AVISO WEALTH MANAGEMENT

data from 30/09/2025

Capitalization

$ 229.406 M 7.12 %

Average holding period

6 ans

Performance

$ 68.573 M 39.76 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in AVISO WEALTH MANAGEMENT

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 AAPL APPLE INC 8.80% 20.190 M $ 79292 2023/12/31 3.949 M $ 24.11 %
2025/09/30 NVDA NVIDIA CORPORATION 5.75% 13.192 M $ 70707 2023/12/31 2.154 M $ 18.10 %
2025/09/30 NFLX NETFLIX INC 4.77% 10.936 M $ 9121 2023/12/31 -1.352 M $ -10.47 %
2025/09/30 GOOGL ALPHABET INC 4.65% 10.656 M $ 43835 2023/12/31 2.999 M $ 37.94 %
2025/09/30 META META PLATFORMS INC 4.36% 10.001 M $ 13619 2023/12/31 -52.203 K $ -0.50 %
2025/09/30 MSFT MICROSOFT CORP 4.16% 9.551 M $ 18440 2023/12/31 373.704 K $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 3.10% 7.118 M $ 32416 2023/12/31 5.702 K $ 0.08 %
2025/09/30 TSLA TESLA INC 2.12% 4.859 M $ 10927 2023/12/31 1.432 M $ 40.00 %
2025/09/30 GE GE AEROSPACE 2.05% 4.703 M $ 15633 2024/03/31 677.508 K $ 16.87 %
2025/09/30 TFLR T ROWE PRICE ETF INC 1.88% 4.306 M $ 83694 2024/09/30 2.243 K $ 0.06 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.86% 4.277 M $ 5371 2023/12/31 455.226 K $ 12.52 %
2025/09/30 UBER UBER TECHNOLOGIES INC 1.86% 4.275 M $ 43640 2024/09/30 183.811 K $ 5.01 %
2025/09/30 ABBV ABBVIE INC 1.84% 4.231 M $ 18275 2023/12/31 816.503 K $ 24.74 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.80% 4.129 M $ 8212 2023/12/31 140.783 K $ 3.49 %
2025/09/30 AVGO BROADCOM INC 1.74% 3.995 M $ 12110 2023/12/31 700.930 K $ 19.68 %
2025/09/30 COST COSTCO WHSL CORP NEW 1.67% 3.831 M $ 4139 2023/12/31 -240.069 K $ -6.50 %
2025/09/30 LLY ELI LILLY & CO 1.57% 3.590 M $ 4705 2023/12/31 -60.450 K $ -2.12 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.47% 3.369 M $ 18169 2023/12/31 579.271 K $ 21.39 %
2025/09/30 CVX CHEVRON CORP NEW 1.35% 3.095 M $ 19931 2023/12/31 226.403 K $ 8.45 %
2025/09/30 MA MASTERCARD INCORPORATED 1.25% 2.874 M $ 5052 2023/12/31 32.089 K $ 1.22 %
2025/09/30 ETN EATON CORP PLC 1.11% 2.552 M $ 6819 2024/03/31 121.527 K $ 4.83 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.05% 2.420 M $ 8664 2024/12/31 419.337 K $ 23.31 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.02% 2.348 M $ 7443 2023/12/31 189.511 K $ 8.80 %
2025/09/30 HD HOME DEPOT INC 1.00% 2.305 M $ 5689 2023/12/31 210.829 K $ 10.51 %
2025/09/30 QQQ INVESCO QQQ TR 0.93% 2.131 M $ 3550 2024/06/30 174.355 K $ 8.83 %
2025/09/30 WFC WELLS FARGO CO NEW 0.89% 2.046 M $ 24410 2023/12/31 87.038 K $ 4.62 %
2025/09/30 V VISA INC 0.88% 2.021 M $ 5919 2023/12/31 -80.899 K $ -3.85 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.86% 1.971 M $ 20650 2023/12/31 85.018 K $ 4.64 %
2025/09/30 XOM EXXON MOBIL CORP 0.83% 1.905 M $ 16899 2023/12/31 85.357 K $ 4.59 %
2025/09/30 BA BOEING CO 0.75% 1.714 M $ 7940 2023/12/31 25.792 K $ 3.01 %
2025/09/30 STX SEAGATE TECHNOLOGY HLDNGS PL 0.75% 1.713 M $ 7258 2023/12/31 661.648 K $ 63.56 %
