Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
3.19K
New
$27.3 - $31.8 $87K - $101K
3.19K $101K
DE
Deere & CO

Industrials
181
New
$412.99 - $531.48 $74.8K - $96.2K
181 $92K
DUK
Duke Energy Corp

Utilities
774
New
$112.46 - $124.05 $87K - $96K
774 $91K
SLB
Schlumberger Limited

Energy
2.59K
New
$31.95 - $42.2 $82.7K - $109K
2.59K $87K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.92K
New
$17.76 - $22.1 $69.6K - $86.6K
3.92K $86K
ABBV
Abb Vie Inc.

Healthcare
462
New
$170.16 - $206.27 $78.6K - $95.3K
462 $85K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
6.16K
New
$11.53 - $13.87 $71K - $85.5K
6.16K $85K
VLO
Valero Energy Corp

Energy
635
New
$104.69 - $141.77 $66.5K - $90K
635 $85K
BP
Bp PLC

Energy
2.77K
New
$26.11 - $33.81 $72.4K - $93.7K
2.77K $82K
SHEL
Shell PLC

Energy
1.14K
New
$59.75 - $73.05 $68.2K - $83.4K
1.14K $80K
IWF
Ishares Russell 1000 Gr ETF

ETFs
183
New
$320.42 - $424.58 $58.6K - $77.7K
183 $77K
VTR
Ventas, Inc.

Real Estate
1.22K
New
$62.45 - $70.08 $76.3K - $85.6K
1.22K $77K
IRM
Iron Mountain Inc

Real Estate
742
New
$76.93 - $105.25 $57.1K - $78.1K
742 $76K
TJX
Tjx Companies Inc

Consumer Cyclical
619
New
$119.13 - $135.03 $73.7K - $83.6K
619 $76K
Ishares Bitcoin Trust ETF
1.22K
New
N/A
1.22K $74K
UBER
Uber Technologies, Inc

Technology
803
New
$64.62 - $93.3 $51.9K - $74.9K
803 $74K
UAL
United Airlines Holdings, Inc.

Industrials
7
+ 0.1%
$56.15 - $84.23 $393 - $590
6.94K $552K
NUE
Nucor Corp

Basic Materials
565
New
$103.22 - $131.43 $58.3K - $74.3K
565 $73K
TNET
Trinet Group, Inc.

Industrials
1K
New
$72.67 - $86.45 $72.7K - $86.5K
1K $73K
CMCSA
Comcast Corp

Communication Services
1.98K
New
$32.84 - $36.72 $65K - $72.6K
1.98K $70K
QCOM
Qualcomm Inc

Technology
441
New
$124.66 - $159.48 $55K - $70.3K
441 $70K
VHI
Valhi Inc

Basic Materials
4.37K
New
$14.22 - $18.11 $62.2K - $79.2K
4.37K $70K
IDU
Ishares Tr U S Utils ETF

ETFs
660
New
$93.98 - $106.11 $62K - $70K
660 $69K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
305
New
$141.37 - $228.57 $43.1K - $69.7K
305 $69K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
985
New
$55.54 - $69.09 $54.7K - $68.1K
985 $68K
Invesco Exch Traded Fd Tr Ii
500
New
N/A
500 $67K
PEP
Pepsico Inc

Consumer Defensive
504
New
$128.02 - $151.37 $64.5K - $76.3K
504 $66K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.73K
New
$19.6 - $24.44 $53.5K - $66.7K
2.73K $66K
VTV
Vanguard Value ETF

ETFs
378
New
$153.67 - $176.74 $58.1K - $66.8K
378 $66K
CSX
Csx Corp

Industrials
1.96K
New
$26.69 - $32.91 $52.2K - $64.4K
1.96K $63K
IDEV
Ishares Core Msci Intl Develop

ETFs
835
New
$61.79 - $76.67 $51.6K - $64K
835 $63K
CME
Cme Group Inc.

Financial Services
226
New
$252.37 - $290.71 $57K - $65.7K
226 $62K
OKE
Oneok Inc

Energy
755
New
$78.71 - $100.37 $59.4K - $75.8K
755 $61K
VZ
Verizon Communications Inc

Communication Services
1.42K
New
$41.67 - $45.62 $59.2K - $64.8K
1.42K $61K
Global X Fds
1K
New
N/A
1K $60K
MAIN
Main Street Capital Corp

Financial Services
1K
New
$49.15 - $59.32 $49.2K - $59.3K
1K $59K
VT
Vanguard Total World Stk Index

ETFs
460
New
$103.16 - $128.52 $47.5K - $59.1K
460 $59K
ETN
Eaton Corp PLC

Industrials
30
+ 5.7%
$246.52 - $356.99 $7.4K - $10.7K
556 $198K
BOND
Pimco Active Bond Exchange Tra

ETFs
613
New
$89.87 - $92.93 $55.1K - $57K
613 $56K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
180
New
$177.93 - $313.14 $32K - $56.4K
180 $56K
APP
App Lovin Corp

Technology
158
New
$219.37 - $417.89 $34.7K - $66K
158 $55K
IAU
Ishares Gold Trust

ETFs
869
New
$56.1 - $64.74 $48.8K - $56.3K
869 $54K
ARKW
Ark Next Generation Internet E

ETFs
362
New
$82.77 - $147.9 $30K - $53.5K
362 $53K
ISRG
Intuitive Surgical Inc

Healthcare
11
+ 1.13%
$451.58 - $565.94 $4.97K - $6.23K
984 $534K
T
At&T Inc.

Communication Services
1.82K
New
$26.33 - $28.94 $48K - $52.8K
1.82K $52K
FHN
First Horizon Corp

Financial Services
2.49K
New
$16.21 - $21.2 $40.4K - $52.9K
2.49K $52K
NOW
Service Now, Inc.

Technology
51
New
$721.65 - $1040.18 $36.8K - $53K
51 $52K
Blackrock Inc
49
New
N/A
49 $51K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
643
New
$65.41 - $79.66 $42.1K - $51.2K
643 $51K
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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