0001734565-23-000004.txt : 20230718
0001734565-23-000004.hdr.sgml : 20230718
20230718172315
ACCESSION NUMBER: 0001734565-23-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230718
DATE AS OF CHANGE: 20230718
EFFECTIVENESS DATE: 20230718
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: 231095074
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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06-30-2023
06-30-2023
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
07-18-2023
0
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TESLA INC
COM
88160R101
11169726
42670
SH
SOLE
42670
0
0
TEXAS INSTRS INC
COM
882508104
2493637
13852
SH
SOLE
13852
0
0
THE CIGNA GROUP
COM
125523100
4817060
17167
SH
SOLE
17167
0
0
THE TRADE DESK INC
COM CL A
88339J105
304865
3948
SH
SOLE
3948
0
0
THERMO FISHER SCIENTIFIC INC
COM
883556102
2583706
4952
SH
SOLE
4952
0
0
THOMSON REUTERS CORP.
COM
884903808
2668978
19779
SH
SOLE
19779
0
0
TRADEWEB MKTS INC
CL A
892672106
502369
7336
SH
SOLE
7336
0
0
UBER TECHNOLOGIES INC
COM
90353T100
2038919
47230
SH
SOLE
47230
0
0
ULTA BEAUTY INC
COM
90384S303
580244
1233
SH
SOLE
1233
0
0
UNITED PARCEL SERVICE INC
CL B
911312106
3669068
20469
SH
SOLE
20469
0
0
UNITEDHEALTH GROUP INC
COM
91324P102
8444364
17569
SH
SOLE
17569
0
0
VALERO ENERGY CORP
COM
91913Y100
4335877
36964
SH
SOLE
36964
0
0
VANECK ETF TRUST
FALLEN ANGEL HG
92189F437
7073189
254706
SH
SOLE
254706
0
0
VANGUARD MALVERN FDS
STRM INFPROIDX
922020805
645946
13622
SH
SOLE
13622
0
0
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
7201890
91756
SH
SOLE
91756
0
0
VEEVA SYS INC
CL A COM
922475108
368569
1864
SH
SOLE
1864
0
0
VERTEX PHARMACEUTICALS INC
COM
92532F100
494785
1406
SH
SOLE
1406
0
0
VISA INC
COM CL A
92826C839
4893988
20608
SH
SOLE
20608
0
0
WALMART INC
COM
931142103
8104358
51561
SH
SOLE
51561
0
0
WELLTOWER INC
COM
95040Q104
1852300
22899
SH
SOLE
22899
0
0
XCEL ENERGY INC
COM
98389B100
2385339
38368
SH
SOLE
38368
0
0
ZOETIS INC
CL A
98978V103
580692
3372
SH
SOLE
3372
0
0
ZOOM VIDEO COMMUNICATIONS IN
CL A
98980L101
278376
4101
SH
SOLE
4101
0
0