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Showing Q4 2024 data
Avitas Wealth Management LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Avitas Wealth Management LLC
•CIK: 1734565•Filing: Q4 2024
**Avitas Wealth Management LLC** manages $723M across a diversified portfolio of 190 positions. The strategy exhibits significant conviction in mega-cap technology and consumer staples, evidenced by top holdings including AAPL ($45.1M), NVDA ($44.1M), and MSFT ($35.2M). Notable allocations also include substantial exposure to GOOGL ($27.5M), AMZN ($25.1M), and COST ($21.8M). This concentration suggests a core focus on established market leaders with strong secular growth narratives.
Total AUM
$723.0M
QoQ Performance
+1.6%
Positions
170
Top 10 Concentration
36.1%
Latest Filing
Q4 2024
Top Holdings Allocation
AAPL
NVDA
AAPL6.2%
NVDA6.1%
MSFT4.9%
GOOGL3.8%
AMZN3.5%
COST3.0%
JPM2.3%
TSLA2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other35.2%
Technology28.3%
Consumer13.9%
Financial7.9%
Healthcare7.1%
Energy2.1%
Industrial2.1%
Communication1.3%
🚪 Exited Positionssold since Q3 2024
+11 more exited positions
Changes from Q3 2024
NEW9 new positions
↑72 increased
↓109 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023