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Name: |
AVISO WEALTH MANAGEMENT |
City: |
BELLEVUE |
State: |
WA |
Zip: |
98005 |
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Holdings
Found :
14 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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UNP |
Union Pacific Corp |
105 |
New |
$228.31 |
$315,000 |
1,280 |
0.2% |
315,000 |
1,280 |
0 |
Railroads |
|
AMT |
American Tower Corp |
107 |
New |
$199.49 |
$312,000 |
1,577 |
0.2% |
312,000 |
1,577 |
0 |
Integrated Telecommun... |
|
KO |
Coca-Cola Co |
123 |
New |
$64.15 |
$265,000 |
4,332 |
0.17% |
265,000 |
4,332 |
0 |
Beverage Soft Drinks... |
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EXC |
Exelon Corp |
126 |
New |
$36.52 |
$244,000 |
6,499 |
0.15% |
244,000 |
6,499 |
0.006 |
Multi Utilities |
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GE |
General Electric Co |
134 |
New |
$160.62 |
$228,000 |
1,297 |
0.14% |
228,000 |
1,297 |
0 |
Conglomerates |
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INTU |
Intuit Inc |
136 |
New |
$572.65 |
$224,000 |
345 |
0.14% |
224,000 |
345 |
0 |
Application Software |
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QCOM |
QUALCOMM Inc |
137 |
New |
$209.44 |
$224,000 |
132 |
0.14% |
224,000 |
132 |
0 |
Communication Equipment |
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KLAC |
KLA-Tencor Corp |
139 |
New |
$779.26 |
$222,000 |
318 |
0.14% |
222,000 |
318 |
0 |
Semiconductor Equipme... |
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KR |
Kroger Co |
140 |
New |
$51.95 |
$220,000 |
3,859 |
0.14% |
220,000 |
3,859 |
0 |
Grocery Stores |
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ETN |
Eaton Corp |
141 |
New |
$313.46 |
$216,000 |
692 |
0.14% |
216,000 |
692 |
0 |
Diversified Machinery |
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CRUS |
Cirrus Logic Inc |
142 |
New |
$118.87 |
$211,000 |
2,280 |
0.13% |
211,000 |
2,280 |
0.004 |
Semiconductor - Speci... |
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CTRA |
Coterra Energy Inc |
143 |
New |
$27.66 |
$210,000 |
7,540 |
0.13% |
210,000 |
7,540 |
0.001 |
Independent Oil & Gas |
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SCHF |
Schwab Strategic Trust |
145 |
New |
$39.82 |
$209,000 |
5,352 |
0.13% |
209,000 |
5,352 |
0 |
Closed - End Fund - Debt |
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ADCT |
ADC Therapeutics Sa |
148 |
New |
$3.48 |
$47,000 |
10,468 |
0.03% |
47,000 |
10,468 |
0.015 |
N/A |
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