Avitas Wealth Management LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 27, 2025), Avitas Wealth Management LLC reported 190 stock positions worth $723.0 million. Its top holding was Apple (AAPL) at 6.2% of the portfolio, followed by Nvidia (NVDA, 6.1%) and Microsoft (MSFT, 4.9%). Compared with Q3 2024, it opened 7 new positions, sold out of 14, added to 72 and reduced 111. The biggest buy was SS Health Care Select Sector (XLV, shares +340%) and the biggest sale an exit from Amgen (AMGN).
- Most Recent 13F
- Q4 2024
- Location
- LOS ANGELES, CA
- CIK
- 0001734565
- Portfolio Value
- $723.0M (Q4 2024)
- SEC Filing
- 0001734565-25-000001 ↗ filed Jan 27, 2025
Holdings Value
Holdings 190 stocks · $723.0M
| AAPL Apple Inc. | 6.24% | 180,028 | $45.1M | Reduce -1.5% |
| NVDA Nvidia Corp. | 6.10% | 328,614 | $44.1M | Reduce -1.0% |
| MSFT Microsoft Corp. | 4.87% | 83,620 | $35.2M | Reduce -1.2% |
| GOOGL Alphabet Inc. Class A | 3.81% | 145,431 | $27.5M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 3.47% | 114,337 | $25.1M | Reduce -1.5% |
| COST Costco Wholesale Corp. | 3.02% | 23,801 | $21.8M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 2.29% | 69,127 | $16.6M | Add +0.6% |
| TSLA Tesla Inc. | 2.13% | 38,170 | $15.4M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 2.10% | 19,713 | $15.2M | Add +9.0% |
| WMT Walmart Inc. | 2.06% | 165,088 | $14.9M | Add +0.7% |
| IVW iShares S&P 500 Growth ETF | 1.95% | 139,077 | $14.1M | Reduce -0.6% |
| AVGO Broadcom Inc. | 1.93% | 60,267 | $14.0M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 1.89% | 23,395 | $13.7M | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 1.72% | 65,309 | $12.5M | Add +0.6% |
| MS Morgan Stanley | 1.38% | 79,237 | $10.0M | Add +0.7% |
| ETN Eaton Corp. PLC | 1.32% | 28,785 | $9.6M | Add +0.7% |
| XLV SS Health Care Select Sector | 1.28% | 67,019 | $9.2M | Add +340.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.20% | 109,968 | $8.6M | Add +10.1% |
| AXP American Express Co. | 1.16% | 28,283 | $8.4M | Add +0.7% |
| UNH Unitedhealth Group Inc. | 1.14% | 16,358 | $8.3M | Reduce -1.1% |
| AMAT Applied Materials Inc. | 1.13% | 50,238 | $8.2M | Add +24.8% |
| ANGL Vaneck Fallen Angel High YLD | 1.12% | 282,562 | $8.1M | Add +2.4% |
| TLT iShares 20+ Year Treasury BD | 1.07% | 88,639 | $7.7M | Add +1.9% |
| PWR Quanta Services Inc. | 0.91% | 20,902 | $6.6M | Reduce -0.8% |
| V Visa Inc. Class A | 0.87% | 19,957 | $6.3M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.87% | 21,656 | $6.3M | Add +0.6% |
| MA Mastercard Inc. Class A | 0.87% | 11,911 | $6.3M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.83% | 55,615 | $6.0M | Add +0.4% |
| XLK SS Technology Select Sector | 0.79% | 24,410 | $5.7M | Reduce -5.3% |
| HD Home Depot Inc. | 0.78% | 14,576 | $5.7M | Reduce -0.8% |
| MRK Merck & Co. Inc. | 0.76% | 55,585 | $5.5M | Add +16.5% |
| BX Blackstone Inc. | 0.72% | 30,271 | $5.2M | Add +0.8% |
| AMD Advanced Micro Devices | 0.70% | 41,622 | $5.0M | Reduce -1.8% |
| KKR KKR & Co. Inc. | 0.69% | 33,858 | $5.0M | Reduce -0.8% |
| HON Honeywell International Inc. | 0.69% | 22,141 | $5.0M | Add +0.7% |
| VLO Valero Energy Corp. | 0.68% | 40,049 | $4.9M | Add +0.8% |
| DHR Danaher Corp. | 0.66% | 20,845 | $4.8M | Reduce -0.7% |
| NFLX Netflix Inc. | 0.64% | 5,163 | $4.6M | Reduce -0.9% |
