Top 50 Aviso Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 8.3% | 72.5K | $18.4M | -7.38%(-5.78K) | $183.65(+68.05%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.35% | 68.1K | $11.9M | -0.69%(-476) | $46.51(+318.89%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 5.27% | 40.6K | $11.7M | -3.83%(-1.62K) | $140.10(+156.90%) | 2026-03-31 | |
| NFLX | NETFLIX INC | 3.95% | 91.2K | $8.8M | +1.26%(+1.13K) | $44.44(+74.72%) | 2026-03-31 | |
| META | META PLATFORMS INC CL A | 3.6% | 14.0K | $8.0M | +1.76%(+242) | $350.55(+66.28%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.21% | 19.2K | $7.1M | +5.48%(+998) | $362.32(+7.78%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.2% | 34.1K | $7.1M | +2.96%(+983) | $150.23(+61.54%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.3% | 5.1K | $5.1M | +9.29%(+435) | $753.72(+26.26%) | 2026-03-31 | |
| TFLR | T. ROWE PRICE ETF INC | 2.18% | 96.0K | $4.8M | +0.23%(+225) | $51.52(-2.07%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 2.1% | 5.1K | $4.7M | +2.05%(+102) | $717.49(+69.19%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.50% | +92.97% |
| Top 20 Holdings Unweighted | +27.42% | +106.89% |
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