AVISO WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | URI | 1K | $1.24M |
 | HUBS | 1K | $566.27K |
 | MCD | 1K | $355.43K |
 | LOW | 1K | $283.18K |
 | ACN | 1K | $274.86K |
 | UNH | 1K | $365.94K |
 | NOW | 985 | $906.48K |
 | IBM | 865 | $244.07K |
 | SYK | 862 | $318.66K |
 | REGN | 562 | $316.00K |
 | INTU | 553 | $377.66K |
 | SPGI | 537 | $261.45K |
 | LIN | 496 | $235.36K |
 | AMP | 425 | $208.78K |
 | GEV | 329 | $202.30K |
 | KLAC | 227 | $244.84K |
 | BKNG | 112 | $604.72K |
United Rentals, Inc.
URI
Shares Held
1K
Value
$1.24M
HubSpot, Inc.
HUBS
Shares Held
1K
Value
$566.27K
McDonald's Corporation
MCD
Shares Held
1K
Value
$355.43K
Lowe's Companies, Inc.
LOW
Shares Held
1K
Value
$283.18K
Accenture plc
ACN
Shares Held
1K
Value
$274.86K
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$365.94K
ServiceNow, Inc.
NOW
Shares Held
985
Value
$906.48K
International Business Machines Corporation
IBM
Shares Held
865
Value
$244.07K
Stryker Corporation
SYK
Shares Held
862
Value
$318.66K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
562
Value
$316.00K
Intuit Inc.
INTU
Shares Held
553
Value
$377.66K
S&P Global Inc.
SPGI
Shares Held
537
Value
$261.45K
Linde plc
LIN
Shares Held
496
Value
$235.36K
Ameriprise Financial, Inc.
AMP
Shares Held
425
Value
$208.78K
GE Vernova Inc.
GEV
Shares Held
329
Value
$202.30K
KLA Corporation
KLAC
Shares Held
227
Value
$244.84K
Booking Holdings Inc.
BKNG
Shares Held
112
Value
$604.72K