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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
34
4
5
1
2
0
39
11
10
AVITAS WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings160

Total Value ($x1000)343,624
Activities
New25

Increased91

Unchanged0

Decreased44

Sold Out13

Top 10 Stock Holdingstotal 18%
COST2.14

XLNX1.97

LLY1.93

AAPL1.92

MA1.8

 
HON1.73

ADBE1.71

AMZN1.61

JPM1.61

DHR1.58

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
COST
2.14%
COM
XLNX
1.97%
COM
LLY
1.93%
COM
AAPL
1.92%
COM
MA
1.8%
CL A
HON
1.73%
COM
ADBE
1.71%
COM
AMZN
1.61%
COM
JPM
1.61%
COM
DHR
1.58%
COM
GOOGL
1.51%
CAP STK CL A
HD
1.47%
COM
APH
1.46%
CL A
ROP
1.43%
COM
MCD
1.42%
COM
MRK
1.37%
COM
IR
1.26%
SHS
SBUX
1.23%
COM
TXN
1.18%
COM
UNH
1.17%
COM
CMCSA
1.17%
CL A
AMT
1.16%
COM
TMO
1.14%
COM
AEP
1.09%
COM
WDAY
1.09%
CL A
AVGO
1.07%
COM
CVX
1.05%
COM
DTE
1.04%
COM
NVS
1.04%
SPONSORED ADR
MSI
1.04%
COM NEW
MPC
1.03%
COM
FRC
1.01%
COM
STZ
0.94%
CL A
PYPL
0.93%
COM
CB
0.93%
COM
SBNY
0.93%
COM
CSCO
0.92%
COM
XYL
0.91%
COM
ROK
0.91%
COM
CME
0.91%
COM
APTV
0.89%
SHS
WMT
0.88%
COM
AON
0.88%
SHS CL A
CNC
0.88%
COM
REGN
0.88%
COM
VLO
0.87%
COM
WLTW
0.86%
SHS
TREE
0.86%
COM
PLD
0.84%
COM
COP
0.83%
COM
OXY
0.82%
COM
COF
0.82%
COM
MS
0.8%
COM NEW
CHL
0.8%
SPONSORED ADR
LIN
0.79%
COM
CE
0.79%
COM SER A
DIS
0.79%
COM DISNEY
DAL
0.77%
COM NEW
ICE
0.77%
COM
EQR
0.76%
SH BEN INT
ROKU
0.76%
CL A
PEP
0.76%
COM
ATVI
0.75%
COM
PG
0.74%
COM
WRK
0.72%
COM
HRC
0.7%
COM
BIIB
0.69%
COM
NFLX
0.68%
COM
CCL
0.67%
PAIRED CTF
XLK
0.65%
TECHNOLOGY
FB
0.65%
CL A
AMGN
0.64%
COM
UPS
0.63%
CL B
TMUS
0.61%
COM
FII
0.61%
CL B
SHOP
0.59%
CL A
GM
0.57%
COM
ADSK
0.57%
COM
MNST
0.57%
COM
SMTC
0.55%
COM
ABBV
0.54%
COM
INTC
0.53%
COM
TRIP
0.52%
COM
V
0.51%
COM CL A
TEAM
0.5%
CL A
XLV
0.48%
SBI HEALTHCARE
GLW
0.48%
COM
EXR
0.44%
COM
OKTA
0.43%
CL A
KO
0.43%
COM
XLF
0.42%
SBI INT-FINL
BABA
0.41%
SPONSORED ADS
CRM
0.4%
COM
MSFT
0.39%
COM
PAYX
0.35%
COM
NKE
0.34%
CL B
LMT
0.33%
COM
ZTS
0.33%
CL A
TOTL
0.32%
SPDR TR TACTIC
XLY
0.29%
SBI CONS DISCR
INXN
0.29%
SHS
SPGI
0.28%
COM
LYV
0.28%
COM
IAC
0.26%
COM PAR $.001
ILMN
0.26%
COM
NVTA
0.25%
COM
EQIX
0.25%
COM PAR $0.001
SPLK
0.24%
COM
BAC
0.24%
COM
XLP
0.24%
SBI CONS STPLS
TTD
0.23%
CL A
XLI
0.23%
SBI INT-INDS
FDX
0.22%
COM
FIVE
0.22%
COM
VOX
0.22%
TELCOMM ETF
NVDA
0.21%
COM
PNQI
0.21%
NASDAQ INTERNT
BEAT
0.21%
COM
ALK
0.21%
COM
LYFT
0.2%
CL A COM
HYG
0.19%
IBOXX HI YD ETF
EXPO
0.19%
COM
SQ
0.18%
CL A
VRTX
0.18%
COM
HUM
0.17%
COM
ECL
0.17%
COM
KDP
0.17%
COM
NEE
0.17%
COM
SPOT
0.17%
SHS
CCI
0.17%
COM
SFM
0.17%
COM
DOCU
0.16%
COM
EA
0.16%
COM
VEEV
0.16%
CL A COM
XLE
0.16%
SBI INT-ENERGY
TSLA
0.16%
COM
AMD
0.15%
COM
UAA
0.15%
CL A
DBX
0.15%
CL A
MASI
0.14%
COM
GWPH
0.14%
ADS
AYX
0.14%
CL A
SHAK
0.14%
CL A
FTNT
0.13%
COM
URGN
0.13%
COM
VNQ
0.12%
REIT ETF
ACB
0.12%
COM
XLU
0.11%
SBI INT-UTILS
PCG
0.11%
COM
ITA
0.11%
U.S. AER&DEF ETF
XLB
0.1%
SBI MATERIALS
EASI
0.1%
EASI TACTICAL
PSJ
0.09%
DYNMC SOFTWARE
CQQQ
0.09%
CHINA TECHNLGY
KBE
0.08%
S&P BK ETF
BOTZ
0.08%
RBTCS ARTFL IN
PBE
0.06%
DYNMC BIOTECH
RYE
0.06%
S&P500 EQL ENR
PSCD
0.06%
S&P SMLCP DISC
SPY
0.02%
PUT
VZ
1.28%
COM
FISV
1.15%
COM
FTV
0.96%
COM
NDAQ
0.89%
COM
ABC
0.87%
COM
JNJ
0.43%
COM
SYY
0.3%
COM
BLK
0.26%
COM
CMA
0.26%
COM
MAR
0.25%
CL A
RMD
0.2%
COM
PXD
0.19%
COM
EOG
0.19%
COM