AVISO WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LADR | 128K | $1.40M |
 | FSK | 90K | $1.34M |
 | AAPL | 79K | $20.19M |
 | NVDA | 71K | $13.19M |
 | GOOGL | 44K | $10.66M |
 | UBER | 44K | $4.28M |
 | CMCSA | 40K | $1.25M |
 | KHC | 39K | $1.01M |
 | PFE | 38K | $976.26K |
 | AMZN | 32K | $7.12M |
 | BAC | 31K | $1.62M |
 | USB | 30K | $1.46M |
 | EXC | 26K | $1.17M |
 | WFC | 24K | $2.05M |
 | VZ | 21K | $925.78K |
 | SCHW | 21K | $1.97M |
 | CVX | 20K | $3.10M |
 | NEE | 19K | $1.43M |
 | MSFT | 18K | $9.55M |
 | ABBV | 18K | $4.23M |
Ladder Capital Corp
LADR
Shares Held
128K
Value
$1.40M
FS KKR Capital Corp.
FSK
Shares Held
90K
Value
$1.34M
Apple Inc.
AAPL
Shares Held
79K
Value
$20.19M
NVIDIA Corporation
NVDA
Shares Held
71K
Value
$13.19M
Alphabet Inc.
GOOGL
Shares Held
44K
Value
$10.66M
Uber Technologies, Inc.
UBER
Shares Held
44K
Value
$4.28M
Comcast Corporation
CMCSA
Shares Held
40K
Value
$1.25M
The Kraft Heinz Company
KHC
Shares Held
39K
Value
$1.01M
Pfizer Inc.
PFE
Shares Held
38K
Value
$976.26K
Amazon.com, Inc.
AMZN
Shares Held
32K
Value
$7.12M
Bank of America Corporation
BAC
Shares Held
31K
Value
$1.62M
U.S. Bancorp
USB
Shares Held
30K
Value
$1.46M
Exelon Corporation
EXC
Shares Held
26K
Value
$1.17M
Wells Fargo & Company
WFC
Shares Held
24K
Value
$2.05M
Verizon Communications Inc.
VZ
Shares Held
21K
Value
$925.78K
The Charles Schwab Corporation
SCHW
Shares Held
21K
Value
$1.97M
Chevron Corporation
CVX
Shares Held
20K
Value
$3.10M
NextEra Energy, Inc.
NEE
Shares Held
19K
Value
$1.43M
Microsoft Corporation
MSFT
Shares Held
18K
Value
$9.55M
AbbVie Inc.
ABBV
Shares Held
18K
Value
$4.23M