Avitas Wealth Management LLC Buys Vanguard Short-Term Inflation-Protected Securities, Amazon. ...
Investment company Avitas Wealth Management LLC (Current Portfolio) buys Vanguard Short-Term Inflation-Protected Securities, Amazon.com Inc, ASML Holding NV, Tesla Inc, The Walt Disney Co, sells iShares J.P. Morgan USD Emerging Markets Bond ETF, Rent-A-Center Inc, Avantor Inc, Natera Inc, McCormick Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Avitas Wealth Management LLC. As of 2021Q4, Avitas Wealth Management LLC owns 175 stocks with a total value of $596 million. These are the details of the buys and sells.
New Purchases: VTIP, ASML, TRI, MELI, ADSK, TRMB, ISRG, MRVL, RIVN, WCN, SNOW,
Added Positions: AMZN, TSLA, DIS, UNH, F, PFE, ABT, TGT, NFLX, V, GNRC, AA, CRM, AAPL, EA, PYPL, GM, SBNY, AME, COST, GOOGL, MSFT, SOXX, MTCH, HD, QCOM, WMT, MA, VEEV, AMD, ARE, APH, AMAT, DHR, DRE, ETN, LLY, NEE, JPM, JNJ, MCD, MS, ROP, SBUX, TJX, TSM, TMO, NXPI, SHOP, ABNB, IHI, CB, PLD, AXP, AMT, BLDR, CVS, CE, DTE, DXCM, EQIX, IT, GS, TT, ICE, LRCX, MRK, NDAQ, NKE, OMC, NTR, PRU, TXN, UPS, VLO, BX, LULU, ULTA, CHTR, KKR, OMF, ALLY, SQ, NTLA, TWLO, IIPR, BKR, SPOT, SONO, MRNA, DOW, BNTX, XPEV, DTM, MSOS, ECL, MNST, ENPH, BABA, SEDG, CVNA, SE, PINS, BILL, U, BOND, LQD, SUB, TOTL,
Reduced Positions: NTRA, ATVI, ROKU, SMG, FB, ADBE, FIVN, DKNG, AVGO, TEAM, SNAP, NVDA, ZM, SWKS, CMCSA, FTNT, OKTA, ZS, HON, NET, UBER, BILI, AVLR, TTD, PLTR, TW, HRI, HYD, PNQI, XLY, RCD, XLB, XLC, XLI, XLP, XLRE, XLU, XLV, PAVE, KRE, KBE, KARS, IWM, ITA, IAI, FINX, CQQQ, BOTZ,
Sold Out: EMB, RCII, AVTR, MKC, LUV, BMY, PACB, RUN, PTON, AXNX, COF, TDOC, LEVI, KRTX, ZG, FRPT, ZLAB, W, BYND, MQ, GRWG, PENN, PSJ,
For the details of Avitas Wealth Management LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/avitas+wealth+management+llc/current-portfolio/portfolio
These are the top 5 holdings of Avitas Wealth Management LLC
Apple Inc (AAPL) - 152,442 shares, 4.54% of the total portfolio. Shares added by 2.35%
Costco Wholesale Corp (COST) - 27,127 shares, 2.58% of the total portfolio. Shares added by 2.13%
Amazon.com Inc (AMZN) - 4,295 shares, 2.40% of the total portfolio. Shares added by 52.20%
Alphabet Inc (GOOGL) - 4,378 shares, 2.13% of the total portfolio. Shares added by 2.60%
Microsoft Corp (MSFT) - 34,393 shares, 1.94% of the total portfolio. Shares added by 2.62%
New Purchase: Vanguard Short-Term Inflation-Protected Securities (VTIP)
Avitas Wealth Management LLC initiated holding in Vanguard Short-Term Inflation-Protected Securities. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $51.140000. The impact to a portfolio due to this purchase was 1.51%. The holding were 175,075 shares as of 2021-12-31.
New Purchase: ASML Holding NV (ASML)
Avitas Wealth Management LLC initiated holding in ASML Holding NV. The purchase prices were between $712.94 and $879.12, with an estimated average price of $795.43. The stock is now traded at around $673.020000. The impact to a portfolio due to this purchase was 0.52%. The holding were 3,928 shares as of 2021-12-31.
New Purchase: Thomson Reuters Corp (TRI)
Avitas Wealth Management LLC initiated holding in Thomson Reuters Corp. The purchase prices were between $109.42 and $123.35, with an estimated average price of $118.34. The stock is now traded at around $106.110000. The impact to a portfolio due to this purchase was 0.38%. The holding were 19,041 shares as of 2021-12-31.
