AVISO WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 18K | $3.37M |
 | XOM | 17K | $1.91M |
 | CION | 16K | $153.46K |
 | GE | 16K | $4.70M |
 | GIS | 15K | $774.88K |
 | GEHC | 15K | $1.09M |
 | META | 14K | $10.00M |
 | MRK | 13K | $1.08M |
 | AVGO | 12K | $4.00M |
 | HBAN | 11K | $196.23K |
 | TSLA | 11K | $4.86M |
 | HRB | 11K | $534.07K |
 | ADCT | 10K | $41.37K |
 | MDLZ | 10K | $608.33K |
 | CSCO | 10K | $653.39K |
 | MU | 9K | $1.56M |
 | NFLX | 9K | $10.94M |
 | PEP | 9K | $1.24M |
 | WMT | 9K | $903.29K |
 | ED | 9K | $880.54K |
Johnson & Johnson
JNJ
Shares Held
18K
Value
$3.37M
Exxon Mobil Corporation
XOM
Shares Held
17K
Value
$1.91M
CION Investment Corporation
CION
Shares Held
16K
Value
$153.46K
GE Aerospace
GE
Shares Held
16K
Value
$4.70M
General Mills, Inc.
GIS
Shares Held
15K
Value
$774.88K
GE HealthCare Technologies Inc.
GEHC
Shares Held
15K
Value
$1.09M
Meta Platforms, Inc.
META
Shares Held
14K
Value
$10.00M
Merck & Co., Inc.
MRK
Shares Held
13K
Value
$1.08M
Broadcom Inc.
AVGO
Shares Held
12K
Value
$4.00M
Huntington Bancshares Incorporated
HBAN
Shares Held
11K
Value
$196.23K
Tesla, Inc.
TSLA
Shares Held
11K
Value
$4.86M
H&R Block, Inc.
HRB
Shares Held
11K
Value
$534.07K
ADC Therapeutics S.A.
ADCT
Shares Held
10K
Value
$41.37K
Mondelez International, Inc.
MDLZ
Shares Held
10K
Value
$608.33K
Cisco Systems, Inc.
CSCO
Shares Held
10K
Value
$653.39K
Micron Technology, Inc.
MU
Shares Held
9K
Value
$1.56M
Netflix, Inc.
NFLX
Shares Held
9K
Value
$10.94M
PepsiCo, Inc.
PEP
Shares Held
9K
Value
$1.24M
Walmart Inc.
WMT
Shares Held
9K
Value
$903.29K
Consolidated Edison, Inc.
ED
Shares Held
9K
Value
$880.54K