Avitas Wealth Management LLC current holdings: USA Stocks
Avitas Wealth Management LLC reported $0.62 billion in share positions in stocks (listed in the US), 151 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are AAPL, NVDA, MSFT.
- AAPL: Country of operation United States; Class COM; Shares 180,028; Value $45,082,615.
- NVDA: Country of operation United States; Class COM; Shares 328,614; Value $44,129,574.
- MSFT: Country of operation United States; Class COM; Shares 83,620; Value $35,245,830.
- GOOGL: Country of operation United States; Class CAP STK CL A; Shares 145,431; Value $27,530,088.
Form 13F-HR as filed (SEC CIK 1734565): quarter ended 2024-12-31, filed 2025-01-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 180,028 | $45,082,615 | 7.22% | 2024-12-31 | 2025-01-27 | |
| NVDA NVIDIA CORPORATION | United States | COM | 328,614 | $44,129,574 | 7.06% | 2024-12-31 | 2025-01-27 | +69.19% |
| MSFT MICROSOFT CORP | United States | COM | 83,620 | $35,245,830 | 5.64% | 2024-12-31 | 2025-01-27 | +20.75% |
| GOOGL ALPHABET INC | United States | CAP STK CL A | 145,431 | $27,530,088 | 4.41% | 2024-12-31 | 2025-01-27 | +80.10% |
| AMZN AMAZON COM INC | United States | COM | 114,337 | $25,084,394 | 4.01% | 2024-12-31 | 2025-01-27 | +12.43% |
| COST COSTCO WHSL CORP NEW | United States | COM | 23,801 | $21,808,254 | 3.49% | 2024-12-31 | 2025-01-27 | +0.91% |
| JPM JPMORGAN CHASE & CO. | United States | COM | 69,127 | $16,570,433 | 2.65% | 2024-12-31 | 2025-01-27 | +39.74% |
| TSLA TESLA INC | United States | COM | 38,170 | $15,414,573 | 2.47% | 2024-12-31 | 2025-01-27 | -12.63% |
| LLY ELI LILLY & CO | United States | COM | 19,713 | $15,218,436 | 2.44% | 2024-12-31 | 2025-01-27 | +53.45% |
| WMT WALMART INC | United States | COM | 165,088 | $14,915,701 | 2.39% | 2024-12-31 | 2025-01-27 | +18.21% |
| AVGO BROADCOM INC | United States | COM | 60,267 | $13,972,301 | 2.24% | 2024-12-31 | 2025-01-27 | +53.17% |
| META META PLATFORMS INC | United States | CL A | 23,395 | $13,698,006 | 2.19% | 2024-12-31 | 2025-01-27 | +26.18% |
| MS MORGAN STANLEY | United States | COM NEW | 79,237 | $9,961,676 | 1.59% | 2024-12-31 | 2025-01-27 | +53.32% |
| ETN EATON CORP PLC | SHS | 28,785 | $9,552,878 | 1.53% | 2024-12-31 | 2025-01-27 | +30.55% | |
| AXP AMERICAN EXPRESS CO | United States | COM | 28,283 | $8,394,112 | 1.34% | 2024-12-31 | 2025-01-27 | +2.90% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 16,358 | $8,274,858 | 1.32% | 2024-12-31 | 2025-01-27 | -25.88% |
| AMAT APPLIED MATLS INC | United States | COM | 50,238 | $8,170,206 | 1.31% | 2024-12-31 | 2025-01-27 | +214.83% |
| PWR QUANTA SVCS INC | United States | COM | 20,902 | $6,606,077 | 1.06% | 2024-12-31 | 2025-01-27 | +106.23% |
| V VISA INC | United States | COM CL A | 19,957 | $6,307,210 | 1.01% | 2024-12-31 | 2025-01-27 | +15.77% |
| MCD MCDONALDS CORP | United States | COM | 21,656 | $6,277,858 | 1.00% | 2024-12-31 | 2025-01-27 | -19.29% |
