StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Avitas Wealth Management Llc reports $723.01M in US-listed equity holdings across 190 positions in its most recent 13F filing. Its largest disclosed positions are AAPL (6.2%), NVDA (6.1%) and MSFT (4.9%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Avitas Wealth Management Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1734565). View Avitas Wealth Management Llc’s 13F filings on SEC