Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVNO
En V Veno Medical Corp

Healthcare
2K
New
$2.12 - $4.49 $4.24K - $8.98K
2K $7K
EFX
Equifax Inc

Industrials
28
New
$205.5 - $280.54 $5.75K - $7.86K
28 $7K
F
Ford Motor CO

Consumer Cyclical
728
New
$8.69 - $10.85 $6.33K - $7.9K
728 $7K
MLPA
Global X Mlp ETF

ETFs
141
New
$46.47 - $54.16 $6.55K - $7.64K
141 $7K
GDDY
Go Daddy Inc.

Technology
42
New
$162.11 - $192.36 $6.81K - $8.08K
42 $7K
HEI
Heico Corp

Industrials
22
New
$236.44 - $328.0 $5.2K - $7.22K
22 $7K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
215
New
$32.56 - $35.71 $7K - $7.68K
215 $7K
KEYS
Keysight Technologies, Inc.

Technology
46
New
$127.02 - $165.4 $5.84K - $7.61K
46 $7K
KIM
Kimco Realty Corp

Real Estate
354
New
$18.7 - $21.69 $6.62K - $7.68K
354 $7K
MLM
Martin Marietta Materials Inc

Basic Materials
14
New
$452.51 - $568.19 $6.34K - $7.95K
14 $7K
NNN
National Retail Properties, Inc.

Real Estate
178
New
$37.56 - $43.42 $6.69K - $7.73K
178 $7K
OTIS
Otis Worldwide Corp

Industrials
73
New
$90.88 - $104.3 $6.63K - $7.61K
73 $7K
PHM
Pultegroup Inc

Consumer Cyclical
68
New
$92.02 - $106.54 $6.26K - $7.24K
68 $7K
QS
Quantum Scape Corp

Consumer Cyclical
1.05K
New
$3.47 - $7.65 $3.64K - $8.03K
1.05K $7K
SBAC
Sba Communications Corp

Real Estate
30
New
$208.57 - $243.4 $6.26K - $7.3K
30 $7K
SRE
Sempra Energy

Utilities
101
New
$63.78 - $78.91 $6.44K - $7.97K
101 $7K
Series Portfolios Tr
281
New
N/A
281 $7K
TTD
Trade Desk, Inc.

Technology
102
New
$45.27 - $79.4 $4.62K - $8.1K
102 $7K
AGNC
Agnc Investment Corp.

Real Estate
661
New
$8.12 - $9.49 $5.37K - $6.27K
661 $6K
AON
Aon PLC

Financial Services
19
New
$335.85 - $398.81 $6.38K - $7.58K
19 $6K
ADP
Automatic Data Processing Inc

Industrials
14
+ 1.88%
$276.76 - $326.81 $3.87K - $4.58K
758 $233K
BDX
Becton Dickinson & CO

Healthcare
39
New
$165.15 - $226.42 $6.44K - $8.83K
39 $6K
BRO
Brown & Brown, Inc.

Financial Services
55
New
$104.48 - $124.43 $5.75K - $6.84K
55 $6K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
500
New
$13.55 - $16.25 $6.78K - $8.13K
500 $6K
CBOE
Cboe Global Markets, Inc.

Financial Services
27
New
$205.81 - $234.23 $5.56K - $6.32K
27 $6K
CNC
Centene Corp

Healthcare
118
New
$53.4 - $64.29 $6.3K - $7.59K
118 $6K
CHD
Church & Dwight CO Inc

Consumer Defensive
63
New
$91.57 - $110.76 $5.77K - $6.98K
63 $6K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
238
New
$22.63 - $26.95 $5.39K - $6.41K
238 $6K
CRH.L
Crh PLC

Basic Materials
73
New
N/A
73 $6K
DXCM
Dexcom Inc

Healthcare
80
New
$59.83 - $87.57 $4.79K - $7.01K
80 $6K
DG
Dollar General Corp

Consumer Defensive
60
New
$86.02 - $114.95 $5.16K - $6.9K
60 $6K
DSL
Double Line Income Solutions Fund

Financial Services
501
New
$11.15 - $12.57 $5.59K - $6.3K
501 $6K
ES
Eversource Energy

Utilities
101
New
$54.25 - $65.89 $5.48K - $6.65K
101 $6K
FOXA
Fox Corp

Communication Services
121
New
$47.21 - $57.04 $5.71K - $6.9K
121 $6K
Ge Healthcare Technologies I
81
New
N/A
81 $6K
GIS
General Mills Inc

Consumer Defensive
126
New
$50.37 - $60.97 $6.35K - $7.68K
126 $6K
HSY
Hershey CO

Consumer Defensive
37
New
$151.29 - $173.13 $5.6K - $6.41K
37 $6K
Howard Hughes Holdings Inc
96
New
N/A
96 $6K
HUBS
Hubspot Inc

Technology
12
New
$487.07 - $672.24 $5.84K - $8.07K
12 $6K
INCY
Incyte Corp

Healthcare
92
New
$55.17 - $71.22 $5.08K - $6.55K
92 $6K
PODD
Insulet Corp

Healthcare
20
New
$238.57 - $327.47 $4.77K - $6.55K
20 $6K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
230
New
$25.69 - $26.9 $5.91K - $6.19K
230 $6K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
131
New
$50.09 - $51.09 $6.56K - $6.69K
131 $6K
JBL
Jabil Inc

Technology
31
New
$116.88 - $218.1 $3.62K - $6.76K
31 $6K
K
Kellogg CO

Consumer Defensive
84
New
$77.85 - $82.88 $6.54K - $6.96K
84 $6K
LVS
Las Vegas Sands Corp

Consumer Cyclical
154
New
$30.7 - $44.12 $4.73K - $6.79K
154 $6K
LEN
Lennar Corp

Consumer Cyclical
59
New
$102.76 - $115.66 $6.06K - $6.82K
59 $6K
L
Loews Corp

Financial Services
67
New
$80.89 - $92.09 $5.42K - $6.17K
67 $6K
LUMN
Lumen Technologies, Inc.

Communication Services
1.42K
New
$3.07 - $4.51 $4.35K - $6.39K
1.42K $6K
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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