Avitas Wealth Management LLC - Portfolio overview

Avitas Wealth Management LLC has 190 reported holdings in this dataset, with the latest filing dated 2025-01-27.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 6.24%
2. NVDA - NVIDIA CORPORATION, 6.10%
3. MSFT - MICROSOFT CORP, 4.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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