2025/09/30 CRWD CROWDSTRIKE HLDGS INC 0.74% 1.687 M $ 3441 2023/12/31 -66.084 K $ -3.72 %
2025/09/30 BAC BANK AMERICA CORP 0.70% 1.615 M $ 31313 2023/12/31 128.642 K $ 9.02 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.70% 1.611 M $ 2643 2023/12/31 381.487 K $ 21.87 %
2025/09/30 MU MICRON TECHNOLOGY INC 0.68% 1.557 M $ 9304 2023/12/31 408.000 K $ 35.76 %
2025/09/30 ORCL ORACLE CORP 0.67% 1.538 M $ 5468 2023/12/31 345.419 K $ 28.64 %
2025/09/30 USB US BANCORP DEL 0.63% 1.456 M $ 30136 2023/12/31 99.447 K $ 6.81 %
2025/09/30 NEE NEXTERA ENERGY INC 0.62% 1.425 M $ 18882 2023/12/31 118.012 K $ 8.74 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.62% 1.417 M $ 4306 2023/12/31 27.637 K $ 1.96 %
2025/09/30 PWR QUANTA SVCS INC 0.61% 1.399 M $ 3376 2023/12/31 127.626 K $ 9.61 %
2025/09/30 LADR LADDER CAP CORP 0.61% 1.397 M $ 128083 2023/12/31 20.378 K $ 1.49 %
2025/09/30 MSTR STRATEGY INC 0.61% 1.395 M $ 4330 2023/12/31 -355.146 K $ -20.29 %
2025/09/30 CAT CATERPILLAR INC 0.59% 1.351 M $ 2831 2023/12/31 246.274 K $ 22.91 %
2025/09/30 FSK FS KKR CAP CORP 0.58% 1.340 M $ 89745 2023/12/31 -532.076 K $ -28.05 %
2025/09/30 VGT VANGUARD WORLD FD 0.55% 1.265 M $ 1695 2023/12/31 147.529 K $ 12.57 %
2025/09/30 CMCSA COMCAST CORP NEW 0.54% 1.247 M $ 39701 2023/12/31 -169.258 K $ -11.96 %
2025/09/30 URI UNITED RENTALS INC 0.54% 1.239 M $ 1298 2023/12/31 263.248 K $ 26.71 %
2025/09/30 PEP PEPSICO INC 0.54% 1.235 M $ 8794 2023/12/31 77.313 K $ 6.36 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.51% 1.173 M $ 2623 2024/09/30 -56.650 K $ -17.70 %
2025/09/30 EXC EXELON CORP 0.51% 1.171 M $ 26011 2024/03/31 42.473 K $ 3.66 %
2025/09/30 VUG VANGUARD INDEX FDS 0.49% 1.117 M $ 2328 2023/12/31 96.513 K $ 9.40 %
2025/09/30 BXSL BLACKSTONE SECD LENDING FD 0.49% 1.114 M $ 42726 2024/09/30 -184.897 K $ -15.22 %
2025/09/30 GEHC GE HEALTHCARE TECHNOLOGIES I 0.48% 1.092 M $ 14538 2023/12/31 16.379 K $ 1.39 %
2025/09/30 MRK MERCK & CO INC 0.47% 1.083 M $ 12903 2023/12/31 98.386 K $ 6.03 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.46% 1.059 M $ 2184 2023/12/31 210.993 K $ 19.62 %
2025/09/30 KHC KRAFT HEINZ CO 0.44% 1.007 M $ 38674 2023/12/31 9.556 K $ 0.85 %
2025/09/30 BX BLACKSTONE INC 0.44% 998.064 K $ 5842 2023/12/31 124.939 K $ 14.22 %
2025/09/30 PFE PFIZER INC 0.43% 976.259 K $ 38315 2023/12/31 52.928 K $ 5.12 %
2025/09/30 UNP UNION PAC CORP 0.42% 968.609 K $ 4098 2024/03/31 26.770 K $ 2.73 %
2025/09/30 VZ VERIZON COMMUNICATIONS INC 0.40% 925.781 K $ 21064 2023/12/31 14.137 K $ 1.57 %
2025/09/30 NOW SERVICENOW INC 0.40% 906.476 K $ 985 2024/06/30 -96.912 K $ -10.49 %
2025/09/30 WMT WALMART INC 0.39% 903.294 K $ 8765 2024/12/31 30.993 K $ 5.40 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.39% 897.254 K $ 5840 2023/12/31 -32.903 K $ -3.56 %
2025/09/30 VCR VANGUARD WORLD FD 0.39% 891.288 K $ 2250 2023/12/31 76.117 K $ 9.34 %
2025/09/30 ED CONSOLIDATED EDISON INC 0.38% 880.544 K $ 8760 2023/12/31 1.493 K $ 0.17 %
2025/09/30 CRM SALESFORCE INC 0.37% 852.268 K $ 3596 2023/12/31 -102.537 K $ -13.09 %