New Purchase: MercadoLibre Inc (MELI)
Avitas Wealth Management LLC initiated holding in MercadoLibre Inc. The purchase prices were between $1052.95 and $1709.98, with an estimated average price of $1396.48. The stock is now traded at around $1031.360000. The impact to a portfolio due to this purchase was 0.37%. The holding were 1,627 shares as of 2021-12-31.
New Purchase: Autodesk Inc (ADSK)
Avitas Wealth Management LLC initiated holding in Autodesk Inc. The purchase prices were between $249.68 and $333.64, with an estimated average price of $290.9. The stock is now traded at around $241.080000. The impact to a portfolio due to this purchase was 0.29%. The holding were 6,084 shares as of 2021-12-31.
New Purchase: Trimble Inc (TRMB)
Avitas Wealth Management LLC initiated holding in Trimble Inc. The purchase prices were between $80.38 and $89.28, with an estimated average price of $85.91. The stock is now traded at around $71.280000. The impact to a portfolio due to this purchase was 0.25%. The holding were 16,973 shares as of 2021-12-31.
Added: Amazon.com Inc (AMZN)
Avitas Wealth Management LLC added to a holding in Amazon.com Inc by 52.20%. The purchase prices were between $3189.78 and $3696.06, with an estimated average price of $3427.48. The stock is now traded at around $2848.540000. The impact to a portfolio due to this purchase was 0.82%. The holding were 4,295 shares as of 2021-12-31.
Added: Tesla Inc (TSLA)
Avitas Wealth Management LLC added to a holding in Tesla Inc by 38.02%. The purchase prices were between $780.59 and $1229.91, with an estimated average price of $1012.35. The stock is now traded at around $959.810000. The impact to a portfolio due to this purchase was 0.42%. The holding were 8,680 shares as of 2021-12-31.
Added: The Walt Disney Co (DIS)
Avitas Wealth Management LLC added to a holding in The Walt Disney Co by 53.96%. The purchase prices were between $142.15 and $177.71, with an estimated average price of $161. The stock is now traded at around $137.612800. The impact to a portfolio due to this purchase was 0.38%. The holding were 41,846 shares as of 2021-12-31.
Added: UnitedHealth Group Inc (UNH)
Avitas Wealth Management LLC added to a holding in UnitedHealth Group Inc by 23.34%. The purchase prices were between $387.01 and $505.58, with an estimated average price of $454.21. The stock is now traded at around $463.320000. The impact to a portfolio due to this purchase was 0.3%. The holding were 18,666 shares as of 2021-12-31.
Added: Ford Motor Co (F)
Avitas Wealth Management LLC added to a holding in Ford Motor Co by 57.28%. The purchase prices were between $14.12 and $21.45, with an estimated average price of $18.53. The stock is now traded at around $20.405000. The impact to a portfolio due to this purchase was 0.27%. The holding were 212,270 shares as of 2021-12-31.
Added: Pfizer Inc (PFE)
Avitas Wealth Management LLC added to a holding in Pfizer Inc by 27.97%. The purchase prices were between $41.32 and $61.25, with an estimated average price of $49.81. The stock is now traded at around $53.095000. The impact to a portfolio due to this purchase was 0.25%. The holding were 116,995 shares as of 2021-12-31.
Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)
Avitas Wealth Management LLC sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $105.86 and $110.18, with an estimated average price of $108.44.
Sold Out: Rent-A-Center Inc (RCII)
Avitas Wealth Management LLC sold out a holding in Rent-A-Center Inc. The sale prices were between $43.38 and $58.33, with an estimated average price of $49.84.
Sold Out: Avantor Inc (AVTR)
Avitas Wealth Management LLC sold out a holding in Avantor Inc. The sale prices were between $36.93 and $42.14, with an estimated average price of $39.41.
Sold Out: McCormick & Co Inc (MKC)
Avitas Wealth Management LLC sold out a holding in McCormick & Co Inc. The sale prices were between $78.1 and $96.61, with an estimated average price of $85.36.
Sold Out: Southwest Airlines Co (LUV)
Avitas Wealth Management LLC sold out a holding in Southwest Airlines Co. The sale prices were between $39.36 and $55.06, with an estimated average price of $46.75.
Sold Out: Bristol-Myers Squibb Co (BMY)
Avitas Wealth Management LLC sold out a holding in Bristol-Myers Squibb Co. The sale prices were between $53.63 and $62.52, with an estimated average price of $58.67.
Here is the complete portfolio of Avitas Wealth Management LLC. Also check out:
1. Avitas Wealth Management LLC's Undervalued Stocks
2. Avitas Wealth Management LLC's Top Growth Companies, and
3. Avitas Wealth Management LLC's High Yield stocks
4. Stocks that Avitas Wealth Management LLC keeps buyingThis article first appeared on GuruFocus.
