Avitas Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 25, 2024
Value $
$711M
Signature - Title
Nathaniel Downes - CCO, Director - Research & Operations
Location
Los Angeles, CA
Summary
This page shows a list of all the recent 13F filings made by Avitas Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avitas Wealth Management LLC reported 197 stock holdings with total value $711M as of Q3 2024. Top holdings included AAPL, NVDA, MSFT, GOOGL, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 197 $711M +$23.7M -$18.3M +$5.33M AAPL, NVDA, MSFT, GOOGL, AMZN 13F-HR 10/25/2024, 11:34 AM
Q2 2024 203 $683M +$57.9M -$24.2M +$33.7M NVDA, AAPL, MSFT, GOOGL, AMZN 13F-HR 7/24/2024, 04:18 PM
Q1 2024 204 $658M +$30.1M -$25.3M +$4.75M MSFT, AAPL, NVDA, GOOGL, AMZN 13F-HR 4/24/2024, 10:39 AM
Q4 2023 197 $598M +$42.4M -$29M +$13.5M AAPL, MSFT, AMZN, NVDA, GOOGL 13F-HR 1/24/2024, 04:26 PM
Q3 2023 201 $526M +$24.2M -$34.7M -$10.5M AAPL, MSFT, GOOGL, AMZN, NVDA 13F-HR 11/2/2023, 12:58 PM
Q2 2023 195 $553M +$13M -$13.8M -$768K AAPL, MSFT, NVDA, AMZN, IVE 13F-HR 7/18/2023, 05:23 PM
Q1 2023 198 $511M +$38.6M -$40.6M -$1.94M AAPL, MSFT, IVE, AMZN, NVDA 13F-HR 5/15/2023, 04:02 PM
Q4 2022 185 $474M +$91.7M -$81.9M +$9.82M AAPL, MSFT, IVE, IVW, AMZN 13F-HR 1/10/2023, 01:23 PM
Q3 2022 179 $437M +$111M -$103M +$8.14M AAPL, IVE, VGT, VCR, IVW 13F-HR 10/27/2022, 01:20 PM
Q2 2022 189 $457M +$116M -$113M +$3.27M AAPL, MSFT, XLK, VCR, GOOGL 13F-HR 7/28/2022, 05:48 PM
Q1 2022 190 $554M +$156M -$159M -$2.76M AAPL, MSFT, AMZN, GOOGL, COST 13F-HR 4/28/2022, 12:17 PM
Q4 2021 175 $596M +$57.1M -$53.4M +$3.73M AAPL, COST, AMZN, GOOGL, MSFT 13F-HR 1/26/2022, 10:28 AM
Q3 2021 188 $549M +$60.6M -$63.1M -$2.51M AAPL, COST, GOOGL, ANGL, MSFT 13F-HR 10/28/2021, 01:25 PM
Q2 2021 195 $562M +$73.8M -$64.8M +$9.03M AAPL, COST, GOOGL, ANGL, AMZN 13F-HR 7/12/2021, 03:39 PM
Q1 2021 207 $511M +$79.2M -$77M +$2.13M AAPL, COST, ANGL, EMB, AMZN 13F-HR 5/13/2021, 01:10 PM
Q4 2020 207 $494M +$116M -$27.2M +$88.7M AAPL, COST, ANGL, EMB, AMZN 13F-HR 2/26/2021, 01:53 PM
Q3 2020 183 $359M +$48M -$15.1M +$33M AAPL, COST, AMZN, ANGL, ADBE 13F-HR 10/6/2020, 04:26 PM
Q2 2020 170 $301M +$71M -$38.8M +$32.2M AAPL, ANGL, AMZN, COST, ADBE 13F-HR 7/30/2020, 06:30 PM
Q1 2020 125 $220M +$33.8M -$162M -$128M AAPL, COST, XLU, AMZN, LLY 13F-HR 5/13/2020, 11:30 AM
Q4 2019 167 $390M +$19M -$19.8M -$821K AAPL, COST, MA, JPM, ADBE 13F-HR 2/13/2020, 03:50 PM
Q3 2019 166 $362M +$44.3M -$45.2M -$970K COST, AAPL, MA, JPM, HON 13F-HR 10/18/2019, 03:52 PM
Q2 2019 165 $360M +$50.9M -$53M -$2.11M COST, MA, AAPL, HON, ADBE 13F-HR 7/23/2019, 04:20 PM
Q1 2019 159 $344M +$31.8M -$31.5M +$215K COST, XLNX, LLY, AAPL, MA 13F-HR 5/1/2019, 02:55 PM
Q4 2018 148 $305M +$82.2M -$98.6M -$16.4M COST, LLY, JPM, XLNX, ADBE 13F-HR 2/8/2019, 11:57 AM
Q3 2018 154 $352M +$33.7M -$21.1M +$12.5M COST, JPM, MA, AMZN, LLY Restatement 12/19/2018, 11:19 AM
Q2 2018 154 $321M $0 $0 COST, JPM, MA, BAC, GOOGL 13F-HR 8/13/2018, 01:44 PM