IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Avitas Wealth Management LLC

Q2 2018 Holdings

Filed 2018-08-13 | 154 holdings | $27.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Johnson & Johnson(JNJ)COM478160104$1.1K9,2270.0%
Lowes COS Inc(LOW)COM548661107$1.1K11,8530.0%
Fedex Corp(FDX)COM31428X106$1.2K5,3510.0%
Select Sector Spdr TR(XLY)SBI CONS DISCR81369Y407$1.3K11,8460.0%
Workday Inc(WDAY)CL A98138H101$1.3K10,7500.0%
Select Sector Spdr TR(XLF)SBI INT-FINL81369Y605$1.4K53,5610.0%
Select Sector Spdr TR(XLV)SBI HEALTHCARE81369Y209$1.4K17,3240.0%
Visa Inc(V)COM CL A92826C839$1.5K10,9990.0%
Paypal Hldgs Inc(PYPL)COM70450Y103$1.5K18,3770.0%
Exxon Mobil Corp(XOM)COM30231G102$1.6K19,4780.0%
Semtech Corp(SMTC)COM816850101$1.7K36,0120.0%
Broadcom Inc(AVGO)COM11135F101$1.7K7,0850.0%
Amerisourcebergen Corp(COR)COM03073E105$1.7K20,3050.0%
T Mobile US Inc(TMUS)COM872590104$1.7K29,1570.0%
Cboe Global Markets Inc(CBOE)COM12503M108$1.8K17,0720.0%
Netflix Inc(NFLX)COM64110L106$1.8K4,6160.0%
Fortune Brands Home & SEC in(FBIN)COM34964C106$1.8K33,8700.0%
Walmart Inc(WMT)COM931142103$1.8K21,2840.0%
Intel Corp(INTC)COM458140100$1.9K37,7340.0%
Gentex Corp(GNTX)COM371901109$2.0K84,8580.0%
Monster Beverage Corp New(MNST)COM61174X109$2.0K34,8810.0%
United Parcel Service Inc(UPS)CL B911312106$2.0K18,8940.0%
Iron MTN Inc New(IRM)COM46284V101$2.0K57,4740.0%
Carnival Corp(CCL)UNIT 99/99/9999143658300$2.0K35,2060.0%
Thermo Fisher Scientific Inc(TMO)COM883556102$2.0K9,7910.0%
Amgen Inc(AMGN)COM031162100$2.1K11,2660.0%
Equity Residential(EQR)SH BEN INT29476L107$2.1K32,7500.0%
Extended Stay Amer IncUNIT 99/99/9999B30224P200$2.1K97,6450.0%
Spdr Series Trust(KRE)S&P REGL BKG78464A698$2.2K36,6890.0%
Goldman Sachs Group Inc(GS)COM38141G104$2.3K10,2590.0%
Pepsico Inc(PEP)COM713448108$2.3K20,8720.0%
Praxair IncCOM74005P104$2.3K14,3930.0%
Westrock Co(WRKUSD)COM96145D105$2.3K40,3540.0%
Starbucks Corp(SBUX)COM855244109$2.3K47,3850.0%
Verizon Communications Inc(VZ)COM92343V104$2.3K46,0850.0%
Delta AIR Lines Inc del(DAL)COM NEW247361702$2.4K48,4770.0%
ABB LTD(ABJA)SPONSORED ADR000375204$2.4K111,1700.0%
AT&T Inc(T)COM00206R102$2.4K75,7470.0%
PVH Corp(PVH)COM693656100$2.5K16,4670.0%
Mcdonalds Corp(MCD)COM580135101$2.5K15,7470.0%
Autoliv Inc(ALV)COM052800109$2.5K17,3110.0%
Select Sector Spdr TR(XLK)TECHNOLOGY81369Y803$2.5K36,0270.0%
Occidental Pete Corp del(OXY)COM674599105$2.5K30,0860.0%
Coca Cola Co(KO)COM191216100$2.6K58,3270.0%
Prologis Inc(PLD)COM74340W103$2.6K39,6320.0%
Spectrum Brands Hldgs IncCOM84763R101$2.6K32,4370.0%
LAS Vegas Sands Corp(LVS)COM517834107$2.7K35,4520.0%
Chevron Corp New(CVX)COM166764100$2.7K21,4970.0%
Enbridge Inc(ENB)COM29250N105$2.7K76,7720.0%
Bristol Myers Squibb Co(BMY)COM110122108$2.8K50,1510.0%
PreviousPage 2 of 4Next