Avitas Wealth Management LLC
CIK 1734565 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $723.0M
- पोजीशन
- 190
- तिथि अनुसार
- 31 दिसमबर 2024 Q4 2024 के अनुसार डेटा
13F मूल्य के अनुसार 9443 में से #3028 · शीर्ष 32.1%
- शीर्ष 10 होल्डिंग्स का भार
- 36.10%
- शीर्ष 25 होल्डिंग्स का भार
- 56.19%
- 1% से ऊपर की स्थितियाँ
- 23
- स्थितियों की प्रभावी संख्या
- 49.6
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
- नई स्थितियाँ
- 190
- बढ़ाया
- 0
- घटा हुआ
- 0
- बंद
- 0
इस पृष्ठ पर
क्षेत्रवार विवरण
Technology
27.7%
Retail
10.4%
Financial Services
9.2%
Healthcare
8.3%
Industrials
7.3%
Communication Services
7.2%
Consumer Discretionary
4.5%
Financials
3.6%
Energy
2.2%
Real Estate
1.6%
Communications
1.3%
Materials
1.1%
Utilities
1.0%
Consumer Staples
0.4%
Telecommunication
0.3%
Logistics & Transportation
0.2%
अन्य/अनमैप्ड
13.8%
पूर्ण पोर्टफोलियो 190 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. - Common Stock | $45082615 | 6.24% | 180028 | ऊपर ×1 | |||
| NVDA NVIDIA Corporation - Common Stock | $44129574 | 6.10% | 328614 | ऊपर ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $35245830 | 4.87% | 83620 | ऊपर ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $27530088 | 3.81% | 145431 | ऊपर ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $25084394 | 3.47% | 114337 | ऊपर ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $21808254 | 3.02% | 23801 | ऊपर ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $16570433 | 2.29% | 69127 | ऊपर ×1 | |||
| TSLA Tesla, Inc. - Common Stock | $15414573 | 2.13% | 38170 | ऊपर ×1 | |||
| LLY Eli Lilly and Company Common Stock | $15218436 | 2.10% | 19713 | ऊपर ×1 | |||
| WMT Walmart Inc. - Common Stock | $14915701 | 2.06% | 165088 | ऊपर ×1 | |||
| IVW | $14120488 | 1.95% | 139077 | ऊपर ×1 | |||
| AVGO Broadcom Inc. - Common Stock | $13972301 | 1.93% | 60267 | ऊपर ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $13698006 | 1.89% | 23395 | ऊपर ×1 | |||
| IVE | $12466182 | 1.72% | 65309 | ऊपर ×1 | |||
| MS Morgan Stanley Common Stock | $9961676 | 1.38% | 79237 | ऊपर ×1 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $9552878 | 1.32% | 28785 | ऊपर ×1 | |||
| XLV XLV | $9219804 | 1.28% | 67019 | ऊपर ×1 | |||
| HYG | $8648988 | 1.20% | 109968 | ऊपर ×1 | |||
| AXP American Express Company Common Stock | $8394112 | 1.16% | 28283 | ऊपर ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $8274858 | 1.14% | 16358 | ऊपर ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $8170206 | 1.13% | 50238 | ऊपर ×1 | |||
| ANGL VanEck Fallen Angel High Yield Bond ETF | $8101053 | 1.12% | 282562 | ऊपर ×1 | |||
| TLT iShares 20+ Year Treasury Bond ETF | $7740844 | 1.07% | 88639 | ऊपर ×1 | |||
| PWR Quanta Services, Inc. Common Stock | $6606077 | 0.91% | 20902 | ऊपर ×1 | |||
| V Visa Inc. | $6307210 | 0.87% | 19957 | ऊपर ×1 | |||
| MCD McDonald's Corporation Common Stock | $6277858 | 0.87% | 21656 | ऊपर ×1 | |||
| MA Mastercard Incorporated Common Stock | $6271975 | 0.87% | 11911 | ऊपर ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $5982506 | 0.83% | 55615 | ऊपर ×1 | |||
