Long-term investor
Aviso Wealth Management @avisowealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002011802).
Record
- Tracked since 2025-06-30 (441 days), 100 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +14.5% · all +14.5%
- Max drawdown n/a · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JNJ · 13.3% · long · since 2025-06-30
- AAPL · 7.1% · long · since 2025-06-30
- GOOGL · 4.8% · long · since 2025-06-30
- NVDA · 4.6% · long · since 2025-06-30
- MU · 3.5% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- META · 2.7% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- STX · 2.2% · long · since 2025-06-30
- NFLX · 2.2% · long · since 2025-06-30
- LLY · 2.1% · long · since 2025-06-30
- GE · 1.8% · long · since 2025-06-30