Chief Compliance Officer

0002011802-24-000001.txt : 20240213 0002011802-24-000001.hdr.sgml : 20240213 20240213143915 ACCESSION NUMBER: 0002011802-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240213 DATE AS OF CHANGE: 20240213 EFFECTIVENESS DATE: 20240213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AVISO WEALTH MANAGEMENT CENTRAL INDEX KEY: 0002011802 ORGANIZATION NAME: IRS NUMBER: 911424914 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23766 FILM NUMBER: 24624822 BUSINESS ADDRESS: STREET 1: 11900 NE 1ST STREET STREET 2: SUITE 300 CITY: BELLEVUE STATE: WA ZIP: 98005 BUSINESS PHONE: 2066221210 MAIL ADDRESS: STREET 1: 11900 NE 1ST STREET STREET 2: SUITE 300 CITY: BELLEVUE STATE: WA ZIP: 98005 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true true 0002011802 XXXXXXXX 12-31-2023 12-31-2023 AVISO WEALTH MANAGEMENT

11900 NE 1ST STREET SUITE 300 BELLEVUE WA 98005

13F HOLDINGS REPORT 028-23766 000108146 801-56358 N Joyce Anne Provost Chief Compliance Officer 2066221210 Joyce Anne Provost Bellevue WA 02-12-2024 0 147 137990584 false INFORMATION TABLE 2 awm13f_2023q4.xml 2023 Q4 AT&T INC COM 00206R102 267894 15965 SH SOLE 0 0 15965 ABBOTT LABS COM 002824100 207190 1882 SH SOLE 0 0 1882 ABBVIE INC COM 00287Y109 1822681 11762 SH SOLE 0 0 11762 ADOBE INC COM 00724F101 249379 418 SH SOLE 0 0 418 ADVANCED MICRO DEVICES INC COM 007903107 501047 3399 SH SOLE 0 0 3399 ALBEMARLE CORP COM 012653101 328707 2275 SH SOLE 0 0 2275 ALPHABET INC CAP STK CL C 02079K107 337950 2398 SH SOLE 0 0 2398 ALPHABET INC CAP STK CL A 02079K305 5697536 40787 SH SOLE 0 0 40787 AMAZON COM INC COM 023135106 4371800 28773 SH SOLE 0 0 28773 AMGEN INC COM 031162100 451935 1569 SH SOLE 0 0 1569 ELEVANCE HEALTH INC COM 036752103 252320 535 SH SOLE 0 0 535 APOLLO GLOBAL MGMT INC COM 03769M106 205766 2208 SH SOLE 0 0 2208 APPLE INC COM 037833100 14559847 75624 SH SOLE 0 0 75624 BANC OF 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