Aviso Wealth Management Portfolio Holdings

Aviso Wealth Management

  • $188 Billion
  • Q1 2025

Aviso Wealth Management has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $188 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $17.6B, Netflix Inc with a value of $9.8B, Nvidia Corp with a value of $8.29B, Meta Platforms, Inc. with a value of $7.92B, and Alphabet Inc. with a value of $6.84B.

Examining the 13F form we can see an decrease of $7.88B in the current position value, from $196B to 188B.

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 $188 Billion
Technology: $50.6 Billion
Communication Services: $28.1 Billion
Financial Services: $26.8 Billion
Healthcare: $17.7 Billion
Industrials: $13.8 Billion
Consumer Cyclical: $12.6 Billion
Consumer Defensive: $11 Billion
ETFs: $8.89 Billion
Other: $13.4 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.65 Billion 0.88% of portfolio
3,513
Q4 2024 Added 0.26%
$0
$960 Million 0.51% of portfolio
1,770
Q1 2025 Reduced 7.18%
$0
$942 Million 0.5% of portfolio
2,540
Q1 2025 Reduced 6.0%
$0
$732 Million 0.39% of portfolio
2,250
Q1 2025 Reduced 6.05%
$0
$679 Million 0.36% of portfolio
2,777
Q1 2025 Reduced 6.12%
$0
$588 Million 0.31% of portfolio
2,335
Q1 2025 Reduced 5.85%
$0
$502 Million 0.27% of portfolio
3,124
Q1 2025 Reduced 5.79%
$0
$466 Million 0.25% of portfolio
2,501
Q1 2025 Reduced 7.78%
$0
$436 Million 0.23% of portfolio
5,427
Q1 2025 Reduced 1.92%
$0
$408 Million 0.22% of portfolio
2,143
Q1 2025 Reduced 3.6%
$0
$394 Million 0.21% of portfolio
7,721
Q1 2025 Reduced 1.33%
$0
$275 Million 0.15% of portfolio
536
Q1 2025 Added 7.2%
$0
$230 Million 0.12% of portfolio
3,817
Q1 2025 Reduced 5.47%
$0
$210 Million 0.11% of portfolio
4,566
Q1 2025 Reduced 22.81%
$0
$209 Million 0.11% of portfolio
2,307
Q1 2025 Reduced 6.26%
$0
$211 Million 0.11% of portfolio
2,732
Q1 2025 Reduced 0.83%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $188 Billion
  • Prior Value $196 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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