Avion Wealth Purchases in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
19.8K
+ 201.21%
$153.3 - $186.58 $3.04M - $3.7M
29.7K $5.54M
VEU
Vanguard Ftse All World Ex Us

ETFs
23.5K
+ 7.54%
$66.38 - $71.68 $1.56M - $1.69M
335K $23.9M
BNDX
Vanguard Total International B

ETFs
29.2K
+ 4.59%
$49.0 - $49.51 $1.43M - $1.44M
665K $32.9M
VUSB
Vanguard Bd Index Fds
25K
+ 2.17%
N/A
1.17M $58.7M
VUG
Vanguard Growth ETF

ETFs
864
+ 4.53%
$433.97 - $484.08 $375K - $418K
19.9K $9.56M
TSLA
Tesla, Inc.

Consumer Cyclical
592
+ 11.3%
$293.94 - $444.72 $174K - $263K
5.83K $2.59M
VO
Vanguard Mid Cap ETF

ETFs
908
+ 2.33%
$279.83 - $293.74 $254K - $267K
39.8K $11.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.27K
+ 3.87%
$100.16 - $100.7 $328K - $330K
87.9K $8.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
413
+ 8.32%
$459.11 - $506.91 $190K - $209K
5.38K $2.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.18K
+ 145.33%
$110.74 - $122.12 $241K - $266K
3.68K $445K
VIG
Vanguard Dividend Appreciation

ETFs
987
+ 44.08%
N/A
3.23K $696K
DFIV
Dimensional ETF Tr

ETFs
5.14K
New
$42.66 - $46.53 $219K - $239K
5.14K $237K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2K
New
$86.2 - $111.56 $172K - $223K
2K $223K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
600
New
$275.84 - $326.36 $166K - $196K
600 $195K
AMZN
Amazon Com Inc

Consumer Cyclical
864
+ 10.08%
$211.65 - $238.24 $183K - $206K
9.44K $2.07M
AVGO
Broadcom Inc.

Technology
203
+ 10.33%
$264.74 - $369.57 $53.7K - $75K
2.17K $715K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.14K
New
$48.5 - $50.19 $152K - $158K
3.14K $157K
SLB
Schlumberger Limited

Energy
4.39K
+ 169.85%
$32.37 - $37.31 $142K - $164K
6.98K $239K
CGDV
Capital Group Divid Value ETF

ETFs
3.07K
+ 92.02%
$39.59 - $42.21 $121K - $129K
6.4K $268K
UAL
United Airlines Holdings, Inc.

Industrials
26
+ 0.37%
$80.05 - $109.36 $2.08K - $2.84K
6.96K $671K
APP
App Lovin Corp

Technology
65
+ 41.14%
$335.1 - $718.54 $21.8K - $46.7K
223 $160K
IVV
Ishares Core S&P 500 ETF

ETFs
53
+ 3.67%
$620.67 - $670.08 $32.9K - $35.5K
1.5K $1M
SOFI
So Fi Technologies, Inc.

Financial Services
63
+ 0.52%
$17.64 - $29.81 $1.11K - $1.88K
12.2K $322K
GLD
Spdr Gold Trust

ETFs
65
+ 4.91%
$300.96 - $355.47 $19.6K - $23.1K
1.39K $493K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.46K
+ 141.42%
$55.61 - $57.37 $81.1K - $83.6K
2.49K $142K
BA
Boeing CO

Industrials
6
+ 0.05%
$209.79 - $237.38 $1.26K - $1.42K
12.9K $2.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 4.73%
$546.99 - $602.2 $27.3K - $30.1K
1.11K $664K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.36K
+ 681.5%
$53.81 - $57.52 $73.3K - $78.4K
1.56K $89K
CVX
Chevron Corp

Energy
200
+ 5.07%
$145.57 - $161.83 $29.1K - $32.4K
4.14K $643K
CAT
Caterpillar Inc

Industrials
104
+ 33.12%
$390.92 - $477.15 $40.7K - $49.6K
418 $199K
HOOD
Robinhood Markets, Inc.

Technology
488
+ 297.56%
$91.27 - $143.18 $44.5K - $69.9K
652 $93K
APH
Amphenol Corp

Technology
522
+ 156.76%
$97.39 - $125.4 $50.8K - $65.5K
855 $105K
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 2.4%
$404.94 - $499.99 $6.88K - $8.5K
725 $351K
META
Meta Platforms, Inc.

Communication Services
93
+ 7.65%
$695.21 - $791.73 $64.7K - $73.6K
1.31K $960K
EPD
Enterprise Products Partners L.P.

Energy
1.6K
+ 2.92%
$30.74 - $32.14 $49.2K - $51.4K
56.4K $1.76M
UNH
Unitedhealth Group Inc

Healthcare
147
+ 42.0%
$237.77 - $353.61 $35K - $52K
497 $171K
JPM
Jpmorgan Chase & CO

Financial Services
109
+ 10.61%
$282.78 - $316.06 $30.8K - $34.5K
1.14K $358K
RTX
Raytheon Technologies Corp

Industrials
164
+ 10.46%
$144.19 - $167.33 $23.6K - $27.4K
1.73K $289K
Lam Research Corp
388
+ 305.51%
N/A
515 $68K
IWF
Ishares Russell 1000 Gr ETF

ETFs
100
+ 54.64%
$420.11 - $472.68 $42K - $47.3K
283 $132K
JNJ
Johnson & Johnson

Healthcare
80
+ 7.4%
$155.17 - $185.42 $12.4K - $14.8K
1.16K $215K
ETR
Entergy Corp

Utilities
18
+ 0.37%
$80.93 - $93.55 $1.46K - $1.68K
4.84K $450K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
535
+ 379.43%
$82.96 - $95.7 $44.4K - $51.2K
676 $60K
CATH
Global X Fds Global X S&P 500

ETFs
598
New
$75.38 - $81.32 $45.1K - $48.6K
598 $48K
SPY
Spdr S&P 500 ETF Trust

ETFs
49
+ 15.81%
$617.65 - $666.84 $30.3K - $32.7K
359 $239K
Sezzle Inc
600
New
N/A
600 $47K
FIX
Comfort Systems Usa Inc

Industrials
54
+ 1800.0%
$521.66 - $825.18 $28.2K - $44.6K
57 $47K
GD
General Dynamics Corp

Industrials
123
+ 241.18%
$293.92 - $341.0 $36.2K - $41.9K
174 $59K
COF
Capital One Financial Corp

Financial Services
206
+ 103.0%
$207.29 - $229.74 $42.7K - $47.3K
406 $86K
Activity Summary
Buys All Purchases 550 New Holdings 140 Increased Positions 410 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email