DOSSIER · 13F-HR · Q4 2024

Avitas Wealth Management LLC

Avitas Wealth's family office based in Boston, MA — $723M in tracked AUM across 190 positions as of Q4 2024.

AW

Avitas Wealth·Boston, MA·Family Office

CIK 0001734565 · last filed Dec 31, 2024

Total AUM

$723M

▲ 11.4%

vs prior

Holdings

190

—

positions

Whale Score

38

tracked

Activity

—

no data

changes this Q

Top sector

Tech

5% weight

concentration

AI Analysis · Q4 2024 · Q4 2024

Avitas Wealth Management LLC filed its latest 13F-HR for Q4 2024. See the latest holdings and position changes below.

Quarter at a glance — Q4 2024

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q4 2024.

#HoldingValueSharesWeight

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