| MA MASTERCARD INCORPORATED | United States | CL A | 11,911 | $6,271,975 | 1.00% | 2024-12-31 | 2025-01-27 | +7.03% |
| XOMXXXX EXXON MOBIL CORP | COM | 55,615 | $5,982,506 | 0.96% | 2024-12-31 | 2025-01-27 | ||
| HD HOME DEPOT INC | United States | COM | 14,576 | $5,669,918 | 0.91% | 2024-12-31 | 2025-01-27 | -25.95% |
| MRK MERCK & CO INC | United States | COM | 55,585 | $5,529,596 | 0.89% | 2024-12-31 | 2025-01-27 | +50.06% |
| BX BLACKSTONE INC | United States | COM | 30,271 | $5,219,326 | 0.84% | 2024-12-31 | 2025-01-27 | -33.88% |
| AMD ADVANCED MICRO DEVICES INC | United States | COM | 41,622 | $5,027,521 | 0.80% | 2024-12-31 | 2025-01-27 | +403.00% |
| KKR KKR & CO INC | United States | COM | 33,858 | $5,007,937 | 0.80% | 2024-12-31 | 2025-01-27 | -37.00% |
| HONZZZZ HONEYWELL INTL INC | COM | 22,141 | $5,001,430 | 0.80% | 2024-12-31 | 2025-01-27 | ||
| VLO VALERO ENERGY CORP | United States | COM | 40,049 | $4,909,607 | 0.79% | 2024-12-31 | 2025-01-27 | +216.27% |
| DHR DANAHER CORPORATION | United States | COM | 20,845 | $4,784,970 | 0.77% | 2024-12-31 | 2025-01-27 | -1.50% |
| NFLX NETFLIX INC | United States | COM | 5,163 | $4,601,885 | 0.74% | 2024-12-31 | 2025-01-27 | -21.13% |
| CI THE CIGNA GROUP | United States | COM | 16,556 | $4,571,774 | 0.73% | 2024-12-31 | 2025-01-27 | -0.32% |
| BRKB BERKSHIRE HATHAWAY INC DEL | CL B NEW | 9,690 | $4,392,283 | 0.70% | 2024-12-31 | 2025-01-27 | ||
| JNJ JOHNSON & JOHNSON | United States | COM | 30,181 | $4,364,776 | 0.70% | 2024-12-31 | 2025-01-27 | +85.02% |
| QCOM QUALCOMM INC | United States | COM | 27,741 | $4,261,572 | 0.68% | 2024-12-31 | 2025-01-27 | +19.84% |
| ICE INTERCONTINENTAL EXCHANGE IN | United States | COM | 26,970 | $4,018,800 | 0.64% | 2024-12-31 | 2025-01-27 | +2.13% |
| TGT TARGET CORP | United States | COM | 29,707 | $4,015,792 | 0.64% | 2024-12-31 | 2025-01-27 | +15.72% |
| PLD PROLOGIS INC. | United States | COM | 36,121 | $3,817,990 | 0.61% | 2024-12-31 | 2025-01-27 | +25.46% |
| APH AMPHENOL CORP NEW | United States | CL A | 54,496 | $3,784,747 | 0.61% | 2024-12-31 | 2025-01-27 | — split 2026-08-28, ratio not on file |
| ANET ARISTA NETWORKS INC | United States | COM SHS | 32,961 | $3,643,179 | 0.58% | 2024-12-31 | 2025-01-27 | +83.53% |
| MSI MOTOROLA SOLUTIONS INC | United States | COM NEW | 7,583 | $3,505,090 | 0.56% | 2024-12-31 | 2025-01-27 | -3.49% |
| ABBV ABBVIE INC | United States | COM | 19,607 | $3,484,164 | 0.56% | 2024-12-31 | 2025-01-27 | +48.17% |
| CAT CATERPILLAR INC | United States | COM | 9,539 | $3,460,368 | 0.55% | 2024-12-31 | 2025-01-27 | +127.88% |
| TRIXXXX THOMSON REUTERS CORP | COM | 21,283 | $3,413,368 | 0.55% | 2024-12-31 | 2025-01-27 | ||
| ROP ROPER TECHNOLOGIES INC | United States | COM | 6,539 | $3,399,299 | 0.54% | 2024-12-31 | 2025-01-27 | -32.78% |
| SLB SCHLUMBERGER LTD | COM STK | 86,285 | $3,308,167 | 0.53% | 2024-12-31 | 2025-01-27 | +30.07% | |
| WFC WELLS FARGO CO NEW | United States | COM | 46,138 | $3,240,733 | 0.52% | 2024-12-31 | 2025-01-27 | +14.58% |
