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CIK: 0002011802
Total reported value
$258.5M
$258.5M
151 檔
18.9%
According to the latest 13F quarterly dataset, Aviso Wealth Management managed an equity portfolio of $258.5M at the end of Q2 2024, spanning 151 distinct U.S. exchange-listed positions.
During Q2 2024, Aviso Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 9.66% | -0.21% | -0.99% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.05% | -0.12% | +882.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.55% | +0.16% | +0.06% | |
| 4 | NFLX | Netflix Inc | Stock-Comm Services | 4.54% | -1.44% | +1.03% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.19% | -0.48% | -0.79% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 4.12% | -0.38% | -0.41% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.40% | -0.02% | +1.75% | |
| 8 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.83% | -0.07% | -6.30% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.79% | -0.14% | +0.42% | |
| 10 | SWKS | Skyworks Solutions Inc | Stock-Tech | 1.54% | — | +20.78% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.47% | -0.36% | -2.68% | |
| 12 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.42% | +0.02% | +0.60% | |
| 13 | PFE | Pfizer Inc | Stock-Healthcare | 1.34% | -0.13% | +0.71% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | +0.03% | -3.85% | |
| 15 | GIS | General Mills Inc | Stock-Consumer Staples | 1.21% | -0.05% | -0.86% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.15% | +0.32% | +3.83% | |
| 17 | ABBV | Abbvie Inc | Stock-Healthcare | 1.14% | +0.09% | -11.78% | |
| 18 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 1.11% | — | +15.19% | |
| 19 | MSTR | Strategy Inc | Stock-Tech | 1.07% | -0.09% | -0.91% | |
| 20 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.03% | -0.05% | +28.12% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.02% | -0.30% | -0.39% | |
| 22 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.95% | -0.22% | +41.87% | |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.95% | -0.01% | -23.79% | |
| 24 | LADR | Ladder Capital Corp-reit | Stock-Other | 0.94% | -0.06% | -3.99% | |
| 25 | FANG | Diamondback Energy Inc | Stock-Energy | 0.92% | — | +42.25% | |
| 26 | USB | US Bancorp | Stock-Financials | 0.90% | -0.02% | -4.68% | |
| 27 | CME | Cme Group Inc | Stock-Financials | 0.87% | — | +287.05% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.81% | +0.36% | -2.39% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.81% | +0.09% | — | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | — | +1.87% | |
| 31 | GT | Goodyear Tire & Rubber Co | Stock-Consumer Disc | 0.79% | — | -0.80% | |
| 32 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.41% | -5.76% | |
| 33 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.73% | -0.06% | +202.95% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.72% | +2.56% | +0.64% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.72% | -0.10% | -31.97% | |
| 36 | ED | Consolidated Edison Inc | Stock-Utilities | 0.71% | -0.07% | +3.72% | |
| 37 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.71% | — | -3.78% | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.70% | -0.15% | -37.99% | |
| 39 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.69% | -0.18% | -7.26% | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.68% | -0.50% | EXIT | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.63% | -0.16% | -0.64% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | -0.10% | -3.40% | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.60% | +0.01% | — | |
| 44 | BAC | Bank Of America CORP | Stock-Financials | 0.59% | +0.21% | -16.09% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.56% | -0.03% | +64.82% | |
| 46 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.53% | +0.09% | +26.39% | |
| 47 | PWR | Quanta Services Inc | Stock-Industrials | 0.53% | +0.06% | — | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.52% | -0.06% | +9.92% | |
| 49 | URI | United Rentals Inc | Stock-Industrials | 0.51% | +0.12% | +1.75% | |
| 50 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.51% | -0.11% | EXIT |
According to official SEC Form 13F filings, Aviso Wealth Management reported a total U.S. public equity portfolio value of $258.5M across 151 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, NVDA, GOOGL) accounted for 18.9% of total reported equity market value during Q2 2024.
During Q2 2024, Aviso Wealth Management's top holdings by market value included AAPL (9.7%)、NVDA (6.0%)、GOOGL (4.5%). The largest single position, AAPL, represented 9.7% of total portfolio value.
In Q2 2024, Aviso Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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