Avitas Wealth Management LLC Sells in Q3 2024

Avitas Wealth Management LLC

  • $701 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-59
- 1.67%
$54.2 - $65.22 $3.2K - $3.85K
3.47K $220K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-104
- 1.72%
$54.38 - $59.77 $5.66K - $6.22K
5.93K $351K
ZTS
Zoetis Inc.

Healthcare
-164
- 7.94%
$172.58 - $196.48 $28.3K - $32.2K
1.9K $371K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-148
- 1.43%
$37.37 - $43.48 $5.53K - $6.44K
10.2K $444K
PODD
Insulet Corp

Healthcare
-84
- 6.96%
$180.69 - $239.01 $15.2K - $20.1K
1.12K $261K
VEEV
Veeva Systems Inc

Healthcare
-118
- 7.02%
$180.43 - $223.9 $21.3K - $26.4K
1.56K $328K
XLB
Select Sector Spdr Fd Material

ETFs
-57
- 1.65%
$86.95 - $97.09 $4.96K - $5.53K
3.39K $326K
NOW
Service Now, Inc.

Technology
-45
- 7.18%
$730.87 - $937.36 $32.9K - $42.2K
582 $520K
ISRG
Intuitive Surgical Inc

Healthcare
-138
- 6.74%
$416.14 - $494.01 $57.4K - $68.2K
1.91K $937K
PAVE
Global X Fds Us Infrastructure

ETFs
-136
- 1.73%
$36.39 - $41.16 $4.95K - $5.6K
7.72K $317K
ITA
Ishares Tr

ETFs
-29
- 1.49%
$131.58 - $149.64 $3.82K - $4.34K
1.91K $286K
SQ
Block, Inc.

Technology
-39
- 0.26%
$57.21 - $72.07 $2.23K - $2.81K
15.1K $1.01M
SPOT
Spotify Technology S.A.

Communication Services
-87
- 6.59%
$290.16 - $384.01 $25.2K - $33.4K
1.23K $454K
IT
Gartner Inc

Technology
-144
- 7.23%
$441.32 - $516.47 $63.6K - $74.4K
1.85K $935K
IAI
Ishares Tr Us Broker Dealers &

ETFs
-53
- 1.24%
$115.73 - $128.74 $6.13K - $6.82K
4.21K $541K
MNST
Monster Beverage Corp

Consumer Defensive
-250
- 0.97%
$45.01 - $52.47 $11.3K - $13.1K
25.5K $1.33M
UBER
Uber Technologies, Inc

Technology
-1.16K
- 2.15%
$58.48 - $77.47 $67.7K - $89.6K
52.7K $3.96M
TW
Tradeweb Markets Inc.

Financial Services
-351
- 6.96%
$104.25 - $123.67 $36.6K - $43.4K
4.69K $580K
XLC
Select Sector Spdr Tr Communic

ETFs
-349
- 1.7%
$82.16 - $90.4 $28.7K - $31.5K
20.1K $1.82M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-178
- 1.45%
$38.04 - $45.36 $6.77K - $8.07K
12.1K $539K
HRI
Herc Holdings Inc

Industrials
-342
- 7.11%
$125.03 - $159.53 $42.8K - $54.6K
4.47K $712K
FTNT
Fortinet, Inc.

Technology
-521
- 7.32%
$55.39 - $77.55 $28.9K - $40.4K
6.6K $511K
EQIX
Equinix Inc

Real Estate
-98
- 7.3%
$749.0 - $890.01 $73.4K - $87.2K
1.24K $1.1M
NFLX
Netflix Inc

Communication Services
-126
- 2.36%
$598.55 - $722.26 $75.4K - $91K
5.21K $3.7M
WDAY
Workday, Inc.

Technology
-4
- 0.08%
$207.75 - $264.68 $831 - $1.06K
4.89K $1.19M
PI
Impinj Inc

Technology
-175
- 7.08%
$137.66 - $217.83 $24.1K - $38.1K
2.3K $497K
XLI
Industrial Sector Spdr

ETFs
-180
- 1.64%
$120.56 - $135.44 $21.7K - $24.4K
10.8K $1.47M
V
Visa Inc.

Financial Services
-368
- 1.8%
$253.74 - $291.56 $93.4K - $107K
20K $5.5M
FSLR
First Solar, Inc.

Technology
-11
- 0.15%
$205.36 - $255.78 $2.26K - $2.81K
7.18K $1.79M
XLY
Select Sector Spdr Consumer Di

ETFs
-195
- 1.59%
$170.05 - $200.86 $33.2K - $39.2K
12K $2.41M
NDAQ
Nasdaq, Inc.

Financial Services
-184
- 0.98%
$59.48 - $74.31 $10.9K - $13.7K
18.5K $1.35M
FOUR
Shift4 Payments, Inc.

Technology
-7
- 0.04%
$61.26 - $88.65 $429 - $621
15.7K $1.39M
ANET
Arista Networks, Inc.

Technology
-86
- 1.03%
$311.42 - $388.21 $26.8K - $33.4K
8.3K $3.18M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-66
- 0.51%
$57.22 - $80.08 $3.78K - $5.29K
12.8K $997K
ONON
On Holding Ag

Consumer Cyclical
-152
- 0.67%
$36.63 - $51.57 $5.57K - $7.84K
22.7K $1.14M
SPGI
S&P Global Inc.

Financial Services
-45
- 1.11%
$446.32 - $527.38 $20.1K - $23.7K
4.03K $2.08M
SHOP
Shopify Inc.

Technology
-214
- 0.99%
$52.26 - $80.75 $11.2K - $17.3K
21.4K $1.71M
ADP
Automatic Data Processing Inc

Industrials
-95
- 1.05%
$233.44 - $279.45 $22.2K - $26.5K
8.96K $2.48M
AMT
American Tower Corp

Real Estate
-114
- 1.25%
$192.27 - $242.73 $21.9K - $27.7K
8.97K $2.09M
SBUX
Starbucks Corp

Consumer Cyclical
-195
- 0.84%
$72.51 - $98.6 $14.1K - $19.2K
23K $2.24M
DHR
Danaher Corp

Healthcare
-163
- 0.77%
$239.25 - $280.76 $39K - $45.8K
21K $5.83M
MA
Mastercard Inc

Financial Services
-179
- 1.47%
$429.6 - $500.99 $76.9K - $89.7K
12K $5.94M
RKLB
Rocket Lab Usa, Inc.

Industrials
-168
- 0.14%
$4.54 - $9.78 $763 - $1.64K
121K $1.17M
KKR
Kkr & Co. Inc.

Financial Services
-342
- 0.99%
$104.51 - $133.23 $35.7K - $45.6K
34.1K $4.46M
HD
Home Depot, Inc.

Consumer Cyclical
-101
- 0.68%
$333.64 - $405.2 $33.7K - $40.9K
14.7K $5.95M
PWR
Quanta Services, Inc.

Industrials
-151
- 0.71%
$239.58 - $298.23 $36.2K - $45K
21.1K $6.28M
UNH
Unitedhealth Group Inc

Healthcare
-270
- 1.61%
$488.01 - $604.18 $132K - $163K
16.5K $9.67M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.05K
- 2.64%
$191.76 - $263.26 $202K - $277K
38.8K $10.2M
AAPL
Apple Inc.

Technology
-5.15K
- 2.74%
$207.23 - $234.82 $1.07M - $1.21M
183K $42.6M
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
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