| UBER UBER TECHNOLOGIES INC | United States | COM | 52,178 | $3,147,377 | 0.50% | 2024-12-31 | 2025-01-27 | +14.99% |
| WELL WELLTOWER INC | United States | COM | 24,294 | $3,061,773 | 0.49% | 2024-12-31 | 2025-01-27 | +84.80% |
| DE DEERE & CO | United States | COM | 7,155 | $3,031,593 | 0.49% | 2024-12-31 | 2025-01-27 | +60.61% |
| CMG CHIPOTLE MEXICAN GRILL INC | United States | COM | 50,267 | $3,031,100 | 0.49% | 2024-12-31 | 2025-01-27 | -47.13% |
| ADI ANALOG DEVICES INC | United States | COM | 13,900 | $2,953,194 | 0.47% | 2024-12-31 | 2025-01-27 | +87.43% |
| BLK BLACKROCK INC | United States | COM | 2,876 | $2,948,216 | 0.47% | 2024-12-31 | 2025-01-27 | +4.18% |
| DTE DTE ENERGY CO | United States | COM | 23,972 | $2,894,619 | 0.46% | 2024-12-31 | 2025-01-27 | +1.36% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 15,856 | $2,885,158 | 0.46% | 2024-12-31 | 2025-01-27 | +113.46% |
| TMO THERMO FISHER SCIENTIFIC INC | United States | COM | 5,455 | $2,837,855 | 0.45% | 2024-12-31 | 2025-01-27 | +30.64% |
| NEE NEXTERA ENERGY INC | United States | COM | 38,964 | $2,793,329 | 0.45% | 2024-12-31 | 2025-01-27 | +5.86% |
| GS GOLDMAN SACHS GROUP INC | United States | COM | 4,869 | $2,788,087 | 0.45% | 2024-12-31 | 2025-01-27 | +60.01% |
| ADBE ADOBE INC | United States | COM | 6,229 | $2,769,912 | 0.44% | 2024-12-31 | 2025-01-27 | -47.56% |
| ORCL ORACLE CORP | United States | COM | 16,401 | $2,733,063 | 0.44% | 2024-12-31 | 2025-01-27 | -17.31% |
| HWM HOWMET AEROSPACE INC | United States | COM | 24,692 | $2,700,564 | 0.43% | 2024-12-31 | 2025-01-27 | +111.15% |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 8,900 | $2,605,297 | 0.42% | 2024-12-31 | 2025-01-27 | -10.57% |
| LMT LOCKHEED MARTIN CORP | United States | COM | 5,309 | $2,579,855 | 0.41% | 2024-12-31 | 2025-01-27 | +5.41% |
| ABT ABBOTT LABS | United States | COM | 21,854 | $2,471,906 | 0.40% | 2024-12-31 | 2025-01-27 | -10.75% |
| CB CHUBB LIMITED | COM | 8,761 | $2,420,664 | 0.39% | 2024-12-31 | 2025-01-27 | +20.19% | |
| TTD THE TRADE DESK INC | United States | COM CL A | 20,381 | $2,395,379 | 0.38% | 2024-12-31 | 2025-01-27 | -89.75% |
| OMF ONEMAIN HLDGS INC | United States | COM | 45,432 | $2,368,370 | 0.38% | 2024-12-31 | 2025-01-27 | +8.10% |
| NXPI NXP SEMICONDUCTORS N V | COM | 11,200 | $2,327,920 | 0.37% | 2024-12-31 | 2025-01-27 | +13.77% | |
| LIN LINDE PLC | United Kingdom | SHS | 5,435 | $2,275,471 | 0.36% | 2024-12-31 | 2025-01-27 | +13.07% |
| PRU PRUDENTIAL FINL INC | United States | COM | 19,067 | $2,260,012 | 0.36% | 2024-12-31 | 2025-01-27 | -2.93% |
| SHOP SHOPIFY INC | CL A | 21,239 | $2,258,343 | 0.36% | 2024-12-31 | 2025-01-27 | +39.43% | |
| DOW DOW INC | United States | COM | 55,049 | $2,209,116 | 0.35% | 2024-12-31 | 2025-01-27 | -31.20% |
| CSCO CISCO SYS INC | United States | COM | 37,219 | $2,203,365 | 0.35% | 2024-12-31 | 2025-01-27 | +80.64% |
| CMCSA COMCAST CORP NEW | United States | CL A | 58,490 | $2,195,130 | 0.35% | 2024-12-31 | 2025-01-27 | -38.58% |
