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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
35
6
3
1
3
0
40
13
7
AVITAS WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings148

Total Value ($x1000)304,521
Activities
New42

Increased64

Unchanged0

Decreased42

Sold Out48

Top 10 Stock Holdingstotal 16.98%
COST2.2

LLY1.93

JPM1.72

XLNX1.67

ADBE1.63

 
MA1.62

HON1.61

AMZN1.55

GOOGL1.53

CB1.52

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
COST
2.2%
COM
LLY
1.93%
COM
JPM
1.72%
COM
XLNX
1.67%
COM
ADBE
1.63%
COM
MA
1.62%
CL A
HON
1.61%
COM
AMZN
1.55%
COM
GOOGL
1.53%
CAP STK CL A
CB
1.52%
COM
HD
1.48%
COM
MCD
1.48%
COM
APH
1.41%
CL A
MRK
1.4%
COM
DHR
1.39%
COM
AAPL
1.36%
COM
UNH
1.33%
COM
VZ
1.28%
COM
ROP
1.25%
COM
TXN
1.21%
COM
IR
1.2%
SHS
SBUX
1.19%
COM
CME
1.16%
COM
FISV
1.15%
COM
MPC
1.13%
COM
CMCSA
1.11%
CL A
AEP
1.08%
COM
CNC
1.07%
COM
OXY
1.06%
COM
AMT
1.05%
COM
TMO
1.04%
COM
CVX
1.04%
COM
NVS
1.04%
SPONSORED ADR
DTE
1.03%
COM
AVGO
1.02%
COM
WDAY
1.01%
CL A
BIIB
0.99%
COM
FRC
0.98%
COM
KO
0.98%
COM
FTV
0.96%
COM
MSI
0.95%
COM NEW
WMT
0.94%
COM
NDAQ
0.89%
COM
ROK
0.88%
COM
DIS
0.88%
COM DISNEY
ABC
0.87%
COM
VLO
0.87%
COM
COP
0.85%
COM
ICE
0.85%
COM
PYPL
0.85%
COM
COF
0.84%
COM
CHL
0.84%
SPONSORED ADR
MS
0.84%
COM NEW
AON
0.84%
SHS CL A
WLTW
0.84%
SHS
SBNY
0.83%
COM
DAL
0.83%
COM NEW
CSCO
0.83%
COM
CE
0.81%
COM SER A
WRK
0.79%
COM
LIN
0.78%
COM
PLD
0.77%
COM
PEP
0.77%
COM
EQR
0.75%
SH BEN INT
STZ
0.75%
CL A
AMGN
0.73%
COM
PG
0.73%
COM
CCL
0.72%
PAIRED CTF
ABBV
0.71%
COM
HRC
0.66%
COM
ATVI
0.64%
COM
TMUS
0.63%
COM
UPS
0.62%
CL B
ROKU
0.62%
CL A
XLK
0.61%
TECHNOLOGY
TRIP
0.61%
COM
APTV
0.6%
SHS
MNST
0.58%
COM
FB
0.57%
CL A
NFLX
0.56%
COM
SMTC
0.55%
COM
ADSK
0.53%
COM
INTC
0.52%
COM
V
0.52%
COM CL A
XLV
0.51%
SBI HEALTHCARE
GLW
0.49%
COM
SHOP
0.45%
CL A
TEAM
0.44%
CL A
XLF
0.44%
SBI INT-FINL
EXR
0.43%
COM
JNJ
0.43%
COM
CRM
0.41%
COM
MSFT
0.4%
COM
FDX
0.38%
COM
BABA
0.37%
SPONSORED ADS
HUM
0.36%
COM
NKE
0.36%
CL B
TOTL
0.35%
SPDR TR TACTIC
LMT
0.35%
COM
PAYX
0.34%
COM
ZTS
0.34%
CL A
SYY
0.3%
COM
XLY
0.28%
SBI CONS DISCR
INXN
0.28%
SHS
SPGI
0.27%
COM
BLK
0.26%
COM
BAC
0.26%
COM
CMA
0.26%
COM
MAR
0.25%
CL A
SPLK
0.25%
COM
XLP
0.24%
SBI CONS STPLS
BEAT
0.24%
COM
EQIX
0.23%
COM PAR $0.001
TSLA
0.22%
COM
VOX
0.22%
TELCOMM ETF
XLI
0.22%
SBI INT-INDS
SFM
0.22%
COM
IAC
0.2%
COM PAR $.001
HYG
0.2%
IBOXX HI YD ETF
EXPO
0.2%
COM
RMD
0.2%
COM
PXD
0.19%
COM
EA
0.19%
COM
NVDA
0.19%
COM
PNQI
0.19%
NASDAQ INTERNT
VRTX
0.19%
COM
KDP
0.19%
COM
EOG
0.19%
COM
NEE
0.18%
COM
URGN
0.18%
COM
ECL
0.17%
COM
CCI
0.17%
COM
XLE
0.15%
SBI INT-ENERGY
UAA
0.15%
CL A
NVTA
0.14%
COM
VEEV
0.14%
CL A COM
AMD
0.13%
COM
FTNT
0.13%
COM
MASI
0.13%
COM
XLU
0.12%
SBI INT-UTILS
VNQ
0.11%
REIT ETF
EASI
0.11%
EASI TACTICAL
ITA
0.11%
U.S. AER&DEF ETF
XLB
0.1%
SBI MATERIALS
KBE
0.08%
S&P BK ETF
PSJ
0.08%
DYNMC SOFTWARE
CQQQ
0.08%
CHINA TECHNLGY
BOTZ
0.07%
RBTCS ARTFL IN
VNE
1.07%
COM
PRU
1.04%
COM
CVLT
0.99%
COM
GS
0.96%
COM
ANDV
0.96%
COM
XOP
0.94%
S&P OILGAS EXP
PNC
0.92%
COM
BP
0.92%
SPONSORED ADR
BMY
0.92%
COM
MXIM
0.92%
COM
USB
0.89%
COM NEW
NXPI
0.88%
COM
ABB
0.78%
SPONSORED ADR
T
0.75%
COM
ENB
0.73%
COM
SPB
0.72%
COM
PVH
0.7%
COM
PX
0.69%
COM
KRE
0.67%
S&P REGL BKG
LVS
0.61%
COM
IRM
0.59%
COM
STAY
0.58%
UNIT 99/99/9999B
GNTX
0.54%
COM
FBHS
0.51%
COM
XOM
0.49%
COM
ALL
0.29%
COM
XLC
0.28%
COMMUNICATION
MCHP
0.25%
COM
CXO
0.25%
COM
LUV
0.24%
COM
DOCU
0.23%
COM
APC
0.22%
COM
TOL
0.22%
COM
EFX
0.22%
COM
EDU
0.2%
SPON ADR
MGM
0.2%
COM
KORS
0.2%
SHS
FIZZ
0.19%
COM
SCHW
0.18%
COM
BZUN
0.17%
SPONSORED ADR
SPOT
0.16%
SHS
MTCH
0.16%
COM
IAT
0.12%
US REGNL BKS ETF
DWDP
0.12%
COM
BJZ
0.1%
COM
ROBO
0.08%
ROBO STX GLB ETF
PSCD
0.06%
S&P SMLCP DISC
IEO
0.06%
US OIL&GS EX ETF