Aviso Wealth Management Portfolio Holdings

Aviso Wealth Management

  • $196 Billion
  • Q4 2024

Aviso Wealth Management has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $196 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.2B, Nvidia Corp with a value of $10.5B, Netflix Inc with a value of $9.81B, Alphabet Inc. with a value of $8.41B, and Meta Platforms, Inc. with a value of $8.3B.

Examining the 13F form we can see an increase of $11.7B in the current position value, from $184B to 196B.

Aviso Wealth Management is based out at Bellevue, WA

Below you can find more details about Aviso Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $196 Billion
Technology: $56.8 Billion
Communication Services: $29.9 Billion
Financial Services: $25.9 Billion
Healthcare: $15.3 Billion
Consumer Cyclical: $15.1 Billion
Industrials: $14.4 Billion
Consumer Defensive: $10.9 Billion
ETFs: $10.7 Billion
Other: $12.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97T
$20.2 Billion 10.29% of portfolio
80,554
Q4 2024 Reduced 0.88%
$325B
$10.5 Billion 5.34% of portfolio
77,964
Q4 2024 Reduced 1.22%
$440B
$9.81 Billion 5.0% of portfolio
11,001
Q4 2024 Reduced 3.32%
$1.07T
$8.41 Billion 4.29% of portfolio
44,444
Q4 2024 Added 1.98%
$1.54T
$8.3 Billion 4.23% of portfolio
14,177
Q4 2024 Added 2.66%
$3.01T
$6.94 Billion 3.54% of portfolio
16,472
Q4 2024 Added 6.08%
$2.17T
$6.62 Billion 3.38% of portfolio
30,164
Q4 2024 Added 1.27%
$1.04T
$4.83 Billion 2.46% of portfolio
11,958
Q4 2024 Reduced 1.22%
$623B
$3.81 Billion 1.94% of portfolio
8,398
Q4 2024 Added 2.64%
-
$2.93 Billion 1.5% of portfolio
-
Q4 2024 Added 28.43%
$84.2B
$2.95 Billion 1.5% of portfolio
12,706
Q4 2024 Added 0.58%
$458B
$2.71 Billion 1.38% of portfolio
2,959
Q4 2024 Reduced 1.99%
$361B
$2.55 Billion 1.3% of portfolio
14,375
Q4 2024 Added 34.9%
$151B
$2.46 Billion 1.25% of portfolio
40,726
Q4 2024 Added 32.99%
$89B
$2.43 Billion 1.24% of portfolio
10,476
Q4 2024 Reduced 1.74%
$428B
$2.27 Billion 1.16% of portfolio
15,719
Q4 2024 Added 35.07%
$309B
$2.01 Billion 1.03% of portfolio
13,874
Q4 2024 Added 124.53%
$0
$2.02 Billion 1.03% of portfolio
93,066
Q4 2024 Reduced 6.41%
$150B
$1.99 Billion 1.02% of portfolio
75,026
Q4 2024 Reduced 9.35%
$293B
$1.99 Billion 1.01% of portfolio
28,278
Q4 2024 Added 70.4%
$76.5B
$1.9 Billion 0.97% of portfolio
2,674
Q4 2024 Added 65.06%
$217B
$1.86 Billion 0.95% of portfolio
11,173
Q4 2024 Added 295.5%
$572B
$1.82 Billion 0.93% of portfolio
5,761
Q4 2024 Added 12.39%
$141B
$1.83 Billion 0.93% of portfolio
8,105
Q4 2024 Added 1.14%
$67.8B
$1.8 Billion 0.92% of portfolio
37,629
Q4 2024 Reduced 1.21%
$69.3B
$1.78 Billion 0.91% of portfolio
3,798
Q4 2024 Added 0.24%
$210B
$1.75 Billion 0.89% of portfolio
3,363
Q4 2024 Reduced 1.49%
$36.4B
$1.72 Billion 0.88% of portfolio
26,919
Q4 2024 Reduced 15.76%
$837B
$1.61 Billion 0.82% of portfolio
2,080
Q4 2024 Added 3.28%
$38.4B
$1.61 Billion 0.82% of portfolio
52,376
Q4 2024 Reduced 21.12%
$533B
$1.55 Billion 0.79% of portfolio
2,944
Q4 2024 Added 23.44%
$214B
$1.53 Billion 0.78% of portfolio
2,665
Q4 2024 Reduced 0.71%
$160B
$1.52 Billion 0.77% of portfolio
40,414
Q4 2024 Reduced 0.01%
$767B
$1.45 Billion 0.74% of portfolio
6,039
Q4 2024 Reduced 2.82%
$1.47B
$1.42 Billion 0.72% of portfolio
126,673
Q4 2024 Reduced 3.25%
$464B
$1.42 Billion 0.72% of portfolio
13,176
Q4 2024 Added 15.64%
$212B
$1.27 Billion 0.65% of portfolio
8,346
Q4 2024 Added 98.24%
$5.64B
$1.26 Billion 0.64% of portfolio
39,069
Q4 2024 Added 8.51%
$139B
$1.25 Billion 0.64% of portfolio
17,368
Q4 2024 Added 73.65%
$2.64B
$1.25 Billion 0.64% of portfolio
4,330
Q4 2024 Reduced 66.69%
$34.8B
$1.19 Billion 0.61% of portfolio
1,714
Q4 2024 Reduced 2.72%
$84.2B
$1.18 Billion 0.6% of portfolio
3,452
Q4 2024 Reduced 2.68%
$357B
$1.18 Billion 0.6% of portfolio
26,749
Q4 2024 Added 12.48%
$37.1B
$1.11 Billion 0.57% of portfolio
3,512
Q1 2024 Added 0.03%
$149B
$1.1 Billion 0.56% of portfolio
4,822
Q4 2024 Added 37.22%
$111B
$1.01 Billion 0.52% of portfolio
5,868
Q3 2024 Reduced 8.28%
$994B
$1 Billion 0.51% of portfolio
5,072
Q4 2024 New
$43.1B
$1 Billion 0.51% of portfolio
26,576
Q4 2024 Reduced 0.47%
$146B
$1.01 Billion 0.51% of portfolio
13,590
Q4 2024 Reduced 7.2%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $196 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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