Avion Wealth Purchases in Q4 2024

Avion Wealth

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
300
New
$148.14 - $166.23 $44.4K - $49.9K
300 $47K
DUK
Duke Energy Corp

Utilities
425
+ 263.98%
$105.76 - $120.76 $44.9K - $51.3K
586 $63K
TW
Tradeweb Markets Inc.

Financial Services
347
New
$124.87 - $136.32 $43.3K - $47.3K
347 $45K
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 2.89%
$471.27 - $550.62 $12.7K - $14.9K
962 $502K
QCOM
Qualcomm Inc

Technology
282
+ 293.75%
$150.4 - $178.04 $42.4K - $50.2K
378 $58K
BLDR
Builders First Source, Inc.

Industrials
306
+ 728.57%
$142.93 - $198.25 $43.7K - $60.7K
348 $49K
FIS
Fidelity National Information Services, Inc.

Technology
508
+ 502.97%
$80.14 - $90.95 $40.7K - $46.2K
609 $49K
Atlassian Corporation
157
+ 1308.33%
N/A
169 $41K
OARK
Yieldmax Innovation Option Inc
4.3K
+ 43.0%
N/A
14.3K $145K
CRM
Salesforce, Inc.

Technology
101
+ 106.32%
$270.87 - $367.87 $27.4K - $37.2K
196 $65K
NEP
Nextera Energy Partners, LP

Utilities
2.27K
+ 610.22%
$15.87 - $26.96 $36K - $61.2K
2.64K $47K
DOCU
Docusign, Inc.

Technology
368
+ 309.24%
$61.42 - $106.99 $22.6K - $39.4K
487 $43K
APP
App Lovin Corp

Technology
17
+ 10.83%
$130.67 - $401.5 $2.22K - $6.83K
174 $56K
Blackrock Inc
36
New
N/A
36 $36K
XOM
Exxon Mobil Corp

Energy
2.3K
+ 10.43%
$105.51 - $125.37 $243K - $289K
24.4K $2.62M
YELP
Yelp Inc

Communication Services
864
+ 1963.64%
$33.38 - $40.61 $28.8K - $35.1K
908 $35K
PEP
Pepsico Inc

Consumer Defensive
260
+ 81.25%
$151.29 - $176.1 $39.3K - $45.8K
580 $88K
V
Visa Inc.

Financial Services
38
+ 8.64%
$273.87 - $320.91 $10.4K - $12.2K
478 $151K
Corpay Inc
91
+ 1011.11%
N/A
100 $33K
DBX
Dropbox, Inc.

Technology
984
+ 4472.73%
$25.05 - $30.8 $24.6K - $30.3K
1.01K $30K
FDX
Fedex Corp

Industrials
106
+ 424.0%
$260.5 - $305.15 $27.6K - $32.3K
131 $36K
PAYX
Paychex Inc

Industrials
202
+ 469.77%
$135.86 - $148.73 $27.4K - $30K
245 $34K
Ge Healthcare Technologies I
383
+ 497.4%
N/A
460 $35K
CRWD
Crowd Strike Holdings, Inc.

Technology
63
+ 61.76%
$275.15 - $388.2 $17.3K - $24.5K
165 $56K
S
Sentinel One, Inc.

Technology
1.31K
New
$22.05 - $28.68 $28.8K - $37.4K
1.31K $28K
JEPI
J P Morgan Exchange Traded Fd

ETFs
490
+ 90.57%
$57.53 - $60.83 $28.2K - $29.8K
1.03K $59K
VEEV
Veeva Systems Inc

Healthcare
127
+ 635.0%
$201.81 - $250.45 $25.6K - $31.8K
147 $30K
FRSH
Freshworks Inc.

Technology
1.65K
New
$10.88 - $17.02 $18K - $28.1K
1.65K $26K
MRVL
Marvell Technology, Inc.

Technology
18
+ 2.93%
$70.31 - $124.78 $1.27K - $2.25K
632 $69K
MDLZ
Mondelez International, Inc.

Consumer Defensive
502
+ 158.36%
$59.25 - $72.99 $29.7K - $36.6K
819 $48K
NICE
Nice Ltd.

Technology
150
New
$164.71 - $199.17 $24.7K - $29.9K
150 $25K
EMBC
Embecta Corp.

Healthcare
1.2K
New
$12.51 - $20.83 $15K - $24.9K
1.2K $24K
WDAY
Workday, Inc.

Technology
86
+ 452.63%
$233.85 - $279.91 $20.1K - $24.1K
105 $27K
IYH
Ishares Tr

ETFs
400
New
$57.53 - $65.24 $23K - $26.1K
400 $23K
JNJ
Johnson & Johnson

Healthcare
252
+ 31.5%
$143.34 - $165.86 $36.1K - $41.8K
1.05K $152K
PLTR
Palantir Technologies Inc.

Technology
44
+ 8.92%
$36.46 - $82.38 $1.6K - $3.62K
537 $40K
LNG
Cheniere Energy, Inc.

Energy
29
+ 6.87%
$181.07 - $225.92 $5.25K - $6.55K
451 $96K
XLB
Select Sector Spdr Fd Material

ETFs
300
+ 88.24%
$83.8 - $97.58 $25.1K - $29.3K
640 $53K
CME
Cme Group Inc.

Financial Services
79
+ 68.1%
$221.17 - $246.02 $17.5K - $19.4K
195 $45K
SYY
Sysco Corp

Consumer Defensive
345
+ 7.76%
$73.63 - $81.77 $25.4K - $28.2K
4.79K $366K
FENY
Fidelity Covington Tr Msci Ene

ETFs
798
New
$23.14 - $26.91 $18.5K - $21.5K
798 $19K
CPNG
Coupang, Inc.

Consumer Cyclical
900
New
$21.98 - $26.89 $19.8K - $24.2K
900 $19K
NOW
Service Now, Inc.

Technology
13
+ 44.83%
$867.18 - $1148.42 $11.3K - $14.9K
42 $44K
DIS
Walt Disney CO

Communication Services
23
+ 2.3%
$92.39 - $117.6 $2.12K - $2.7K
1.02K $113K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 15.15%
$873.59 - $994.69 $13.1K - $14.9K
114 $104K
ADBE
Adobe Inc.

Technology
46
+ 112.2%
$437.39 - $552.96 $20.1K - $25.4K
87 $38K
BAC
Bank Of America Corp

Financial Services
43
+ 1.2%
$39.22 - $47.77 $1.69K - $2.05K
3.62K $159K
Arista Networks Inc
152
New
N/A
152 $16K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
125
+ 164.47%
$131.66 - $144.0 $16.5K - $18K
201 $26K
Activity Summary
Buys All Purchases 494 New Holdings 39 Increased Positions 455 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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