Avitas Wealth Management LLC Incresed Positions in Q3 2024

Avitas Wealth Management LLC

  • $701 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
700
+ 1.22%
$37.33 - $41.78 $26.1K - $29.2K
58.2K $2.43M
MCO
Moodys Corp

Financial Services
47
+ 1.72%
$421.49 - $494.67 $19.8K - $23.2K
2.78K $1.32M
HUBS
Hubspot Inc

Technology
481
+ 31.23%
$450.09 - $592.58 $216K - $285K
2.02K $1.07M
RIO
Rio Tinto PLC

Basic Materials
339
+ 1.3%
$59.71 - $71.21 $20.2K - $24.1K
26.5K $1.88M
MU
Micron Technology Inc

Technology
6.22K
+ 34.18%
$86.27 - $136.82 $537K - $851K
24.4K $2.53M
SOXX
Ishares Semiconductor ETF

ETFs
955
+ 17.66%
$199.29 - $265.49 $190K - $254K
6.36K $1.47M
AMGN
Amgen Inc

Healthcare
151
+ 1.83%
$309.38 - $337.38 $46.7K - $50.9K
8.39K $2.7M
NKE
Nike, Inc.

Consumer Cyclical
580
+ 10.29%
$71.09 - $89.44 $41.2K - $51.9K
6.22K $549K
GNRC
Generac Holdings Inc.

Industrials
416
+ 19.53%
$133.16 - $159.78 $55.4K - $66.5K
2.55K $404K
VO
Vanguard Mid Cap ETF

ETFs
351
+ 24.95%
$237.84 - $263.83 $83.5K - $92.6K
1.76K $463K
PRU
Prudential Financial Inc

Financial Services
206
+ 1.1%
$105.53 - $127.32 $21.7K - $26.2K
19K $2.3M
DOW
Dow Inc.

Basic Materials
516
+ 1.39%
$50.15 - $55.41 $25.9K - $28.6K
37.7K $2.06M
ADBE
Adobe Inc.

Technology
570
+ 10.14%
$508.13 - $586.55 $290K - $334K
6.19K $3.21M
ADI
Analog Devices Inc

Technology
214
+ 1.57%
$200.56 - $243.33 $42.9K - $52.1K
13.8K $3.18M
AZN
Astrazeneca PLC

Healthcare
542
+ 1.13%
$76.67 - $87.62 $41.6K - $47.5K
48.3K $3.77M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
163
+ 1.52%
$111.59 - $129.08 $18.2K - $21K
10.9K $1.3M
TXN
Texas Instruments Inc

Technology
113
+ 1.06%
$194.6 - $194.6 $22K - $22K
10.8K $2.1M
VMC
Vulcan Materials CO

Basic Materials
19
+ 0.45%
$231.83 - $274.51 $4.4K - $5.22K
4.23K $1.06M
C
Citigroup Inc

Financial Services
332
+ 1.48%
$56.11 - $67.61 $18.6K - $22.4K
22.8K $1.43M
ADSK
Autodesk, Inc.

Technology
42
+ 0.76%
$245.83 - $245.83 $10.3K - $10.3K
5.58K $1.37M
Thomson Reuters Corp.
326
+ 1.57%
N/A
21.1K $0
Ge Healthcare Technologies I
300
+ 1.54%
N/A
19.8K $0
Linde PLC
76
+ 1.43%
N/A
5.38K $0
Nextracker Inc
853
+ 18.71%
N/A
5.41K $0
Ishares Bitcoin Trust ETF
2.02K
+ 15.89%
N/A
14.7K $0
Veralto Corp
9
+ 0.09%
N/A
9.49K $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
123
+ 8.42%
$233.4 - $302.36 $28.7K - $37.2K
1.58K $429K
ROP
Roper Technologies Inc

Industrials
70
+ 1.09%
$515.25 - $576.55 $36.1K - $40.4K
6.51K $3.62M
CRWD
Crowd Strike Holdings, Inc.

Technology
251
+ 26.45%
$217.89 - $392.15 $54.7K - $98.4K
1.2K $336K
OMF
One Main Holdings, Inc.

Financial Services
652
+ 1.46%
$43.27 - $53.14 $28.2K - $34.6K
45.2K $2.13M
ELV
Elevance Health, Inc.

Healthcare
67
+ 1.45%
$500.12 - $562.29 $33.5K - $37.7K
4.67K $2.43M
HON
Honeywell International Inc

Industrials
294
+ 1.35%
$196.73 - $220.21 $57.8K - $64.7K
22K $4.55M
WFC
Wells Fargo & Company

Financial Services
596
+ 1.32%
$51.58 - $60.97 $30.7K - $36.3K
45.8K $2.59M
DXCM
Dexcom Inc

Healthcare
1.09K
+ 20.15%
$64.0 - $116.06 $69.5K - $126K
6.48K $433K
NVDA
Nvidia Corp

Technology
4.06K
+ 1.24%
$98.91 - $134.91 $402K - $548K
332K $40.3M
F
Ford Motor CO

Consumer Cyclical
1.61K
+ 1.37%
$9.71 - $14.55 $15.7K - $23.5K
119K $1.26M
MRK
Merck & Co., Inc.

Healthcare
634
+ 1.35%
$111.15 - $128.97 $70.5K - $81.8K
47.7K $5.42M
SLB
Schlumberger Limited

Energy
810
+ 0.95%
$39.57 - $49.67 $32.1K - $40.2K
85.9K $3.6M
VLO
Valero Energy Corp

Energy
582
+ 1.49%
$132.81 - $163.48 $77.3K - $95.1K
39.7K $5.37M
AMAT
Applied Materials Inc

Technology
312
+ 0.78%
$174.88 - $254.97 $54.6K - $79.6K
40.3K $8.13M
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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