| XLK XLK | $5675813 | 0.79% | 24410 | ऊपर ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $5669918 | 0.78% | 14576 | ऊपर ×1 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $5529596 | 0.76% | 55585 | ऊपर ×1 | |||
| BX Blackstone Inc. Common Stock | $5219326 | 0.72% | 30271 | ऊपर ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $5027521 | 0.70% | 41622 | ऊपर ×1 | |||
| KKR KKR & Co. Inc. Common Stock | $5007937 | 0.69% | 33858 | ऊपर ×1 | |||
| HON Honeywell International Inc. - Common Stock | $5001430 | 0.69% | 22141 | ऊपर ×1 | |||
| VLO Valero Energy Corporation Common Stock | $4909607 | 0.68% | 40049 | ऊपर ×1 | |||
| DHR Danaher Corporation Common Stock | $4784970 | 0.66% | 20845 | ऊपर ×1 | |||
| NFLX Netflix, Inc. - Common Stock | $4601885 | 0.64% | 5163 | ऊपर ×1 | |||
| CI The Cigna Group Common Stock | $4571774 | 0.63% | 16556 | ऊपर ×1 | |||
| BRKB | $4392283 | 0.61% | 9690 | ऊपर ×1 | |||
| JNJ Johnson & Johnson Common Stock | $4364776 | 0.60% | 30181 | ऊपर ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $4261572 | 0.59% | 27741 | ऊपर ×1 | |||
| XLU XLU | $4113222 | 0.57% | 54343 | ऊपर ×1 | |||
| ICE Intercontinental Exchange Inc. Common Stock | $4018800 | 0.56% | 26970 | ऊपर ×1 | |||
| TGT Target Corporation Common Stock | $4015792 | 0.56% | 29707 | ऊपर ×1 | |||
| PLD Prologis, Inc. Common Stock | $3817990 | 0.53% | 36121 | ऊपर ×1 | |||
| APH Amphenol Corporation Common Stock | $3784747 | 0.52% | 54496 | ऊपर ×1 | |||
| ANET Arista Networks, Inc. Common Stock | $3643179 | 0.50% | 32961 | ऊपर ×1 | |||
| MSI Motorola Solutions, Inc. Common Stock | $3505090 | 0.48% | 7583 | ऊपर ×1 | |||
| ABBV AbbVie Inc. Common Stock | $3484164 | 0.48% | 19607 | ऊपर ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $3460368 | 0.48% | 9539 | ऊपर ×1 | |||
| TRI Thomson Reuters Corp - Common Shares | $3413368 | 0.47% | 21283 | ऊपर ×1 | |||
| ROP Roper Technologies, Inc. - Common Stock | $3399299 | 0.47% | 6539 | ऊपर ×1 | |||
| SLB SLB Limited Common Shares | $3308167 | 0.46% | 86285 | ऊपर ×1 | |||
| WFC Wells Fargo & Company Common Stock | $3240733 | 0.45% | 46138 | ऊपर ×1 | |||
| UBER Uber Technologies, Inc. Common Stock | $3147377 | 0.44% | 52178 | ऊपर ×1 | |||
| WELL Welltower Inc. Common Stock | $3061773 | 0.42% | 24294 | ऊपर ×1 | |||
| RKLBXXXX | $3037603 | 0.42% | 119262 | ऊपर ×1 | |||
| DE Deere & Company Common Stock | $3031593 | 0.42% | 7155 | ऊपर ×1 | |||
| CMG Chipotle Mexican Grill, Inc. Common Stock | $3031100 | 0.42% | 50267 | ऊपर ×1 | |||
| ADI Analog Devices, Inc. - Common Stock | $2953194 | 0.41% | 13900 | ऊपर ×1 | |||
| BLK BlackRock, Inc. Common Stock | $2948216 | 0.41% | 2876 | ऊपर ×1 | |||
| DTE DTE Energy Company Common Stock | $2894619 | 0.40% | 23972 | ऊपर ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $2885158 | 0.40% | 15856 | ऊपर ×1 | |||
| TMO Thermo Fisher Scientific Inc Common Stock | $2837855 | 0.39% | 5455 | ऊपर ×1 | |||
| NEE NextEra Energy, Inc. Common Stock | $2793329 | 0.39% | 38964 | ऊपर ×1 | |||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $2788087 | 0.39% | 4869 | ऊपर ×1 | |||
| ADBE Adobe Inc. - Common Stock | $2769912 | 0.38% | 6229 | ऊपर ×1 | |||
