Avitas Wealth Management LLC

LOS ANGELES, CA · CIK 1734565 · 13F filing filed 2025-01-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLos Angeles, CA

$723.0m reported value +1.6% vs Q3 2024

190positions

36.1%in top 10

9 new 71 added 110 reduced 16 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	180,028	$45.1m6.24%	6.24%	Reduced -2.7k	-2,739 -1.5%
2	NVIDIA CORPORATION COM NVDA	NVDA	328,614	$44.1m6.10%	6.10%	Reduced -3.3k	-3,307 -1.0%
3	MICROSOFT CORP COM MSFT	MSFT	83,620	$35.2m4.87%	4.87%	Reduced -985	-985 -1.2%
4	ALPHABET INC CAP STK CL A GOOGL	GOOGL	145,431	$27.5m3.81%	3.81%	Reduced -1.2k	-1,223 -0.8%
5	AMAZON COM INC COM AMZN	AMZN	114,337	$25.1m3.47%	3.47%	Reduced -1.7k	-1,733 -1.5%
6	COSTCO WHSL CORP NEW COM COST	COST	23,801	$21.8m3.02%	3.02%	Added +41	+41 0.2%
7	JPMORGAN CHASE & CO COM JPM	JPM	69,127	$16.6m2.29%	2.29%	Added +385	+385 0.6%
8	TESLA INC COM TSLA	TSLA	38,170	$15.4m2.13%	2.13%	Reduced -664	-664 -1.7%
9	ELI LILLY & CO COM LLY	LLY	19,713	$15.2m2.10%	2.10%	Added +1.6k	+1,623 9.0%
10	WALMART INC COM WMT	WMT	165,088	$14.9m2.06%	2.06%	Added +1.1k	+1,066 0.7%
11	ISHARES TR S&P 500 GRWT ETF IVW	IVW	139,077	$14.1m1.95%	1.95%	Reduced -876	-876 -0.6%
12	BROADCOM INC COM AVGO	AVGO	60,267	$14.0m1.93%	1.93%	Reduced -1.0k	-1,010 -1.6%
13	META PLATFORMS INC CL A META	META	23,395	$13.7m1.89%	1.89%	Reduced -196	-196 -0.8%
14	ISHARES TR S&P 500 VAL ETF IVE	IVE	65,309	$12.5m1.72%	1.72%	Added +397	+397 0.6%
15	MORGAN STANLEY COM NEW MS	MS	79,237	$10.0m1.38%	1.38%	Added +557	+557 0.7%
16	EATON CORP PLC SHS ETN	ETN	28,785	$9.6m1.32%	1.32%	Added +200	+200 0.7%
17	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	67,019	$9.2m1.28%	1.28%	Added +51.8k	+51,797 340.3%
18	ISHARES TR IBOXX HI YD ETF HYG	HYG	109,968	$8.6m1.20%	1.20%	Added +10.1k	+10,113 10.1%
19	AMERICAN EXPRESS CO COM AXP	AXP	28,283	$8.4m1.16%	1.16%	Added +207	+207 0.7%
20	UNITEDHEALTH GROUP INC COM UNH	UNH	16,358	$8.3m1.14%	1.14%	Reduced -178	-178 -1.1%
21	APPLIED MATLS INC COM AMAT	AMAT	50,238	$8.2m1.13%	1.13%	Added +10.0k	+9,980 24.8%
22	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	282,562	$8.1m1.12%	1.12%	Added +6.6k	+6,567 2.4%
23	ISHARES TR 20 YR TR BD ETF TLT	TLT	88,639	$7.7m1.07%	1.07%	Added +1.6k	+1,618 1.9%
24	QUANTA SVCS INC COM PWR	PWR	20,902	$6.6m0.91%	0.91%	Reduced -161	-161 -0.8%