| SBUX STARBUCKS CORP | United States | COM | 22,815 | $2,081,869 | 0.33% | 2024-12-31 | 2025-01-27 | +4.58% |
| MU MICRON TECHNOLOGY INC | United States | COM | 24,553 | $2,066,380 | 0.33% | 2024-12-31 | 2025-01-27 | +1165.54% |
| TXN TEXAS INSTRS INC | United States | COM | 10,835 | $2,031,671 | 0.33% | 2024-12-31 | 2025-01-27 | +50.23% |
| ACM AECOM | United States | COM | 18,939 | $2,023,064 | 0.32% | 2024-12-31 | 2025-01-27 | -44.91% |
| SPGI S&P GLOBAL INC | United States | COM | 3,998 | $1,991,124 | 0.32% | 2024-12-31 | 2025-01-27 | -16.71% |
| TMUS T-MOBILE US INC | United States | COM | 8,883 | $1,960,745 | 0.31% | 2024-12-31 | 2025-01-27 | -26.16% |
| MELI MERCADOLIBRE INC | COM | 1,153 | $1,960,607 | 0.31% | 2024-12-31 | 2025-01-27 | +1.44% | |
| KLAC KLA CORP | United States | COM NEW | 2,977 | $1,875,867 | 0.30% | 2024-12-31 | 2025-01-27 | +211.89% |
| ZG ZILLOW GROUP INC | United States | CL A | 25,144 | $1,781,452 | 0.29% | 2024-12-31 | 2025-01-27 | -60.47% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 4,985 | $1,753,673 | 0.28% | 2024-12-31 | 2025-01-27 | -49.65% | |
| ABNB AIRBNB INC | United States | COM CL A | 13,321 | $1,750,513 | 0.28% | 2024-12-31 | 2025-01-27 | +19.44% |
| SCHW SCHWAB CHARLES CORP | United States | COM | 23,387 | $1,730,872 | 0.28% | 2024-12-31 | 2025-01-27 | +33.90% |
| ADSK AUTODESK INC | United States | COM | 5,576 | $1,648,098 | 0.26% | 2024-12-31 | 2025-01-27 | -31.26% |
| AMT AMERICAN TOWER CORP NEW | United States | COM | 8,912 | $1,634,550 | 0.26% | 2024-12-31 | 2025-01-27 | -8.76% |
| FOUR SHIFT4 PMTS INC | United States | CL A | 15,563 | $1,615,128 | 0.26% | 2024-12-31 | 2025-01-27 | -64.27% |
| C CITIGROUP INC | United States | COM NEW | 22,907 | $1,612,424 | 0.26% | 2024-12-31 | 2025-01-27 | +85.82% |
| ASML ASML HOLDING N V | N Y REGISTRY SHS | 2,174 | $1,506,756 | 0.24% | 2024-12-31 | 2025-01-27 | +164.67% | |
| CAH CARDINAL HEALTH INC | United States | COM | 12,395 | $1,465,957 | 0.23% | 2024-12-31 | 2025-01-27 | +89.32% |
| NET CLOUDFLARE INC | United States | CL A COM | 13,593 | $1,463,694 | 0.23% | 2024-12-31 | 2025-01-27 | +227.14% |
| SMG SCOTTS MIRACLE-GRO CO | United States | CL A | 21,784 | $1,445,151 | 0.23% | 2024-12-31 | 2025-01-27 | -25.38% |
| ZTS ZOETIS INC | United States | CL A | 8,729 | $1,422,216 | 0.23% | 2024-12-31 | 2025-01-27 | -56.85% |
| HUBS HUBSPOT INC | United States | COM | 2,038 | $1,420,017 | 0.23% | 2024-12-31 | 2025-01-27 | -71.63% |
| NDAQ NASDAQ INC | United States | COM | 18,348 | $1,418,484 | 0.23% | 2024-12-31 | 2025-01-27 | +18.81% |
| AEP AMERICAN ELEC PWR CO INC | United States | COM | 14,711 | $1,356,796 | 0.22% | 2024-12-31 | 2025-01-27 | +29.35% |
| MNST MONSTER BEVERAGE CORP NEW | United States | COM | 25,368 | $1,333,342 | 0.21% | 2024-12-31 | 2025-01-27 | — split 2026-07-20, ratio not on file |
| COP CONOCOPHILLIPS | United States | COM | 13,391 | $1,327,985 | 0.21% | 2024-12-31 | 2025-01-27 | +26.49% |
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| Not available yet | |||