Aviso Wealth Management Incresed Positions in Q4 2024

Aviso Wealth Management

  • $196 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GE
General Electric CO

Industrials
8.35K
+ 295.5%
$159.95 - $194.23 $1.34M - $1.62M
11.2K $1.86B
GOOGL
Alphabet Inc.

Communication Services
861
+ 1.98%
$161.86 - $196.66 $139K - $169K
44.4K $8.41B
CVX
Chevron Corp

Energy
7.7K
+ 124.53%
$141.15 - $162.53 $1.09M - $1.25M
13.9K $2.01B
AMZN
Amazon Com Inc

Consumer Cyclical
379
+ 1.27%
$180.88 - $232.93 $68.6K - $88.3K
30.2K $6.62B
WFC
Wells Fargo & Company

Financial Services
11.7K
+ 70.4%
$54.98 - $77.35 $642K - $904K
28.3K $1.99B
AVGO
Broadcom Inc.

Technology
73
+ 0.58%
$159.67 - $250.0 $11.7K - $18.3K
12.7K $2.95B
TFLR
T Rowe Price Exchange Traded F
12.6K
+ 28.43%
N/A
56.7K $2.93B
PG
Procter & Gamble CO

Consumer Defensive
3.55K
+ 189.07%
$161.05 - $179.7 $571K - $637K
5.42K $909M
PEP
Pepsico Inc

Consumer Defensive
4.14K
+ 98.24%
$151.29 - $176.1 $626K - $728K
8.35K $1.27B
ABBV
Abb Vie Inc.

Healthcare
3.72K
+ 34.9%
$164.99 - $203.87 $614K - $758K
14.4K $2.55B
NEE
Nextera Energy Inc

Utilities
7.37K
+ 73.65%
$69.77 - $85.43 $514K - $629K
17.4K $1.25B
META
Meta Platforms, Inc.

Communication Services
367
+ 2.66%
$554.08 - $632.68 $203K - $232K
14.2K $8.3B
JNJ
Johnson & Johnson

Healthcare
4.08K
+ 35.07%
$143.34 - $165.86 $585K - $677K
15.7K $2.27B
MA
Mastercard Inc

Financial Services
559
+ 23.44%
$491.3 - $536.15 $275K - $300K
2.94K $1.55B
ADBE
Adobe Inc.

Technology
773
+ 102.52%
$437.39 - $552.96 $338K - $427K
1.53K $679M
MSFT
Microsoft Corp

Technology
944
+ 6.08%
$406.35 - $454.46 $384K - $429K
16.5K $6.94B
UNP
Union Pacific Corp

Industrials
1.31K
+ 37.22%
$223.15 - $249.32 $292K - $326K
4.82K $1.1B
BAC
Bank Of America Corp

Financial Services
2.97K
+ 12.48%
$39.22 - $47.77 $116K - $142K
26.7K $1.18B
BXSL
Blackstone Secured Lending Fund

Financial Services
3.06K
+ 8.51%
$29.25 - $33.27 $89.6K - $102K
39.1K $1.26B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.05K
+ 65.06%
$701.85 - $1046.91 $740K - $1.1M
2.67K $1.9B
UNH
Unitedhealth Group Inc

Healthcare
494
+ 59.23%
$485.52 - $625.25 $240K - $309K
1.33K $672M
CRM
Salesforce, Inc.

Technology
73
+ 2.78%
$270.87 - $367.87 $19.8K - $26.9K
2.7K $902M
BKNG
Booking Holdings Inc.

Consumer Cyclical
22
+ 23.66%
$4100.99 - $5300.34 $90.2K - $117K
115 $571M
HON
Honeywell International Inc

Industrials
91
+ 1.14%
$202.84 - $236.0 $18.5K - $21.5K
8.11K $1.83B
UBER
Uber Technologies, Inc

Technology
10.1K
+ 32.99%
$59.93 - $86.34 $605K - $872K
40.7K $2.46B
ORCL
Oracle Corp

Technology
833
+ 23.65%
$165.41 - $192.43 $138K - $160K
4.36K $726M
DIS
Walt Disney CO

Communication Services
277
+ 7.17%
$92.39 - $117.6 $25.6K - $32.6K
4.14K $461M
QQQ
Invesco Qqq Trust, Series 1

ETFs
9
+ 0.26%
$481.22 - $538.17 $4.33K - $4.84K
3.51K $1.8B
XOM
Exxon Mobil Corp

Energy
1.78K
+ 15.64%
$105.51 - $125.37 $188K - $223K
13.2K $1.42B
QCOM
Qualcomm Inc

Technology
636
+ 52.26%
$150.4 - $178.04 $95.7K - $113K
1.85K $285M
VZ
Verizon Communications Inc

Communication Services
3.75K
+ 22.82%
$39.6 - $45.21 $149K - $170K
20.2K $808M
AXP
American Express CO

Financial Services
13
+ 0.59%
$267.35 - $305.57 $3.48K - $3.97K
2.21K $655M
CSCO
Cisco Systems, Inc.

Technology
160
+ 2.1%
$52.45 - $60.02 $8.39K - $9.6K
7.78K $460M
PM
Philip Morris International Inc.

Consumer Defensive
476
+ 13.43%
$118.38 - $133.06 $56.3K - $63.3K
4.02K $484M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
216
+ 2.64%
$442.29 - $483.08 $95.5K - $104K
8.4K $3.81B
ACN
Accenture PLC

Technology
77
+ 7.19%
$343.9 - $376.86 $26.5K - $29K
1.15K $404M
ELV
Elevance Health, Inc.

Healthcare
258
+ 55.84%
$365.96 - $514.62 $94.4K - $133K
720 $266M
PANW
Palo Alto Networks Inc

Technology
2.33K
+ 93.42%
$181.96 - $405.9 $424K - $946K
4.82K $878M
KO
Coca Cola CO

Consumer Defensive
513
+ 13.45%
$61.74 - $71.71 $31.7K - $36.8K
4.33K $269M
SPGI
S&P Global Inc.

Financial Services
2
+ 0.38%
$480.36 - $529.17 $961 - $1.06K
525 $262M
MRK
Merck & Co., Inc.

Healthcare
82
+ 2.0%
$96.31 - $114.76 $7.9K - $9.41K
4.19K $416M
CAT
Caterpillar Inc

Industrials
3
+ 0.15%
$360.37 - $416.88 $1.08K - $1.25K
2.04K $739M
AMGN
Amgen Inc

Healthcare
243
+ 12.01%
$258.78 - $328.31 $62.9K - $79.8K
2.27K $590M
ED
Consolidated Edison Inc

Utilities
70
+ 0.77%
$88.87 - $107.38 $6.22K - $7.52K
9.15K $817M
LLY
Eli Lilly & CO

Healthcare
66
+ 3.28%
$727.2 - $932.06 $48K - $61.5K
2.08K $1.61B
NOC
Northrop Grumman Corp

Industrials
9
+ 0.24%
$466.52 - $543.88 $4.2K - $4.89K
3.8K $1.78B
Activity Summary
Buys All Purchases 55 New Holdings 8 Increased Positions 47 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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