25	VISA INC COM CL A V	V	19,957	$6.3m0.87%	0.87%	Reduced -63	-63 -0.3%
26	MCDONALDS CORP COM MCD	MCD	21,656	$6.3m0.87%	0.87%	Added +123	+123 0.6%
27	MASTERCARD INCORPORATED CL A MA	MA	11,911	$6.3m0.87%	0.87%	Reduced -122	-122 -1.0%
28	EXXON MOBIL CORP COM XOM	XOM	55,615	$6.0m0.83%	0.83%	Added +203	+203 0.4%
29	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	24,410	$5.7m0.79%	0.79%	Reduced -1.4k	-1,359 -5.3%
30	HOME DEPOT INC COM HD	HD	14,576	$5.7m0.78%	0.78%	Reduced -110	-110 -0.8%
31	MERCK & CO INC COM MRK	MRK	55,585	$5.5m0.76%	0.76%	Added +7.9k	+7,863 16.5%
32	BLACKSTONE INC COM BX	BX	30,271	$5.2m0.72%	0.72%	Added +241	+241 0.8%
33	ADVANCED MICRO DEVICES INC COM AMD	AMD	41,622	$5.0m0.70%	0.70%	Reduced -768	-768 -1.8%
34	KKR & CO INC COM KKR	KKR	33,858	$5.0m0.69%	0.69%	Reduced -270	-270 -0.8%
35	HONEYWELL INTL INC COM COM		22,141	$5.0m0.69%	0.69%	Added +144	+144 0.7%
36	VALERO ENERGY CORP COM VLO	VLO	40,049	$4.9m0.68%	0.68%	Added +309	+309 0.8%
37	DANAHER CORPORATION COM DHR	DHR	20,845	$4.8m0.66%	0.66%	Reduced -143	-143 -0.7%
38	NETFLIX INC COM NFLX	NFLX	5,163	$4.6m0.64%	0.64%	Reduced -49	-49 -0.9%
39	THE CIGNA GROUP COM CI	CI	16,556	$4.6m0.63%	0.63%	Added +2.0k	+1,978 13.6%
40	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	9,690	$4.4m0.61%	0.61%	Added +64	+64 0.7%
41	JOHNSON & JOHNSON COM JNJ	JNJ	30,181	$4.4m0.60%	0.60%	Added +182	+182 0.6%
42	QUALCOMM INC COM QCOM	QCOM	27,741	$4.3m0.59%	0.59%	Reduced -251	-251 -0.9%
43	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	54,343	$4.1m0.57%	0.57%	Reduced -68	-68 -0.1%
44	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	26,970	$4.0m0.56%	0.56%	Added +163	+163 0.6%
45	TARGET CORP COM TGT	TGT	29,707	$4.0m0.56%	0.56%	Added +156	+156 0.5%
46	PROLOGIS INC. COM PLD	PLD	36,121	$3.8m0.53%	0.53%	Added +265	+265 0.7%
47	AMPHENOL CORP CL A APH	APH	54,496	$3.8m0.52%	0.52%	Reduced -90	-90 -0.2%
48	ARISTA NETWORKS INC COM SHS ANET	ANET	32,961	$3.6m0.50%	0.50%	New
49	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	7,583	$3.5m0.48%	0.48%	Added +53	+53 0.7%
50	ABBVIE INC COM ABBV	ABBV	19,607	$3.5m0.48%	0.48%	Reduced -211	-211 -1.1%
51	CATERPILLAR INC COM CAT	CAT	9,539	$3.5m0.48%	0.48%	Added +75	+75 0.8%
52	THOMSON REUTERS CORP COM COM		21,283	$3.4m0.47%	0.47%	Added +146	+146 0.7%
53	ROPER TECHNOLOGIES INC COM ROP	ROP	6,539	$3.4m0.47%	0.47%	Added +27	+27 0.4%
