0001734565-22-000003.txt : 20220428
0001734565-22-000003.hdr.sgml : 20220428
20220428121724
ACCESSION NUMBER: 0001734565-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220331
FILED AS OF DATE: 20220428
DATE AS OF CHANGE: 20220428
EFFECTIVENESS DATE: 20220428
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: 22864164
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
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0001734565
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03-31-2022
03-31-2022
Avitas Wealth Management LLC
1901 AVENUE OF THE STARS
SUITE 1901
LOS ANGELES
CA
90067
13F HOLDINGS REPORT
028-18873
N
Nathaniel S Downes
Director - Research and Operations
424-371-9014
Nathaniel Downes
Los Angeles
CA
04-28-2022
0
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0
UNITED PARCEL SERVICE INC
CL B
911312106
2361
11007
SH
SOLE
11007
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
9785
19188
SH
SOLE
19188
0
0
UNITY SOFTWARE INC
COM
91332U101
205
2063
SH
SOLE
2063
0
0
VALERO ENERGY CORP
COM
91913Y100
5956
58655
SH
SOLE
58655
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
9210
179840
SH
SOLE
179840
0
0
VEEVA SYS INC
CL A COM
922475108
332
1563
SH
SOLE
1563
0
0
VISA INC
COM CL A
92826C839
8270
37291
SH
SOLE
37291
0
0
WALMART INC
COM
931142103
8237
55312
SH
SOLE
55312
0
0
WASTE CONNECTIONS INC
COM
94106B101
583
4171
SH
SOLE
4171
0
0
XPENG INC
ADS
98422D105
215
7788
SH
SOLE
7788
0
0
ZOETIS INC
CL A
98978V103
488
2588
SH
SOLE
2588
0
0
ZSCALER INC
COM
98980G102
1197
4963
SH
SOLE
4963
0
0