0001734565-18-000006.txt : 20180813
0001734565-18-000006.hdr.sgml : 20180813
20180813134438
ACCESSION NUMBER: 0001734565-18-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180630
FILED AS OF DATE: 20180813
DATE AS OF CHANGE: 20180813
EFFECTIVENESS DATE: 20180813
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Avitas Wealth Management LLC
CENTRAL INDEX KEY: 0001734565
IRS NUMBER: 823559731
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18873
FILM NUMBER: 181011693
BUSINESS ADDRESS:
STREET 1: 1901 AVENUE OF THE STARS
STREET 2: SUITE 1901
CITY: LOS ANGELES
STATE: CA
ZIP: 90067
BUSINESS PHONE: 4243719010
MAIL ADDRESS:
STREET 1: 1901 AVENUE OF THE STARS
STREET 2: SUITE 1901
CITY: LOS ANGELES
STATE: CA
ZIP: 90067
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001734565
XXXXXXXX
06-30-2018
06-30-2018
Avitas Wealth Management LLC
1901 AVENUE OF THE STARS
SUITE 1901
LOS ANGELES
CA
90067
13F HOLDINGS REPORT
028-18873
N
Russell Evans
Managing Principal & CCO
(424) 371-9022
Russell Evans
Los Angeles
CA
08-13-2018
0
154
320856
false
INFORMATION TABLE
2
AWM-13F.063018.xml
ABB LTD
SPONSORED ADR
000375204
2420
111170
SH
SOLE
111170
0
0
ABBVIE INC
COM
00287Y109
1535
16567
SH
SOLE
16567
0
0
ACTIVISION BLIZZARD INC
COM
00507V109
3147
41229
SH
SOLE
41229
0
0
ADOBE SYS INC
COM
00724F101
4742
19450
SH
SOLE
19450
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
868
4678
SH
SOLE
4678
0
0
ALLSTATE CORP
COM
020002101
854
9352
SH
SOLE
9352
0
0
ALPHABET INC
CAP STK CL A
02079K305
4870
4313
SH
SOLE
4313
0
0
AMAZON COM INC
COM
023135106
4729
2782
SH
SOLE
2782
0
0
AMERICAN ELEC PWR INC
COM
025537101
2930
42304
SH
SOLE
42304
0
0
AMERICAN TOWER CORP NEW
COM
03027X100
2890
20045
SH
SOLE
20045
0
0
AMERISOURCEBERGEN CORP
COM
03073E105
1731
20305
SH
SOLE
20305
0
0
AMGEN INC
COM
031162100
2080
11266
SH
SOLE
11266
0
0
AMPHENOL CORP NEW
CL A
032095101
4595
52724
SH
SOLE
52724
0
0
AMPLIFY ETF TR
EASI TACTICAL
032108706
317
13234
SH
SOLE
13234
0
0
ANADARKO PETE CORP
COM
032511107
773
10556
SH
SOLE
10556
0
0
ANDEAVOR
COM
03349M105
2782
21207
SH
SOLE
21207
0
0
APPLE INC
COM
037833100
4335
23421
SH
SOLE
23421
0
0
APTIV PLC
SHS
G6095L109
2777
30310
SH
SOLE
30310
0
0
AT&T INC
COM
00206R102
2432
75747
SH
SOLE
75747
0
0
AUTOLIV INC
COM
052800109
2479
17311
SH
SOLE
17311
0
0
BANK AMER CORP
COM
060505104
4958
175880
SH
SOLE
175880
0
0
BIOGEN INC
COM
09062X103
2868
9881
SH
SOLE
9881
0
0
BIOTELEMETRY INC
COM
090672106
825
18338
SH
SOLE
18338
0
0
BLACKROCK CA MUNI 2018 TERM
COM
09249C105
361
24400
SH
SOLE
24400
0
0
BLACKROCK INC
COM
09247X101
4522
9062
SH
SOLE
9062
0
0
BP PLC
SPONSORED ADR
055622104
3084
67532
SH
SOLE
67532
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
2775
50151
