Top 50 Avitas Wealth Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 6.24% | 180.0K | $45.1M | -1.50%(-2.74K) | — | 2024-12-31 | |
| NVDA | NVIDIA CORPORATION | 6.1% | 328.6K | $44.1M | -1.00%(-3.31K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 4.87% | 83.6K | $35.2M | -1.16%(-985) | — | 2024-12-31 | |
| GOOGL | ALPHABET INC | 3.81% | 145.4K | $27.5M | -0.83%(-1.22K) | — | 2024-12-31 | |
| AMZN | AMAZON COM INC | 3.47% | 114.3K | $25.1M | -1.49%(-1.73K) | — | 2024-12-31 | |
| COST | COSTCO WHSL CORP NEW | 3.02% | 23.8K | $21.8M | +0.17%(+41) | — | 2024-12-31 | |
| JPM | JPMORGAN CHASE & CO. | 2.29% | 69.1K | $16.6M | +0.56%(+385) | — | 2024-12-31 | |
| TSLA | TESLA INC | 2.13% | 38.2K | $15.4M | -1.71%(-664) | — | 2024-12-31 | |
| LLY | ELI LILLY & CO | 2.1% | 19.7K | $15.2M | +8.97%(+1.62K) | — | 2024-12-31 | |
| WMT | WALMART INC | 2.06% | 165.1K | $14.9M | +0.65%(+1.07K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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