Investment company Avitas Wealth Management LLC (Current Portfolio) buys ISHARES TRUST, Lemonade Inc, Generac Holdings Inc, CRISPR Therapeutics AG, Ally Financial Inc, sells AT&T Inc, CME Group Inc, Gilead Sciences Inc, Citigroup Inc, Waste Management Inc during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Avitas Wealth Management LLC. As of 2020Q4, Avitas Wealth Management LLC owns 207 stocks with a total value of $494 million. These are the details of the buys and sells.

For the details of Avitas Wealth Management LLC's stock buys and sells,
go to www.gurufocus.com/guru/avitas+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Avitas Wealth Management LLC

  1. Apple Inc (AAPL) - 156,658 shares, 4.21% of the total portfolio. Shares added by 2.12%
  2. Costco Wholesale Corp (COST) - 26,366 shares, 2.01% of the total portfolio. Shares added by 2.13%
  3. VanEck Vectors Fallen Angel High Yield Bond ETF (ANGL) - 299,388 shares, 1.95% of the total portfolio. Shares added by 6.20%
  4. Amazon.com Inc (AMZN) - 2,894 shares, 1.91% of the total portfolio. Shares added by 0.35%
  5. ISHARES TRUST (EMB) - 81,549 shares, 1.91% of the total portfolio. New Position

New Purchase: ISHARES TRUST (EMB)

Avitas Wealth Management LLC initiated holding in ISHARES TRUST. The purchase prices were between $108.52 and $115.54, with an estimated average price of $112.2. The stock is now traded at around $110.030000. The impact to a portfolio due to this purchase was 1.91%. The holding were 81,549 shares as of 2020-12-31.

New Purchase: Lemonade Inc (LMND)

Avitas Wealth Management LLC initiated holding in Lemonade Inc. The purchase prices were between $46.9 and $134.45, with an estimated average price of $74.1. The stock is now traded at around $125.790000. The impact to a portfolio due to this purchase was 0.85%. The holding were 34,100 shares as of 2020-12-31.

New Purchase: Generac Holdings Inc (GNRC)

Avitas Wealth Management LLC initiated holding in Generac Holdings Inc. The purchase prices were between $197.75 and $233.2, with an estimated average price of $215.52. The stock is now traded at around $329.560000. The impact to a portfolio due to this purchase was 0.71%. The holding were 15,388 shares as of 2020-12-31.

New Purchase: CRISPR Therapeutics AG (CRSP)

Avitas Wealth Management LLC initiated holding in CRISPR Therapeutics AG. The purchase prices were between $79.67 and $173.23, with an estimated average price of $118.75. The stock is now traded at around $125.690000. The impact to a portfolio due to this purchase was 0.65%. The holding were 20,894 shares as of 2020-12-31.

New Purchase: Ally Financial Inc (ALLY)

Avitas Wealth Management LLC initiated holding in Ally Financial Inc. The purchase prices were between $26.49 and $35.66, with an estimated average price of $30.33. The stock is now traded at around $41.500000. The impact to a portfolio due to this purchase was 0.61%. The holding were 84,086 shares as of 2020-12-31.

New Purchase: TransUnion (TRU)

Avitas Wealth Management LLC initiated holding in TransUnion. The purchase prices were between $79.15 and $100.97, with an estimated average price of $91.63. The stock is now traded at around $84.210000. The impact to a portfolio due to this purchase was 0.6%. The holding were 29,662 shares as of 2020-12-31.

Added: Square Inc (SQ)

Avitas Wealth Management LLC added to a holding in Square Inc by 43.73%. The purchase prices were between $154.88 and $241.58, with an estimated average price of $195.49. The stock is now traded at around $230.030000. The impact to a portfolio due to this purchase was 0.33%. The holding were 25,005 shares as of 2020-12-31.

Added: Teladoc Health Inc (TDOC)

Avitas Wealth Management LLC added to a holding in Teladoc Health Inc by 53.35%. The purchase prices were between $172.44 and $231.8, with an estimated average price of $203.06. The stock is now traded at around $221.090000. The impact to a portfolio due to this purchase was 0.32%. The holding were 22,591 shares as of 2020-12-31.

Added: Zscaler Inc (ZS)

Avitas Wealth Management LLC added to a holding in Zscaler Inc by 64.91%. The purchase prices were between $127.76 and $207.47, with an estimated average price of $159.25. The stock is now traded at around $205.030000. The impact to a portfolio due to this purchase was 0.29%. The holding were 18,209 shares as of 2020-12-31.

Added: Morgan Stanley (MS)

Avitas Wealth Management LLC added to a holding in Morgan Stanley by 42.71%. The purchase prices were between $47.57 and $68.53, with an estimated average price of $57.54. The stock is now traded at around $76.870000. The impact to a portfolio due to this purchase was 0.26%. The holding were 61,636 shares as of 2020-12-31.

Added: Shopify Inc (SHOP)

Avitas Wealth Management LLC added to a holding in Shopify Inc by 24.70%. The purchase prices were between $885.76 and $1277.08, with an estimated average price of $1049.63. The stock is now traded at around $1280.970000. The impact to a portfolio due to this purchase was 0.25%. The holding were 5,594 shares as of 2020-12-31.

Added: DraftKings Inc (DKNG)

Avitas Wealth Management LLC added to a holding in DraftKings Inc by 88.85%. The purchase prices were between $35.4 and $63.78, with an estimated average price of $47.39. The stock is now traded at around $61.530000. The impact to a portfolio due to this purchase was 0.25%. The holding were 56,920 shares as of 2020-12-31.

Sold Out: AT&T Inc (T)

Avitas Wealth Management LLC sold out a holding in AT&T Inc. The sale prices were between $26.5 and $31.46, with an estimated average price of $28.55.

Sold Out: CME Group Inc (CME)

Avitas Wealth Management LLC sold out a holding in CME Group Inc. The sale prices were between $149.56 and $184.94, with an estimated average price of $170.06.

Sold Out: Gilead Sciences Inc (GILD)

Avitas Wealth Management LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $56.65 and $64.55, with an estimated average price of $60.29.

Sold Out: Citigroup Inc (C)

Avitas Wealth Management LLC sold out a holding in Citigroup Inc. The sale prices were between $41.13 and $61.66, with an estimated average price of $50.95.

Sold Out: Las Vegas Sands Corp (LVS)

Avitas Wealth Management LLC sold out a holding in Las Vegas Sands Corp. The sale prices were between $44.81 and $60.11, with an estimated average price of $53.43.

Sold Out: Waste Management Inc (WM)

Avitas Wealth Management LLC sold out a holding in Waste Management Inc. The sale prices were between $106.96 and $123.38, with an estimated average price of $116.67.

Here is the complete portfolio of Avitas Wealth Management LLC. Also check out:

1. Avitas Wealth Management LLC's Undervalued Stocks
2. Avitas Wealth Management LLC's Top Growth Companies, and
3. Avitas Wealth Management LLC's High Yield stocks
4. Stocks that Avitas Wealth Management LLC keeps buying





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