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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
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