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  Name: AVISO WEALTH MANAGEMENT
  City: BELLEVUE
  State: WA
  Zip: 98005
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $158,578,000
  Total Value Change : $20,584,000
  Securities Held Change : 1
   
All Securities Held : 148
  New Positions : 14
  Closed Positions : 13
  Increased Positions : 85
  Unchanged Positions : 15
  Decreased Positions : 34

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Holdings Found : 14     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
   (UNP)1 Year Chart         UNP Union Pacific Corp 105 New $244.97 $315,000 1,280 0.2% 315,000 1,280 0    Railroads
   (AMT)1 Year Chart         AMT American Tower Corp 107 New $194.51 $312,000 1,577 0.2% 312,000 1,577 0    Integrated Telecommun...
   (KO)1 Year Chart         KO Coca-Cola Co 123 New $63.03 $265,000 4,332 0.17% 265,000 4,332 0    Beverage Soft Drinks...
   (EXC)1 Year Chart         EXC Exelon Corp 126 New $38.58 $244,000 6,499 0.15% 244,000 6,499 0.006    Multi Utilities
   (GE)1 Year Chart         GE General Electric Co 134 New $159.89 $228,000 1,297 0.14% 228,000 1,297 0    Conglomerates
   (QCOM)1 Year Chart         QCOM QUALCOMM Inc 137 New $193.86 $224,000 132 0.14% 224,000 132 0    Communication Equipment
   (INTU)1 Year Chart         INTU Intuit Inc 136 New $661.18 $224,000 345 0.14% 224,000 345 0    Application Software
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 139 New $747.68 $222,000 318 0.14% 222,000 318 0    Semiconductor Equipme...
   (KR)1 Year Chart         KR Kroger Co 140 New $54.20 $220,000 3,859 0.14% 220,000 3,859 0    Grocery Stores
   (ETN)1 Year Chart         ETN Eaton Corp 141 New $330.24 $216,000 692 0.14% 216,000 692 0    Diversified Machinery
   (CRUS)1 Year Chart         CRUS Cirrus Logic Inc 142 New $110.02 $211,000 2,280 0.13% 211,000 2,280 0.004    Semiconductor - Speci...
   (CTRA)1 Year Chart         CTRA Coterra Energy Inc 143 New $28.19 $210,000 7,540 0.13% 210,000 7,540 0.001    Independent Oil & Gas
   (SCHF)1 Year Chart         SCHF Schwab Strategic Trust 145 New $39.72 $209,000 5,352 0.13% 209,000 5,352 0    Closed - End Fund - Debt
   (ADCT)1 Year Chart         ADCT ADC Therapeutics Sa 148 New $4.10 $47,000 10,468 0.03% 47,000 10,468 0.015    N/A
      14 Records Found
  1    
Page 1 of 1
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