Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.26K
+ 11.3%
$456.74 - $568.03 $3.32M - $4.12M
71.5K $40.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
80.2K
+ 34.61%
$54.19 - $67.22 $4.35M - $5.39M
312K $21M
VOE
Vanguard Mid Cap Value Index F

ETFs
16.8K
+ 11.16%
$141.87 - $164.49 $2.39M - $2.77M
168K $27.6M
VUG
Vanguard Growth ETF

ETFs
3.46K
+ 22.15%
$329.49 - $438.4 $1.14M - $1.52M
19.1K $8.36M
VTI
Vanguard Total Stock Market Et

ETFs
776
+ 1.41%
$243.75 - $303.93 $189K - $236K
55.9K $17M
BNDX
Vanguard Total International B

ETFs
27.8K
+ 4.57%
$48.77 - $49.55 $1.35M - $1.38M
635K $31.5M
VBR
Vanguard Small Cap Value ETF

ETFs
4.9K
+ 5.48%
$162.76 - $195.77 $798K - $960K
94.4K $18.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.07K
+ 3.67%
$114.78 - $133.31 $697K - $810K
172K $22.9M
TSLA
Tesla, Inc.

Consumer Cyclical
2.16K
+ 70.34%
$221.86 - $362.89 $480K - $785K
5.24K $1.66M
IEFA
Ishares Tr

ETFs
1.15K
+ 1.36%
$67.83 - $84.09 $78.1K - $96.9K
86K $7.18M
NVDA
Nvidia Corp

Technology
1.04K
+ 11.74%
$94.31 - $157.99 $97.7K - $164K
9.86K $1.56M
WFC
Wells Fargo & Company

Financial Services
5.57K
+ 81.31%
$60.98 - $80.12 $339K - $446K
12.4K $994K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2K
+ 213.9%
$171.4 - $227.1 $343K - $454K
2.94K $666K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.85K
+ 38.23%
$90.56 - $109.49 $348K - $421K
13.9K $1.52M
ETR
Entergy Corp

Utilities
4.82K
New
$79.01 - $86.61 $381K - $418K
4.82K $400K
PLTR
Palantir Technologies Inc.

Technology
2.72K
New
$74.01 - $144.25 $201K - $393K
2.72K $371K
AMZN
Amazon Com Inc

Consumer Cyclical
612
+ 7.69%
$167.32 - $223.3 $102K - $137K
8.58K $1.88M
VNQ
Vanguard Specialized Funds Van

ETFs
5.48K
+ 3.94%
$79.79 - $91.42 $437K - $501K
145K $12.9M
AVGO
Broadcom Inc.

Technology
365
+ 22.81%
$146.29 - $275.65 $53.4K - $101K
1.97K $541K
META
Meta Platforms, Inc.

Communication Services
118
+ 10.76%
$484.66 - $738.09 $57.2K - $87.1K
1.22K $896K
QQQ
Invesco Qqq Trust, Series 1

ETFs
287
+ 37.32%
$416.06 - $551.64 $119K - $158K
1.06K $582K
VGT
Vanguard Information Technolog

ETFs
324
New
$470.37 - $663.28 $152K - $215K
324 $214K
GOOGL
Alphabet Inc.

Communication Services
618
+ 15.81%
$144.7 - $178.6 $89.4K - $110K
4.53K $797K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
3.95K
New
$41.22 - $48.01 $163K - $190K
3.95K $189K
NFLX
Netflix Inc

Communication Services
52
+ 18.31%
$855.86 - $1339.13 $44.5K - $69.6K
336 $449K
GOOG
Alphabet Inc.

Communication Services
887
+ 72.76%
$146.58 - $180.01 $130K - $160K
2.11K $373K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.5K
New
$82.32 - $112.47 $123K - $169K
1.5K $168K
ALCC
Alt C Acquisition Corp.

Financial Services
2.98K
New
N/A
2.98K $166K
COIN
Coinbase Global, Inc.

Technology
444
New
$151.47 - $375.07 $67.3K - $167K
444 $155K
GDE
Wisdomtree Tr Efficient Gold P

ETFs
3.21K
New
$35.4 - $47.16 $114K - $151K
3.21K $151K
CGDV
Capital Group Divid Value ETF

ETFs
3.33K
New
$31.93 - $39.49 $106K - $132K
3.33K $131K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
538
New
$180.84 - $240.32 $97.3K - $129K
538 $129K
WMT
Walmart Inc.

Consumer Defensive
841
+ 18.26%
$81.79 - $99.98 $68.8K - $84.1K
5.45K $532K
PGF
Invesco Exchange Traded Fd Tr

ETFs
9.06K
New
$13.7 - $14.31 $124K - $130K
9.06K $127K
DIS
Walt Disney CO

Communication Services
1.02K
New
$81.72 - $124.01 $83.4K - $126K
1.02K $126K
ABT
Abbott Laboratories

Healthcare
896
New
$123.95 - $138.08 $111K - $124K
896 $121K
CAT
Caterpillar Inc

Industrials
314
New
$273.94 - $388.21 $86K - $122K
314 $121K
MU
Micron Technology Inc

Technology
945
New
$64.72 - $127.91 $61.2K - $121K
945 $116K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
1.02K
New
$83.67 - $109.12 $85.2K - $111K
1.02K $111K
TXN
Texas Instruments Inc

Technology
526
New
N/A
526 $109K
LNG
Cheniere Energy, Inc.

Energy
445
New
$197.25 - $244.33 $87.8K - $109K
445 $108K
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 2.85%
$498.8 - $620.9 $20K - $24.8K
1.45K $897K
JPM
Jpmorgan Chase & CO

Financial Services
252
+ 32.52%
$210.28 - $289.91 $53K - $73.1K
1.03K $297K
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 70.21%
$908.13 - $1056.85 $89.9K - $105K
240 $237K
CSCO
Cisco Systems, Inc.

Technology
1.5K
New
$53.19 - $69.38 $79.6K - $104K
1.5K $103K
IBM
International Business Machines Corp

Technology
351
New
$221.03 - $294.78 $77.6K - $103K
351 $103K
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.08K
New
$20.42 - $25.3 $83.3K - $103K
4.08K $103K
SOFI
So Fi Technologies, Inc.

Financial Services
2.04K
+ 20.15%
$9.5 - $18.21 $19.4K - $37.1K
12.2K $220K
MCHP
Microchip Technology Inc

Technology
1.46K
New
$35.34 - $71.6 $51.6K - $104K
1.46K $102K
Activity Summary
Buys All Purchases 1409 New Holdings 1350 Increased Positions 59 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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