Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RGLD
Royal Gold Inc

Basic Materials
27
New
$155.48 - $186.71 $4.2K - $5.04K
27 $4K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
167
New
$24.32 - $27.87 $4.06K - $4.65K
167 $4K
RWO
Spdr Dow Jones Global Real Est

ETFs
110
New
$38.85 - $45.0 $4.27K - $4.95K
110 $4K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
100
New
$28.9 - $40.98 $2.89K - $4.1K
100 $4K
STNE
Stone Co Ltd.

Technology
300
New
$10.43 - $16.04 $3.13K - $4.81K
300 $4K
TYL
Tyler Technologies Inc

Technology
8
New
$521.68 - $592.84 $4.17K - $4.74K
8 $4K
UNIT
Uniti Group Inc.

Real Estate
1K
New
$4.06 - $5.24 $4.06K - $5.24K
1K $4K
UPST
Upstart Holdings, Inc.

Financial Services
73
New
$34.8 - $64.85 $2.54K - $4.73K
73 $4K
WAT
Waters Corp

Healthcare
14
New
$307.71 - $366.67 $4.31K - $5.13K
14 $4K
WSM
Williams Sonoma Inc

Consumer Cyclical
26
New
$137.62 - $174.44 $3.58K - $4.54K
26 $4K
ZM
Zoom Video Communications, Inc.

Technology
64
New
$66.7 - $84.62 $4.27K - $5.42K
64 $4K
Annaly Capital Management In
192
New
N/A
192 $3K
AQST
Aquestive Therapeutics, Inc.

Healthcare
1K
New
$2.22 - $3.58 $2.22K - $3.58K
1K $3K
ATO
Atmos Energy Corp

Utilities
24
New
$145.06 - $162.66 $3.48K - $3.9K
24 $3K
AVY
Avery Dennison Corp

Industrials
21
New
$159.58 - $183.97 $3.35K - $3.86K
21 $3K
CAR
Avis Budget Group, Inc.

Industrials
21
New
$62.86 - $179.3 $1.32K - $3.77K
21 $3K
BC
Brunswick Corp

Consumer Cyclical
56
New
$41.93 - $58.37 $2.35K - $3.27K
56 $3K
CADE
Cadence Bank

Financial Services
104
New
$26.42 - $32.41 $2.75K - $3.37K
104 $3K
CG
Carlyle Group Inc.

Financial Services
60
New
$34.78 - $51.4 $2.09K - $3.08K
60 $3K
CDW
Cdw Corp

Technology
21
New
$144.49 - $190.68 $3.03K - $4K
21 $3K
CNO
Cno Financial Group, Inc.

Financial Services
100
New
$36.12 - $42.37 $3.61K - $4.24K
100 $3K
COLB
Columbia Banking System, Inc.

Financial Services
147
New
$20.71 - $25.63 $3.04K - $3.77K
147 $3K
Coreweave Inc
22
New
N/A
22 $3K
Corpay Inc
12
New
N/A
12 $3K
DIOD
Diodes Inc

Technology
57
New
$34.26 - $52.89 $1.95K - $3.01K
57 $3K
DTM
Dt Midstream, Inc.

Energy
32
New
$87.23 - $109.91 $2.79K - $3.52K
32 $3K
DTE
Dte Energy CO

Utilities
29
New
$127.39 - $139.49 $3.69K - $4.05K
29 $3K
EHC
Encompass Health Corp

Healthcare
31
New
$96.12 - $122.63 $2.98K - $3.8K
31 $3K
EXPE
Expedia Group, Inc.

Consumer Cyclical
21
New
$136.63 - $176.62 $2.87K - $3.71K
21 $3K
FITB
Fifth Third Bancorp

Financial Services
93
New
$33.32 - $41.51 $3.1K - $3.86K
93 $3K
FSLR
First Solar, Inc.

Technology
21
New
$120.38 - $192.98 $2.53K - $4.05K
21 $3K
HBAN
Huntington Bancshares Inc

Financial Services
213
New
$12.49 - $16.76 $2.66K - $3.57K
213 $3K
IBRX
Immunity Bio, Inc.

Healthcare
1.22K
New
$1.89 - $3.44 $2.3K - $4.19K
1.22K $3K
INSM
Insmed Inc

Healthcare
36
New
$64.81 - $105.9 $2.33K - $3.81K
36 $3K
HDV
Ishares Core High Dividend ETF

ETFs
32
New
$108.41 - $120.51 $3.47K - $3.86K
32 $3K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
151
New
$22.7 - $23.33 $3.43K - $3.52K
151 $3K
ITT
Itt Inc.

Industrials
20
New
$112.67 - $157.95 $2.25K - $3.16K
20 $3K
JHMM
John Hancock Multifactor Mid C

ETFs
58
New
$50.32 - $61.13 $2.92K - $3.55K
58 $3K
Labcorp Holdings Inc
12
New
N/A
12 $3K
EL
Estee Lauder Companies Inc

Consumer Defensive
44
New
$50.06 - $80.8 $2.2K - $3.56K
44 $3K
LFUS
Littelfuse Inc

Technology
14
New
$149.72 - $227.31 $2.1K - $3.18K
14 $3K
MAT
Mattel Inc

Consumer Cyclical
200
New
$14.55 - $20.12 $2.91K - $4.02K
200 $3K
MVST
Microvast Holdings, Inc.

Industrials
1K
New
$1.55 - $4.63 $1.55K - $4.63K
1K $3K
MRNA
Moderna, Inc.

Healthcare
131
New
$23.65 - $28.54 $3.1K - $3.74K
131 $3K
NTRA
Natera, Inc.

Healthcare
23
New
$132.23 - $171.87 $3.04K - $3.95K
23 $3K
NATH
Nathans Famous, Inc.

Consumer Cyclical
30
New
$90.55 - $115.66 $2.72K - $3.47K
30 $3K
NRC
National Research Corp

Healthcare
227
New
$10.13 - $17.24 $2.3K - $3.91K
227 $3K
NVTS
Navitas Semiconductor Corp

Technology
530
New
$1.61 - $8.09 $853 - $4.29K
530 $3K
NTNX
Nutanix, Inc.

Technology
51
New
$58.17 - $83.07 $2.97K - $4.24K
51 $3K
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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