Question 1

What stocks does AVISO WEALTH MANAGEMENT hold in its portfolio?

Accepted Answer

AVISO WEALTH MANAGEMENT's top stock holdings include JNJ, TFLR, AAPL and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 2

What are AVISO WEALTH MANAGEMENT's largest stock holdings?

Accepted Answer

AVISO WEALTH MANAGEMENT's largest stock holdings as of their last filing include JNJ (valued at approximately $39.0 million), TFLR (valued at approximately $5.3 million), AAPL (valued at approximately $20.9 million), IWB (valued at approximately $2.1 million), GOOGL (valued at approximately $14.0 million).

Question 3

When was AVISO WEALTH MANAGEMENT's last SEC filing?

Accepted Answer

AVISO WEALTH MANAGEMENT's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has AVISO WEALTH MANAGEMENT recently bought or sold?

Accepted Answer

AVISO WEALTH MANAGEMENT's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has AVISO WEALTH MANAGEMENT reported?

Accepted Answer

AVISO WEALTH MANAGEMENT's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does AVISO WEALTH MANAGEMENT invest in?

Accepted Answer

AVISO WEALTH MANAGEMENT's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.