0001734565-24-000003.txt : 20240424
0001734565-24-000003.hdr.sgml : 20240424
20240424103943
ACCESSION NUMBER: 0001734565-24-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240424
DATE AS OF CHANGE: 20240424
EFFECTIVENESS DATE: 20240424
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Avitas Wealth Management LLC
CENTRAL INDEX KEY: 0001734565
ORGANIZATION NAME:
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: 24867502
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
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03-31-2024
03-31-2024
Avitas Wealth Management LLC
1901 AVENUE OF THE STARS
SUITE 1901
LOS ANGELES
CA
90067
13F HOLDINGS REPORT
028-18873
000291155
N
Nathaniel Downes
CCO, Director - Research & Operations
424-371-9014
Nathaniel Downes
Los Angeles
CA
04-24-2024
0
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23341
SH
SOLE
23341
0
0
T-MOBILE US INC
COM
872590104
1407120
8621
SH
SOLE
8621
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
622565
4576
SH
SOLE
4576
0
0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
284210
1914
SH
SOLE
1914
0
0
TARGET CORP
COM
87612E106
5171165
29181
SH
SOLE
29181
0
0
TESLA INC
COM
88160R101
7177681
40831
SH
SOLE
40831
0
0
TEXAS INSTRS INC
COM
882508104
1857950
10665
SH
SOLE
10665
0
0
THE CIGNA GROUP
COM
125523100
5266255
14500
SH
SOLE
14500
0
0
THE TRADE DESK INC
COM CL A
88339J105
1383771
15829
SH
SOLE
15829
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
3695914
6359
SH
SOLE
6359
0
0
THOMSON REUTERS CORP.
COM
884903808
3230668
20732
SH
SOLE
20732
0
0
TRADEWEB MKTS INC
CL A
892672106
555851
5336
SH
SOLE
5336
0
0
UBER TECHNOLOGIES INC
COM
90353T100
4226982
54903
SH
SOLE
54903
0
0
ULTA BEAUTY INC
COM
90384S303
701705
1342
SH
SOLE
1342
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
2715024
18267
SH
SOLE
18267
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
8425730
17032
SH
SOLE
17032
0
0
VALERO ENERGY CORP
COM
91913Y100
6653838
38982
SH
SOLE
38982
0
0
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
7781129
268130
SH
SOLE
268130
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
349054
1397
SH
SOLE
1397
0
0
VEEVA SYS INC
CL A COM
922475108
411945
1778
SH
SOLE
1778
0
0
VERALTO CORP
COM SHS
92338C103
842802
9506
SH
SOLE
9506
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
561387
1343
SH
SOLE
1343
0
0
VISA INC
COM CL A
92826C839
5797329
20773
SH
SOLE
20773
0
0
VULCAN MATLS CO
COM
929160109
1145445
4197
SH
SOLE
4197
0
0
WALMART INC
COM
931142103
9710475
161384
SH
SOLE
161384
0
0
WELLS FARGO CO NEW
COM
949746101
2618459
45177
SH
SOLE
45177
0
0
WELLTOWER INC
COM
95040Q104
2219667
23755
SH
SOLE
23755
0
0
WORKDAY INC
CL A
98138H101
1336475
4900
SH
SOLE
4900
0
0
WYNN RESORTS LTD
COM
983134107
209469
2049
SH
SOLE
2049
0
0
XCEL ENERGY INC
COM
98389B100
2133553
39694
SH
SOLE
39694
0
0
ZOETIS INC
CL A
98978V103
544179
3216
SH
SOLE
3216
0
0
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
256120
3918
SH
SOLE
3918
0
0