Avitas Wealth Management LLC Top Holdings and 13F Report (2025) About Avitas Wealth Management LLCInvestment ActivityAvitas Wealth Management LLC has $723.01 million in total holdings as of December 31, 2024.Avitas Wealth Management LLC owns shares of 190 different stocks, but just 68 companies or ETFs make up 80% of its holdings.Approximately 4.03% of the portfolio was purchased this quarter.About 4.43% of the portfolio was sold this quarter.This quarter, Avitas Wealth Management LLC has purchased 197 new stocks and bought additional shares in 72 stocks.Avitas Wealth Management LLC sold shares of 109 stocks and completely divested from 16 stocks this quarter.Largest Holdings Apple $45,082,615NVIDIA $44,129,574Microsoft $35,245,830Alphabet $27,530,088Amazon.com $25,084,394 Largest New Holdings this Quarter ARISTA NETWORKS INC $3,643,179 HoldingBLACKROCK INC $2,948,216 HoldingCardinal Health $1,465,957 HoldingAlibaba Group $838,743 HoldingiShares J.P. Morgan USD Emerging Markets Bond ETF $291,161 Holding Largest Purchases this Quarter Health Care Select Sector SPDR Fund 51,797 shares (about $7.13M)ARISTA NETWORKS INC 32,961 shares (about $3.64M)BLACKROCK INC 2,876 shares (about $2.95M)Applied Materials 9,980 shares (about $1.62M)Cardinal Health 12,395 shares (about $1.47M) Largest Sales this Quarter AstraZeneca 18,936 shares (about $1.24M)Apple 2,739 shares (about $685.90K)Thermo Fisher Scientific 1,016 shares (about $528.55K)NVIDIA 3,307 shares (about $444.10K)Microsoft 985 shares (about $415.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvitas Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$45,082,615$685,900 ▼-1.5%180,0286.2%Computer and TechnologyNVDANVIDIA$44,129,574$444,097 ▼-1.0%328,6146.1%Computer and TechnologyMSFTMicrosoft$35,245,830$415,178 ▼-1.2%83,6204.9%Computer and TechnologyGOOGLAlphabet$27,530,088$231,514 ▼-0.8%145,4313.8%Computer and TechnologyAMZNAmazon.com$25,084,394$380,203 ▼-1.5%114,3373.5%Retail/WholesaleCOSTCostco Wholesale$21,808,254$37,567 ▲0.2%23,8013.0%Retail/WholesaleJPMJPMorgan Chase & Co.$16,570,433$92,288 ▲0.6%69,1272.3%FinanceTSLATesla$15,414,573$268,150 ▼-1.7%38,1702.1%Auto/Tires/TrucksLLYEli Lilly and Company$15,218,436$1,252,956 ▲9.0%19,7132.1%MedicalWMTWalmart$14,915,701$96,313 ▲0.6%165,0882.1%Retail/WholesaleIVWiShares S&P 500 Growth ETF$14,120,488$88,940 ▼-0.6%139,0772.0%ETFAVGOBroadcom$13,972,301$234,158 ▼-1.6%60,2671.9%Computer and TechnologyMETAMeta Platforms$13,698,006$114,760 ▼-0.8%23,3951.9%Computer and TechnologyIVEiShares S&P 500 Value ETF$12,466,182$75,779 ▲0.6%65,3091.7%ETFMSMorgan Stanley$9,961,676$70,026 ▲0.7%79,2371.4%FinanceETNEaton$9,552,878$66,374 ▲0.7%28,7851.3%Industrial ProductsXLVHealth Care Select Sector SPDR Fund$9,219,804$7,125,713 ▲340.3%67,0191.3%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$8,648,988$795,388 ▲10.1%109,9681.2%ETFAXPAmerican Express$8,394,112$61,436 ▲0.7%28,2831.2%FinanceUNHUnitedHealth Group$8,274,858$90,043 ▼-1.1%16,3581.1%MedicalAMATApplied Materials$8,170,206$1,623,047 ▲24.8%50,2381.1%Computer and TechnologyANGLVanEck Fallen Angel High Yield Bond ETF$8,101,053$188,276 ▲2.4%282,5621.1%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$7,740,844$141,300 ▲1.9%88,6391.1%ETFPWRQuanta Services$6,606,077$50,884 ▼-0.8%20,9020.9%ConstructionVVisa$6,307,210$19,911 ▼-0.3%19,9570.9%Business ServicesMCDMcDonald's$6,277,858$35,656 ▲0.6%21,6560.9%Retail/WholesaleMAMastercard$6,271,975$64,242 ▼-1.0%11,9110.9%Business ServicesXOMExxon Mobil$5,982,506$21,837 ▲0.4%55,6150.8%Oils/EnergyXLKTechnology Select Sector SPDR Fund$5,675,813$315,995 ▼-5.3%24,4100.8%ETFHDHome Depot$5,669,918$42,789 ▼-0.7%14,5760.8%Retail/WholesaleMRKMerck & Co., Inc.$5,529,596$782,211 ▲16.5%55,5850.8%MedicalBXBlackstone$5,219,326$41,553 ▲0.8%30,2710.7%FinanceAMDAdvanced Micro Devices$5,027,521$92,767 ▼-1.8%41,6220.7%Computer and TechnologyKKRKKR & Co. Inc.$5,007,937$39,936 ▼-0.8%33,8580.7%FinanceHONHoneywell International$5,001,430$32,528 ▲0.7%22,1410.7%Multi-Sector ConglomeratesVLOValero Energy$4,909,607$37,880 ▲0.8%40,0490.7%Oils/EnergyDHRDanaher$4,784,970$32,826 ▼-0.7%20,8450.7%Multi-Sector ConglomeratesNFLXNetflix$4,601,885$43,675 ▼-0.9%5,1630.6%Consumer DiscretionaryCIThe Cigna Group$4,571,774$546,205 ▲13.6%16,5560.6%MedicalBRK.BBerkshire Hathaway$4,392,283$29,010 ▲0.7%9,6900.6%FinanceJNJJohnson & Johnson$4,364,776$26,321 ▲0.6%30,1810.6%MedicalQCOMQUALCOMM$4,261,572$38,559 ▼-0.9%27,7410.6%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$4,113,222$5,147 ▼-0.1%54,3430.6%ETFICEIntercontinental Exchange$4,018,800$24,289 ▲0.6%26,9700.6%FinanceTGTTarget$4,015,792$21,088 ▲0.5%29,7070.6%Retail/WholesalePLDPrologis$3,817,990$28,011 ▲0.7%36,1210.5%FinanceAPHAmphenol$3,784,747$6,250 ▼-0.2%54,4960.5%Computer and TechnologyARISTA NETWORKS INC$3,643,179$3,643,179 ▲New Holding32,9610.5%COM SHSMSIMotorola Solutions$3,505,090$24,498 ▲0.7%7,5830.5%Computer and TechnologyABBVAbbVie$3,484,164$37,495 ▼-1.1%19,6070.5%MedicalCATCaterpillar$3,460,368$27,207 ▲0.8%9,5390.5%Industrial ProductsTRIThomson Reuters$3,413,368$23,415 ▲0.7%21,2830.5%Business ServicesROPRoper Technologies$3,399,299$14,036 ▲0.4%6,5390.5%Computer and TechnologySLBSchlumberger$3,308,167$15,719 ▲0.5%86,2850.5%Oils/EnergyWFCWells Fargo & Company$3,240,733$21,072 ▲0.7%46,1380.4%FinanceUBERUber Technologies$3,147,377$31,487 ▼-1.0%52,1780.4%Computer and TechnologyWELLWelltower$3,061,773$16,888 ▲0.6%24,2940.4%FinanceRKLBRocket Lab USA$3,037,603$39,275 ▼-1.3%119,2620.4%AerospaceDEDeere & Company$3,031,593$20,338 ▲0.7%7,1550.4%Industrial ProductsCMGChipotle