54	SCHLUMBERGER LTD COM STK SLB	SLB	86,285	$3.3m0.46%	0.46%	Added +410	+410 0.5%
55	WELLS FARGO CO NEW COM WFC	WFC	46,138	$3.2m0.45%	0.45%	Added +300	+300 0.7%
56	UBER TECHNOLOGIES INC COM UBER	UBER	52,178	$3.1m0.44%	0.44%	Reduced -522	-522 -1.0%
57	WELLTOWER INC COM WELL	WELL	24,294	$3.1m0.42%	0.42%	Added +134	+134 0.6%
58	ROCKET LAB USA INC COM COM		119,262	$3.0m0.42%	0.42%	Reduced -1.5k	-1,542 -1.3%
59	DEERE & CO COM DE	DE	7,155	$3.0m0.42%	0.42%	Added +48	+48 0.7%
60	CHIPOTLE MEXICAN GRILL INC COM CMG	CMG	50,267	$3.0m0.42%	0.42%	Reduced -132	-132 -0.3%
61	ANALOG DEVICES INC COM ADI	ADI	13,900	$3.0m0.41%	0.41%	Added +92	+92 0.7%
62	BLACKROCK INC COM BLK	BLK	2,876	$2.9m0.41%	0.41%	New
63	DTE ENERGY CO COM DTE	DTE	23,972	$2.9m0.40%	0.40%	Added +138	+138 0.6%
64	PALO ALTO NETWORKS INC COM PANW	PANW	15,856	$2.9m0.40%	0.40%	Reduced -164	-164 -1.0%
65	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	5,455	$2.8m0.39%	0.39%	Reduced -1.0k	-1,016 -15.7%
66	NEXTERA ENERGY INC COM NEE	NEE	38,964	$2.8m0.39%	0.39%	Added +191	+191 0.5%
67	GOLDMAN SACHS GROUP INC COM GS	GS	4,869	$2.8m0.39%	0.39%	Reduced -8	-8 -0.2%
68	ADOBE INC COM ADBE	ADBE	6,229	$2.8m0.38%	0.38%	Added +39	+39 0.6%
69	ORACLE CORP COM ORCL	ORCL	16,401	$2.7m0.38%	0.38%	Added +87	+87 0.5%
70	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	13,791	$2.7m0.38%	0.38%	Reduced -52	-52 -0.4%
71	HOWMET AEROSPACE INC COM HWM	HWM	24,692	$2.7m0.37%	0.37%	Added +123	+123 0.5%
72	AUTOMATIC DATA PROCESSING IN COM ADP	ADP	8,900	$2.6m0.36%	0.36%	Reduced -55	-55 -0.6%
73	LOCKHEED MARTIN CORP COM LMT	LMT	5,309	$2.6m0.36%	0.36%	Added +24	+24 0.5%
74	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	11,410	$2.6m0.35%	0.35%	Reduced -629	-629 -5.2%
75	ABBOTT LABS COM ABT	ABT	21,854	$2.5m0.34%	0.34%	Reduced -194	-194 -0.9%
76	CHUBB LIMITED COM CB	CB	8,761	$2.4m0.33%	0.33%	Added +40	+40 0.5%
77	THE TRADE DESK INC COM CL A TTD	TTD	20,381	$2.4m0.33%	0.33%	Reduced -226	-226 -1.1%
78	ONEMAIN HLDGS INC COM OMF	OMF	45,432	$2.4m0.33%	0.33%	Added +256	+256 0.6%
79	NXP SEMICONDUCTORS N V COM NXPI	NXPI	11,200	$2.3m0.32%	0.32%	Reduced -95	-95 -0.8%
80	LINDE PLC SHS LIN	LIN	5,435	$2.3m0.31%	0.31%	Added +51	+51 0.9%
81	PRUDENTIAL FINL INC COM PRU	PRU	19,067	$2.3m0.31%	0.31%	Added +70	+70 0.4%
82	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	46,745	$2.3m0.31%	0.31%	Reduced -2.6k	-2,594 -5.3%
