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Home > Institutional Investor > Avitas Wealth Management Llc > Profile

Instuitional Investor - Avitas Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Avitas Wealth Management Llc
Portfolio Value $723,010,167
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 180,028 $45,082,615 6.23%
2.
Nvidia Corp
 NVDA 328,614 $44,129,574 6.1%
3.
Microsoft Corp
 MSFT 83,620 $35,245,830 4.87%
4.
Alphabet Inc.
 GOOGL 145,431 $27,530,088 3.8%
5.
Amazon Com Inc
 AMZN 114,337 $25,084,394 3.46%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)