0001734565-23-000005.txt : 20231102
0001734565-23-000005.hdr.sgml : 20231102
20231102125824
ACCESSION NUMBER: 0001734565-23-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231102
DATE AS OF CHANGE: 20231102
EFFECTIVENESS DATE: 20231102
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: 231371102
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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09-30-2023
09-30-2023
Avitas Wealth Management LLC
1901 AVENUE OF THE STARS
SUITE 1901
LOS ANGELES
CA
90067
13F HOLDINGS REPORT
028-18873
000291155
801-112159
N
Nathaniel Downes
CCO, Director - Research & Operations
424-371-9014
Nathaniel Downes
Los Angeles
CA
11-02-2023
0
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0
TAKE-TWO INTERACTIVE SOFTWAR
COM
874054109
273761
1950
SH
SOLE
1950
0
0
TARGET CORP
COM
87612E106
3110998
28136
SH
SOLE
28136
0
0
TESLA INC
COM
88160R101
10416909
41631
SH
SOLE
41631
0
0
TEXAS INSTRS INC
COM
882508104
2196564
13814
SH
SOLE
13814
0
0
THE CIGNA GROUP
COM
125523100
4067629
14219
SH
SOLE
14219
0
0
THE TRADE DESK INC
COM CL A
88339J105
298689
3822
SH
SOLE
3822
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
2485295
4910
SH
SOLE
4910
0
0
THOMSON REUTERS CORP.
COM
884903808
2416799
19758
SH
SOLE
19758
0
0
TRADEWEB MKTS INC
CL A
892672106
436529
5443
SH
SOLE
5443
0
0
UBER TECHNOLOGIES INC
COM
90353T100
2489531
54132
SH
SOLE
54132
0
0
ULTA BEAUTY INC
COM
90384S303
540855
1354
SH
SOLE
1354
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
3121141
20024
SH
SOLE
20024
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
8667530
17191
SH
SOLE
17191
0
0
VALERO ENERGY CORP
COM
91913Y100
5240578
36981
SH
SOLE
36981
0
0
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
6951564
256894
SH
SOLE
256894
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
288412
1385
SH
SOLE
1385
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
653196
13815
SH
SOLE
13815
0
0
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
6617528
92398
SH
SOLE
92398
0
0
VANGUARD WORLD FDS
FINANCIALS ETF
92204A405
458788
5712
SH
SOLE
5712
0
0
VEEVA SYS INC
CL A COM
922475108
367431
1806
SH
SOLE
1806
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
474665
1365
SH
SOLE
1365
0
0
VISA INC
COM CL A
92826C839
4677253
20335
SH
SOLE
20335
0
0
WALMART INC
COM
931142103
8206808
51315
SH
SOLE
51315
0
0
WELLTOWER INC
COM
95040Q104
1860731
22714
SH
SOLE
22714
0
0
WORKDAY INC
CL A
98138H101
1012588
4713
SH
SOLE
4713
0
0
XCEL ENERGY INC
COM
98389B100
2179739
38094
SH
SOLE
38094
0
0
ZILLOW GROUP INC
CL A
98954M101
612011
13664
SH
SOLE
13664
0
0
ZOETIS INC
CL A
98978V103
568567
3268
SH
SOLE
3268
0
0
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
277872
3973
SH
SOLE
3973
0
0