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
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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
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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