Avitas Wealth Management LLC Reduced Holdings in Q4 2024

Avitas Wealth Management LLC

  • $708 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Ishares Bitcoin Trust ETF
-392
- 2.66%
N/A
14.3K $0
Coherent Corp
-90
- 2.65%
N/A
3.31K $0
MNST
Monster Beverage Corp

Consumer Defensive
-167
- 0.65%
$49.24 - $56.38 $8.22K - $9.42K
25.4K $1.33M
PNQI
Invesco Nasdaq Internet ETF

ETFs
-530
- 5.18%
$42.94 - $49.52 $22.8K - $26.2K
9.7K $453K
TW
Tradeweb Markets Inc.

Financial Services
-117
- 2.49%
$124.87 - $136.32 $14.6K - $15.9K
4.58K $599K
XLF
Financial Sector Spdr

ETFs
-2.59K
- 5.26%
$44.89 - $51.34 $116K - $133K
46.7K $2.26M
PODD
Insulet Corp

Healthcare
-29
- 2.58%
$227.79 - $275.7 $6.61K - $8K
1.09K $285K
XLC
Select Sector Spdr Tr Communic

ETFs
-1.08K
- 5.34%
$89.66 - $102.16 $96.4K - $110K
19.1K $1.84M
VMC
Vulcan Materials CO

Basic Materials
-7
- 0.17%
$237.95 - $292.31 $1.67K - $2.05K
4.22K $1.09M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-230
- 5.46%
$127.59 - $153.41 $29.3K - $35.3K
3.98K $573K
BKR
Baker Hughes CO

Energy
-231
- 2.39%
$35.98 - $44.88 $8.31K - $10.4K
9.44K $387K
ARES
Ares Management Corp

Financial Services
-61
- 2.66%
$153.38 - $183.7 $9.36K - $11.2K
2.23K $394K
EQIX
Equinix Inc

Real Estate
-29
- 2.33%
$865.69 - $985.0 $25.1K - $28.6K
1.22K $1.15M
TTWO
Take Two Interactive Software Inc

Communication Services
-46
- 2.74%
$147.66 - $190.46 $6.79K - $8.76K
1.63K $300K
ABNB
Airbnb, Inc.

Consumer Cyclical
-100
- 0.75%
$125.36 - $147.37 $12.5K - $14.7K
13.3K $1.75M
DXCM
Dexcom Inc

Healthcare
-178
- 2.75%
$65.68 - $81.01 $11.7K - $14.4K
6.3K $489K
WDAY
Workday, Inc.

Technology
-11
- 0.23%
$233.85 - $279.91 $2.57K - $3.08K
4.88K $1.26M
CRWD
Crowd Strike Holdings, Inc.

Technology
-28
- 2.33%
$275.15 - $388.2 $7.7K - $10.9K
1.17K $401K
NDAQ
Nasdaq, Inc.

Financial Services
-151
- 0.82%
$70.87 - $83.05 $10.7K - $12.5K
18.3K $1.42M
NOW
Service Now, Inc.

Technology
-15
- 2.58%
$867.18 - $1148.42 $13K - $17.2K
567 $601K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-123
- 0.96%
$77.25 - $91.3 $9.5K - $11.2K
12.7K $1.08M
GLBE
Global E Online Ltd.

Consumer Cyclical
-154
- 2.68%
$35.95 - $57.07 $5.54K - $8.79K
5.6K $305K
SPOT
Spotify Technology S.A.

Communication Services
-27
- 2.19%
$362.95 - $502.38 $9.8K - $13.6K
1.21K $539K
FTNT
Fortinet, Inc.

Technology
-175
- 2.65%
$76.49 - $99.21 $13.4K - $17.4K
6.42K $606K
ONON
On Holding Ag

Consumer Cyclical
-129
- 0.57%
$46.3 - $59.54 $5.97K - $7.68K
22.5K $1.23M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.69%
$4100.99 - $5300.34 $4.1K - $5.3K
143 $710K
HRI
Herc Holdings Inc

Industrials
-113
- 2.53%
$155.15 - $239.28 $17.5K - $27K
4.36K $824K
ADP
Automatic Data Processing Inc

Industrials
-55
- 0.61%
$280.08 - $307.97 $15.4K - $16.9K
8.9K $2.61M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-132
- 0.26%
$55.73 - $66.16 $7.36K - $8.73K
50.3K $3.03M
CRM
Salesforce, Inc.

Technology
-79
- 2.98%
$270.87 - $367.87 $21.4K - $29.1K
2.57K $859K
TTD
Trade Desk, Inc.

Technology
-226
- 1.1%
$108.7 - $139.51 $24.6K - $31.5K
20.4K $2.4M
XLY
Select Sector Spdr Consumer Di

ETFs
-629
- 5.22%
$194.8 - $239.43 $123K - $151K
11.4K $2.56M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-38
- 2.4%
$260.53 - $404.79 $9.9K - $15.4K
1.55K $591K
SCHW
Schwab Charles Corp

Financial Services
-101
- 0.43%
$63.31 - $82.85 $6.39K - $8.37K
23.4K $1.73M
ZG
Zillow Group, Inc.

Communication Services
-80
- 0.32%
$56.08 - $82.33 $4.49K - $6.59K
25.1K $1.78M
FOUR
Shift4 Payments, Inc.

Technology
-97
- 0.62%
$88.26 - $114.95 $8.56K - $11.2K
15.6K $1.62M
APH
Amphenol Corp

Technology
-90
- 0.16%
$62.07 - $75.35 $5.59K - $6.78K
54.5K $3.78M
MRVL
Marvell Technology, Inc.

Technology
-178
- 2.68%
$70.31 - $124.78 $12.5K - $22.2K
6.47K $714K
APO
Apollo Global Management, Inc.

Financial Services
-171
- 2.57%
$131.36 - $178.61 $22.5K - $30.5K
6.48K $1.07M
SQ
Block, Inc.

Technology
-109
- 0.72%
$65.06 - $98.92 $7.09K - $10.8K
14.9K $1.27M
META
Meta Platforms, Inc.

Communication Services
-196
- 0.83%
$554.08 - $632.68 $109K - $124K
23.4K $13.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-52
- 0.38%
$172.07 - $207.36 $8.95K - $10.8K
13.8K $2.72M
MA
Mastercard Inc

Financial Services
-122
- 1.01%
$491.3 - $536.15 $59.9K - $65.4K
11.9K $6.27M
PWR
Quanta Services, Inc.

Industrials
-161
- 0.76%
$296.05 - $346.6 $47.7K - $55.8K
20.9K $6.61M
NET
Cloudflare, Inc.

Technology
-75
- 0.55%
$78.11 - $117.56 $5.86K - $8.82K
13.6K $1.46M
GS
Goldman Sachs Group Inc

Financial Services
-8
- 0.16%
$486.1 - $608.57 $3.89K - $4.87K
4.87K $2.79M
SHOP
Shopify Inc.

Technology
-130
- 0.61%
$78.14 - $119.49 $10.2K - $15.5K
21.2K $2.26M
KKR
Kkr & Co. Inc.

Financial Services
-270
- 0.79%
$129.87 - $162.87 $35.1K - $44K
33.9K $5.01M
IVW
Ishares S&P 500 Growth ETF

ETFs
-876
- 0.63%
$94.43 - $105.47 $82.7K - $92.4K
139K $14.1M
Activity Summary
Buys All Purchases 81 New Holdings 9 Increased Positions 72 Sells All Sells 109 Reductions 109 Sold out 0 Options Calls 0 Puts 0
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