0001734565-24-000001.txt : 20240124 0001734565-24-000001.hdr.sgml : 20240124 20240124162658 ACCESSION NUMBER: 0001734565-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240124 DATE AS OF CHANGE: 20240124 EFFECTIVENESS DATE: 20240124 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: 24556836 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 X0202 13F-HR LIVE false true false 0001734565 XXXXXXXX 12-31-2023 12-31-2023 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 01-24-2024 0 197 597924674 false
INFORMATION TABLE 2 AWM-13F.123123.xml ABBOTT LABS COM 002824100 3208541 29150 SH SOLE 29150 0 0 ABBVIE INC COM 00287Y109 3819391 24646 SH SOLE 24646 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1684017 4799 SH SOLE 4799 0 0 ADOBE INC COM 00724F101 3062944 5134 SH SOLE 5134 0 0 ADVANCED MICRO DEVICES INC COM 007903107 6237065 42311 SH SOLE 42311 0 0 AECOM COM 00766T100 1683335 18212 SH SOLE 18212 0 0 AIRBNB INC COM CL A 009066101 1899153 13950 SH SOLE 13950 0 0 ALIGN TECHNOLOGY INC COM 016255101 1081478 3947 SH SOLE 3947 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 203852 1065 SH SOLE 1065 0 0 ALPHABET INC CAP STK CL A 02079K305 18515351 132546 SH SOLE 132546 0 0 AMAZON COM INC COM 023135106 18872619 124211 SH SOLE 124211 0 0 AMEREN CORP COM 023608102 818816 11319 SH SOLE 11319 0 0 AMERICAN ELEC PWR CO INC COM 025537101 1153974 14208 SH SOLE 14208 0 0 AMERICAN EXPRESS CO COM 025816109 5100519 27226 SH SOLE 27226 0 0 AMERICAN TOWER CORP NEW COM 03027X100 2000128 9265 SH SOLE 9265 0 0 AMPHENOL CORP NEW CL A 032095101 2837101 28620 SH SOLE 28620 0 0 ANALOG DEVICES INC COM 032654105 2651173 13352 SH SOLE 13352 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 711319 7633 SH SOLE 7633 0 0 APPLE INC COM 037833100 37711344 195873 SH SOLE 195873 0 0 APPLIED MATLS INC COM 038222105 7535769 46497 SH SOLE 46497 0 0 APTIV PLC SHS G6095L109 422761 4712 SH SOLE 4712 0 0 ARES MANAGEMENT CORPORATION CL A COM STK 03990B101 312641 2629 SH SOLE 2629 0 0 ARISTA NETWORKS INC COM 040413106 2012433 8545 SH SOLE 8545 0 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 1688689 2231 SH SOLE 2231 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 2589810 38453 SH SOLE 38453 0 0 AUTODESK INC COM 052769106 1026512 4216 SH SOLE 4216 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 2141460 9192 SH SOLE 9192 0 0 AUTOZONE INC COM 053332102 496437 192 SH SOLE 192 0 0 BAKER HUGHES COMPANY CL A 05722G100 253376 7413 SH SOLE 7413 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 3331204 9340 SH SOLE 9340 0 0 BLACKROCK INC COM 09247X101 1151132 1418 SH SOLE 1418 0 0 BLACKSTONE INC COM 09260D107 3803095 29049 SH SOLE 29049 0 0 BLOCK INC CL A 852234103 2109025 27266 SH SOLE 27266 0 0 BOEING CO COM 097023105 1754763 6732 SH SOLE 6732 0 0 BOOKING HOLDINGS INC COM 09857L108 567555 160 SH SOLE 160 0 0 BROADCOM INC COM 11135F101 6719825 6020 SH SOLE 6020 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 403327 2416 SH SOLE 2416 0 0 CATERPILLAR INC COM 149123101 2697397 9123 SH SOLE 9123 0 0 CELANESE CORP DEL COM 150870103 1596116 10273 SH SOLE 10273 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 2158890 944 SH SOLE 944 0 0 CHUBB LIMITED COM H1467J104 1912638 8463 SH SOLE 8463 0 0 CISCO SYS INC COM 17275R102 2537468 50227 SH SOLE 50227 0 0 CLOUDFLARE INC CL A COM 18915M107 1143410 13733 SH SOLE 13733 0 0 