SH
SOLE
50151
0
0
BROADCOM INC
COM
11135F101
1719
7085
SH
SOLE
7085
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
2018
35206
SH
SOLE
35206
0
0
CBOE GLOBAL MARKETS INC
COM
12503M108
1777
17072
SH
SOLE
17072
0
0
CELANESE CORP DEL
COM SER A
150870103
3043
27397
SH
SOLE
27397
0
0
CENTENE CORP DEL
COM
15135B101
3403
27621
SH
SOLE
27621
0
0
CHEVRON CORP NEW
COM
166764100
2718
21497
SH
SOLE
21497
0
0
CHUBB LIMITED
COM
H1467J104
3914
30812
SH
SOLE
30812
0
0
CISCO SYS INC
COM
17275R102
1947
45242
SH
SOLE
45242
0
0
COCA COLA CO
COM
191216100
2558
58327
SH
SOLE
58327
0
0
COMCAST CORP NEW
CL A
20030N101
3236
98623
SH
SOLE
98623
0
0
COMMVAULT SYSTEMS INC
COM
204166102
3179
48281
SH
SOLE
48281
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
3073
14039
SH
SOLE
14039
0
0
CORNING INC
COM
219350105
1346
48941
SH
SOLE
48941
0
0
COSTCO WHSL CORP NEW
COM
22160K105
6766
32378
SH
SOLE
32378
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
472
4374
SH
SOLE
4374
0
0
DANAHER CORP DEL
COM
235851102
3942
39943
SH
SOLE
39943
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
2402
48477
SH
SOLE
48477
0
0
DISNEY WALT CO
COM DISNEY
254687106
3470
33111
SH
SOLE
33111
0
0
DOWDUPONT INC
COM
26078J100
378
5740
SH
SOLE
5740
0
0
DTE ENERGY CO
COM
233331107
2824
27250
SH
SOLE
27250
0
0
ELECTRONIC ARTS INC
COM
285512109
871
6174
SH
SOLE
6174
0
0
ENBRIDGE INC
COM
29250N105
2740
76772
SH
SOLE
76772
0
0
EQUIFAX INC
COM
294429105
666
5322
SH
SOLE
5322
0
0
EQUINIX INC
COM PAR $0.001
29444U700
776
1805
SH
SOLE
1805
0
0
EQUITY RESIDENTIAL
SH BEN INT
29476L107
2086
32750
SH
SOLE
32750
0
0
EXTENDED STAY AMER INC
UNIT 99/99/9999B
30224P200
2110
97645
SH
SOLE
97645
0
0
EXXON MOBIL CORP
COM
30231G102
1611
19478
SH
SOLE
19478
0
0
FACEBOOK INC
CL A
30303M102
3856
19845
SH
SOLE
19845
0
0
FEDEX CORP
COM
31428X106
1215
5351
SH
SOLE
5351
0
0
FIRST REP BK SAN FRANCISCO C
COM
33616C100
3295
34047
SH
SOLE
34047
0
0
FIRST SOLAR INC
COM
336433107
801
15218
SH
SOLE
15218
0
0
FISERV INC
COM
337738108
3399
45876
SH
SOLE
45876
0
0
FORTIVE CORP
COM
34959J108
3240
42015
SH
SOLE
42015
0
0
FORTUNE BRANDS HOME & SEC IN
COM
34964C106
1818
33870
SH
SOLE
33870
0
0
GENTEX CORP
COM
371901109
1953
84858
SH
SOLE
84858
0
0
GOLDMAN SACHS GROUP INC
COM
38141G104
2263
10259
SH
SOLE
10259
0
0
HOME DEPOT INC
COM
437076102
3714
19038
SH
SOLE
19038
0
0
HONEYWELL INTL INC
COM
438516106
3635
25234
SH
SOLE
25234
0
0
HUMANA INC
COM
444859102
1037
3484
SH
SOLE
3484
0
0
INGERSOLL-RAND PLC
SHS
G47791101
3568
39761
SH
SOLE
39761
0
0
INTEL CORP
COM
458140100
1876
37734
SH
SOLE
37734
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
919
6579
SH
SOLE
6579
0
0
INTERXION HOLDING N.V
SHS
N47279109
697
11170
SH
SOLE
11170
0
0
