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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
WFC +45,177+$2,618
AMGN +6,395+$1,818
INTC +40,372+$1,783
PFE +64,152+$1,780
C +22,369+$1,415
VMC +4,197+$1,145
LVS +19,453+$1,006
FOUR +10,151+$671
IBIT +13,454+$544
ICLR +1,228+$413
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
IWF -3,039-$921
HUM -826-$378
SNOW -1,245-$248
U -4,994-$204
ALNY -1,065-$204
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
WMT +108,271+$1,337
GOOGL +17,769+$4,172
RIVN +8,910-$190
ANGL +6,888+$262
MSFT +3,703+$5,332
BKR +3,599+$116
SOXX +3,550+$169
VLTO +2,493+$266
TOTL +1,499+$54
SCHO +1,440+$62
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
F -56,845-$565
IVW -48,608-$2,338
IVE -33,896-$5,066
CSCO -13,827-$720
SCHW -13,375-$837
SQ -12,092-$826
AMAT -6,436+$726
NVDA -4,829+$11,148
TXN -3,620-$577
Avitas Wealth Management LLC Info
Size ($ in 1000's)
At 03/31/2024: $658,203
At 12/31/2023: $597,923

Avitas Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Avitas Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Avitas Wealth Management LLC
As of  03/31/2024, we find all stocks held by Avitas Wealth Management LLC to be as follows, presented in the table below with each row detailing each Avitas Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Avitas Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Avitas Wealth Management LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
MICROSOFT CORP 88,167 +3,703 $37,094
     MSFT88,167+3,703$37,094
APPLE INC 192,683 -3,190 $33,041
     AAPL192,683-3,190$33,041
NVIDIA CORPORATION 33,157 -4,829 $29,959
     NVDA33,157-4,829$29,959
ALPHABET INC 150,315 +17,769 $22,687
     GOOGL150,315+17,769$22,687
AMAZON COM INC 122,530 -1,681 $22,102
     AMZN122,530-1,681$22,102
COSTCO WHSL CORP NEW 23,905 +230 $17,514
     COST23,905+230$17,514
ELI LILLY & CO 18,370 +112 $14,291
     LLY18,370+112$14,291
JPMORGAN CHASE & CO 67,812 +667 $13,583
     JPM67,812+667$13,583
ISHARES TR (IVE) 64,124 -33,896 $11,979
     IVE64,124-33,896$11,979
ISHARES TR (IVW) 140,485 -48,608 $11,863
     IVW140,485-48,608$11,863
META PLATFORMS INC 20,300 -275 $9,857
     META20,300-275$9,857
WALMART INC 161,384 +108,271 $9,710
     WMT161,384+108,271$9,710
EATON CORP PLC 28,044 +409 $8,769
     ETN28,044+409$8,769
UNITEDHEALTH GROUP INC 17,032 -119 $8,426
     UNH17,032-119$8,426
APPLIED MATLS INC 40,061 -6,436 $8,262
     AMAT40,061-6,436$8,262
ISHARES TR (TLT) 86,431 +1,154 $8,178
     TLT86,431+1,154$8,178
BROADCOM INC 5,962 -58 $7,902
     AVGO5,962-58$7,902
VANECK ETF TRUST (ANGL) 268,130 +6,888 $7,781
     ANGL268,130+6,888$7,781
ADVANCED MICRO DEVICES INC 42,013 -298 $7,583
     AMD42,013-298$7,583
ISHARES TR (HYG) 96,721 +1,226 $7,518
     HYG96,721+1,226$7,518
MORGAN STANLEY 77,251 +1,095 $7,274
