific Inc.

Healthcare
100
+ 1.57%
$531.86 - $624.21 $53.2K - $62.4K
6.47K $4M
GS
Goldman Sachs Group Inc

Financial Services
579
+ 13.47%
$459.02 - $510.25 $266K - $295K
4.88K $2.41M
IVW
Ishares S&P 500 Growth ETF

ETFs
33
+ 0.02%
$84.77 - $97.13 $2.8K - $3.21K
140K $13.4M
DTE
Dte Energy CO

Utilities
279
+ 1.18%
$108.67 - $128.41 $30.3K - $35.8K
23.8K $3.06M
DE
Deere & CO

Industrials
112
+ 1.6%
$344.84 - $418.0 $38.6K - $46.8K
7.11K $2.97M
MCHP
Microchip Technology Inc

Technology
6.57K
+ 37.76%
$72.0 - $95.98 $473K - $631K
24K $1.93M
CB
Chubb LTD

Financial Services
130
+ 1.51%
$252.51 - $292.2 $32.8K - $38K
8.72K $2.51M
ACM
Aecom

Industrials
292
+ 1.58%
$82.37 - $103.25 $24.1K - $30.1K
18.8K $1.94M
TMUS
T Mobile Us, Inc.

Communication Services
145
+ 1.67%
$175.14 - $206.36 $25.4K - $29.9K
8.81K $1.82M
TGT
Target Corp

Consumer Defensive
347
+ 1.19%
$133.47 - $159.25 $46.3K - $55.3K
29.6K $4.61M
CI
Cigna Corp

Healthcare
116
+ 0.8%
$319.12 - $367.1 $37K - $42.6K
14.6K $5.05M
ACN
Accenture PLC

Technology
68
+ 1.39%
$295.44 - $355.81 $20.1K - $24.2K
4.95K $1.75M
IOT
Samsara Inc.

Technology
5.08K
New
$34.85 - $49.75 $177K - $253K
5.08K $244K
ALGN
Align Technology Inc

Healthcare
738
+ 18.91%
$204.03 - $257.2 $151K - $190K
4.64K $1.18M
CSCO
Cisco Systems, Inc.

Technology
518
+ 1.42%
$44.74 - $53.22 $23.2K - $27.6K
37K $1.97M
AEP
American Electric Power CO Inc

Utilities
198
+ 1.37%
$87.11 - $104.95 $17.2K - $20.8K
14.6K $1.5M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.82K
New
$97.96 - $124.99 $179K - $228K
1.82K $227K
Activity Summary
Buys All Purchases 97 New Holdings 6 Increased Positions 91 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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