Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVITAS WEALTH MANAGEMENT LLC | 01-24-2024 | 12-31-2023 | 197 | 597,924,674 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
APPLE INC | COM | 1 | $37,711,344 | 195,873 | 0.01 | 0.01 | 183 | 0.09 | 12-31-2023 |
MICROSOFT CORP | COM | 2 | $31,761,843 | 84,464 | 0.01 | 0.01 | 220 | 0.26 | 12-31-2023 |
AMAZON COM INC | COM | 3 | $18,872,619 | 124,211 | 0.00 | 0.00 | -366 | -0.29 | 12-31-2023 |
NVIDIA CORPORATION | COM | 4 | $18,811,427 | 37,986 | 0.00 | 0.00 | 1,898 | 5.26 | 12-31-2023 |