Avitas Wealth Management LLC Purchases in Q4 2024

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PRU
Prudential Financial Inc

Financial Services
70
+ 0.37%
$114.59 - $129.52 $8.02K - $9.07K
19.1K $2.26M
ORCL
Oracle Corp

Technology
87
+ 0.53%
$165.41 - $192.43 $14.4K - $16.7K
16.4K $2.73M
F
Ford Motor CO

Consumer Cyclical
793
+ 0.66%
$9.69 - $11.4 $7.68K - $9.04K
120K $1.19M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
42
+ 12.73%
$701.85 - $1046.91 $29.5K - $44K
372 $264K
CB
Chubb LTD

Financial Services
40
+ 0.46%
$271.57 - $301.89 $10.9K - $12.1K
8.76K $2.42M
AEP
American Electric Power CO Inc

Utilities
82
+ 0.56%
$90.91 - $102.21 $7.45K - $8.38K
14.7K $1.36M
DTE
Dte Energy CO

Utilities
138
+ 0.58%
$117.04 - $129.77 $16.2K - $17.9K
24K $2.89M
KO
Coca Cola CO

Consumer Defensive
100
+ 0.48%
$61.74 - $71.71 $6.17K - $7.17K
21K $1.31M
OMC
Omnicom Group Inc.

Communication Services
103
+ 0.82%
$85.82 - $105.47 $8.84K - $10.9K
12.6K $1.08M
ROP
Roper Technologies Inc

Industrials
27
+ 0.41%
$519.85 - $575.95 $14K - $15.6K
6.54K $3.4M
CMCSA
Comcast Corp

Communication Services
328
+ 0.56%
$37.39 - $45.14 $12.3K - $14.8K
58.5K $2.2M
CAT
Caterpillar Inc

Industrials
75
+ 0.79%
$360.37 - $416.88 $27K - $31.3K
9.54K $3.46M
MCD
Mcdonalds Corp

Consumer Cyclical
123
+ 0.57%
$288.47 - $316.54 $35.5K - $38.9K
21.7K $6.28M
ICE
Intercontinental Exchange, Inc.

Financial Services
163
+ 0.61%
$148.29 - $166.93 $24.2K - $27.2K
27K $4.02M
SLB
Schlumberger Limited

Energy
410
+ 0.48%
$36.83 - $45.59 $15.1K - $18.7K
86.3K $3.31M
IVE
Ishares S&P 500 Value ETF

ETFs
397
+ 0.61%
$189.5 - $206.17 $75.2K - $81.8K
65.3K $12.5M
MELI
Mercadolibre Inc

Consumer Cyclical
3
+ 0.26%
$1666.0 - $2117.3 $5K - $6.35K
1.15K $1.96M
SMG
Scotts Miracle Gro CO

Basic Materials
126
+ 0.58%
$65.14 - $93.47 $8.21K - $11.8K
21.8K $1.45M
ADBE
Adobe Inc.

Technology
39
+ 0.63%
$437.39 - $552.96 $17.1K - $21.6K
6.23K $2.77M
VLO
Valero Energy Corp

Energy
309
+ 0.78%
$118.59 - $144.02 $36.6K - $44.5K
40K $4.91M
MU
Micron Technology Inc

Technology
137
+ 0.56%
$84.16 - $113.41 $11.5K - $15.5K
24.6K $2.07M
CI
Cigna Corp

Healthcare
1.98K
+ 13.57%
$265.59 - $358.58 $525K - $709K
16.6K $4.57M
NEE
Nextera Energy Inc

Utilities
191
+ 0.49%
$69.77 - $85.43 $13.3K - $16.3K
39K $2.79M
JNJ
Johnson & Johnson

Healthcare
182
+ 0.61%
$143.34 - $165.86 $26.1K - $30.2K
30.2K $4.36M
LMT
Lockheed Martin Corp

Industrials
24
+ 0.45%
$479.66 - $614.62 $11.5K - $14.8K
5.31K $2.58M
XOM
Exxon Mobil Corp

Energy
203
+ 0.37%
$105.51 - $125.37 $21.4K - $25.5K
55.6K $5.98M
TGT
Target Corp

Consumer Defensive
156
+ 0.53%
$121.59 - $160.69 $19K - $25.1K
29.7K $4.02M
PLD
Prologis, Inc.

Real Estate
265
+ 0.74%
$101.4 - $126.96 $26.9K - $33.6K
36.1K $3.82M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.62K
+ 1.86%
$87.1 - $98.49 $141K - $159K
88.6K $7.74M
LLY
Eli Lilly & CO

Healthcare
1.62K
+ 8.97%
$727.2 - $932.06 $1.18M - $1.51M
19.7K $15.2M
Activity Summary
Buys All Purchases 81 New Holdings 9 Increased Positions 72 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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