Notify me when Avitas Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 190 | $723,010,167 | +$29,118,723 | -$31,997,410 | -$2,878,687 | AAPL, NVDA, MSFT, GOOGL, AMZN | 13F-HR | 27 Jan 2025, 09:40 |
| Q3 2024 | 197 | $711,461,868 | +$23,651,214 | -$18,325,695 | +$5,325,519 | AAPL, NVDA, MSFT, GOOGL, AMZN | 13F-HR | 25 Oct 2024, 11:34 |
| Q2 2024 | 203 | $682,847,848 | +$57,883,046 | -$24,179,545 | +$33,703,501 | NVDA, AAPL, MSFT, GOOGL, AMZN | 13F-HR | 24 Jul 2024, 16:18 |
| Q1 2024 | 204 | $658,205,782 | +$30,095,305 | -$25,341,360 | +$4,753,945 | MSFT, AAPL, NVDA, GOOGL, AMZN | 13F-HR | 24 Apr 2024, 10:39 |
| Q4 2023 | 197 | $597,924,674 | +$42,432,049 | -$28,972,722 | +$13,459,327 | AAPL, MSFT, AMZN, NVDA, GOOGL | 13F-HR | 24 Jan 2024, 16:26 |
| Q3 2023 | 201 | $525,594,848 | +$24,207,870 | -$34,706,188 | -$10,498,318 | AAPL, MSFT, GOOGL, AMZN, NVDA | 13F-HR | 02 Nov 2023, 12:58 |
| Q2 2023 | 195 | $552,618,346 | +$13,027,277 | -$13,795,441 | -$768,164 | AAPL, MSFT, NVDA, AMZN, IVE | 13F-HR | 18 Jul 2023, 17:23 |
| Q1 2023 | 198 | $510,788,264 | +$38,620,108 | -$40,557,088 | -$1,936,980 | AAPL, MSFT, IVE, AMZN, NVDA | 13F-HR | 15 May 2023, 16:02 |
| Q4 2022 | 185 | $473,718,846 | +$91,717,313 | -$81,900,034 | +$9,817,279 | AAPL, MSFT, IVE, IVW, AMZN | 13F-HR | 10 Jan 2023, 13:23 |
| Q3 2022 | 179 | $436,511,000 | +$110,901,679 | -$102,762,844 | +$8,138,835 | AAPL, IVE, VGT, VCR, IVW | 13F-HR | 27 Oct 2022, 13:20 |
| Q2 2022 | 189 | $456,968,000 | +$116,362,108 | -$113,096,167 | +$3,265,941 | AAPL, MSFT, XLK, VCR, GOOGL | 13F-HR | 28 Jul 2022, 17:48 |
| Q1 2022 | 190 | $554,189,000 | +$155,924,028 | -$158,687,229 | -$2,763,201 | AAPL, MSFT, AMZN, GOOGL, COST | 13F-HR | 28 Apr 2022, 12:17 |
| Q4 2021 | 175 | $596,309,000 | +$57,127,918 | -$53,397,136 | +$3,730,782 | AAPL, COST, AMZN, GOOGL, MSFT | 13F-HR | 26 Jan 2022, 10:28 |
| Q3 2021 | 188 | $548,940,000 | +$60,614,940 | -$63,121,879 | -$2,506,939 | AAPL, COST, GOOGL, ANGL, MSFT | 13F-HR | 28 Oct 2021, 13:25 |
| Q2 2021 | 195 | $561,803,000 | +$73,797,408 | -$64,771,866 | +$9,025,542 | AAPL, COST, GOOGL, ANGL, AMZN | 13F-HR | 12 Jul 2021, 15:39 |
| Q1 2021 | 207 | $510,677,000 | +$79,155,452 | -$77,029,441 | +$2,126,011 | AAPL, COST, ANGL, EMB, AMZN | 13F-HR | 13 May 2021, 13:10 |
| Q4 2020 | 207 | $493,735,000 | +$115,829,136 | -$27,173,112 | +$88,656,024 | AAPL, COST, ANGL, EMB, AMZN | 13F-HR | 26 Feb 2021, 13:53 |
| Q3 2020 | 183 | $358,706,000 | +$48,028,490 | -$15,053,698 | +$32,974,792 | AAPL, COST, AMZN, ANGL, ADBE | 13F-HR | 06 Oct 2020, 16:26 |
| Q2 2020 | 170 | $301,165,000 | +$71,048,006 | -$38,829,573 | +$32,218,433 | AAPL, ANGL, AMZN, COST, ADBE | 13F-HR | 30 Jul 2020, 18:30 |
| Q1 2020 | 125 | $219,624,000 | +$33,826,233 | -$162,108,906 | -$128,282,673 | AAPL, COST, XLU, AMZN, LLY | 13F-HR | 13 May 2020, 11:30 |
| Q4 2019 | 167 | $389,947,000 | +$19,003,460 | -$19,824,883 | -$821,423 | AAPL, COST, MA, JPM, ADBE | 13F-HR | 13 Feb 2020, 15:50 |
| Q3 2019 | 166 | $362,293,000 | +$44,260,233 | -$45,230,582 | -$970,349 | COST, AAPL, MA, JPM, HON | 13F-HR | 18 Oct 2019, 15:52 |
| Q2 2019 | 165 | $359,561,000 | +$50,907,018 | -$53,012,582 | -$2,105,564 | COST, MA, AAPL, HON, ADBE | 13F-HR | 23 Jul 2019, 16:20 |
| Q1 2019 | 159 | $343,564,000 | +$31,754,085 | -$31,538,625 | +$215,460 | COST, XLNX, LLY, AAPL, MA | 13F-HR | 01 May 2019, 14:55 |
| Q4 2018 | 148 | $304,521,000 | +$82,171,999 | -$98,605,965 | -$16,433,966 | COST, LLY, JPM, XLNX, ADBE | 13F-HR | 08 Feb 2019, 11:57 |
| Q3 2018 | 154 | $352,176,000 | +$33,680,043 | -$21,146,152 | +$12,533,891 | COST, JPM, MA, AMZN, LLY | Restatement | 19 Dec 2018, 11:19 |
| Q2 2018 | 154 | $320,856,000 | $0 | $0 | $0 | COST, JPM, MA, BAC, GOOGL | 13F-HR | 13 Aug 2018, 13:44 |