AVISO WEALTH MANAGEMENT

13F Filings History

Latest 13F report: Q3 2024 - Nov 7, 2024
Value $: $184M
Signature - Title: Joyce Provost - Chief Compliance Officer
Location: Bellevue, WA
Summary: This page shows a list of all the recent 13F filings made by AVISO WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AVISO WEALTH MANAGEMENT reported 145 stock holdings with total value $184M as of Q3 2024. Top holdings included AAPL, NVDA, NFLX, META, and GOOGL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	145	$184M	+$25.7M	-$14.2M	+$11.4M	AAPL, NVDA, NFLX, META, GOOGL	13F-HR	11/7/2024, 02:42 PM
Q2 2024	151	$168M	+$19.3M	-$7.54M	+$11.7M	AAPL, NVDA, GOOGL, NFLX, META	13F-HR	8/14/2024, 05:39 PM
Q1 2024	148	$158M	+$15.1M	-$9.5M	+$5.61M	AAPL, NVDA, META, NFLX, MSFT	13F-HR	5/14/2024, 04:00 PM
Q4 2023	147	$138M	$0	$0		AAPL, MSFT, GOOGL, NFLX, META	13F-HR	2/13/2024, 02:39 PM