Avitas Wealth Management LLC Portfolio Holdings
Avitas Wealth Management LLC
- $701 Million
- Q3 2024
Avitas Wealth Management LLC has filed its 13F form on October 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $701 Million distributed in 197 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $42.6M, Nvidia Corp with a value of $40.3M, Microsoft Corp with a value of $36.4M, Alphabet Inc. with a value of $24.3M, and Amazon Com Inc with a value of $21.6M.
Examining the 13F form we can see an increase of $27.2M in the current position value, from $674M to 701M.
Below you can find more details about Avitas Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$701 Million
Technology: $214 Million
Financial Services: $84.6 Million
ETFs: $83.1 Million
Healthcare: $73.9 Million
Consumer Cyclical: $58.2 Million
Communication Services: $49.3 Million
Industrials: $44.8 Million
Consumer Defensive: $41.7 Million
Other: $50.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 197
- Current Value $701 Million
- Prior Value $674 Million
- Filing
- Period Q3 2024
- Filing Date October 25, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 6 stocks
- Additional Purchases 91 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks