Avitas Wealth Management LLC Sells in Q4 2024

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMD
Advanced Micro Devices Inc

Technology
-768
- 1.81%
$118.88 - $172.8 $91.3K - $133K
41.6K $5.03M
AZN
Astrazeneca PLC

Healthcare
-18.9K
- 39.17%
$63.2 - $79.58 $1.2M - $1.51M
29.4K $1.93M
UNH
Unitedhealth Group Inc

Healthcare
-178
- 1.08%
$485.52 - $625.25 $86.4K - $111K
16.4K $8.27M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.02K
- 15.7%
$501.29 - $612.85 $509K - $623K
5.46K $2.84M
MSFT
Microsoft Corp

Technology
-985
- 1.16%
$406.35 - $454.46 $400K - $448K
83.6K $35.2M
DHR
Danaher Corp

Healthcare
-143
- 0.68%
$226.16 - $274.52 $32.3K - $39.3K
20.8K $4.78M
UBER
Uber Technologies, Inc

Technology
-522
- 0.99%
$59.93 - $86.34 $31.3K - $45.1K
52.2K $3.15M
CE
Celanese Corp

Basic Materials
-53
- 0.53%
$67.03 - $136.68 $3.55K - $7.24K
9.93K $687K
FSLR
First Solar, Inc.

Technology
-11
- 0.15%
$175.88 - $240.66 $1.93K - $2.65K
7.17K $1.26M
QCOM
Qualcomm Inc

Technology
-251
- 0.9%
$150.4 - $178.04 $37.8K - $44.7K
27.7K $4.26M
KLAC
Kla Corp

Technology
-15
- 0.5%
$614.46 - $829.55 $9.22K - $12.4K
2.98K $1.88M
ABBV
Abb Vie Inc.

Healthcare
-211
- 1.06%
$164.99 - $203.87 $34.8K - $43K
19.6K $3.48M
NXPI
Nxp Semiconductors N.V.

Technology
-95
- 0.84%
$207.27 - $255.58 $19.7K - $24.3K
11.2K $2.33M
ASML
Asml Holding Nv

Technology
-3
- 0.14%
$658.43 - $872.27 $1.98K - $2.62K
2.17K $1.51M
XLU
Utilities Sector Spdr

ETFs
-68
- 0.12%
$74.89 - $82.93 $5.09K - $5.64K
54.3K $4.11M
HD
Home Depot, Inc.

Consumer Cyclical
-110
- 0.75%
$385.02 - $431.37 $42.4K - $47.5K
14.6K $5.67M
NKE
Nike, Inc.

Consumer Cyclical
-1.99K
- 31.99%
$73.36 - $89.13 $146K - $177K
4.23K $320K
PI
Impinj Inc

Technology
-58
- 2.52%
$141.81 - $238.72 $8.22K - $13.8K
2.24K $325K
SOXX
Ishares Semiconductor ETF

ETFs
-316
- 4.97%
$211.27 - $239.8 $66.8K - $75.8K
6.05K $1.3M
SBUX
Starbucks Corp

Consumer Cyclical
-160
- 0.7%
$87.44 - $102.5 $14K - $16.4K
22.8K $2.08M
NVO
Novo Nordisk A S

Healthcare
-30
- 0.66%
$85.0 - $120.04 $2.55K - $3.6K
4.53K $389K
BLDR
Builders First Source, Inc.

Industrials
-68
- 2.57%
$142.93 - $198.25 $9.72K - $13.5K
2.57K $367K
XLK
Technology Sector Spdr

ETFs
-1.36K
- 5.27%
$220.26 - $241.44 $299K - $328K
24.4K $5.68M
UPS
United Parcel Service Inc

Industrials
-74
- 0.71%
$122.65 - $138.35 $9.08K - $10.2K
10.4K $1.31M
XLI
Industrial Sector Spdr

ETFs
-569
- 5.26%
$131.76 - $143.99 $75K - $81.9K
10.3K $1.35M
COP
Conocophillips

Energy
-98
- 0.73%
$95.12 - $114.72 $9.32K - $11.2K
13.4K $1.33M
SPGI
S&P Global Inc.

Financial Services
-27
- 0.67%
$480.36 - $529.17 $13K - $14.3K
4K $1.99M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-28
- 2.37%
$396.64 - $516.74 $11.1K - $14.5K
1.15K $463K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-687
- 5.69%
$40.06 - $45.21 $27.5K - $31.1K
11.4K $463K
IT
Gartner Inc

Technology
-50
- 2.71%
$481.22 - $551.8 $24.1K - $27.6K
1.8K $870K
XLP
Consumer Staples Sector Spdr

ETFs
-823
- 5.47%
N/A
14.2K $1.08M
ECL
Ecolab Inc.

Basic Materials
-61
- 2.77%
$234.32 - $261.43 $14.3K - $15.9K
2.14K $501K
XLE
Energy Sector Spdr

ETFs
-456
- 5.24%
$83.32 - $97.27 $38K - $44.4K
8.24K $706K
XLB
Select Sector Spdr Fd Material

ETFs
-173
- 5.1%
$83.8 - $97.58 $14.5K - $16.9K
3.22K $270K
HES
Hess Corp

Energy
-95
- 0.63%
$127.66 - $148.65 $12.1K - $14.1K
15K $2M
ABT
Abbott Laboratories

Healthcare
-194
- 0.88%
$111.93 - $119.39 $21.7K - $23.2K
21.9K $2.47M
IOT
Samsara Inc.

Technology
-160
- 3.15%
$42.67 - $56.35 $6.83K - $9.02K
4.92K $215K
CSGP
Costar Group, Inc.

Real Estate
-126
- 2.5%
$69.7 - $81.97 $8.78K - $10.3K
4.91K $351K
ITA
Ishares Tr

ETFs
-115
- 6.01%
$144.31 - $157.31 $16.6K - $18.1K
1.8K $261K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-309
- 5.21%
$57.38 - $61.11 $17.7K - $18.9K
5.62K $328K
PAVE
Global X Fds Us Infrastructure

ETFs
-397
- 5.14%
$40.41 - $45.95 $16K - $18.2K
7.32K $295K
GNRC
Generac Holdings Inc.

Industrials
-64
- 2.51%
$154.28 - $195.11 $9.87K - $12.5K
2.48K $384K
VO
Vanguard Mid Cap ETF

ETFs
-74
- 4.21%
$261.5 - $284.63 $19.4K - $21.1K
1.68K $444K
VEEV
Veeva Systems Inc

Healthcare
-42
- 2.69%
$201.81 - $250.45 $8.48K - $10.5K
1.52K $319K
INTU
Intuit Inc

Technology
-23
- 2.15%
$602.01 - $706.25 $13.8K - $16.2K
1.05K $657K
FISV
Fiserv Inc

Technology
-51
- 2.43%
N/A
2.05K $256K
Veralto Corp
-32
- 0.34%
N/A
9.46K $0
ADSK
Autodesk, Inc.

Technology
-1
- 0.02%
N/A
5.58K $1.37M
KBE
Spdr S&P Bank ETF

ETFs
-188
- 4.39%
$51.33 - $62.76 $9.65K - $11.8K
4.09K $226K
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
Track This Portfolio

Track Avitas Wealth Management LLC Portfolio

Follow Avitas Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avitas Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avitas Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email