Avitas Wealth Management LLC 13F Holdings

CIK 0001734565 · LOS ANGELES, CA

As of Dec 31, 2024, Avitas Wealth Management LLC reported 190 positions worth $723.0M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology180,028$45.1M6.24%
NVIDIA CORPNVDATechnology328,614$44.1M6.10%
MICROSOFT CORPMSFTTechnology83,620$35.2M4.87%
ALPHABET INCGOOGLEquity145,431$27.5M3.81%
AMAZON.COM INCAMZNEquity114,337$25.1M3.47%
COSTCO WHOLESALE CORPCOSTConsumer Defensive23,801$21.8M3.02%
JPMORGAN CHASE & COJPMFinancial Services69,127 6.6M2.29%
TESLA INCTSLAConsumer Cyclical38,170 5.4M2.13%
ELI LILLY & COLLYHealthcare19,713 5.2M2.10%
WALMART INCWMTConsumer Defensive165,088 4.9M2.06%
ISHARES S&P 500 GROWTH ETFIVW—139,077 4.1M1.95%
BROADCOM INCAVGOTechnology60,267 4.0M1.93%
META PLATFORMS INCMETACommunication Services23,395 3.7M1.89%
ISHARES S&P 500 VALUE ETFIVE—65,309 2.5M1.72%
MORGAN STANLEYMSFinancial Services79,237 0.0M1.38%
EATON CORP PLCETNIndustrials28,785$9.6M1.32%
THE HEALTH CARE SELECT SECTOR SPDR FUNDXLVEquity67,019$9.2M1.28%
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFHYG—109,968$8.6M1.20%
AMERICAN EXPRESS COAXPFinancial Services28,283$8.4M1.16%
UNITEDHEALTH GROUP INCUNHHealthcare16,358$8.3M1.14%
APPLIED MATERIALS INCAMATTechnology50,238$8.2M1.13%
VANECK FALLEN ANGEL HIGH YIELD BOND ETFANGL—282,562$8.1M1.12%
ISHARES 20+ YEAR TREASURY BOND ETFTLT—88,639$7.7M1.07%
QUANTA SERVICES INCPWRIndustrials20,902$6.6M0.91%
VISA INC-CLASS A SHARESVFinancial Services19,957$6.3M0.87%