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Disclosed positions
Avitas Wealth Management LLC: source evidence dated 2025-01-28T04:59:59.999Z.
- Issuer
- APPLE INC
- Ticker
- AAPL
- Class
- COM
- Reported value
- $45,082,615
- Reported amount
- 180,028
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001734565-25-000001Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| APPLE INC | AAPL | COM | $45,082,615 | 180,028 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $44,129,574 | 328,614 | SH | None |
| MICROSOFT CORP | MSFT | COM | $35,245,830 | 83,620 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $27,530,088 | 145,431 | SH | None |
| AMAZON COM INC | AMZN | COM | $25,084,394 | 114,337 | SH | None |
| COSTCO WHSL CORP NEW | COST | COM | $21,808,254 | 23,801 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $16,570,433 | 69,127 | SH | None |
| TESLA INC | TSLA | COM | $15,414,573 | 38,170 | SH | None |
| ELI LILLY & CO | LLY | COM | $15,218,436 | 19,713 | SH | None |
| WALMART INC | WMT | COM | $14,915,701 | 165,088 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $14,120,488 | 139,077 | SH | None |
| BROADCOM INC | AVGO | COM | $13,972,301 | 60,267 | SH | None |
| META PLATFORMS INC | META | CL A | $13,698,006 | 23,395 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $12,466,182 | 65,309 | SH | None |
| MORGAN STANLEY | MS | COM NEW | $9,961,676 | 79,237 | SH | None |
| EATON CORP PLC | ETN | SHS | $9,552,878 | 28,785 | SH | None |
| SELECT SECTOR SPDR TR | XLV | SBI HEALTHCARE | $9,219,804 | 67,019 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $8,648,988 | 109,968 | SH | None |
| AMERICAN EXPRESS CO | AXP | COM | $8,394,112 | 28,283 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $8,274,858 | 16,358 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $8,170,206 | 50,238 | SH | None |
| VANECK ETF TRUST | ANGL | FALLEN ANGEL HG | $8,101,053 | 282,562 | SH | None |
| ISHARES TR | TLT | 20 YR TR BD ETF | $7,740,844 | 88,639 | SH | None |
| QUANTA SVCS INC | PWR | COM | $6,606,077 | 20,902 | SH | None |
| VISA INC | V | COM CL A | $6,307,210 | 19,957 | SH | None |
| MCDONALDS CORP | MCD | COM | $6,277,858 | 21,656 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $6,271,975 | 11,911 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $5,982,506 | 55,615 | SH | None |
| SELECT SECTOR SPDR TR | XLK | TECHNOLOGY | $5,675,813 | 24,410 | SH | None |
| HOME DEPOT INC | HD | COM | $5,669,918 | 14,576 | SH | None |
| MERCK & CO INC | MRK | COM | $5,529,596 | 55,585 | SH | None |
| BLACKSTONE INC | BX | COM | $5,219,326 | 30,271 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $5,027,521 | 41,622 | SH | None |
| KKR & CO INC | KKR | COM | $5,007,937 | 33,858 | SH | None |
| HONEYWELL INTL INC | HON | COM | $5,001,430 | 22,141 | SH | None |
| VALERO ENERGY CORP | VLO | COM | $4,909,607 | 40,049 | SH | None |
| DANAHER CORPORATION | DHR | COM | $4,784,970 | 20,845 | SH | None |
| NETFLIX INC | NFLX | COM | $4,601,885 | 5,163 | SH | None |
| THE CIGNA GROUP | CI | COM | $4,571,774 | 16,556 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $4,392,283 | 9,690 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $4,364,776 | 30,181 | SH | None |
| QUALCOMM INC | QCOM | COM | $4,261,572 | 27,741 | SH | None |
| SELECT SECTOR SPDR TR | XLU | SBI INT-UTILS | $4,113,222 | 54,343 | SH | None |
| INTERCONTINENTAL EXCHANGE IN | ICE | COM | $4,018,800 | 26,970 | SH | None |
| TARGET CORP | TGT | COM | $4,015,792 | 29,707 | SH | None |
| PROLOGIS INC. | PLD | COM | $3,817,990 | 36,121 | SH | None |
| AMPHENOL CORP NEW | APH | CL A | $3,784,747 | 54,496 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $3,643,179 | 32,961 | SH | None |
| MOTOROLA SOLUTIONS INC | MSI | COM NEW | $3,505,090 | 7,583 | SH | None |
| ABBVIE INC | ABBV | COM | $3,484,164 | 19,607 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.