Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ROL
Rollins Inc

Consumer Cyclical
90
New
$50.65 - $58.58 $4.56K - $5.27K
90 $5K
SEIC
Sei Investments CO

Financial Services
58
New
$66.45 - $89.86 $3.85K - $5.21K
58 $5K
EBND
Spdr Bloomberg Emerging Market

ETFs
251
New
$19.57 - $21.4 $4.91K - $5.37K
251 $5K
SYY
Sysco Corp

Consumer Defensive
20
+ 0.46%
$68.0 - $75.91 $1.36K - $1.52K
4.39K $332K
UHS
Universal Health Services Inc

Healthcare
28
New
$157.05 - $197.94 $4.4K - $5.54K
28 $5K
VICI
Vici Properties Inc.

Real Estate
184
New
$29.41 - $32.97 $5.41K - $6.07K
184 $5K
WBD
Warner Bros. Discovery, Inc.

Communication Services
518
New
$7.69 - $11.46 $3.98K - $5.94K
518 $5K
WEC
Wec Energy Group, Inc.

Utilities
57
New
$102.24 - $109.76 $5.83K - $6.26K
57 $5K
PDI
Pimco Dynamic Income Fund

Financial Services
259
New
$17.02 - $19.87 $4.41K - $5.15K
259 $4K
ACI
Albertsons Companies, Inc.

Consumer Defensive
206
New
$19.94 - $22.91 $4.11K - $4.72K
206 $4K
MO
Altria Group, Inc.

Consumer Defensive
116
+ 5.47%
$55.56 - $60.91 $6.44K - $7.07K
2.24K $131K
ABUS
Arbutus Biopharma Corp

Healthcare
1.5K
New
$2.88 - $3.61 $4.32K - $5.42K
1.5K $4K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
335
New
$12.59 - $16.6 $4.22K - $5.56K
335 $4K
ARCC
Ares Capital Corp

Financial Services
200
New
$18.91 - $22.43 $3.78K - $4.49K
200 $4K
WRB
Berkley W R Corp

Financial Services
61
New
$64.28 - $75.17 $3.92K - $4.59K
61 $4K
BHP
Bhp Group LTD

Basic Materials
89
New
$40.22 - $50.88 $3.58K - $4.53K
89 $4K
BUR
Burford Capital LTD

Financial Services
290
New
$10.91 - $14.43 $3.16K - $4.18K
290 $4K
CMS
Cms Energy Corp

Utilities
58
New
$68.57 - $75.51 $3.98K - $4.38K
58 $4K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
308
New
$14.1 - $17.13 $4.34K - $5.28K
308 $4K
DECK
Deckers Outdoor Corp

Consumer Cyclical
39
New
$100.44 - $129.37 $3.92K - $5.05K
39 $4K
FANG
Diamondback Energy, Inc.

Energy
33
New
$119.25 - $161.49 $3.94K - $5.33K
33 $4K
DLTR
Dollar Tree, Inc.

Consumer Defensive
41
New
$67.22 - $100.51 $2.76K - $4.12K
41 $4K
EME
Emcor Group, Inc.

Industrials
9
New
$342.02 - $534.89 $3.08K - $4.81K
9 $4K
FNB
Fnb Corp

Financial Services
314
New
$11.48 - $14.58 $3.6K - $4.58K
314 $4K
FE
Firstenergy Corp

Utilities
113
New
$38.31 - $43.17 $4.33K - $4.88K
113 $4K
FLO
Flowers Foods Inc

Consumer Defensive
263
New
$15.86 - $19.21 $4.17K - $5.05K
263 $4K
GEO
Geo Group Inc

Real Estate
200
New
$23.11 - $31.67 $4.62K - $6.33K
200 $4K
HOLX
Hologic Inc

Healthcare
68
New
$52.73 - $65.22 $3.59K - $4.43K
68 $4K
HUBB
Hubbell Inc

Industrials
10
New
$315.94 - $408.41 $3.16K - $4.08K
10 $4K
ICCM
Ice Cure Medical Ltd.

Healthcare
5K
New
$0.92 - $1.26 $4.6K - $6.3K
5K $4K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
185
New
$24.94 - $25.42 $4.61K - $4.7K
185 $4K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
193
New
N/A
193 $4K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
185
New
$25.04 - $25.18 $4.63K - $4.66K
185 $4K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
84
New
$49.79 - $50.75 $4.18K - $4.26K
84 $4K
JOBY
Joby Aviation, Inc.

Industrials
467
New
$5.33 - $10.55 $2.49K - $4.93K
467 $4K
LMND
Lemonade, Inc.

Financial Services
100
New
$25.12 - $45.79 $2.51K - $4.58K
100 $4K
Liberty Media Corp Del
39
New
N/A
39 $4K
LSPD
Lightspeed Commerce Inc.

Technology
410
New
$7.86 - $12.11 $3.22K - $4.97K
410 $4K
LPLA
Lpl Financial Holdings Inc.

Financial Services
11
New
$283.31 - $388.96 $3.12K - $4.28K
11 $4K
LYFT
Lyft, Inc.

Technology
300
New
$9.97 - $17.21 $2.99K - $5.16K
300 $4K
MOH
Molina Healthcare, Inc.

Healthcare
16
New
$290.25 - $353.24 $4.64K - $5.65K
16 $4K
NTAP
Net App, Inc.

Technology
43
New
$76.1 - $106.55 $3.27K - $4.58K
43 $4K
SMR
Nuscale Power Corp

Industrials
114
New
$12.6 - $43.24 $1.44K - $4.93K
114 $4K
NUV
Nuveen Municipal Value Fund Inc

Financial Services
462
New
$8.43 - $8.77 $3.89K - $4.05K
462 $4K
ORI
Old Republic International Corp

Financial Services
126
New
$35.25 - $39.79 $4.44K - $5.01K
126 $4K
PCG
Pg&E Corp

Utilities
290
New
$13.55 - $17.87 $3.93K - $5.18K
290 $4K
PSTG
Pure Storage, Inc.

Technology
72
New
$37.18 - $57.58 $2.68K - $4.15K
72 $4K
Rb Global Inc
46
New
N/A
46 $4K
RF
Regions Financial Corp

Financial Services
183
New
$18.34 - $23.52 $3.36K - $4.3K
183 $4K
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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