| CI The Cigna Group | 0.63% | 16,556 | $4.6M | Add +13.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 9,690 | $4.4M | Add +0.7% |
| JNJ Johnson & Johnson | 0.60% | 30,181 | $4.4M | Add +0.6% |
| QCOM Qualcomm Inc. | 0.59% | 27,741 | $4.3M | Reduce -0.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.57% | 54,343 | $4.1M | Reduce -0.1% |
| ICE Intercontinental Exchange Inc. | 0.56% | 26,970 | $4.0M | Add +0.6% |
| TGT Target Corp. | 0.56% | 29,707 | $4.0M | Add +0.5% |
| PLD Prologis Inc. | 0.53% | 36,121 | $3.8M | Add +0.7% |
| APH Amphenol Corp. Class A | 0.52% | 54,496 | $3.8M | Reduce -0.2% |
| ANET Arista Networks Inc. | 0.50% | 32,961 | $3.6M | Reduce -0.7% |
| MSI Motorola Solutions Inc. | 0.48% | 7,583 | $3.5M | Add +0.7% |
| ABBV Abbvie Inc. | 0.48% | 19,607 | $3.5M | Reduce -1.1% |
| CAT Caterpillar Inc. | 0.48% | 9,539 | $3.5M | Add +0.8% |
| TRI Thomson Reuters Corp. | 0.47% | 21,283 | $3.4M | Add +0.7% |
| ROP Roper Technologies Inc. | 0.47% | 6,539 | $3.4M | Add +0.4% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.46% | 86,285 | $3.3M | Add +0.5% |
| WFC Wells Fargo & Co. | 0.45% | 46,138 | $3.2M | Add +0.7% |
| UBER Uber Technologies Inc. | 0.44% | 52,178 | $3.1M | Reduce -1.0% |
| WELL Welltower Inc. | 0.42% | 24,294 | $3.1M | Add +0.6% |
| RKLB Rocket Lab USA Inc. | 0.42% | 119,262 | $3.0M | Reduce -1.3% |
| DE Deere & Co. | 0.42% | 7,155 | $3.0M | Add +0.7% |
| CMG Chipotle Mexican Grill Inc. | 0.42% | 50,267 | $3.0M | Reduce -0.3% |
| ADI Analog Devices Inc. | 0.41% | 13,900 | $3.0M | Add +0.7% |
| BLK BlackRock Inc. | 0.41% | 2,876 | $2.9M | Add +1.3% |
| DTE DTE Energy Company | 0.40% | 23,972 | $2.9M | Add +0.6% |
| PANW Palo Alto Networks Inc. | 0.40% | 15,856 | $2.9M | Reduce -1.0% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 5,455 | $2.8M | Reduce -15.7% |
| NEE Nextera Energy Inc. | 0.39% | 38,964 | $2.8M | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.39% | 4,869 | $2.8M | Reduce -0.2% |
| ADBE Adobe Inc. | 0.38% | 6,229 | $2.8M | Add +0.6% |
| ORCL Oracle Corp. | 0.38% | 16,401 | $2.7M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.38% | 13,791 | $2.7M | Reduce -0.4% |
| HWM Howmet Aerospace Inc. | 0.37% | 24,692 | $2.7M | Add +0.5% |
| ADP Automatic Data Processing | 0.36% | 8,900 | $2.6M | Reduce -0.6% |
| LMT Lockheed Martin Corp. | 0.36% | 5,309 | $2.6M | Add +0.5% |
| XLY SS Consumer Disc Select Sect | 0.35% | 11,410 | $2.6M | Reduce -5.2% |
| ABT Abbott Laboratories | 0.34% | 21,854 | $2.5M | Reduce -0.9% |
| CB Chubb Ltd. | 0.33% | 8,761 | $2.4M | Add +0.5% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.33% | 20,381 | $2.4M | Reduce -1.1% |
| OMF Onemain Holdings Inc. | 0.33% | 45,432 | $2.4M | Add +0.6% |
| NXPI NXP Semiconductors NV | 0.32% | 11,200 | $2.3M | Reduce -0.8% |
| LIN Linde PLC | 0.31% | 5,435 | $2.3M | Add +0.9% |
| PRU Prudential Financial Inc. | 0.31% | 19,067 | $2.3M | Add +0.4% |
| XLF SS Financial Select Sector | 0.31% | 46,745 | $2.3M | Reduce -5.3% |
| SHOP Shopify Inc. Class A | 0.31% | 21,239 | $2.3M | Reduce -0.6% |
| DOW Dow Inc. | 0.31% | 55,049 | $2.2M | Add +46.0% |
| CSCO Cisco Systems Inc. | 0.30% | 37,219 | $2.2M | Add +0.7% |
| CMCSA Comcast Corp. Class A | 0.30% | 58,490 | $2.2M | Add +0.6% |
| SBUX Starbucks Corp. | 0.29% | 22,815 | $2.1M | Reduce -0.7% |
| MU Micron Technology Inc. | 0.29% | 24,553 | $2.1M | Add +0.6% |
