AVISO WEALTH MANAGEMENT

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Bellevue, WA
CIK
0002011802
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 145 184,352 AAPL, NVDA, NFLX, META 13F-HR 11/7/2024 000201180224000004
Q2 2024 151 168,461 AAPL, NVDA, GOOGL, NFLX 13F-HR 8/14/2024 000201180224000003
Q1 2024 148 158,578 AAPL, NVDA, META, NFLX 13F-HR 5/14/2024 000201180224000002
Q4 2023 147 137,990 AAPL, MSFT, GOOGL, NFLX 13F-HR 2/13/2024 000201180224000001