2025/09/30 GOOG ALPHABET INC 0.36% 830.018 K $ 3408 2023/12/31 214.490 K $ 37.30 %
2025/09/30 VOT VANGUARD INDEX FDS 0.36% 815.932 K $ 2777 2023/12/31 26.103 K $ 3.31 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.35% 796.711 K $ 2399 2024/09/30 31.592 K $ 4.13 %
2025/09/30 C CITIGROUP INC 0.34% 781.373 K $ 7698 2023/12/31 113.365 K $ 19.24 %
2025/09/30 GIS GENERAL MLS INC 0.34% 774.883 K $ 15369 2023/12/31 -27.962 K $ -2.68 %
2025/09/30 VBK VANGUARD INDEX FDS 0.30% 694.927 K $ 2335 2023/12/31 48.287 K $ 7.47 %
2025/09/30 HON HONEYWELL INTL INC 0.30% 687.153 K $ 3264 2023/12/31 -69.557 K $ -9.61 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.29% 666.199 K $ 4107 2023/12/31 -85.280 K $ -10.94 %
2025/09/30 SPYG SPDR SERIES TRUST 0.29% 663.557 K $ 6349 2023/12/31 59.909 K $ 9.64 %
2025/09/30 CSCO CISCO SYS INC 0.28% 653.389 K $ 9550 2023/12/31 -9.474 K $ -1.38 %
2025/09/30 LMT LOCKHEED MARTIN CORP 0.28% 652.284 K $ 1307 2023/12/31 51.652 K $ 7.79 %
2025/09/30 AMGN AMGEN INC 0.28% 649.605 K $ 2302 2023/12/31 6.410 K $ 1.07 %
2025/09/30 VOO VANGUARD INDEX FDS 0.27% 625.852 K $ 1022 2024/09/30 31.710 K $ 7.81 %
2025/09/30 MDLZ MONDELEZ INTL INC 0.27% 608.326 K $ 9738 2023/12/31 -64.376 K $ -7.37 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.26% 604.718 K $ 112 2023/12/31 -44.066 K $ -6.74 %
2025/09/30 SPYV SPDR SERIES TRUST 0.26% 596.396 K $ 10779 2023/12/31 32.534 K $ 5.71 %
2025/09/30 LNG CHENIERE ENERGY INC 0.25% 573.214 K $ 2439 2023/12/31 -20.871 K $ -3.51 %
2025/09/30 SBUX STARBUCKS CORP 0.25% 571.080 K $ 6750 2023/12/31 -57.920 K $ -7.67 %
2025/09/30 VBR VANGUARD INDEX FDS 0.25% 570.306 K $ 2733 2023/12/31 36.209 K $ 7.03 %
2025/09/30 OKE ONEOK INC NEW 0.25% 567.481 K $ 7777 2023/12/31 -67.348 K $ -10.61 %
2025/09/30 HUBS HUBSPOT INC 0.25% 566.272 K $ 1211 2023/12/31 -116.100 K $ -15.96 %
2025/09/30 ADBE ADOBE INC 0.24% 545.352 K $ 1546 2023/12/31 -60.000 K $ -8.82 %
2025/09/30 HRB BLOCK H & R INC 0.23% 534.072 K $ 10561 2023/12/31 -51.481 K $ -7.87 %
2025/09/30 VOE VANGUARD INDEX FDS 0.23% 525.141 K $ 3008 2023/12/31 30.440 K $ 6.15 %
2025/09/30 SIMO SILICON MOTION TECHNOLOGY CO 0.22% 515.665 K $ 5439 2023/12/31 106.821 K $ 26.13 %
2025/09/30 VTI VANGUARD INDEX FDS 0.21% 487.989 K $ 1487 2025/06/30 37.184 K $ 7.98 %
2025/09/30 FSLR FIRST SOLAR INC 0.21% 485.828 K $ 2203 2023/12/31 132.305 K $ 33.22 %
2025/09/30 QCOM QUALCOMM INC 0.20% 451.080 K $ 2711 2024/03/31 17.125 K $ 4.46 %
2025/09/30 IVE ISHARES TR 0.19% 442.527 K $ 2143 2023/12/31 23.765 K $ 5.68 %
2025/09/30 DIS DISNEY WALT CO 0.19% 442.265 K $ 3863 2023/12/31 -36.927 K $ -7.67 %
2025/09/30 GILD GILEAD SCIENCES INC 0.19% 436.072 K $ 3929 2023/12/31 511.000 $ 0.12 %
2025/09/30 KO COCA COLA CO 0.19% 433.300 K $ 6533 2024/03/31 -26.637 K $ -6.26 %
2025/09/30 AMAT APPLIED MATLS INC 0.18% 419.167 K $ 2047 2024/12/31 61.824 K $ 11.84 %
2025/09/30 COF CAPITAL ONE FINL CORP 0.18% 415.843 K $ 1956 2025/06/30 -352.000 $ -0.08 %