Avitas Wealth Management LLC Portfolio Holdings
Avitas Wealth Management LLC
- $708 Million
- Q4 2024
Avitas Wealth Management LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $708 Million distributed in 190 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $45.1M, Nvidia Corp with a value of $44.1M, Microsoft Corp with a value of $35.2M, Alphabet Inc. with a value of $27.5M, and Amazon Com Inc with a value of $25.1M.
Examining the 13F form we can see an increase of $7.62M in the current position value, from $701M to 708M.
Below you can find more details about Avitas Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$708 Million
Technology: $216 Million
Financial Services: $90.4 Million
ETFs: $89.6 Million
Consumer Cyclical: $66.7 Million
Healthcare: $59.8 Million
Communication Services: $53.8 Million
Industrials: $46.9 Million
Consumer Defensive: $43.4 Million
Other: $42 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 190
- Current Value $708 Million
- Prior Value $701 Million
- Filing
- Period Q4 2024
- Filing Date January 27, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 9 stocks
- Additional Purchases 72 stocks
- Sold out of 0 stocks
- Reduced holdings in 109 stocks