Avitas Wealth Management LLC Incresed Positions in Q4 2024

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
51.8K
+ 340.28%
$136.28 - $154.74 $7.06M - $8.02M
67K $9.22M
JPM
Jpmorgan Chase & CO

Financial Services
385
+ 0.56%
$205.18 - $250.29 $79K - $96.4K
69.1K $16.6M
MS
Morgan Stanley

Financial Services
557
+ 0.71%
$104.42 - $134.99 $58.2K - $75.2K
79.2K $9.96M
WMT
Walmart Inc.

Consumer Defensive
1.07K
+ 0.65%
$79.1 - $95.7 $84.3K - $102K
165K $14.9M
ZTS
Zoetis Inc.

Healthcare
6.83K
+ 359.18%
$162.24 - $194.42 $1.11M - $1.33M
8.73K $1.42M
FCX
Freeport Mcmoran Inc

Basic Materials
22.8K
+ 435.0%
$38.08 - $50.82 $867K - $1.16M
28K $1.07M
AXP
American Express CO

Financial Services
207
+ 0.74%
$267.35 - $305.57 $55.3K - $63.3K
28.3K $8.39M
COST
Costco Wholesale Corp

Consumer Defensive
41
+ 0.17%
$873.59 - $994.69 $35.8K - $40.8K
23.8K $21.8M
WFC
Wells Fargo & Company

Financial Services
300
+ 0.65%
$54.98 - $77.35 $16.5K - $23.2K
46.1K $3.24M
HYG
Ishares Tr

ETFs
10.1K
+ 10.13%
$78.09 - $80.04 $790K - $809K
110K $8.65M
HON
Honeywell International Inc

Industrials
144
+ 0.65%
$202.84 - $236.0 $29.2K - $34K
22.1K $5M
HUBS
Hubspot Inc

Technology
17
+ 0.84%
$514.07 - $757.4 $8.74K - $12.9K
2.04K $1.42M
OMF
One Main Holdings, Inc.

Financial Services
256
+ 0.57%
$45.27 - $57.43 $11.6K - $14.7K
45.4K $2.37M
HWM
Howmet Aerospace Inc.

Industrials
123
+ 0.5%
$99.72 - $120.09 $12.3K - $14.8K
24.7K $2.7M
CSCO
Cisco Systems, Inc.

Technology
256
+ 0.69%
$52.45 - $60.02 $13.4K - $15.4K
37.2K $2.2M
C
Citigroup Inc

Financial Services
143
+ 0.63%
$61.31 - $72.5 $8.77K - $10.4K
22.9K $1.61M
DOW
Dow Inc.

Basic Materials
17.3K
+ 46.01%
$39.1 - $55.34 $678K - $960K
55K $2.21M
PANW
Palo Alto Networks Inc

Technology
7.85K
+ 97.95%
$181.96 - $405.9 $1.43M - $3.18M
15.9K $2.89M
TMUS
T Mobile Us, Inc.

Communication Services
78
+ 0.89%
$206.1 - $246.94 $16.1K - $19.3K
8.88K $1.96M
MSI
Motorola Solutions, Inc.

Technology
53
+ 0.7%
$449.08 - $504.6 $23.8K - $26.7K
7.58K $3.51M
MRK
Merck & Co., Inc.

Healthcare
7.86K
+ 16.48%
$96.31 - $114.76 $757K - $902K
55.6K $5.53M
ETN
Eaton Corp PLC

Industrials
200
+ 0.7%
$326.96 - $377.52 $65.4K - $75.5K
28.8K $9.55M
ACM
Aecom

Industrials
110
+ 0.58%
$101.97 - $116.97 $11.2K - $12.9K
18.9K $2.02M
BR
Broadridge Financial Solutions, Inc.

Technology
72
+ 1.37%
$209.64 - $236.44 $15.1K - $17K
5.32K $1.2M
SUB
Ishares Short Term National Mu

ETFs
707
+ 25.06%
$104.94 - $106.2 $74.2K - $75.1K
3.53K $372K
DE
Deere & CO

Industrials
48
+ 0.68%
$389.45 - $466.0 $18.7K - $22.4K
7.16K $3.03M
SCHO
Schwab Short Term Us Treasury

ETFs
31.8K
+ 108.88%
$24.06 - $48.88 $764K - $1.55M
60.9K $1.47M
AMAT
Applied Materials Inc

Technology
9.98K
+ 24.79%
$161.44 - $213.89 $1.61M - $2.13M
50.2K $8.17M
SRLN
Ssga Active Trust

ETFs
724
+ 6.91%
$41.48 - $42.08 $30K - $30.5K
11.2K $467K
BOND
Pimco Active Bond Exchange Tra

ETFs
809
+ 6.48%
$90.42 - $94.5 $73.1K - $76.5K
13.3K $1.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
1.85K
+ 7.04%
$39.3 - $41.34 $72.6K - $76.4K
28.1K $1.11M
TXN
Texas Instruments Inc

Technology
59
+ 0.55%
N/A
10.8K $2.11M
MCO
Moodys Corp

Financial Services
22
+ 0.79%
$454.04 - $500.88 $9.99K - $11K
2.8K $1.33M
ACN
Accenture PLC

Technology
40
+ 0.81%
$343.9 - $376.86 $13.8K - $15.1K
4.99K $1.75M
Thomson Reuters Corp
146
+ 0.69%
N/A
21.3K $0
Linde PLC
51
+ 0.95%
N/A
5.44K $0
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.57K
+ 2.38%
$28.6 - $29.27 $188K - $192K
283K $8.1M
ICLR
Icon PLC

Healthcare
262
+ 24.28%
$187.22 - $297.57 $49.1K - $78K
1.34K $281K
WELL
Welltower Inc.

Real Estate
134
+ 0.55%
$123.11 - $139.3 $16.5K - $18.7K
24.3K $3.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 0.66%
$442.29 - $483.08 $28.3K - $30.9K
9.69K $4.39M
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
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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