| TXN Texas Instruments Inc. | 0.28% | 10,835 | $2.0M | Add +0.6% |
| ACM Aecom | 0.28% | 18,939 | $2.0M | Add +0.6% |
| HES Hess Corp. | 0.28% | 15,049 | $2.0M | Reduce -0.6% |
| SPGI S&P Global Inc. | 0.28% | 3,998 | $2.0M | Reduce -0.7% |
| TMUS T-Mobile US Inc. | 0.27% | 8,883 | $2.0M | Add +0.9% |
| MELI MercadoLibre Inc. | 0.27% | 1,153 | $2.0M | Add +0.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.27% | 29,409 | $1.9M | Reduce -39.2% |
| KLAC KLA Corp. | 0.26% | 2,977 | $1.9M | Reduce -0.5% |
| XLC SS Comm Select Sector SPDR | 0.26% | 19,054 | $1.8M | Reduce -5.3% |
| ZG Zillow Group Inc. Class A | 0.25% | 25,144 | $1.8M | Reduce -0.3% |
| ACN Accenture PLC Class A | 0.24% | 4,985 | $1.8M | Add +0.8% |
| ABNB Airbnb Inc. Class A | 0.24% | 13,321 | $1.8M | Reduce -0.8% |
Portfolio Sells Q3 2024 → Q4 2024
| AMGN Amgen Inc. | Sold out | 0.00% | −0.38 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.35 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.34 |
| AMD Advanced Micro Devices | Reduce -1.8% | 0.70% | −0.28 |
| MCHP Microchip Technology Inc. | Sold out | 0.00% | −0.27 |
| RIO Rio Tinto PLC-Spon ADR | Sold out | 0.00% | −0.26 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -39.2% | 0.27% | −0.26 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.26 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.25 |
| MSFT Microsoft Corp. | Reduce -1.2% | 4.87% | −0.24 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 1.14% | −0.21 |
| ARE Alexandria Real Estate Equit | Sold out | 0.00% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Reduce -15.7% | 0.39% | −0.17 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.17 |
| DHR Danaher Corp. | Reduce -0.7% | 0.66% | −0.16 |
| UBER Uber Technologies Inc. | Reduce -1.0% | 0.44% | −0.12 |
| CE Celanese Corp. | Reduce -0.5% | 0.10% | −0.10 |
| QCOM Qualcomm Inc. | Reduce -0.9% | 0.59% | −0.08 |
| FSLR First Solar Inc. | Reduce -0.1% | 0.17% | −0.08 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.07 |
| ABBV Abbvie Inc. | Reduce -1.1% | 0.48% | −0.07 |
| AMT American Tower Corp. | Reduce -0.7% | 0.23% | −0.07 |
| KLAC KLA Corp. | Reduce -0.5% | 0.26% | −0.07 |
| NXPI NXP Semiconductors NV | Reduce -0.8% | 0.32% | −0.06 |
| HD Home Depot Inc. | Reduce -0.8% | 0.78% | −0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.1% | 0.57% | −0.05 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -0.1% | 0.21% | −0.05 |
| NKE Nike Inc. Class B | Reduce -32.0% | 0.04% | −0.03 |
| XLK SS Technology Select Sector | Reduce -5.3% | 0.79% | −0.03 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −0.03 |
| XME SS SPDR S&P Metals Mining | Sold out | 0.00% | −0.03 |
| NXT Nextpower Inc. | Sold out | 0.00% | −0.03 |
| SBUX Starbucks Corp. | Reduce -0.7% | 0.29% | −0.03 |
| SOXX iShares Semiconductor ETF | Reduce -5.0% | 0.18% | −0.03 |
| PI Impinj Inc. | Reduce -2.5% | 0.04% | −0.02 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -0.7% | 0.05% | −0.02 |
| BLDR Builders Firstsource Inc. | Reduce -2.6% | 0.05% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Reduce -5.5% | 0.15% | −0.02 |
| MBLY Mobileye Global Inc. Class A | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Reduce -0.7% | 0.18% | −0.02 |
| XLI SS Industrial Select Sector | Reduce -5.3% | 0.19% | −0.02 |
