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CIK: 0002011802
Total reported value
$258.5M
$258.5M
143 檔
22.1%
According to the latest 13F quarterly dataset, Aviso Wealth Management managed an equity portfolio of $258.5M at the end of Q4 2024, spanning 143 distinct U.S. exchange-listed positions.
During Q4 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 | 10.29% | -0.21% | -0.88% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 5.34% | -0.12% | -1.22% | |
| 3 | NFLX | Netflix Inc | Stock-Comm Services | 5.00% | -1.44% | -3.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.29% | +0.16% | +1.98% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.23% | -0.48% | +2.66% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.54% | -0.38% | +6.08% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.38% | -0.02% | +1.27% | |
| 8 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.46% | +0.02% | -1.22% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.94% | -0.14% | +2.64% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | +0.03% | +0.58% | |
| 11 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 1.50% | -0.11% | +28.43% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.38% | -0.36% | -1.99% | |
| 13 | ABBV | Abbvie Inc | Stock-Healthcare | 1.30% | +0.09% | +34.90% | |
| 14 | UBER | Uber Technologies Inc | Stock-Industrials | 1.25% | -0.24% | +32.99% | |
| 15 | CME | Cme Group Inc | Stock-Financials | 1.24% | — | -1.74% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | -0.30% | +35.07% | |
| 17 | ETN | Eaton Corporation plc | Stock-Industrials | 1.13% | -0.12% | -0.37% | |
| 18 | FSK | Fs Kkr Capital CORP | Stock-Financials | 1.03% | -0.07% | -6.41% | |
| 19 | CVX | Chevron CORP | Stock-Energy | 1.03% | -0.64% | +124.53% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.02% | -0.13% | -9.35% | |
| 21 | WFC | Wells Fargo & Co | Stock-Financials | 1.01% | -0.10% | +70.40% | |
| 22 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.97% | -0.05% | +65.06% | |
| 23 | GE | General Electric | Stock-Industrials | 0.95% | +0.25% | +295.50% | |
| 24 | HON | Honeywell International Inc | Stock-Industrials | 0.93% | -0.50% | EXIT | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.93% | — | +12.39% | |
| 26 | USB | US Bancorp | Stock-Financials | 0.92% | -0.02% | -1.21% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.92% | — | +0.26% | |
| 28 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.91% | -0.13% | +0.24% | |
| 29 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.89% | -0.06% | -1.49% | |
| 30 | GIS | General Mills Inc | Stock-Consumer Staples | 0.88% | -0.05% | -15.76% | |
| 31 | KHC | Kraft Heinz Co/the | Stock-Consumer Staples | 0.82% | — | -21.12% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.82% | +0.32% | +3.28% | |
| 33 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.80% | -0.22% | -2.54% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.79% | -0.16% | +23.44% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.78% | — | -0.71% | |
| 36 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.77% | -0.11% | EXIT | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.74% | -0.10% | -2.82% | |
| 38 | LADR | Ladder Capital Corp-reit | Stock-Other | 0.72% | -0.06% | -3.25% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | -0.41% | +15.64% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.65% | +0.12% | +98.24% | |
| 41 | BXSL | Blackstone Secured Lending F | Stock-Financials | 0.64% | -0.06% | +8.51% | |
| 42 | MSTR | Strategy Inc | Stock-Tech | 0.64% | -0.09% | -66.69% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.64% | -0.12% | +73.65% | |
| 44 | HUBS | Hubspot Inc | Stock-Tech | 0.61% | — | -2.72% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.60% | +0.09% | — | |
| 46 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.60% | +0.36% | -2.68% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.60% | +0.21% | +12.48% | |
| 48 | PWR | Quanta Services Inc | Stock-Industrials | 0.57% | +0.06% | — | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.57% | +0.01% | — | |
| 50 | UNP | Union Pacific CORP | Stock-Industrials | 0.56% | -0.01% | +37.22% |
According to official SEC Form 13F filings, Aviso Wealth Management reported a total U.S. public equity portfolio value of $258.5M across 143 disclosed positions in Q4 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, NFLX) accounted for 22.1% of total reported equity market value during Q4 2024.
During Q4 2024, Aviso Wealth Management's top holdings by market value included AAPL (10.3%)、NVDA (5.3%)、NFLX (5.0%). The largest single position, AAPL, represented 10.3% of total portfolio value.
In Q4 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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