     MS77,251+1,095$7,274
TESLA INC 40,831 -739 $7,178
     TSLA40,831-739$7,178
VALERO ENERGY CORP 38,982 +575 $6,654
     VLO38,982+575$6,654
EXXON MOBIL CORP 54,456 +689 $6,330
     XOM54,456+689$6,330
AMERICAN EXPRESS CO 27,587 +361 $6,281
     AXP27,587+361$6,281
MERCK & CO INC 46,948 +556 $6,195
     MRK46,948+556$6,195
MCDONALDS CORP 21,222 +203 $5,984
     MCD21,222+203$5,984
MASTERCARD INCORPORATED 12,368 -64 $5,956
     MA12,368-64$5,956
VISA INC 20,773 +72 $5,797
     V20,773+72$5,797
JOHNSON & JOHNSON 36,158 +437 $5,720
     JNJ36,158+437$5,720
HOME DEPOT INC 14,905 +44 $5,718
     HD14,905+44$5,718
QUANTA SVCS INC 21,401 -112 $5,560
     PWR21,401-112$5,560
SCHLUMBERGER LTD 101,119 +1,100 $5,542
     SLB101,119+1,100$5,542
SELECT SECTOR SPDR TR (XLK) 26,097 -570 $5,435
     XLK26,097-570$5,435
DANAHER CORPORATION 21,361 +128 $5,334
     DHR21,361+128$5,334
THE CIGNA GROUP 14,500 +15 $5,266
     CI14,500+15$5,266
TARGET CORP 29,181 +252 $5,171
     TGT29,181+252$5,171
QUALCOMM INC 28,757 -521 $4,869
     QCOM28,757-521$4,869
ABBVIE INC 24,601 -45 $4,480
     ABBV24,601-45$4,480
HONEYWELL INTL INC 21,633 +259 $4,440
     HON21,633+259$4,440
UBER TECHNOLOGIES INC 54,903 -104 $4,227
     UBER54,903-104$4,227
BERKSHIRE HATHAWAY INC DEL      $3,979
     BRK.B9,462+122$3,979
BLACKSTONE INC 29,471 +422 $3,872
     BX29,471+422$3,872
CVS HEALTH CORP 47,064 +396 $3,754
     CVS47,064+396$3,754
THERMO FISHER SCIENTIFIC INC 6,359 +1,309 $3,696
     TMO6,359+1,309$3,696
PROLOGIS INC. 28,022 +422 $3,649
     PLD28,022+422$3,649
INTERCONTINENTAL EXCHANGE IN (ICE) 26,457 +165 $3,636
     ICE26,457+165$3,636
ROPER TECHNOLOGIES INC 6,443 +51 $3,613
     ROP6,443+51$3,613
KKR & CO INC 34,869 -408 $3,507
     KKR34,869-408$3,507
CATERPILLAR INC 9,263 +140 $3,394
     CAT9,263+140$3,394
NETFLIX INC 5,462 -24 $3,317
     NFLX5,462-24$3,317
AMPHENOL CORP NEW 28,542 -78 $3,292
     APH28,542-78$3,292
ABBOTT LABS 28,630 -520 $3,254
     ABT28,630-520$3,254
THOMSON REUTERS CORP. 20,732 +283 $3,231
     TRI20,732+283$3,231
COMCAST CORP NEW 69,924 +633 $3,031
     CMCSA69,924+633$3,031
DEERE & CO 6,965 +101 $2,861
     DE6,965+101$2,861
NXP SEMICONDUCTORS N V 11,500 -124 $2,849
     NXPI11,500-124$2,849
CHIPOTLE MEXICAN GRILL INC 951 +7 $2,764
     CMG951+7$2,764
HESS CORP 17,891 -245 $2,731
     HES17,891-245$2,731
UNITED PARCEL SERVICE INC 18,267 -227 $2,715
     UPS18,267-227$2,715
ANALOG DEVICES INC 13,536 +184 $2,677
     ADI13,536+184$2,677
DTE ENERGY CO 23,502 +199 $2,636
     DTE23,502+199$2,636
ASTRAZENECA PLC 38,856 +403 $2,632
     AZN38,856+403$2,632
MOTOROLA SOLUTIONS INC 7,379 +111 $2,619
     MSI7,379+111$2,619
WELLS FARGO CO NEW 45,177 +45,177 $2,618
     WFC45,177+45,177$2,618
ADOBE INC 5,084 -50 $2,565
     ADBE5,084-50$2,565
SELECT SECTOR SPDR TR (XLV) 16,804 -332 $2,482
