Aviso Wealth Management Reduced Holdings in Q3 2025

Aviso Wealth Management

  • $224 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-520
- 5.39%
$1147.87 - $1297.18 $597K - $675K
9.12K $10.9M
FSK
Fs Kkr Capital Corp

Financial Services
-1.68K
- 1.83%
$14.93 - $22.48 $25K - $37.7K
89.7K $1.34M
MRK
Merck & Co., Inc.

Healthcare
-7.72K
- 37.44%
$77.6 - $87.37 $599K - $675K
12.9K $1.08M
META
Meta Platforms, Inc.

Communication Services
-452
- 3.21%
$695.21 - $791.73 $314K - $358K
13.6K $10M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-626
- 52.69%
$534.91 - $598.71 $335K - $375K
562 $315K
GIS
General Mills Inc

Consumer Defensive
-4.75K
- 23.6%
$48.44 - $53.83 $230K - $256K
15.4K $774K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.22K
- 24.82%
$60.9 - $70.75 $196K - $227K
9.74K $608K
SBUX
Starbucks Corp

Consumer Cyclical
-1.49K
- 18.07%
$81.9 - $96.86 $122K - $144K
6.75K $571K
UNH
Unitedhealth Group Inc

Healthcare
-640
- 37.65%
$237.77 - $353.61 $152K - $226K
1.06K $366K
HUBS
Hubspot Inc

Technology
-96
- 7.35%
$420.79 - $560.9 $40.4K - $53.8K
1.21K $566K
NOC
Northrop Grumman Corp

Industrials
-846
- 24.25%
$498.9 - $609.32 $422K - $515K
2.64K $1.61M
HRB
H&R Block Inc

Consumer Cyclical
-1.36K
- 11.38%
$49.28 - $56.76 $66.8K - $77K
10.6K $534K
KHC
Kraft Heinz CO

Consumer Defensive
-4.76K
- 10.97%
$25.63 - $28.94 $122K - $138K
38.7K $1.01M
PM
Philip Morris International Inc.

Consumer Defensive
-172
- 4.02%
$157.77 - $183.27 $27.1K - $31.5K
4.11K $666K
AMAT
Applied Materials Inc

Technology
-806
- 28.25%
$156.25 - $204.95 $126K - $165K
2.05K $419K
CRWD
Crowd Strike Holdings, Inc.

Technology
-50
- 1.43%
$412.46 - $514.1 $20.6K - $25.7K
3.44K $1.69M
ACN
Accenture PLC

Technology
-72
- 6.07%
$232.56 - $304.78 $16.7K - $21.9K
1.12K $274K
INTU
Intuit Inc

Technology
-8
- 1.43%
$646.03 - $807.39 $5.17K - $6.46K
553 $377K
PANW
Palo Alto Networks Inc

Technology
-304
- 15.58%
$167.06 - $208.19 $50.8K - $63.3K
1.65K $335K
RTX
Raytheon Technologies Corp

Industrials
-744
- 25.91%
$144.19 - $167.33 $107K - $124K
2.13K $356K
PFE
Pfizer Inc

Healthcare
-4.37K
- 10.24%
$23.29 - $25.88 $102K - $113K
38.3K $976K
HBAN
Huntington Bancshares Inc

Financial Services
-3.57K
- 23.88%
$15.87 - $17.88 $56.6K - $63.7K
11.4K $196K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.88%
$5364.25 - $5815.92 $5.36K - $5.82K
112 $604K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.06K
- 23.36%
$69.9 - $78.26 $73.7K - $82.6K
3.46K $269K
DIS
Walt Disney CO

Communication Services
-20
- 0.52%
$112.25 - $124.0 $2.25K - $2.48K
3.86K $442K
SYK
Stryker Corp

Healthcare
-31
- 3.47%
$368.57 - $403.53 $11.4K - $12.5K
862 $318K
CSCO
Cisco Systems, Inc.

Technology
-319
- 3.23%
$66.2 - $71.79 $21.1K - $22.9K
9.55K $653K
SPGI
S&P Global Inc.

Financial Services
-4
- 0.74%
$484.94 - $564.15 $1.94K - $2.26K
537 $261K
LNG
Cheniere Energy, Inc.

Energy
-5
- 0.2%
$222.68 - $244.28 $1.11K - $1.22K
2.44K $573K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-370
- 14.18%
$87.69 - $96.0 $32.4K - $35.5K
2.24K $211K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-468
- 17.65%
$404.94 - $499.99 $190K - $234K
2.18K $1.06M
COP
Conocophillips

Energy
-331
- 9.79%
$91.0 - $98.99 $30.1K - $32.8K
3.05K $288K
CION
Cion Investment Corp

Financial Services
-1.47K
- 8.3%
$9.48 - $10.86 $13.9K - $15.9K
16.2K $153K
LMT
Lockheed Martin Corp

Industrials
-125
- 8.73%
$410.74 - $499.21 $51.3K - $62.4K
1.31K $652K
UNP
Union Pacific Corp

Industrials
-158
- 3.71%
$214.91 - $237.16 $34K - $37.5K
4.1K $968K
USB
Us Bancorp \De\

Financial Services
-2.15K
- 6.67%
$43.94 - $50.41 $94.6K - $108K
30.1K $1.46M
ED
Consolidated Edison Inc

Utilities
-25
- 0.28%
$95.57 - $105.36 $2.39K - $2.63K
8.76K $880K
Linde PLC
-18
- 3.5%
N/A
496 $0
Ge Healthcare Technologies I
-1.36K
- 8.58%
N/A
14.5K $0
GILD
Gilead Sciences, Inc.

Healthcare
-6
- 0.15%
$108.22 - $120.47 $649 - $723
3.93K $436K
CEG
Constellation Energy Corp

Utilities
-74
- 1.69%
$298.82 - $354.89 $22.1K - $26.3K
4.31K $1.42M
EXC
Exelon Corp

Utilities
-702
- 2.63%
$42.73 - $45.54 $30K - $32K
26K $1.17M
PEP
Pepsico Inc

Consumer Defensive
-410
- 4.45%
$133.81 - $152.16 $54.9K - $62.4K
8.79K $1.24M
VTI
Vanguard Total Stock Market Et

ETFs
-47
- 3.06%
$303.93 - $329.86 $14.3K - $15.5K
1.49K $487K
KLAC
Kla Corp

Technology
-23
- 9.2%
$843.9 - $1078.6 $19.4K - $24.8K
227 $244K
SRE
Sempra Energy

Utilities
-260
- 7.89%
$74.14 - $89.98 $19.3K - $23.4K
3.04K $273K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-102
- 0.94%
$52.12 - $55.33 $5.32K - $5.64K
10.8K $596K
LOW
Lowes Companies Inc

Consumer Cyclical
-3
- 0.27%
$215.01 - $273.02 $645 - $819
1.13K $283K
ETN
Eaton Corp PLC

Industrials
-222
- 3.15%
$342.99 - $392.76 $76.1K - $87.2K
6.82K $2.55M
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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