Glekko logo

Aviso Wealth Management - Q12026 Holdings

Aviso Wealth Management holds 140 stocks with a total portfolio value of $ 221.86M as of Q12026. In Q12026, Aviso Wealth Management added 5 new positions, increased stakes in 48 stocks, reduced 69 holdings, and fully exited 11 positions. The largest holding is Apple Inc (AAPL), representing 8.30% of the total portfolio.

Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options