     XLV16,804-332$2,482
SELECT SECTOR SPDR TR (XLF) 58,336 -1,051 $2,457
     XLF58,336-1,051$2,457
LINDE PLC 5,289 +75 $2,456
     LIN5,289+75$2,456
ARISTA NETWORKS INC 8,460 -85 $2,453
     ANET8,460-85$2,453
NEXTERA ENERGY INC 38,231 +388 $2,443
     NEE38,231+388$2,443
LOCKHEED MARTIN CORP 5,250 +42 $2,388
     LMT5,250+42$2,388
ELEVANCE HEALTH INC 4,602 +71 $2,386
     ELV4,602+71$2,386
PALO ALTO NETWORKS INC 8,149 -115 $2,315
     PANW8,149-115$2,315
AUTOMATIC DATA PROCESSING IN 9,113 -79 $2,276
     ADP9,113-79$2,276
ONEMAIN HLDGS INC 44,439 +451 $2,270
     OMF44,439+451$2,270
AIRBNB INC 13,682 -268 $2,257
     ABNB13,682-268$2,257
SELECT SECTOR SPDR TR (XLY) 12,179 -241 $2,240
     XLY12,179-241$2,240
WELLTOWER INC 23,755 +281 $2,220
     WELL23,755+281$2,220
CHUBB LIMITED 8,565 +102 $2,219
     CB8,565+102$2,219
PRUDENTIAL FINL INC 18,803 +86 $2,207
     PRU18,803+86$2,207
ASML HOLDING N V 2,225 -6 $2,159
     ASML2,225-6$2,159
DOW INC 37,081 +436 $2,148
     DOW37,081+436$2,148
MICRON TECHNOLOGY INC 18,171 +218 $2,142
     MU18,171+218$2,142
XCEL ENERGY INC 39,694 +450 $2,134
     XEL39,694+450$2,134
STARBUCKS CORP 23,341 -77 $2,133
     SBUX23,341-77$2,133
KLA CORP 3,048 -7 $2,129
     KLAC3,048-7$2,129
RIO TINTO PLC 33,108 +424 $2,110
     RIO33,108+424$2,110
ORACLE CORP 16,079 -3,016 $2,020
     ORCL16,079-3,016$2,020
TEXAS INSTRS INC 10,665 -3,620 $1,858
     TXN10,665-3,620$1,858
PEPSICO INC 10,442 -147 $1,827
     PEP10,442-147$1,827
AMGEN INC 6,395 +6,395 $1,818
     AMGN6,395+6,395$1,818
CISCO SYS INC 36,400 -13,827 $1,817
     CSCO36,400-13,827$1,817
GOLDMAN SACHS GROUP INC 4,348 -87 $1,816
     GS4,348-87$1,816
AECOM 18,463 +251 $1,811
     ACM18,463+251$1,811
AMERICAN TOWER CORP NEW 9,159 -106 $1,810
     AMT9,159-106$1,810
BLACKROCK INC 2,163 +745 $1,803
     BLK2,163+745$1,803
INTEL CORP 40,372 +40,372 $1,783
     INTC40,372+40,372$1,783
PFIZER INC 64,152 +64,152 $1,780
     PFE64,152+64,152$1,780
PUBLIC STORAGE 6,078 +124 $1,763
     PSA6,078+124$1,763
S&P GLOBAL INC 4,107 -29 $1,747
     SPGI4,107-29$1,747
CONOCOPHILLIPS 13,719 -150 $1,746
     COP13,719-150$1,746
CELANESE CORP DEL 10,156 -117 $1,745
     CE10,156-117$1,745
SCHWAB CHARLES CORP 23,641 -13,375 $1,710
     SCHW23,641-13,375$1,710
COCA COLA CO 27,767 +89 $1,699
     KO27,767+89$1,699
ACCENTURE PLC IRELAND 4,863 +64 $1,686
     ACN4,863+64$1,686
SHOPIFY INC 21,770 -334 $1,680
     SHOP21,770-334$1,680
SELECT SECTOR SPDR TR (XLC) 20,361 -431 $1,663
     XLC20,361-431$1,663
HOWMET AEROSPACE INC 24,207 +242 $1,656
     HWM24,207+242$1,656
SCHWAB STRATEGIC TR 34,053 +1,440 $1,642
     SCHO34,053+1,440$1,642
SCOTTS MIRACLE GRO CO 21,337 +240 $1,592
     SMG21,337+240$1,592
FORD MTR CO DEL 117,581 -56,845 $1,561
     F117,581-56,845$1,561
MICROCHIP TECHNOLOGY INC. 17,353 +234 $1,557
     MCHP17,353+234$1,557