83	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	21,239	$2.3m0.31%	0.31%	Reduced -130	-130 -0.6%
84	DOW INC COM DOW	DOW	55,049	$2.2m0.31%	0.31%	Added +17.3k	+17,348 46.0%
85	CISCO SYS INC COM CSCO	CSCO	37,219	$2.2m0.30%	0.30%	Added +256	+256 0.7%
86	COMCAST CORP NEW CL A CMCSA	CMCSA	58,490	$2.2m0.30%	0.30%	Added +328	+328 0.6%
87	STARBUCKS CORP COM SBUX	SBUX	22,815	$2.1m0.29%	0.29%	Reduced -160	-160 -0.7%
88	MICRON TECHNOLOGY INC COM MU	MU	24,553	$2.1m0.29%	0.29%	Added +137	+137 0.6%
89	TEXAS INSTRS INC COM TXN	TXN	10,835	$2.0m0.28%	0.28%	Added +59	+59 0.6%
90	AECOM COM ACM	ACM	18,939	$2.0m0.28%	0.28%	Added +110	+110 0.6%
91	HESS CORP COM HES	HES	15,049	$2.0m0.28%	0.28%	Reduced -95	-95 -0.6%
92	S&P GLOBAL INC COM SPGI	SPGI	3,998	$2.0m0.28%	0.28%	Reduced -27	-27 -0.7%
93	T-MOBILE US INC COM TMUS	TMUS	8,883	$2.0m0.27%	0.27%	Added +78	+78 0.9%
94	MERCADOLIBRE INC COM MELI	MELI	1,153	$2.0m0.27%	0.27%	Added +3	+3 0.3%
95	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		29,409	$1.9m0.27%	0.27%	Reduced -18.9k	-18,936 -39.2%
96	KLA CORP COM NEW KLAC	KLAC	2,977	$1.9m0.26%	0.26%	Reduced -15	-15 -0.5%
97	SELECT SECTOR SPDR TR COMMUNICATION XLC	XLC	19,054	$1.8m0.26%	0.26%	Reduced -1.1k	-1,075 -5.3%
98	ZILLOW GROUP INC CL A ZG	ZG	25,144	$1.8m0.25%	0.25%	Reduced -80	-80 -0.3%
99	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	4,985	$1.8m0.24%	0.24%	Added +40	+40 0.8%
100	AIRBNB INC COM CL A ABNB	ABNB	13,321	$1.8m0.24%	0.24%	Reduced -100	-100 -0.8%

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
ARISTA NETWORKS INC		33,188	$3.2m33.2k shares
AMGEN INC AMGN	AMGN	8,385	$2.7m8.4k shares
BLACKROCK INC BLK	BLK	2,839	$2.7m2.8k shares
PFIZER INC PFE	PFE	85,556	$2.5m85.6k shares
ELEVANCE HEALTH INC ELV	ELV	4,674	$2.4m4.7k shares
MICROCHIP TECHNOLOGY INC. MCHP	MCHP	23,980	$1.9m24.0k shares
RIO TINTO PLC RIO	RIO	26,456	$1.9m26.5k shares
GE HEALTHCARE TECHNOLOGIES I GEHC	GEHC	19,769	$1.9m19.8k shares
TECK RESOURCES LTD TECK	TECK	33,672	$1.8m33.7k shares
ALEXANDRIA REAL ESTATE EQ IN ARE	ARE	10,910	$1.3m10.9k shares
ALIGN TECHNOLOGY INC ALGN	ALGN	4,640	$1.2m4.6k shares
AUTOZONE INC AZO	AZO	168	$529.2k168 shares
SPDR SER TR XHB	XHB	1,823	$227.1k1.8k shares
SPDR SERIES TRUST XME	XME	3,468	$221.0k3.5k shares
NEXTRACKER INC NXT	NXT	5,412	$202.8k5.4k shares
MOBILEYE GLOBAL INC MBLY	MBLY	10,000	$137.0k10.0k shares