INVESCO EXCHANGE TRADED FD T
NASDAQ INTERNT
46137V530
704
5059
SH
SOLE
5059
0
0
INVESCO EXCHNG TRADED FD TR
S&P SMLCP DISC
46138E180
209
3173
SH
SOLE
3173
0
0
IRON MTN INC NEW
COM
46284V101
2012
57474
SH
SOLE
57474
0
0
ISHARES TR
US REGNL BKS ETF
464288778
433
8815
SH
SOLE
8815
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
598
7031
SH
SOLE
7031
0
0
ISHARES TR
US AER DEF ETF
464288760
344
1785
SH
SOLE
1785
0
0
JOHNSON & JOHNSON
COM
478160104
1120
9227
SH
SOLE
9227
0
0
JPMORGAN CHASE & CO
COM
46625H100
5370
51534
SH
SOLE
51534
0
0
LAS VEGAS SANDS CORP
COM
517834107
2707
35452
SH
SOLE
35452
0
0
LILLY ELI & CO
COM
532457108
4209
49325
SH
SOLE
49325
0
0
LOCKHEED MARTIN CORP
COM
539830109
931
3151
SH
SOLE
3151
0
0
LOWES COS INC
COM
548661107
1133
11853
SH
SOLE
11853
0
0
MARRIOTT INTL INC NEW
CL A
571903202
801
6325
SH
SOLE
6325
0
0
MASCO CORP
COM
574599106
362
9680
SH
SOLE
9680
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
5004
25465
SH
SOLE
25465
0
0
MAXIM INTEGRATED PRODS INC
COM
57772K101
3211
54739
SH
SOLE
54739
0
0
MCDONALDS CORP
COM
580135101
2467
15747
SH
SOLE
15747
0
0
MERCK & CO INC
COM
58933Y105
3204
52787
SH
SOLE
52787
0
0
MGM RESORTS INTERNATIONAL
COM
552953101
673
23169
SH
SOLE
23169
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
917
10083
SH
SOLE
10083
0
0
MICROSOFT CORP
COM
594918104
1086
11016
SH
SOLE
11016
0
0
MONSTER BEVERAGE CORP NEW
COM
61174X109
1999
34881
SH
SOLE
34881
0
0
MOTOROLA SOLUTIONS INC
COM NEW
620076307
2819
24228
SH
SOLE
24228
0
0
NASDAQ INC
COM
631103108
3014
33020
SH
SOLE
33020
0
0
NATIONAL BEVERAGE CORP
COM
635017106
560
5242
SH
SOLE
5242
0
0
NETFLIX INC
COM
64110L106
1807
4616
SH
SOLE
4616
0
0
NVIDIA CORP
COM
67066G104
525
2217
SH
SOLE
2217
0
0
NXP SEMICONDUCTORS N V
COM
N6596X109
2813
25748
SH
SOLE
25748
0
0
OCCIDENTAL PETE CORP DEL
COM
674599105
2518
30086
SH
SOLE
30086
0
0
PAYCHEX INC
COM
704326107
1002
14663
SH
SOLE
14663
0
0
PAYPAL HLDGS INC
COM
70450Y103
1530
18377
SH
SOLE
18377
0
0
PEPSICO INC
COM
713448108
2272
20872
SH
SOLE
20872
0
0
PNC FINL SVCS GROUP INC
COM
693475105
3110
23020
SH
SOLE
23020
0
0
PRAXAIR INC
COM
74005P104
2276
14393
SH
SOLE
14393
0
0
PROLOGIS INC
COM
74340W103
2603
39632
SH
SOLE
39632
0
0
PVH CORP
COM
693656100
2465
16467
SH
SOLE
16467
0
0
ROCKWELL AUTOMATION INC
COM
773903109
2856
17181
SH
SOLE
17181
0
0
ROPER TECHNOLOGIES INC
COM
776696106
3704
13426
SH
SOLE
13426
0
0
RSP PERMIAN INC
COM
74978Q105
712
16185
SH
SOLE
16185
0
0
S&P GLOBAL INC
COM
78409V104
913
4476
SH
SOLE
4476
0
0
SALESFORCE COM INC
COM
79466L302
930
6815
SH
SOLE
6815
0
0
SCHWAB CHARLES CORP NEW
COM
808513105
598
11695
SH
SOLE
11695
0
0
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
351
6044
SH
SOLE
6044
