Avitas Wealth Management LLC Buys Johnson & Johnson, Alcon Inc, American International Group Inc, Sells Centene Corp, LendingTree Inc, Rockwell Automation Inc

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Oct 18, 2019
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Investment company Avitas Wealth Management LLC (Current Portfolio) buys Johnson & Johnson, Alcon Inc, American International Group Inc, L3Harris Technologies Inc, eBay Inc, sells Centene Corp, LendingTree Inc, Rockwell Automation Inc, AbbVie Inc, Concho Resources Inc during the 3-months ended 2019Q3, according to the most recent filings of the investment company, Avitas Wealth Management LLC. As of 2019Q3, Avitas Wealth Management LLC owns 163 stocks with a total value of $360 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 https://www.gurufocus.com/guru/avitas+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of Avitas Wealth Management LLC
  1. Costco Wholesale Corp (COST) - 30,020 shares, 2.40% of the total portfolio. Shares added by 1.63%
  2. Apple Inc (AAPL) - 35,131 shares, 2.18% of the total portfolio. Shares added by 1.51%
  3. Mastercard Inc (MA) - 26,354 shares, 1.99% of the total portfolio. Shares added by 1.72%
  4. JPMorgan Chase & Co (JPM) - 55,211 shares, 1.80% of the total portfolio. Shares added by 1.56%
  5. Honeywell International Inc (HON) - 37,747 shares, 1.77% of the total portfolio. Shares added by 1.32%
New Purchase: Johnson & Johnson (JNJ)

Avitas Wealth Management LLC initiated holding in Johnson & Johnson. The purchase prices were between $126.95 and $142.14, with an estimated average price of $131.85. The stock is now traded at around $127.70. The impact to a portfolio due to this purchase was 1.09%. The holding were 30,337 shares as of .

New Purchase: Alcon Inc (ALC)

Avitas Wealth Management LLC initiated holding in Alcon Inc. The purchase prices were between $58.2 and $62.42, with an estimated average price of $60.05. The stock is now traded at around $59.01. The impact to a portfolio due to this purchase was 0.88%. The holding were 54,367 shares as of .

New Purchase: American International Group Inc (AIG)

Avitas Wealth Management LLC initiated holding in American International Group Inc. The purchase prices were between $52.04 and $57.89, with an estimated average price of $55.21. The stock is now traded at around $53.97. The impact to a portfolio due to this purchase was 0.73%. The holding were 47,006 shares as of .

New Purchase: L3Harris Technologies Inc (LHX)

Avitas Wealth Management LLC initiated holding in L3Harris Technologies Inc. The purchase prices were between $178.15 and $214.7, with an estimated average price of $204.52. The stock is now traded at around $198.08. The impact to a portfolio due to this purchase was 0.7%. The holding were 12,115 shares as of .

New Purchase: eBay Inc (EBAY)

Avitas Wealth Management LLC initiated holding in eBay Inc. The purchase prices were between $38.37 and $41.57, with an estimated average price of $40.11. The stock is now traded at around $38.82. The impact to a portfolio due to this purchase was 0.63%. The holding were 57,869 shares as of .

New Purchase: ONEOK Inc (OKE)

Avitas Wealth Management LLC initiated holding in ONEOK Inc. The purchase prices were between $66.76 and $76.5, with an estimated average price of $70.77. The stock is now traded at around $69.20. The impact to a portfolio due to this purchase was 0.55%. The holding were 26,970 shares as of .

Added: AT&T Inc (T)

Avitas Wealth Management LLC added to a holding in AT&T Inc by 68.04%. The purchase prices were between $32.09 and $38.74, with an estimated average price of $35.06. The stock is now traded at around $38.47. The impact to a portfolio due to this purchase was 0.48%. The holding were 112,492 shares as of .

Added: NVIDIA Corp (NVDA)

Avitas Wealth Management LLC added to a holding in NVIDIA Corp by 113.21%. The purchase prices were between $148.77 and $184.33, with an estimated average price of $168.17. The stock is now traded at around $190.49. The impact to a portfolio due to this purchase was 0.22%. The holding were 8,488 shares as of .

Added: The Walt Disney Co (DIS)

Avitas Wealth Management LLC added to a holding in The Walt Disney Co by 23.50%. The purchase prices were between $129.96 and $146.39, with an estimated average price of $138.33. The stock is now traded at around $130.89. The impact to a portfolio due to this purchase was 0.21%. The holding were 29,828 shares as of .

Added: Teladoc Health Inc (TDOC)

Avitas Wealth Management LLC added to a holding in Teladoc Health Inc by 57.18%. The purchase prices were between $55.3 and $72.2, with an estimated average price of $65.72. The stock is now traded at around $69.22. The impact to a portfolio due to this purchase was 0.2%. The holding were 28,776 shares as of .

Added: Blueprint Medicines Corp (BPMC)

Avitas Wealth Management LLC added to a holding in Blueprint Medicines Corp by 41.96%. The purchase prices were between $72.9 and $101.41, with an estimated average price of $86.48. The stock is now traded at around $75.15. The impact to a portfolio due to this purchase was 0.19%. The holding were 31,845 shares as of .

Added: Novartis AG (NVS)

Avitas Wealth Management LLC added to a holding in Novartis AG by 21.91%. The purchase prices were between $85.54 and $94.26, with an estimated average price of $89.83. The stock is now traded at around $86.88. The impact to a portfolio due to this purchase was 0.17%. The holding were 38,581 shares as of .

Sold Out: Centene Corp (CNC)

Avitas Wealth Management LLC sold out a holding in Centene Corp. The sale prices were between $43.13 and $54.51, with an estimated average price of $48.71.

Sold Out: LendingTree Inc (TREE)

Avitas Wealth Management LLC sold out a holding in LendingTree Inc. The sale prices were between $292.4 and $433.34, with an estimated average price of $341.48.

Sold Out: Rockwell Automation Inc (ROK)

Avitas Wealth Management LLC sold out a holding in Rockwell Automation Inc. The sale prices were between $144.55 and $168.88, with an estimated average price of $158.02.

Sold Out: AbbVie Inc (ABBV)

Avitas Wealth Management LLC sold out a holding in AbbVie Inc. The sale prices were between $62.98 and $75.72, with an estimated average price of $68.61.

Sold Out: Concho Resources Inc (CXO)

Avitas Wealth Management LLC sold out a holding in Concho Resources Inc. The sale prices were between $66.64 and $103.4, with an estimated average price of $81.5.

Sold Out: China Mobile Ltd (CHL)

Avitas Wealth Management LLC sold out a holding in China Mobile Ltd. The sale prices were between $39.81 and $45.88, with an estimated average price of $42.62.



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