| ORCL Oracle Corporation Common Stock | $2733063 | 0.38% | 16401 | ऊपर ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $2723585 | 0.38% | 13791 | ऊपर ×1 | |||
| HWM Howmet Aerospace Inc. Common Stock | $2700564 | 0.37% | 24692 | ऊपर ×1 | |||
| ADP Automatic Data Processing, Inc. - Common Stock | $2605297 | 0.36% | 8900 | ऊपर ×1 | |||
| LMT Lockheed Martin Corporation Common Stock | $2579855 | 0.36% | 5309 | ऊपर ×1 | |||
| XLY XLY | $2559834 | 0.35% | 11410 | ऊपर ×1 | |||
| ABT Abbott Laboratories Common Stock | $2471906 | 0.34% | 21854 | ऊपर ×1 | |||
| CB Chubb Limited Common Stock | $2420664 | 0.33% | 8761 | ऊपर ×1 | |||
| TTD The Trade Desk, Inc. - Class A Common Stock | $2395379 | 0.33% | 20381 | ऊपर ×1 | |||
| OMF OneMain Holdings, Inc. Common Stock | $2368370 | 0.33% | 45432 | ऊपर ×1 | |||
| NXPI NXP Semiconductors N.V. - Common Stock | $2327920 | 0.32% | 11200 | ऊपर ×1 | |||
| LIN Linde plc - Ordinary Shares | $2275471 | 0.31% | 5435 | ऊपर ×1 | |||
| PRU Prudential Financial, Inc. Common Stock | $2260012 | 0.31% | 19067 | ऊपर ×1 | |||
| XLF XLF | $2259186 | 0.31% | 46745 | ऊपर ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $2258343 | 0.31% | 21239 | ऊपर ×1 | |||
| DOW Dow Inc. Common Stock | $2209116 | 0.31% | 55049 | ऊपर ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $2203365 | 0.30% | 37219 | ऊपर ×1 | |||
| CMCSA Comcast Corporation - Class A Common Stock | $2195130 | 0.30% | 58490 | ऊपर ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $2081869 | 0.29% | 22815 | ऊपर ×1 | |||
| MU Micron Technology, Inc. - Common Stock | $2066380 | 0.29% | 24553 | ऊपर ×1 | |||
| TXN Texas Instruments Incorporated - Common Stock | $2031671 | 0.28% | 10835 | ऊपर ×1 | |||
| ACM AECOM Common Stock | $2023064 | 0.28% | 18939 | ऊपर ×1 | |||
| HES | $2001667 | 0.28% | 15049 | ऊपर ×1 | |||
| SPGI S&P Global Inc. Common Stock | $1991124 | 0.28% | 3998 | ऊपर ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $1960745 | 0.27% | 8883 | ऊपर ×1 | |||
| MELI MercadoLibre, Inc. - Common Stock | $1960607 | 0.27% | 1153 | ऊपर ×1 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $1926878 | 0.27% | 29409 | ऊपर ×1 | |||
| KLAC KLA Corporation - Common Stock | $1875867 | 0.26% | 2977 | ऊपर ×1 | |||
| XLC XLC | $1844618 | 0.26% | 19054 | ऊपर ×1 | |||
| ZG Zillow Group, Inc. - Class A Common Stock | $1781452 | 0.25% | 25144 | ऊपर ×1 | |||
| ACN Accenture plc Class A Ordinary Shares (Ireland) | $1753673 | 0.24% | 4985 | ऊपर ×1 | |||
| ABNB Airbnb, Inc. - Class A Common Stock | $1750513 | 0.24% | 13321 | ऊपर ×1 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| AAPL | $45082615 | 180028 | 6.24% |
| NVDA | $44129574 | 328614 | 6.10% |
| MSFT | $35245830 | 83620 | 4.87% |
| GOOGL | $27530088 | 145431 | 3.81% |
| AMZN | $25084394 | 114337 | 3.47% |
| COST | $21808254 | 23801 | 3.02% |
| JPM | $16570433 | 69127 | 2.29% |
| TSLA | $15414573 | 38170 | 2.13% |
| LLY | $15218436 | 19713 | 2.10% |
| WMT | $14915701 | 165088 | 2.06% |
| IVW | $14120488 | 139077 | 1.95% |
| AVGO | $13972301 | 60267 | 1.93% |
| META | $13698006 | 23395 | 1.89% |
| IVE | $12466182 | 65309 | 1.72% |
| MS | $9961676 | 79237 | 1.38% |