Mexican Grill$3,031,100$7,960 ▼-0.3%50,2670.4%Retail/WholesaleADIAnalog Devices$2,953,194$19,546 ▲0.7%13,9000.4%Computer and TechnologyBLACKROCK INC$2,948,216$2,948,216 ▲New Holding2,8760.4%COMDTEDTE Energy$2,894,619$16,664 ▲0.6%23,9720.4%UtilitiesPANWPalo Alto Networks$2,885,158$1,427,658 ▲98.0%15,8560.4%Computer and TechnologyTMOThermo Fisher Scientific$2,837,855$528,554 ▼-15.7%5,4550.4%MedicalNEENextEra Energy$2,793,329$13,693 ▲0.5%38,9640.4%UtilitiesGSThe Goldman Sachs Group$2,788,087$4,581 ▼-0.2%4,8690.4%FinanceADBEAdobe$2,769,912$17,343 ▲0.6%6,2290.4%Computer and TechnologyORCLOracle$2,733,063$14,498 ▲0.5%16,4010.4%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$2,723,585$10,269 ▼-0.4%13,7910.4%Computer and TechnologyHWMHowmet Aerospace$2,700,564$13,453 ▲0.5%24,6920.4%AerospaceADPAutomatic Data Processing$2,605,297$16,100 ▼-0.6%8,9000.4%Business ServicesLMTLockheed Martin$2,579,855$11,663 ▲0.5%5,3090.4%AerospaceXLYConsumer Discretionary Select Sector SPDR Fund$2,559,834$141,116 ▼-5.2%11,4100.4%FinanceABTAbbott Laboratories$2,471,906$21,943 ▼-0.9%21,8540.3%MedicalCBChubb$2,420,664$11,052 ▲0.5%8,7610.3%FinanceTTDTrade Desk$2,395,379$26,562 ▼-1.1%20,3810.3%Computer and TechnologyOMFOneMain$2,368,370$13,345 ▲0.6%45,4320.3%FinanceNXPINXP Semiconductors$2,327,920$19,746 ▼-0.8%11,2000.3%Computer and TechnologyLINDE PLC$2,275,471$21,352 ▲0.9%5,4350.3%SHSPRUPrudential Financial$2,260,012$8,297 ▲0.4%19,0670.3%FinanceXLFFinancial Select Sector SPDR Fund$2,259,186$125,368 ▼-5.3%46,7450.3%ETFSHOPShopify$2,258,343$13,823 ▼-0.6%21,2390.3%Computer and TechnologyDOWDOW$2,209,116$696,175 ▲46.0%55,0490.3%Basic MaterialsCSCOCisco Systems$2,203,365$15,155 ▲0.7%37,2190.3%Computer and TechnologyCMCSAComcast$2,195,130$12,310 ▲0.6%58,4900.3%Consumer DiscretionarySBUXStarbucks$2,081,869$14,600 ▼-0.7%22,8150.3%Retail/WholesaleMUMicron Technology$2,066,380$11,530 ▲0.6%24,5530.3%Computer and TechnologyTXNTexas Instruments$2,031,671$11,063 ▲0.5%10,8350.3%Computer and TechnologyACMAECOM$2,023,064$11,750 ▲0.6%18,9390.3%ConstructionHESHess$2,001,667$12,636 ▼-0.6%15,0490.3%Oils/EnergySPGIS&P Global$1,991,124$13,447 ▼-0.7%3,9980.3%Business ServicesTMUST-Mobile US$1,960,745$17,217 ▲0.9%8,8830.3%Computer and TechnologyMELIMercadoLibre$1,960,607$5,101 ▲0.3%1,1530.3%Retail/WholesaleAZNAstraZeneca$1,926,878$1,240,687 ▼-39.2%29,4090.3%MedicalKLACKLA$1,875,867$9,452 ▼-0.5%2,9770.3%Computer and TechnologyXLCCommunication Services Select Sector SPDR Fund$1,844,618$104,071 ▼-5.3%19,0540.3%ETFZGZillow Group$1,781,452$5,668 ▼-0.3%25,1440.2%FinanceACNAccenture$1,753,673$14,072 ▲0.8%4,9850.2%Computer and TechnologyABNBAirbnb$1,750,513$13,141 ▼-0.7%13,3210.2%Consumer DiscretionaryShowing largest 100 holdings. 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