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.
- MCO: Country of operation United States; Class COM; Shares 2,803; Value $1,326,856.
- UPS: Country of operation United States; Class CL B; Shares 10,397; Value $1,311,062.
- KO: Country of operation United States; Class COM; Shares 21,001; Value $1,307,522.
- XYZ: Country of operation United States; Class CL A; Shares 14,942; Value $1,269,921.
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 |
|---|
MCO
MOODYS CORP | United States | COM | 2,803 | $1,326,856 | 0.21% | 2024-12-31 | 2025-01-27 | -3.92% |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 10,397 | $1,311,062 | 0.21% | 2024-12-31 | 2025-01-27 | -25.51% |
|---|
KO
COCA COLA CO | United States | COM | 21,001 | $1,307,522 | 0.21% | 2024-12-31 | 2025-01-27 | +39.48% |
|---|
XYZ
BLOCK INC | United States | CL A | 14,942 | $1,269,921 | 0.20% | 2024-12-31 | 2025-01-27 | -12.87% |
|---|
FSLR
FIRST SOLAR INC | United States | COM | 7,167 | $1,263,112 | 0.20% | 2024-12-31 | 2025-01-27 | +0.39% |
|---|
WDAY
WORKDAY INC | United States | CL A | 4,875 | $1,257,896 | 0.20% | 2024-12-31 | 2025-01-27 | -26.69% |
|---|
ONON
ON HLDG AG | Switzerland | NAMEN AKT A | 22,527 | $1,233,804 | 0.20% | 2024-12-31 | 2025-01-27 | -46.05% |
|---|
BR
BROADRIDGE FINL SOLUTIONS IN | United States | COM | 5,322 | $1,203,251 | 0.19% | 2024-12-31 | 2025-01-27 | -28.81% |
|---|
F
FORD MTR CO | United States | COM | 120,083 | $1,188,822 | 0.19% | 2024-12-31 | 2025-01-27 | +24.24% |
|---|
EQIX
EQUINIX INC | United States | COM | 1,215 | $1,145,611 | 0.18% | 2024-12-31 | 2025-01-27 | +7.68% |
|---|
VMC
VULCAN MATLS CO | United States | COM | 4,219 | $1,085,253 | 0.17% | 2024-12-31 | 2025-01-27 | -5.63% |
|---|
OMC
OMNICOM GROUP INC | United States | COM | 12,589 | $1,083,158 | 0.17% | 2024-12-31 | 2025-01-27 | -13.83% |
|---|
PYPL
PAYPAL HLDGS INC | United States | COM | 12,656 | $1,080,190 | 0.17% | 2024-12-31 | 2025-01-27 | -36.86% |
|---|
APO
APOLLO GLOBAL MGMT INC | United States | COM | 6,478 | $1,069,906 | 0.17% | 2024-12-31 | 2025-01-27 | -27.95% |
|---|
FCX
FREEPORT-MCMORAN INC | United States | CL B | 27,991 | $1,065,897 | 0.17% | 2024-12-31 | 2025-01-27 | +85.90% |
|---|
ISRG
INTUITIVE SURGICAL INC | United States | COM NEW | 1,866 | $973,977 | 0.16% | 2024-12-31 | 2025-01-27 | -21.03% |
|---|
VLTO
VERALTO CORP | United States | COM SHS | 9,458 | $963,297 | 0.15% | 2024-12-31 | 2025-01-27 | -5.11% |
|---|
IT
GARTNER INC | United States | COM | 1,797 | $870,593 | 0.14% | 2024-12-31 | 2025-01-27 | -61.64% |
|---|
CRM
SALESFORCE INC | United States | COM | 2,572 | $859,897 | 0.14% | 2024-12-31 | 2025-01-27 | -32.61% |
|---|
HRI
HERC HLDGS INC | United States | COM | 4,357 | $824,911 | 0.13% | 2024-12-31 | 2025-01-27 | -32.79% |
|---|
MRVL
MARVELL TECHNOLOGY INC | United States | COM | 6,467 | $714,280 | 0.11% | 2024-12-31 | 2025-01-27 | +138.36% |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 143 | $710,484 | 0.11% | 2024-12-31 | 2025-01-27 | -18.32% |
|---|
CE
CELANESE CORP DEL | United States | COM | 9,928 | $687,117 | 0.11% | 2024-12-31 | 2025-01-27 | -35.21% |
|---|
INTU
INTUIT | United States | COM | 1,046 | $657,411 | 0.11% | 2024-12-31 | 2025-01-27 | -57.35% |
