MondegarAI
AVISO WEALTH MANAGEMENT

Q1 2025 · 13F-HR

AVISO WEALTH MANAGEMENTholdings as filed

Filed 2025-05-09 · accession 0002011802-25-000002

$188.1M
Reported value
136
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
037833100AAPLAPPLE INC$17.6M9.37%79,370CommonNONE
64110L106NFLXNETFLIX INC$9.8M5.21%10,509CommonNONE
67066G104NVDANVIDIA CORPORATION$8.3M4.41%76,518CommonNONE
30303M102METAMETA PLATFORMS INC$7.9M4.21%13,740CommonNONE
02079K305GOOGLALPHABET INC$6.8M3.64%44,263CommonNONE
594918104MSFTMICROSOFT CORP$6.5M3.47%17,393CommonNONE
023135106AMZNAMAZON COM INC$5.8M3.10%30,662CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$4.3M2.27%8,029CommonNONE
87283Q883TFLRT ROWE PRICE ETF INC$3.5M1.88%69,146CommonNONE
00287Y109ABBVABBVIE INC$3.5M1.86%16,692CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$3.1M1.65%42,659CommonNONE
369604301GEGE AEROSPACE$3.0M1.60%15,067CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$3.0M1.58%3,150CommonNONE
478160104JNJJOHNSON & JOHNSON$3.0M1.58%17,937CommonNONE
88160R101TSLATESLA INC$3.0M1.58%11,449CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$2.8M1.47%5,071CommonNONE
166764100CVXCHEVRON CORP NEW$2.6M1.37%15,435CommonNONE
11135F101AVGOBROADCOM INC$2.1M1.12%12,619CommonNONE
92826C839VVISA INC$2.1M1.10%5,888CommonNONE
G29183103ETNEATON CORP PLC$2.0M1.06%7,329CommonNONE
302635206FSKFS KKR CAP CORP$2.0M1.05%93,950CommonNONE
30231G102XOMEXXON MOBIL CORP$1.9M1.03%16,326CommonNONE
666807102NOCNORTHROP GRUMMAN CORP$1.8M0.98%3,605CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.8M0.94%3,215CommonNONE
58933Y105MRKMERCK & CO INC$1.8M0.93%19,594CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$1.8M0.93%7,158CommonNONE
949746101WMT2WELLS FARGO CO NEW$1.7M0.92%24,113CommonNONE
75886F107REGNREGENERON PHARMACEUTICALS$1.7M0.90%2,684CommonNONE
532457108LLYELI LILLY & CO$1.7M0.90%2,060CommonNONE
46090E103QQQINVESCO QQQ TR$1.6M0.88%3,513CommonNONE
20030N101CMCSACOMCAST CORP NEW$1.6M0.86%43,754CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.5M0.82%3,112CommonNONE
500754106KHCKRAFT HEINZ CO$1.5M0.82%50,804CommonNONE
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$1.5M0.79%18,465CommonNONE
808513105SCHWSCHWAB CHARLES CORP$1.5M0.78%18,853CommonNONE
505743104LADRLADDER CAP CORP$1.5M0.78%128,485CommonNONE
902973304USBUS BANCORP DEL$1.5M0.78%34,545CommonNONE
370334104GISGENERAL MLS INC$1.5M0.77%24,343CommonNONE
12572Q105CMECME GROUP INC$1.4M0.74%5,283CommonNONE
713448108PEPPEPSICO INC$1.4M0.72%9,031CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$1.3M0.68%39,492CommonNONE
65339F101NEENEXTERA ENERGY INC$1.3M0.68%18,021CommonNONE
717081103PFEPFIZER INC$1.3M0.68%50,269CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$1.3M0.67%7,646CommonNONE
594972408MSTRMICROSTRATEGY INC$1.2M0.66%4,330CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.2M0.63%3,382CommonNONE
30161N101EXCEXELON CORP$1.2M0.63%25,835CommonNONE
060505104BACBANK AMERICA CORP$1.2M0.63%28,270CommonNONE
437076102HDHOME DEPOT INC$1.1M0.57%2,934CommonNONE
907818108UNPUNION PAC CORP$1.0M0.53%4,254CommonNONE
209115104EDCONSOLIDATED EDISON INC$1.0M0.53%9,054CommonNONE
92204A702VGTVANGUARD WORLD FD$959,9070.51%1,770CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$958,9690.51%1,831CommonNONE
742718109PGPROCTER AND GAMBLE CO$951,1450.51%5,581CommonNONE
922908736VUGVANGUARD INDEX FDS$942,0000.50%2,540CommonNONE
609207105MDLZMONDELEZ INTL INC$932,6470.50%13,746CommonNONE
74762E102QUREQUANTA SVCS INC$892,6830.47%3,512CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$887,8990.47%19,574CommonNONE
149123101CATCATERPILLAR INC$862,8190.46%2,616CommonNONE
855244109SBUXSTARBUCKS CORP$849,3960.45%8,659CommonNONE
911363109URIUNITED RENTALS INC$819,7240.44%1,308CommonNONE
09260D107BXBLACKSTONE INC$819,2160.44%5,861CommonNONE
21037T109CEGCONSTELLATION ENERGY CORP$794,0850.42%3,938CommonNONE
595112103MUMICRON TECHNOLOGY INC$776,1500.41%8,933CommonNONE
443573100HUBSHUBSPOT INC$772,6700.41%1,353CommonNONE
682680103OKEONEOK INC NEW$752,2770.40%7,582CommonNONE
