AVISO WEALTH MANAGEMENT - Portfolio overview

AVISO WEALTH MANAGEMENT has 153 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 8.06%
2. NVDA - NVIDIA CORPORATION, 5.20%
3. GOOGL - ALPHABET INC, 5.12%

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

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