|---|
FTNT
FORTINET INC | United States | COM | 6,421 | $606,656 | 0.10% | 2024-12-31 | 2025-01-27 | +86.24% |
|---|
NOW
SERVICENOW INC | United States | COM | 567 | $601,088 | 0.10% | 2024-12-31 | 2025-01-27 | -38.71% |
|---|
TW
TRADEWEB MKTS INC | United States | CL A | 4,576 | $599,090 | 0.10% | 2024-12-31 | 2025-01-27 | -23.15% |
|---|
LULU
LULULEMON ATHLETICA INC | | COM | 1,546 | $591,206 | 0.09% | 2024-12-31 | 2025-01-27 | -74.67% |
|---|
SPOT
SPOTIFY TECHNOLOGY S A | | SHS | 1,206 | $539,540 | 0.09% | 2024-12-31 | 2025-01-27 | +10.34% |
|---|
ECL
ECOLAB INC | United States | COM | 2,139 | $501,210 | 0.08% | 2024-12-31 | 2025-01-27 | +18.59% |
|---|
DXCM
DEXCOM INC | United States | COM | 6,297 | $489,718 | 0.08% | 2024-12-31 | 2025-01-27 | +11.41% |
|---|
VRTX
VERTEX PHARMACEUTICALS INC | United States | COM | 1,152 | $463,910 | 0.07% | 2024-12-31 | 2025-01-27 | +30.80% |
|---|
FISV
FISERV INC | United States | COM | 2,046 | $420,289 | 0.07% | 2024-12-31 | 2025-01-27 | — split 2025-10-29, ratio not on file |
|---|
CRWD
CROWDSTRIKE HLDGS INC | United States | CL A | 1,172 | $401,012 | 0.06% | 2024-12-31 | 2025-01-27 | +207.15% |
|---|
ARES
ARES MANAGEMENT CORPORATION | United States | CL A COM STK | 2,228 | $394,423 | 0.06% | 2024-12-31 | 2025-01-27 | -32.80% |
|---|
BKR
BAKER HUGHES COMPANY | United States | CL A | 9,441 | $387,270 | 0.06% | 2024-12-31 | 2025-01-27 | +36.32% |
|---|
GNRC
GENERAC HLDGS INC | United States | COM | 2,482 | $384,834 | 0.06% | 2024-12-31 | 2025-01-27 | +36.87% |
|---|
BLDR
BUILDERS FIRSTSOURCE INC | United States | COM | 2,573 | $367,759 | 0.06% | 2024-12-31 | 2025-01-27 | -59.75% |
|---|
CSGP
COSTAR GROUP INC | United States | COM | 4,910 | $351,507 | 0.06% | 2024-12-31 | 2025-01-27 | -62.36% |
|---|
PI
IMPINJ INC | United States | COM | 2,240 | $325,382 | 0.05% | 2024-12-31 | 2025-01-27 | +21.47% |
|---|
NKE
NIKE INC | United States | CL B | 4,229 | $320,008 | 0.05% | 2024-12-31 | 2025-01-27 | -52.64% |
|---|
VEEV
VEEVA SYS INC | United States | CL A COM | 1,521 | $319,790 | 0.05% | 2024-12-31 | 2025-01-27 | +32.49% |
|---|
COHR
COHERENT CORP | United States | COM | 3,309 | $313,462 | 0.05% | 2024-12-31 | 2025-01-27 | +208.47% |
|---|
GLBE
GLOBAL E ONLINE LTD | | SHS | 5,596 | $305,150 | 0.05% | 2024-12-31 | 2025-01-27 | -26.54% |
|---|
TTWO
TAKE-TWO INTERACTIVE SOFTWAR | United States | COM | 1,630 | $300,050 | 0.05% | 2024-12-31 | 2025-01-27 | +10.16% |
|---|
PODD
INSULET CORP | United States | COM | 1,094 | $285,611 | 0.05% | 2024-12-31 | 2025-01-27 | -49.12% |
|---|
ICLR
ICON PLC | | SHS | 1,341 | $281,221 | 0.05% | 2024-12-31 | 2025-01-27 | -18.77% |
|---|
REGN
REGENERON PHARMACEUTICALS | United States | COM | 372 | $264,987 | 0.04% | 2024-12-31 | 2025-01-27 | +5.36% |
|---|
SNOW
SNOWFLAKE INC | United States | CL A | 1,682 | $259,718 | 0.04% | 2024-12-31 | 2025-01-27 | +113.92% |
|---|
IOT
SAMSARA INC | United States | COM CL A | 4,922 | $215,042 | 0.03% | 2024-12-31 | 2025-01-27 | -13.09% |
|---|
ESTC
ELASTIC N V | United States | ORD SHS | 2,159 | $213,914 | 0.03% | 2024-12-31 | 2025-01-27 | -10.38% |
|---|
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