MONSTER BEVERAGE CORP NEW 25,971 -282 $1,540
     MNST25,971-282$1,540
MERCADOLIBRE INC 968 +11 $1,464
     MELI968+11$1,464
CITIGROUP INC 22,369 +22,369 $1,415
     C22,369+22,369$1,415
T MOBILE US INC 8,621 +119 $1,407
     TMUS8,621+119$1,407
THE TRADE DESK INC 15,829 -43 $1,384
     TTD15,829-43$1,384
SELECT SECTOR SPDR TR (XLI) 10,929 -206 $1,377
     XLI10,929-206$1,377
DISNEY WALT CO 10,972 -65 $1,343
     DIS10,972-65$1,343
CLOUDFLARE INC 13,794 +61 $1,336
     NET13,794+61$1,336
WORKDAY INC 4,900 +52 $1,336
     WDAY4,900+52$1,336
BOEING CO 6,813 +81 $1,315
     BA6,813+81$1,315
PIMCO ETF TR (BOND) 14,179 +472 $1,303
     BOND14,179+472$1,303
ALIGN TECHNOLOGY INC 3,926 -21 $1,287
     ALGN3,926-21$1,287
BLOCK INC 15,174 -12,092 $1,283
     SQ15,174-12,092$1,283
SELECT SECTOR SPDR TR (XLP) 16,734 -327 $1,278
     XLP16,734-327$1,278
AMERICAN ELEC PWR CO INC 14,397 +189 $1,240
     AEP14,397+189$1,240
HALLIBURTON CO 31,007 +61 $1,222
     HAL31,007+61$1,222
ISHARES TR (SOXX) 5,357 +3,550 $1,210
     SOXX5,357+3,550$1,210
SSGA ACTIVE ETF TR (TOTL) 29,884 +1,499 $1,197
     TOTL29,884+1,499$1,197
NASDAQ INC 18,842 -252 $1,189
     NDAQ18,842-252$1,189
OMNICOM GROUP INC 12,261 +164 $1,186
     OMC12,261+164$1,186
EQUINIX INC 1,422 -21 $1,174
     EQIX1,422-21$1,174
VULCAN MATLS CO 4,197 +4,197 $1,145
     VMC4,197+4,197$1,145
JD.COM INC 39,966 +579 $1,095
     JD39,966+579$1,095
AUTODESK INC 4,183 -33 $1,089
     ADSK4,183-33$1,089
MOODYS CORP 2,712 +52 $1,066
     MCO2,712+52$1,066
GARTNER INC 2,110 -25 $1,006
     IT2,110-25$1,006
LAS VEGAS SANDS CORP 19,453 +19,453 $1,006
     LVS19,453+19,453$1,006
FIRST SOLAR INC 5,810 +14 $981
     FSLR5,810+14$981
HUBSPOT INC 1,551 +31 $972
     HUBS1,551+31$972
KRANESHARES TRUST (KWEB) 36,981 -366 $971
     KWEB36,981-366$971
SELECT SECTOR SPDR TR (XLE) 9,748 -186 $920
     XLE9,748-186$920
SALESFORCE INC 3,008 -40 $906
     CRM3,008-40$906
INTUITIVE SURGICAL INC 2,171 -21 $866
     ISRG2,171-21$866
PAYPAL HLDGS INC 12,926 -82 $866
     PYPL12,926-82$866
HERC HLDGS INC 5,096 -37 $858
     HRI5,096-37$858
AMEREN CORP 11,487 +168 $850
     AEE11,487+168$850
APOLLO GLOBAL MGMT INC 7,554 -79 $849
     APO7,554-79$849
VERALTO CORP 9,506 +2,493 $843
     VLTO9,506+2,493$843
ON HLDG AG 22,959 +16 $812
     ONON22,959+16$812
DEXCOM INC 5,698 -63 $790
     DXCM5,698-63$790
INTUIT 1,212 -4 $788
     INTU1,212-4$788
ULTA BEAUTY INC 1,342 -11 $702
     ULTA1,342-11$702
SHIFT4 PMTS INC 10,151 +10,151 $671
     FOUR10,151+10,151$671
NOVO NORDISK A S 5,176 -60 $665
     NVO5,176-60$665
ILLINOIS TOOL WKS INC 2,391 -26 $642
     ITW2,391-26$642
TAIWAN SEMICONDUCTOR MFG LTD 4,576 -42 $623
     TSM4,576-42$623
FORTINET INC 9,076 -101 $620
     FTNT9,076-101$620
LULULEMON ATHLETICA INC 1,556 -17 $608
     LULU1,556-17$608
AUTOZONE INC 187 -5 $589