COCA COLA CO COM 191216100 1631065 27678 SH SOLE 27678 0 0 COMCAST CORP NEW CL A 20030N101 3038410 69291 SH SOLE 69291 0 0 CONOCOPHILLIPS COM 20825C104 1609775 13869 SH SOLE 13869 0 0 COSTAR GROUP INC COM 22160N109 505901 5789 SH SOLE 5789 0 0 COSTCO WHSL CORP NEW COM 22160K105 15627430 23675 SH SOLE 23675 0 0 CVS HEALTH CORP COM 126650100 3684905 46668 SH SOLE 46668 0 0 DANAHER CORPORATION COM 235851102 4912042 21233 SH SOLE 21233 0 0 DEERE & CO COM 244199105 2744708 6864 SH SOLE 6864 0 0 DEXCOM INC COM 252131107 714882 5761 SH SOLE 5761 0 0 DISNEY WALT CO COM 254687106 996531 11037 SH SOLE 11037 0 0 DOW INC COM 260557103 2009612 36645 SH SOLE 36645 0 0 DTE ENERGY CO COM 233331107 2569389 23303 SH SOLE 23303 0 0 EATON CORP PLC SHS G29183103 6655061 27635 SH SOLE 27635 0 0 ECOLAB INC COM 278865100 504206 2542 SH SOLE 2542 0 0 ELECTRONIC ARTS INC COM 285512109 396612 2899 SH SOLE 2899 0 0 ELEVANCE HEALTH INC COM 036752103 2136638 4531 SH SOLE 4531 0 0 ELI LILLY & CO COM 532457108 10642953 18258 SH SOLE 18258 0 0 EQUINIX INC COM 29444U700 1162178 1443 SH SOLE 1443 0 0 EXXON MOBIL CORP COM 30231G102 5375625 53767 SH SOLE 53767 0 0 FIRST SOLAR INC COM 336433107 998535 5796 SH SOLE 5796 0 0 FISERV INC COM 337738108 320676 2414 SH SOLE 2414 0 0 FORD MTR CO DEL COM 345370860 2126253 174426 SH SOLE 174426 0 0 FORTINET INC COM 34959E109 537130 9177 SH SOLE 9177 0 0 FREEPORT-MCMORAN INC CL B 35671D857 257080 6039 SH SOLE 6039 0 0 GARTNER INC COM 366651107 963120 2135 SH SOLE 2135 0 0 GENERAC HLDGS INC COM 368736104 293504 2271 SH SOLE 2271 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 274095 7954 SH SOLE 7954 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 1710890 4435 SH SOLE 4435 0 0 HALLIBURTON CO COM 406216101 1118698 30946 SH SOLE 30946 0 0 HERC HLDGS INC COM 42704L104 764252 5133 SH SOLE 5133 0 0 HESS CORP COM 42809H107 2614486 18136 SH SOLE 18136 0 0 HOME DEPOT INC COM 437076102 5150080 14861 SH SOLE 14861 0 0 HONEYWELL INTL INC COM 438516106 4482342 21374 SH SOLE 21374 0 0 HOWMET AEROSPACE INC COM 443201108 1296986 23965 SH SOLE 23965 0 0 HUBSPOT INC COM 443573100 882421 1520 SH SOLE 1520 0 0 HUMANA INC COM 444859102 378151 826 SH SOLE 826 0 0 ILLINOIS TOOL WKS INC COM 452308109 633109 2417 SH SOLE 2417 0 0 IMPINJ INC COM 453204109 238309 2647 SH SOLE 2647 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 3376682 26292 SH SOLE 26292 0 0 INTUIT COM 461202103 760036 1216 SH SOLE 1216 0 0 INTUITIVE SURGICAL INC COM NEW 46120E602 739493 2192 SH SOLE 2192 0 0 INVESCO EXCHANGE TRADED FD T NASDAQ INTERNT 46137V530 375597 10413 SH SOLE 10413 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 921334 3039 SH SOLE 3039 0 0 ISHARES TR S&P 500 VAL ETF 464287408 17044698 98020 SH SOLE 98020 0 0 ISHARES TR 20 YR TR BD ETF 464287432 8432190 85277 SH SOLE 85277 0 0 ISHARES TR SHRT NAT MUN ETF 464288158 353218 3350 SH SOLE 3350 0 0 ISHARES TR U.S. MED DVC ETF 464288810 330188 6118 SH SOLE 6118 0 0 ISHARES TR IBOXX HI YD ETF 464288513 7390366 95495 SH SOLE 95495 0 0 ISHARES TR US BR DEL SE ETF 464288794 464183 4277 SH SOLE 4277 0 0 ISHARES TR US AER DEF ETF 464288760 250288 1977 SH SOLE 1977 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 14200884 189093 SH SOLE 189093 0 0 ISHARES TR ISHARES SEMICDTR 464287523 1041013 1807 SH SOLE 1807 0 0 JD.COM INC SPON ADR CL A 47215P106 1137890 39387 SH SOLE 39387 0 0 JOHNSON & JOHNSON COM 478160104 5598910 35721 SH SOLE 35721 0 0 JPMORGAN CHASE & CO COM 46625H100 11421365 67145 SH SOLE 67145 0 0 KKR & CO INC COM 48251W104 2922699 35277 SH SOLE 35277 0 0 KLA CORP COM NEW 482480100 1775872 3055 SH SOLE 3055 0 0 KRANESHARES TR CSI CHI INTERNET 500767306 1008369 37347 SH SOLE 37347 0 0 LINDE PLC SHS G54950103 2141442 5214 SH SOLE 5214 0 0 LOCKHEED MARTIN CORP COM 539830109 2360474 5208 SH SOLE 5208 0 0 LULULEMON ATHLETICA INC COM 550021109 804259 1573 SH SOLE 1573 0 0 MARVELL TECHNOLOGY INC COM 573874104 457391 7584 SH SOLE 7584 0 0 MASTERCARD INCORPORATED CL A 57636Q104 5302372 12432 SH SOLE 12432 0 0 MCDONALDS CORP COM 580135101 6232344 21019 SH SOLE 21019 0 0 MERCADOLIBRE INC COM 58733R102 1503964 957 SH SOLE 957 0 0 MERCK & CO INC COM 58933Y105 5057656 46392 SH SOLE 46392 0 0 META PLATFORMS INC CL A 30303M102 7282727 20575 SH SOLE 20575 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 1543791 17119 SH SOLE 17119 0 0 MICRON TECHNOLOGY INC COM 595112103 1532109 17953 SH SOLE 17953 0 0 MICROSOFT CORP COM 594918104 31761843 84464 SH SOLE 84464 0 0 MONSTER BEVERAGE CORP NEW COM 61174X109 1512435 26253 SH SOLE 26253 0 0 MOODYS CORP COM 615369105 1038890 2660 SH SOLE 2660 0 0 MORGAN STANLEY COM NEW 617446448 7101547 76156 SH SOLE 76156 0 0 MOTOROLA SOLUTIONS INC COM NEW 620076307 2275538 7268 SH SOLE 7268 0 0 NASDAQ INC COM 631103108 1110125 19094 SH SOLE 19094 0 0 NETFLIX INC COM 64110L106 2671024 5486 SH SOLE 5486 0 0 NEXTERA ENERGY INC COM 65339F101 2298584 37843 SH SOLE 37843 0 0 NIKE INC CL B 654106103 506262 4663 SH SOLE 4663 0 0 NOVO-NORDISK A S ADR 670100205 541664 5236 SH SOLE 5236 0 0 NVIDIA CORPORATION COM 67066G104 18811427 37986 SH SOLE 37986 0 0 NXP SEMICONDUCTORS N V COM N6596X109 2669800 11624 SH SOLE 11624 0 0 OMNICOM GROUP INC COM 681919106 1046511 12097 SH SOLE 12097 0 0 ON HLDG AG NAMEN AKT A H5919C104 618773 22943 SH SOLE 22943 0 0 ONEMAIN HLDGS INC COM 68268W103 2164210 43988 SH SOLE 43988 0 0 ORACLE CORP COM 68389X105 2013186 19095 SH SOLE 19095 0 0 PALO ALTO NETWORKS INC COM 697435105 2436888 8264 SH SOLE 8264 0 0 PAYPAL HLDGS INC COM 70450Y103 798821 13008 SH SOLE 13008 0 0 PEPSICO INC COM 713448108 1798436 10589 SH SOLE 10589 0 0 PIMCO ETF TR ACTIVE BD ETF 72201R775 1267187 13707 SH SOLE 13707 0 0 PROLOGIS INC. COM 74340W103 3679080 27600 SH SOLE 27600 0 0 PRUDENTIAL FINL INC COM 744320102 1941140 18717 SH SOLE 18717 0 0 PUBLIC STORAGE COM 74460D109 1815970 5954 SH SOLE 5954 0 0 QUALCOMM INC COM 747525103 4234477 29278 SH SOLE 29278 0 0 QUANTA SVCS INC COM 74762E102 4642505 21513 SH SOLE 21513 0 0 REGENERON PHARMACEUTICALS COM 75886F107 335507 382 SH SOLE 382 0 0 RIO TINTO PLC SPONSORED ADR 767204100 2433651 32684 SH SOLE 32684 0 0 RIVIAN AUTOMOTIVE INC COM CL A 76954A103 537539 22913 SH SOLE 22913 0 0 ROCKET LAB USA INC COM 773122106 670966 121332 SH SOLE 121332 0 0 ROCKWELL AUTOMATION INC COM 773903109 507945 1636 SH SOLE 1636 0 0 ROPER TECHNOLOGIES INC COM 776696106 3484727 6392 SH SOLE 6392 0 0 S&P GLOBAL INC COM 78409V104 1821991 4136 SH SOLE 4136 0 0 SALESFORCE INC COM 79466L302 802051 3048 SH SOLE 3048 0 0 SCHLUMBERGER LTD COM STK 806857108 5204989 100019 SH SOLE 100019 0 0 SCHWAB CHARLES CORP COM 808513105 2546701 37016 SH SOLE 37016 0 0 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1580119 32613 SH SOLE 32613 0 0 SCOTTS MIRACLE-GRO CO CL A 810186106 