Aviso Wealth Management Purchases in Q3 2025

Aviso Wealth Management

  • $224 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ABBV
Abb Vie Inc.

Healthcare
494
+ 2.78%
$184.85 - $231.54 $91.3K - $114K
18.3K $4.23M
BA
Boeing CO

Industrials
3.85K
+ 93.94%
$209.79 - $237.38 $807K - $913K
7.94K $1.71M
ISRG
Intuitive Surgical Inc

Healthcare
2.03K
+ 345.33%
$433.66 - $544.47 $882K - $1.11M
2.62K $1.17M
LLY
Eli Lilly & CO

Healthcare
1.05K
+ 28.66%
$625.65 - $812.69 $656K - $852K
4.71K $3.59M
GE
General Electric CO

Industrials
33
+ 0.21%
$244.75 - $305.63 $8.08K - $10.1K
15.6K $4.7M
STX
Seagate Technology Holdings PLC

Technology
45
+ 0.62%
$142.01 - $236.06 $6.39K - $10.6K
7.26K $1.71M
JNJ
Johnson & Johnson

Healthcare
438
+ 2.47%
$155.17 - $185.42 $68K - $81.2K
18.2K $3.37M
GS
Goldman Sachs Group Inc

Financial Services
233
+ 4.53%
$696.56 - $806.32 $162K - $188K
5.37K $4.28M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
722
+ 9.09%
$224.68 - $282.71 $162K - $204K
8.66K $2.42M
UBER
Uber Technologies, Inc

Technology
4.28K
+ 10.87%
$86.91 - $99.57 $372K - $426K
43.6K $4.28M
CVX
Chevron Corp

Energy
1.22K
+ 6.52%
$145.57 - $161.83 $178K - $197K
19.9K $3.1M
MU
Micron Technology Inc

Technology
46
+ 0.5%
$104.88 - $168.89 $4.82K - $7.77K
9.3K $1.56M
WMT
Walmart Inc.

Consumer Defensive
2.9K
+ 49.32%
$94.4 - $104.27 $273K - $302K
8.77K $903K
HD
Home Depot, Inc.

Consumer Cyclical
220
+ 4.02%
$357.4 - $423.42 $78.6K - $93.2K
5.69K $2.31M
CAT
Caterpillar Inc

Industrials
62
+ 2.24%
$390.92 - $477.15 $24.2K - $29.6K
2.83K $1.35M
GOOG
Alphabet Inc.

Communication Services
166
+ 5.12%
$175.16 - $255.24 $29.1K - $42.4K
3.41K $830K
MA
Mastercard Inc

Financial Services
381
+ 8.16%
$550.18 - $598.96 $210K - $228K
5.05K $2.87M
IBM
International Business Machines Corp

Technology
865
New
$234.77 - $292.47 $203K - $253K
865 $244K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
307
+ 42.94%
$567.77 - $614.76 $174K - $189K
1.02K $625K
VTV
Vanguard Value ETF

ETFs
1.13K
New
$175.51 - $186.57 $198K - $210K
1.13K $210K
TJX
Tjx Companies Inc

Consumer Cyclical
1.43K
New
$121.35 - $144.54 $174K - $207K
1.43K $206K
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.23%
$282.78 - $316.06 $4.81K - $5.37K
7.44K $2.35M
C
Citigroup Inc

Financial Services
777
+ 11.23%
$85.57 - $103.49 $66.5K - $80.4K
7.7K $781K
BAC
Bank Of America Corp

Financial Services
1.19K
+ 3.94%
$44.92 - $52.42 $53.3K - $62.2K
31.3K $1.62M
AMZN
Amazon Com Inc

Consumer Cyclical
735
+ 2.32%
$211.65 - $238.24 $156K - $175K
32.4K $7.12M
WFC
Wells Fargo & Company

Financial Services
886
+ 3.77%
$77.05 - $85.16 $68.3K - $75.5K
24.4K $2.05M
SCHW
Schwab Charles Corp

Financial Services
551
+ 2.74%
$91.03 - $98.69 $50.2K - $54.4K
20.7K $1.97M
COST
Costco Wholesale Corp

Consumer Defensive
406
+ 10.88%
$915.95 - $994.57 $372K - $404K
4.14K $3.83M
AMD
Advanced Micro Devices Inc

Technology
141
+ 5.87%
$134.8 - $184.42 $19K - $26K
2.54K $411K
CRM
Salesforce, Inc.

Technology
723
+ 25.17%
$231.66 - $273.65 $167K - $198K
3.6K $852K
QCOM
Qualcomm Inc

Technology
299
+ 12.4%
$145.84 - $173.55 $43.6K - $51.9K
2.71K $451K
VBR
Vanguard Small Cap Value ETF

ETFs
90
+ 3.41%
$195.41 - $212.37 $17.6K - $19.1K
2.73K $570K
XLG
Invesco Exchange Traded Fd Tr

ETFs
462
+ 10.0%
$51.78 - $57.89 $23.9K - $26.7K
5.08K $292K
AMGN
Amgen Inc

Healthcare
158
+ 7.37%
$271.18 - $309.22 $42.8K - $48.9K
2.3K $649K
AXP
American Express CO

Financial Services
2
+ 0.08%
$294.27 - $342.31 $589 - $685
2.4K $796K
MCD
Mcdonalds Corp

Consumer Cyclical
54
+ 4.84%
$291.67 - $316.99 $15.8K - $17.1K
1.17K $355K
LADR
Ladder Capital Corp

Real Estate
718
+ 0.56%
$10.86 - $11.81 $7.8K - $8.48K
128K $1.4M
PPL
Ppl Corp

Utilities
32
+ 0.4%
$33.54 - $37.24 $1.07K - $1.19K
8.04K $298K
VZ
Verizon Communications Inc

Communication Services
274
+ 1.32%
$40.84 - $45.06 $11.2K - $12.3K
21.1K $925K
KO
Coca Cola CO

Consumer Defensive
520
+ 8.65%
$65.67 - $71.67 $34.1K - $37.3K
6.53K $433K
TFLR
T Rowe Price Exchange Traded F
8.93K
+ 11.94%
N/A
83.7K $0
Ge Vernova Inc
329
New
N/A
329 $0
NOW
Service Now, Inc.

Technology
86
+ 9.57%
$850.86 - $1044.69 $73.2K - $89.8K
985 $906K
PG
Procter & Gamble CO

Consumer Defensive
37
+ 0.64%
$150.47 - $161.22 $5.57K - $5.97K
5.84K $897K
HON
Honeywell International Inc

Industrials
156
+ 5.02%
$207.7 - $240.4 $32.4K - $37.5K
3.26K $687K
V
Visa Inc.

Financial Services
1
+ 0.02%
$332.09 - $358.86 $332 - $359
5.92K $2.02M
BXSL
Blackstone Secured Lending Fund

Financial Services
3.22K
+ 8.15%
$26.07 - $32.55 $83.9K - $105K
42.7K $1.11M
CMCSA
Comcast Corp

Communication Services
62
+ 0.16%
$31.41 - $36.33 $1.95K - $2.25K
39.7K $1.25M
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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