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
601
7913
SH
SOLE
7913
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
727
14114
SH
SOLE
14114
0
0
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
958
13377
SH
SOLE
13377
0
0
SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
1424
53561
SH
SOLE
53561
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
2503
36027
SH
SOLE
36027
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
373
7171
SH
SOLE
7171
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1446
17324
SH
SOLE
17324
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1295
11846
SH
SOLE
11846
0
0
SEMTECH CORP
COM
816850101
1694
36012
SH
SOLE
36012
0
0
SHOPIFY INC
CL A
82509L107
560
3837
SH
SOLE
3837
0
0
SOUTHWEST AIRLS CO
COM
844741108
624
12257
SH
SOLE
12257
0
0
SPDR SERIES TRUST
S&P REGL BKG
78464A698
2238
36689
SH
SOLE
36689
0
0
SPDR SERIES TRUST
S&P OILGAS EXP
78464A730
3218
74740
SH
SOLE
74740
0
0
SPECTRUM BRANDS HLDGS INC
COM
84763R101
2648
32437
SH
SOLE
32437
0
0
SPLUNK INC
COM
848637104
596
6016
SH
SOLE
6016
0
0
SPOTIFY TECHNOLOGY S A
SHS
L8681T102
476
2827
SH
SOLE
2827
0
0
SPROUTS FMRS MKT INC
COM
85208M102
765
34666
SH
SOLE
34666
0
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
1012
21291
SH
SOLE
21291
0
0
STARBUCKS CORP
COM
855244109
2315
47385
SH
SOLE
47385
0
0
SYSCO CORP
COM
871829107
904
13238
SH
SOLE
13238
0
0
T MOBILE US INC
COM
872590104
1742
29157
SH
SOLE
29157
0
0
TAL ED GROUP
SPONSORED ADS
874080104
476
12923
SH
SOLE
12923
0
0
TESLA INC
COM
88160R101
472
1376
SH
SOLE
1376
0
0
TEXAS INSTRS INC
COM
882508104
4178
37894
SH
SOLE
37894
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
2028
9791
SH
SOLE
9791
0
0
TOLL BROTHERS INC
COM
889478103
801
21643
SH
SOLE
21643
0
0
UNDER ARMOUR INC
CL A
904311107
537
23891
SH
SOLE
23891
0
0
UNITED NAT FOODS INC
COM
911163103
3190
74782
SH
SOLE
74782
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
2007
18894
SH
SOLE
18894
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
3974
16196
SH
SOLE
16196
0
0
US BANCORP DEL
COM NEW
902973304
2855
57083
SH
SOLE
57083
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
356
4366
SH
SOLE
4366
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
2319
46085
SH
SOLE
46085
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
546
3215
SH
SOLE
3215
0
0
VISA INC
COM CL A
92826C839
1457
10999
SH
SOLE
10999
0
0
WALMART INC
COM
931142103
1823
21284
SH
SOLE
21284
0
0
WELLS FARGO CO NEW
COM
949746101
3588
64715
SH
SOLE
64715
0
0
WESTROCK CO
COM
96145D105
2301
40354
SH
SOLE
40354
0
0
WORKDAY INC
CL A
98138H101
1302
10750
SH
SOLE
10750
0
0
XILINX INC
COM
983919101
3704
56754
SH
SOLE
56754
0
0
ZOETIS INC
CL A
98978V103
941
11041
SH
SOLE
11041
0
0