AVISO WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TXT | 5K | $396.79K |
 | MSTR | 4K | $1.40M |
 | CEG | 4K | $1.42M |
 | COST | 4K | $3.83M |
 | PM | 4K | $666.20K |
 | UNP | 4K | $968.61K |
 | KR | 4K | $265.14K |
 | GILD | 4K | $436.07K |
 | DIS | 4K | $442.26K |
 | CRM | 4K | $852.27K |
 | DD | 3K | $269.69K |
 | CRWD | 3K | $1.69M |
 | GOOG | 3K | $830.02K |
 | PWR | 3K | $1.40M |
 | HON | 3K | $687.15K |
 | COP | 3K | $288.47K |
 | SRE | 3K | $273.09K |
 | SAIC | 3K | $290.38K |
 | CAT | 3K | $1.35M |
 | QCOM | 3K | $451.08K |
Textron Inc.
TXT
Shares Held
5K
Value
$396.79K
MicroStrategy Incorporated
MSTR
Shares Held
4K
Value
$1.40M
Constellation Energy Corporation
CEG
Shares Held
4K
Value
$1.42M
Costco Wholesale Corporation
COST
Shares Held
4K
Value
$3.83M
Philip Morris International Inc.
PM
Shares Held
4K
Value
$666.20K
Union Pacific Corporation
UNP
Shares Held
4K
Value
$968.61K
The Kroger Co.
KR
Shares Held
4K
Value
$265.14K
Gilead Sciences, Inc.
GILD
Shares Held
4K
Value
$436.07K
The Walt Disney Company
DIS
Shares Held
4K
Value
$442.26K
Salesforce, Inc.
CRM
Shares Held
4K
Value
$852.27K
DuPont de Nemours, Inc.
DD
Shares Held
3K
Value
$269.69K
CrowdStrike Holdings, Inc.
CRWD
Shares Held
3K
Value
$1.69M
Alphabet Inc.
GOOG
Shares Held
3K
Value
$830.02K
Quanta Services, Inc.
PWR
Shares Held
3K
Value
$1.40M
Honeywell International Inc.
HON
Shares Held
3K
Value
$687.15K
ConocoPhillips
COP
Shares Held
3K
Value
$288.47K
Sempra
SRE
Shares Held
3K
Value
$273.09K
Science Applications International Corporation
SAIC
Shares Held
3K
Value
$290.38K
Caterpillar Inc.
CAT
Shares Held
3K
Value
$1.35M
QUALCOMM Incorporated
QCOM
Shares Held
3K
Value
$451.08K