1344934 21097 SH SOLE 21097 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5132864 26667 SH SOLE 26667 0 0 SELECT SECTOR SPDR TR INDL 81369Y704 1269279 11135 SH SOLE 11135 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 492658 12298 SH SOLE 12298 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 459459 7255 SH SOLE 7255 0 0 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1228904 17061 SH SOLE 17061 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1510747 20792 SH SOLE 20792 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 832867 9934 SH SOLE 9934 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 299476 3501 SH SOLE 3501 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2337008 17136 SH SOLE 17136 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 2232951 59387 SH SOLE 59387 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2220820 12420 SH SOLE 12420 0 0 SERVICENOW INC COM 81762P102 471229 667 SH SOLE 667 0 0 SHOPIFY INC CL A 82509L107 1721902 22104 SH SOLE 22104 0 0 SNOWFLAKE INC CL A 833445109 247755 1245 SH SOLE 1245 0 0 SPDR SER TR S&P METALS MNG 78464A755 212636 3554 SH SOLE 3554 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 266268 1417 SH SOLE 1417 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1142514 28385 SH SOLE 28385 0 0 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 471917 11255 SH SOLE 11255 0 0 STARBUCKS CORP COM 855244109 2248362 23418 SH SOLE 23418 0 0 T-MOBILE US INC COM 872590104 1363126 8502 SH SOLE 8502 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 480272 4618 SH SOLE 4618 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 310794 1931 SH SOLE 1931 0 0 TARGET CORP COM 87612E106 4120068 28929 SH SOLE 28929 0 0 TESLA INC COM 88160R101 10329314 41570 SH SOLE 41570 0 0 TEXAS INSTRS INC COM 882508104 2435021 14285 SH SOLE 14285 0 0 THE CIGNA GROUP COM 125523100 4337533 14485 SH SOLE 14485 0 0 THE TRADE DESK INC COM CL A 88339J105 1142149 15872 SH SOLE 15872 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 2680490 5050 SH SOLE 5050 0 0 THOMSON REUTERS CORP. COM 884903808 2990053 20449 SH SOLE 20449 0 0 TRADEWEB MKTS INC CL A 892672106 491479 5408 SH SOLE 5408 0 0 UBER TECHNOLOGIES INC COM 90353T100 3386781 55007 SH SOLE 55007 0 0 ULTA BEAUTY INC COM 90384S303 662956 1353 SH SOLE 1353 0 0 UNITED PARCEL SERVICE INC CL B 911312106 2907812 18494 SH SOLE 18494 0 0 UNITEDHEALTH GROUP INC COM 91324P102 9029487 17151 SH SOLE 17151 0 0 UNITY SOFTWARE INC COM 91332U101 204205 4994 SH SOLE 4994 0 0 VALERO ENERGY CORP COM 91913Y100 4992910 38407 SH SOLE 38407 0 0 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 7518539 261242 SH SOLE 261242 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 328022 1410 SH SOLE 1410 0 0 VEEVA SYS INC CL A COM 922475108 345573 1795 SH SOLE 1795 0 0 VERALTO CORP COM SHS 92338C103 576889 7013 SH SOLE 7013 0 0 VERTEX PHARMACEUTICALS INC COM 92532F100 550929 1354 SH SOLE 1354 0 0 VISA INC COM CL A 92826C839 5389505 20701 SH SOLE 20701 0 0 WALMART INC COM 931142103 8373264 53113 SH SOLE 53113 0 0 WELLTOWER INC COM 95040Q104 2116651 23474 SH SOLE 23474 0 0 WORKDAY INC CL A 98138H101 1338339 4848 SH SOLE 4848 0 0 XCEL ENERGY INC COM 98389B100 2429596 39244 SH SOLE 39244 0 0 ZOETIS INC CL A 98978V103 642045 3253 SH SOLE 3253 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 284116 3951 SH SOLE 3951 0 0