Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NEWT
Newtek Business Services Corp.

Financial Services
600
New
$9.54 - $12.17 $5.72K - $7.3K
600 $6K
NRG
Nrg Energy, Inc.

Utilities
41
New
$83.61 - $162.67 $3.43K - $6.67K
41 $6K
Ouster Inc
270
New
N/A
270 $6K
OXM
Oxford Industries Inc

Consumer Cyclical
150
New
$37.26 - $60.9 $5.59K - $9.14K
150 $6K
RJF
Raymond James Financial Inc

Financial Services
45
New
$123.65 - $153.88 $5.56K - $6.92K
45 $6K
Reddit Inc
40
New
N/A
40 $6K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
13
New
$483.07 - $625.6 $6.28K - $8.13K
13 $6K
RGEN
Repligen Corp

Healthcare
50
New
$108.89 - $145.23 $5.44K - $7.26K
50 $6K
RIOT
Riot Blockchain, Inc.

Technology
603
New
$6.29 - $11.3 $3.79K - $6.81K
603 $6K
SFNC
Simmons First National Corp

Financial Services
345
New
$17.39 - $20.55 $6K - $7.09K
345 $6K
SNV
Synovus Financial Corp

Financial Services
135
New
$38.27 - $51.75 $5.17K - $6.99K
135 $6K
VMC
Vulcan Materials CO

Basic Materials
25
New
$226.49 - $276.01 $5.66K - $6.9K
25 $6K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
30
New
$160.22 - $209.35 $4.81K - $6.28K
30 $6K
WTW
Willis Towers Watson PLC

Financial Services
21
New
$295.96 - $337.43 $6.22K - $7.09K
21 $6K
WDAY
Workday, Inc.

Technology
27
New
$210.47 - $274.71 $5.68K - $7.42K
27 $6K
ZS
Zscaler, Inc.

Technology
22
New
$174.67 - $315.32 $3.84K - $6.94K
22 $6K
AWK
American Water Works Company, Inc.

Utilities
42
New
$133.82 - $151.96 $5.62K - $6.38K
42 $5K
ANSS
Ansys Inc

Technology
15
New
$284.19 - $351.22 $4.26K - $5.27K
15 $5K
APA
Apa Corp

Energy
291
New
$14.03 - $21.24 $4.08K - $6.18K
291 $5K
AZN
Astrazeneca PLC

Healthcare
74
New
$64.87 - $75.0 $4.8K - $5.55K
74 $5K
Atlassian Corporation
29
New
N/A
29 $5K
CC
Chemours CO

Basic Materials
496
New
$9.4 - $13.06 $4.66K - $6.48K
496 $5K
CFG
Citizens Financial Group Inc

Financial Services
113
New
$34.27 - $44.75 $3.87K - $5.06K
113 $5K
CTSH
Cognizant Technology Solutions Corp

Technology
75
New
$66.47 - $81.81 $4.99K - $6.14K
75 $5K
STZ
Constellation Brands, Inc.

Consumer Defensive
32
New
$160.0 - $195.62 $5.12K - $6.26K
32 $5K
CSGP
Costar Group, Inc.

Real Estate
70
New
$72.62 - $83.22 $5.08K - $5.83K
70 $5K
EBAY
Ebay Inc

Consumer Cyclical
80
New
$59.52 - $79.36 $4.76K - $6.35K
80 $5K
RACE
Ferrari N.V.

Consumer Cyclical
12
New
$397.86 - $499.02 $4.77K - $5.99K
12 $5K
GUNR
Flexshares Tr Morningstar Glob

ETFs
144
New
$33.77 - $41.16 $4.86K - $5.93K
144 $5K
GRMN
Garmin LTD

Technology
27
New
$173.63 - $218.07 $4.69K - $5.89K
27 $5K
IT
Gartner Inc

Technology
13
New
$377.5 - $449.52 $4.91K - $5.84K
13 $5K
HUM
Humana Inc

Healthcare
22
New
$224.93 - $295.04 $4.95K - $6.49K
22 $5K
ILMN
Illumina, Inc.

Healthcare
53
New
$70.3 - $95.41 $3.73K - $5.06K
53 $5K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
240
New
N/A
240 $5K
EWJ
Ishares Msci Japan ETF

ETFs
75
New
$61.32 - $75.28 $4.6K - $5.65K
75 $5K
IXC
Ishares Tr Global Energy ETF

ETFs
144
New
$34.69 - $42.32 $5K - $6.09K
144 $5K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
22
New
$225.56 - $335.19 $4.96K - $7.37K
22 $5K
MTD
Mettler Toledo International Inc

Healthcare
5
New
$970.15 - $1216.57 $4.85K - $6.08K
5 $5K
MKSI
Mks Instruments Inc

Technology
53
New
$58.78 - $100.27 $3.12K - $5.31K
53 $5K
MDB
Mongo Db, Inc.

Technology
27
New
$145.85 - $225.38 $3.94K - $6.09K
27 $5K
MOS
Mosaic CO

Basic Materials
158
New
$22.76 - $36.95 $3.6K - $5.84K
158 $5K
ODFL
Old Dominion Freight Line, Inc.

Industrials
31
New
$146.74 - $176.07 $4.55K - $5.46K
31 $5K
ONB
Old National Bancorp

Financial Services
235
New
$17.95 - $22.57 $4.22K - $5.3K
235 $5K
ON
On Semiconductor Corp

Technology
114
New
$31.95 - $54.21 $3.64K - $6.18K
114 $5K
PNFP
Pinnacle Financial Partners Inc

Financial Services
50
New
$87.19 - $111.51 $4.36K - $5.58K
50 $5K
PPG
Ppg Industries Inc

Basic Materials
49
New
$91.66 - $115.04 $4.49K - $5.64K
49 $5K
RKT
Rocket Companies, Inc.

Financial Services
400
New
$11.11 - $15.4 $4.44K - $6.16K
400 $5K
ROK
Rockwell Automation, Inc

Industrials
17
New
$218.97 - $332.17 $3.72K - $5.65K
17 $5K
ROIV
Roivant Sciences Ltd.

Healthcare
500
New
$9.08 - $11.62 $4.54K - $5.81K
500 $5K
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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