| SPGI S&P Global Inc. | Reduce -0.7% | 0.28% | −0.02 |
| VLTO Veralto Corp. | Reduce -0.3% | 0.13% | −0.02 |
| COP Conocophillips | Reduce -0.7% | 0.18% | −0.02 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -2.4% | 0.06% | −0.01 |
| HES Hess Corp. | Reduce -0.6% | 0.28% | −0.01 |
| XLRE SS Real Estate Select Sector | Reduce -5.7% | 0.06% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.9% | 0.34% | −0.01 |
| IT Gartner Inc. | Reduce -2.7% | 0.12% | −0.01 |
| XLE SS Energy Select Sector | Reduce -5.2% | 0.10% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| XLV SS Health Care Select Sector | Add +340.3% | 1.28% | +0.95 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 2.29% | +0.25 |
| MS Morgan Stanley | Add +0.7% | 1.38% | +0.23 |
| CAH Cardinal Health Inc. | New | 0.20% | +0.20 |
| WMT Walmart Inc. | Add +0.7% | 2.06% | +0.20 |
| ZTS Zoetis Inc. | Add +359.2% | 0.20% | +0.14 |
| BABA Alibaba Group Holding-SP ADR | New | 0.12% | +0.12 |
| FCX Freeport-McMoran Inc. | Add +435.0% | 0.15% | +0.11 |
| AXP American Express Co. | Add +0.7% | 1.16% | +0.09 |
| WFC Wells Fargo & Co. | Add +0.7% | 0.45% | +0.08 |
| BX Blackstone Inc. | Add +0.8% | 0.72% | +0.08 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +10.1% | 1.20% | +0.07 |
| COST Costco Wholesale Corp. | Add +0.2% | 3.02% | +0.06 |
| HON Honeywell International Inc. | Add +0.7% | 0.69% | +0.05 |
| HUBS HubSpot Inc. | Add +0.8% | 0.20% | +0.05 |
| EMB iShares JP Morgan Usd Emergi | New | 0.04% | +0.04 |
| JD Jd.com Inc.-ADR | New | 0.04% | +0.04 |
| SNOW Snowflake Inc. | New | 0.04% | +0.04 |
| ESTC Elastic NV | New | 0.03% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.03% | +0.03 |
| BLK BlackRock Inc. | Add +1.3% | 0.41% | +0.03 |
| OMF Onemain Holdings Inc. | Add +0.6% | 0.33% | +0.03 |
| CSCO Cisco Systems Inc. | Add +0.7% | 0.30% | +0.03 |
| HWM Howmet Aerospace Inc. | Add +0.5% | 0.37% | +0.03 |
| C Citigroup Inc. | Add +0.6% | 0.22% | +0.02 |
| DOW Dow Inc. | Add +46.0% | 0.31% | +0.02 |
| TMUS T-Mobile US Inc. | Add +0.9% | 0.27% | +0.02 |
| SUB iShares Short-Term National | Add +25.1% | 0.05% | +0.01 |
| MSI Motorola Solutions Inc. | Add +0.7% | 0.48% | +0.01 |
| BR Broadridge Financial Solutio | Add +1.4% | 0.17% | +0.01 |
| ACM Aecom | Add +0.6% | 0.28% | +0.01 |
| SRLN SS Blackstone Sr Loan ETF | Add +6.9% | 0.06% | +0.00 |
| MRK Merck & Co. Inc. | Add +16.5% | 0.76% | +0.00 |
| DE Deere & Co. | Add +0.7% | 0.42% | +0.00 |
| SCHO Schwab Short-Term US Treas | Add +4.4% | 0.20% | +0.00 |
| TOTL SS Doubleline TR Tact ETF | Add +7.0% | 0.15% | +0.00 |
| BOND PIMCO Active Bond Exchange-T | Add +6.5% | 0.17% | +0.00 |
| MCO Moody's Corp. | Add +0.8% | 0.18% | −0.00 |
| ACN Accenture PLC Class A | Add +0.8% | 0.24% | −0.00 |
| ICLR Icon PLC | Add +24.3% | 0.04% | −0.00 |
| ETN Eaton Corp. PLC | Add +0.7% | 1.32% | −0.01 |
| PRU Prudential Financial Inc. | Add +0.4% | 0.31% | −0.01 |
| WELL Welltower Inc. | Add +0.6% | 0.42% | −0.01 |
| REGN Regeneron Pharmaceuticals | Add +12.7% | 0.04% | −0.01 |
| F Ford Motor Co. | Add +0.7% | 0.16% | −0.01 |
| ORCL Oracle Corp. | Add +0.5% | 0.38% | −0.01 |
| AMAT Applied Materials Inc. | Add +24.8% | 1.13% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.7% | 0.61% | −0.02 |
| CB Chubb Ltd. | Add +0.5% | 0.33% | −0.02 |
| ANGL Vaneck Fallen Angel High YLD | Add +2.4% | 1.12% | −0.02 |