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  Name: Avitas Wealth Management LLC
  City: LOS ANGELES
  State: CA
  Zip: 90067
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $658,203,000
  Total Value Change : $60,280,000
  Securities Held Change : 7
   
All Securities Held : 204
  New Positions : 11
  Closed Positions : 5
  Increased Positions : 84
  Unchanged Positions : 0
  Decreased Positions : 109

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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (WFC)1 Year Chart         WFC Wells Fargo & Co 65 New $61.89 $2,618,000 45,177 0.4% 2,618,000 45,177 0.001    Domestic Money Center...
   (AMGN)1 Year Chart         AMGN Amgen Inc 92 New $310.15 $1,818,000 6,395 0.28% 1,818,000 6,395 0.001    Biotechnology
   (INTC)1 Year Chart         INTC Intel Corp 98 New $29.85 $1,783,000 40,372 0.27% 1,783,000 40,372 0.001    Semiconductor- Broad...
   (C)1 Year Chart         C Citigroup Inc 116 New $63.53 $1,415,000 22,369 0.21% 1,415,000 22,369 0.001    Domestic Money Center...
   (VMC)1 Year Chart         VMC Vulcan Materials Co 135 New $272.07 $1,145,000 4,197 0.17% 1,145,000 4,197 0.003    General Building Mate...
   (LVS)1 Year Chart         LVS Las Vegas Sands Corp 140 New $46.54 $1,006,000 19,453 0.15% 1,006,000 19,453 0    Gambling/Resorts
   (FOUR)1 Year Chart         FOUR Shift4 Payments, Inc. 156 New $65.08 $671,000 10,151 0.1% 671,000 10,151 0.017    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 168 New $34.58 $544,000 13,454 0.08% 544,000 13,454 0.15    N/A
   (ICLR)1 Year Chart         ICLR ICON plc (ADR) 180 New $315.39 $413,000 1,228 0.06% 413,000 1,228 0.002    Research Services
   (IOT)1 Year Chart         IOT Samsara Inc. 202 New $39.84 $217,000 5,753 0.03% 217,000 5,753 0.001    N/A
   (WYNN)1 Year Chart         WYNN Wynn Resorts Ltd 204 New $96.39 $209,000 2,049 0.03% 209,000 2,049 0.002    Gambling/Resorts

      11 Records Found
  1    
Page 1 of 1
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