Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OC
Owens Corning

Industrials
28
New
$126.32 - $147.75 $3.54K - $4.14K
28 $3K
TROW
Price T Rowe Group Inc

Financial Services
40
New
$80.27 - $98.06 $3.21K - $3.92K
40 $3K
PTC
Ptc Inc.

Technology
19
New
$136.74 - $173.24 $2.6K - $3.29K
19 $3K
RS
Reliance Steel & Aluminum CO

Basic Materials
12
New
$262.08 - $316.81 $3.14K - $3.8K
12 $3K
ROG
Rogers Corp

Technology
46
New
$52.69 - $71.02 $2.42K - $3.27K
46 $3K
FNDE
Schwab Fundamental Emerging Mk

ETFs
100
New
$26.66 - $33.09 $2.67K - $3.31K
100 $3K
FNDC
Schwab Fundamental Intl Small

ETFs
85
New
$32.97 - $42.05 $2.8K - $3.57K
85 $3K
SLQT
Select Quote, Inc.

Financial Services
1.51K
New
$2.12 - $3.52 $3.21K - $5.32K
1.51K $3K
SRG
Seritage Growth Properties

Real Estate
1K
New
$2.47 - $3.12 $2.47K - $3.12K
1K $3K
SBSW
Sibanye Stillwater LTD

Basic Materials
500
New
$3.22 - $7.55 $1.61K - $3.78K
500 $3K
SNAP
Snap Inc

Communication Services
435
New
$7.23 - $9.21 $3.15K - $4.01K
435 $3K
SCCO
Southern Copper Corp

Basic Materials
37
New
$75.63 - $104.64 $2.8K - $3.87K
37 $3K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46
New
$58.41 - $72.69 $2.69K - $3.34K
46 $3K
STAG
Stag Industrial, Inc.

Real Estate
100
New
$30.08 - $37.02 $3.01K - $3.7K
100 $3K
STE
Steris PLC

Healthcare
15
New
$208.55 - $252.55 $3.13K - $3.79K
15 $3K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
50
New
$53.93 - $61.5 $2.7K - $3.08K
50 $3K
TRP
Tc Energy Corp

Energy
81
New
$44.48 - $51.4 $3.6K - $4.16K
81 $3K
TOL
Toll Brothers, Inc.

Consumer Cyclical
35
New
$90.5 - $114.3 $3.17K - $4K
35 $3K
DWAC
Digital World Acquisition Corp.

Financial Services
176
New
N/A
176 $3K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
7
New
$328.01 - $475.68 $2.3K - $3.33K
7 $3K
U
Unity Software Inc.

Technology
143
New
$16.75 - $26.24 $2.4K - $3.75K
143 $3K
UTMD
Utah Medical Products Inc

Healthcare
57
New
$51.75 - $57.36 $2.95K - $3.27K
57 $3K
DAPP
Vaneck ETF Tr Digital Transfor

ETFs
200
New
$8.01 - $16.55 $1.6K - $3.31K
200 $3K
VTRS
Viatris Inc

Healthcare
438
New
$7.26 - $9.12 $3.18K - $3.99K
438 $3K
VKTX
Viking Therapeutics, Inc.

Healthcare
121
New
$19.98 - $29.49 $2.42K - $3.57K
121 $3K
VC
Visteon Corp

Consumer Cyclical
40
New
$67.04 - $94.19 $2.68K - $3.77K
40 $3K
VNT
Vontier Corp

Technology
90
New
$28.04 - $37.3 $2.52K - $3.36K
90 $3K
WBS
Webster Financial Corp

Financial Services
71
New
$41.76 - $54.91 $2.96K - $3.9K
71 $3K
WDC
Western Digital Corp

Technology
58
New
$30.54 - $63.99 $1.77K - $3.71K
58 $3K
NEP
Nextera Energy Partners, LP

Utilities
392
New
N/A
392 $3K
XYL
Xylem Inc.

Industrials
30
New
$102.86 - $129.5 $3.09K - $3.89K
30 $3K
Aeva Technologies Inc
67
New
N/A
67 $2K
AZAJ
Aim ETF Prods Tr Allianzim Us

ETFs
78
New
N/A
78 $2K
AA
Alcoa Corp

Basic Materials
80
New
$22.57 - $30.84 $1.81K - $2.47K
80 $2K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
24
New
$84.41 - $106.28 $2.03K - $2.55K
24 $2K
AMBA
Ambarella Inc

Technology
35
New
$40.3 - $69.3 $1.41K - $2.43K
35 $2K
ACHR
Archer Aviation Inc.

Industrials
258
New
$6.2 - $13.3 $1.6K - $3.43K
258 $2K
AVTR
Avantor, Inc.

Basic Materials
183
New
$11.94 - $16.29 $2.19K - $2.98K
183 $2K
ACLS
Axcelis Technologies Inc

Technology
42
New
$42.42 - $70.92 $1.78K - $2.98K
42 $2K
BCS
Barclays PLC

Financial Services
112
New
$12.69 - $18.61 $1.42K - $2.08K
112 $2K
BAX
Baxter International Inc

Healthcare
69
New
$27.8 - $34.02 $1.92K - $2.35K
69 $2K
TECH
Bio Techne Corp

Healthcare
51
New
$46.66 - $58.38 $2.38K - $2.98K
51 $2K
Bunge Global Sa
26
New
N/A
26 $2K
Buzzfeed Inc
1K
New
N/A
1K $2K
CNP
Centerpoint Energy Inc

Utilities
74
New
$35.5 - $39.05 $2.63K - $2.89K
74 $2K
CHRD
Oasis Petroleum Inc.

Energy
29
New
$82.03 - $113.54 $2.38K - $3.29K
29 $2K
CINF
Cincinnati Financial Corp

Financial Services
14
New
$126.6 - $151.6 $1.77K - $2.12K
14 $2K
CIVI
Civitas Resources, Inc.

Energy
75
New
$24.28 - $35.09 $1.82K - $2.63K
75 $2K
Coherent Corp
31
New
N/A
31 $2K
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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