79466L302CRMSALESFORCE INC$739,9900.39%2,757CommonNONE
438516106HONHONEYWELL INTL INC$739,7240.39%3,493CommonNONE
92204A108VCRVANGUARD WORLD FD$732,3570.39%2,250CommonNONE
81762P102NOWSERVICENOW INC$710,9530.38%893CommonNONE
097023105BABOEING CO$698,5730.37%4,096CommonNONE
00724F101ADBEADOBE INC$696,8740.37%1,817CommonNONE
922908538VOTVANGUARD INDEX FDS$679,4290.36%2,777CommonNONE
031162100AMGNAMGEN INC$671,7330.36%2,156CommonNONE
093671105HRBBLOCK H & R INC$654,3420.35%11,917CommonNONE
539830109LMTLOCKHEED MARTIN CORP$642,7330.34%1,439CommonNONE
025816109AXPAMERICAN EXPRESS CO$641,9100.34%2,386CommonNONE
718172109PMPHILIP MORRIS INTL INC$638,0800.34%4,020CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$625,7190.33%7,366CommonNONE
68389X105ORCLORACLE CORP$617,8290.33%4,419CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$598,8980.32%130CommonNONE
02079K107GOOGALPHABET INC$592,2680.31%3,791CommonNONE
922908595VBKVANGUARD INDEX FDS$587,8700.31%2,335CommonNONE
17275R102CSCOCISCO SYS INC$587,7820.31%9,525CommonNONE
16411R208LNGCHENIERE ENERGY INC$570,7290.30%2,466CommonNONE
922908512VOEVANGUARD INDEX FDS$501,5310.27%3,124CommonNONE
931142103WMTWALMART INC$477,6430.25%5,441CommonNONE
922908611VBRVANGUARD INDEX FDS$465,8870.25%2,501CommonNONE
78464A409SPYGSPDR SER TR$436,1830.23%5,427CommonNONE
697435105PANWPALO ALTO NETWORKS INC$435,4730.23%2,552CommonNONE
191216100KOCOCA COLA CO$433,7650.23%6,056CommonNONE
446150104HBANHUNTINGTON BANCSHARES INC$432,6560.23%28,825CommonNONE
038222105AMATAPPLIED MATLS INC$425,2150.23%2,930CommonNONE
172967424CCITIGROUP INC$418,4340.22%5,894CommonNONE
464287408IVEISHARES TR$408,3910.22%2,143CommonNONE
254687106DISDISNEY WALT CO$400,7590.21%4,060CommonNONE
78464A508SPYVSPDR SER TR$394,2960.21%7,721CommonNONE
26614N102DDDUPONT DE NEMOURS INC$390,9850.21%5,235CommonNONE
75513E101RTXRTX CORPORATION$386,0150.21%2,914CommonNONE
20825C104COPCONOCOPHILLIPS$382,1240.20%3,639CommonNONE
375558103GILDGILEAD SCIENCES INC$381,3710.20%3,404CommonNONE
64110D104NTAPNETAPP INC$371,1650.20%4,225CommonNONE
336433107FSLRFIRST SOLAR INC$365,5090.19%2,891CommonNONE
883203101TXTTEXTRON INC$358,4640.19%4,961CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$358,2520.19%1,148CommonNONE
461202103INTUINTUIT$355,5120.19%579CommonNONE
863667101SYKSTRYKER CORPORATION$354,0100.19%951CommonNONE
94106L109WMWASTE MGMT INC DEL$347,9870.18%1,503CommonNONE
747525103QCOMQUALCOMM INC$329,9760.18%2,148CommonNONE
254709108DFSEURDISCOVER FINL SVCS$327,7160.17%1,920CommonNONE
580135101MCDMCDONALDS CORP$325,9930.17%1,044CommonNONE
808625107SAICSCIENCE APPLICATIONS INTL CO$320,2010.17%2,852CommonNONE
03769M106APOAPOLLO GLOBAL MGMT INC$311,6790.17%2,276CommonNONE
036752103ELVELEVANCE HEALTH INC$299,2860.16%688CommonNONE
46120E602ISRGINTUITIVE SURGICAL INC$289,2380.15%584CommonNONE
69351T106PPLPPL CORP$286,2530.15%7,927CommonNONE
16411Q101CQPCHENIERE ENERGY PARTNERS LP$279,7390.15%4,236CommonNONE
922908363VOOVANGUARD INDEX FDS$275,4560.15%536CommonNONE
82706C108SIMOSILICON MOTION TECHNOLOGY CO$274,9920.15%5,439CommonNONE
743315103PGRPROGRESSIVE CORP$272,2560.14%962CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$262,7150.14%4,308CommonNONE
501044101KRKROGER CO$261,2300.14%3,859CommonNONE
78409V104SPGIS&P GLOBAL INC$260,7510.14%513CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$258,2880.14%2,514CommonNONE
278865100ECLECOLAB INC$256,4450.14%1,012CommonNONE
816851109SRESEMPRA$254,3980.14%3,565CommonNONE
548661107LOWLOWES COS INC$250,9160.13%1,076CommonNONE
46434V738IEURISHARES TR$229,5900.12%3,817CommonNONE
679580100ODFLOLD DOMINION FREIGHT LINE IN$227,8940.12%1,377CommonNONE
172755100CRUSCIRRUS LOGIC INC$227,2130.12%2,280CommonNONE
G54950103LINLINDE PLC$223,0420.12%479CommonNONE
78464A839MDYVSPDR SER TR$210,5110.11%2,732CommonNONE
46137V233XLGINVESCO EXCHANGE TRADED FD T$210,1300.11%4,566CommonNONE
922908553VNQVANGUARD INDEX FDS$208,8720.11%2,307CommonNONE
17259U204CIONCION INVT CORP$183,1010.10%17,691CommonNONE
H0036K147ADCTADC THERAPEUTICS SA$14,5840.01%10,343CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.