     AZO187-5$589
ECOLAB INC 2,505 -37 $578
     ECL2,505-37$578
BOOKING HOLDINGS INC 158 -2 $573
     BKNG158-2$573
VERTEX PHARMACEUTICALS INC 1,343 -11 $561
     VRTX1,343-11$561
TRADEWEB MKTS INC 5,336 -72 $556
     TW5,336-72$556
COSTAR GROUP INC 5,730 -59 $554
     CSGP5,730-59$554
ISHARES BITCOIN TR (IBIT) 13,454 +13,454 $544
     IBIT13,454+13,454$544
ZOETIS INC 3,216 -37 $544
     ZTS3,216-37$544
MARVELL TECHNOLOGY INC 7,566 -18 $536
     MRVL7,566-18$536
SERVICENOW INC 660 -7 $503
     NOW660-7$503
ROCKET LAB USA INC 121,775 +443 $500
     RKLB121,775+443$500
SSGA ACTIVE ETF TR (SRLN) 11,875 +620 $500
     SRLN11,875+620$500
BUILDERS FIRSTSOURCE INC 2,395 -21 $499
     BLDR2,395-21$499
ISHARES TR (IAI) 4,214 -63 $489
     IAI4,214-63$489
SELECT SECTOR SPDR TR (XLRE) 12,140 -158 $480
     XLRE12,140-158$480
ROCKWELL AUTOMATION INC 1,624 -12 $473
     ROK1,624-12$473
SELECT SECTOR SPDR TR (XLU) 7,108 -147 $467
     XLU7,108-147$467
NIKE INC 4,617 -46 $434
     NKE4,617-46$434
ICON PLC 1,228 +1,228 $413
     ICLR1,228+1,228$413
VEEVA SYS INC 1,778 -17 $412
     VEEV1,778-17$412
INVESCO EXCHANGE TRADED FD T (PNQI) 10,258 -155 $409
     PNQI10,258-155$409
FISERV INC 2,389 -25 $382
     FI2,389-25$382
ELECTRONIC ARTS INC 2,865 -34 $380
     EA2,865-34$380
APTIV PLC 4,679 -33 $373
     APTV4,679-33$373
BAKER HUGHES COMPANY 11,012 +3,599 $369
     BKR11,012+3,599$369
SPOTIFY TECHNOLOGY S A 1,400 -17 $369
     SPOT1,400-17$369
REGENERON PHARMACEUTICALS 374 -8 $360
     REGN374-8$360
ISHARES TR (IHI) 5,993 -125 $351
     IHI5,993-125$351
VANGUARD INDEX FDS (VO) 1,397 -13 $349
     VO1,397-13$349
RIVIAN AUTOMOTIVE INC 31,823 +8,910 $348
     RIVN31,823+8,910$348
ARES MANAGEMENT CORPORATION 2,606 -23 $347
     ARES2,606-23$347
IMPINJ INC 2,617 -30 $336
     PI2,617-30$336
SELECT SECTOR SPDR TR (XLB) 3,420 -81 $318
     XLB3,420-81$318
GLOBAL X FDS 7,787 -167 $310
     PAVE7,787-167$310
GENERAC HLDGS INC 2,256 -15 $285
     GNRC2,256-15$285
ISHARES TR (SUB) 2,720 -630 $285
     SUB2,720-630$285
TAKE TWO INTERACTIVE SOFTWAR 1,914 -17 $284
     TTWO1,914-17$284
FREEPORT MCMORAN INC 5,973 -66 $281
     FCX5,973-66$281
ISHARES TR (ITA) 1,938 -39 $256
     ITA1,938-39$256
ZOOM VIDEO COMMUNICATIONS IN 3,918 -33 $256
     ZM3,918-33$256
SAMSARA INC 5,753 +5,753 $217
     IOT5,753+5,753$217
SPDR SER TR (XME) 3,518 -36 $212
     XME3,518-36$212
WYNN RESORTS LTD 2,049 +2,049 $209
     WYNN2,049+2,049$209
ALNYLAM PHARMACEUTICALS INC $0 (exited)
     ALNY0-1,065$0
HUMANA INC $0 (exited)
     HUM0-826$0
ISHARES TR $0 (exited)
     IWF0-3,039$0
SNOWFLAKE INC $0 (exited)
     SNOW0-1,245$0
UNITY SOFTWARE INC 0 -4,994 $0 (exited)
     U0-4,994$0

See Summary: Avitas Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Avitas Wealth Management LLC

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