Avity Investment Management Inc. Incresed Positions in Q2 2025

Avity Investment Management Inc.

  • $1.33 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
2.66K
+ 2.11%
$354.56 - $497.45 $945K - $1.33M
129K $64.2M
NVDA
Nvidia Corp

Technology
9.88K
+ 3.31%
$94.31 - $157.99 $932K - $1.56M
309K $48.8M
PANW
Palo Alto Networks Inc

Technology
50K
+ 37.94%
$152.44 - $204.64 $7.62M - $10.2M
182K $37.2M
ETN
Eaton Corp PLC

Industrials
36.3K
+ 3536.98%
$246.52 - $356.99 $8.94M - $12.9M
37.3K $13.3M
PG
Procter & Gamble CO

Consumer Defensive
82.2K
+ 46.34%
$157.66 - $172.39 $13M - $14.2M
259K $41.3M
CARR
Carrier Global Corp

Industrials
96.9K
+ 29.46%
$55.55 - $75.83 $5.38M - $7.34M
426K $31.2M
AMAT
Applied Materials Inc

Technology
8.68K
+ 4.09%
$126.95 - $183.52 $1.1M - $1.59M
221K $40.4M
ORCL
Oracle Corp

Technology
29.3K
+ 117.78%
$122.82 - $218.63 $3.6M - $6.41M
54.2K $11.8M
EFA
Ishares Tr Msci Eafe ETF

ETFs
56.3K
+ 421.95%
$72.96 - $90.39 $4.1M - $5.09M
69.6K $6.22M
UBER
Uber Technologies, Inc

Technology
10.1K
+ 6.14%
$64.62 - $93.3 $654K - $944K
175K $16.3M
ECL
Ecolab Inc.

Basic Materials
675
+ 0.47%
$225.65 - $270.95 $152K - $183K
144K $38.9M
TFC
Truist Financial Corp

Financial Services
24.3K
+ 8.41%
$34.79 - $42.99 $846K - $1.05M
313K $13.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
555
+ 3.28%
$456.74 - $568.03 $253K - $315K
17.5K $9.93M
NFLX
Netflix Inc

Communication Services
2
+ 0.12%
$855.86 - $1339.13 $1.71K - $2.68K
1.66K $2.22M
FLRN
Spdr Bloomberg Investment Grad

ETFs
21.4K
+ 17.65%
$30.29 - $30.83 $647K - $658K
142K $4.39M
AVGO
Broadcom Inc.

Technology
535
+ 22.67%
$146.29 - $275.65 $78.3K - $147K
2.9K $798K
OKTA
Okta, Inc.

Technology
3.4K
+ 167.9%
$91.24 - $127.3 $310K - $433K
5.43K $542K
IBM
International Business Machines Corp

Technology
200
+ 5.81%
$221.03 - $294.78 $44.2K - $59K
3.65K $1.07M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
85
+ 15.18%
$468.22 - $566.51 $39.8K - $48.2K
645 $365K
IVV
Ishares Core S&P 500 ETF

ETFs
4
+ 0.46%
$498.8 - $620.9 $2K - $2.48K
879 $545K
VIG
Vanguard Dividend Appreciation

ETFs
275
+ 3.38%
N/A
8.4K $1.53M
AEP
American Electric Power CO Inc

Utilities
50
+ 0.99%
$98.59 - $109.11 $4.93K - $5.46K
5.12K $531K
NEE
Nextera Energy Inc

Utilities
8.57K
+ 1.72%
$64.11 - $75.0 $549K - $642K
507K $35.2M
JNJ
Johnson & Johnson

Healthcare
12.7K
+ 5.26%
$146.36 - $159.82 $1.86M - $2.03M
254K $38.9M
CVX
Chevron Corp

Energy
15.4K
+ 8.72%
$133.73 - $168.51 $2.05M - $2.59M
192K $27.4M
AMGN
Amgen Inc

Healthcare
3.63K
+ 3.54%
$262.28 - $309.85 $952K - $1.12M
106K $29.6M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
60
+ 0.03%
$212.1 - $244.27 $12.7K - $14.7K
201K $44M
Activity Summary
Buys All Purchases 36 New Holdings 8 Increased Positions 28 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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