Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TCBI
Texas Capital Bancshares Inc

Financial Services
8
New
$61.24 - $79.4 $490 - $635
8 $0
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
3
New
$153.22 - $199.8 $460 - $599
3 $0
TFSL
Tfs Financial Corp

Financial Services
41
New
$11.62 - $13.54 $476 - $555
41 $0
TDUP
Thred Up Inc.

Consumer Cyclical
76
New
$2.46 - $8.46 $187 - $643
76 $0
Tko Group Holdings Inc
3
New
N/A
3 $0
TR
Tootsie Roll Industries Inc

Consumer Defensive
15
New
$29.7 - $36.03 $446 - $540
15 $0
ELY
Callaway Golf CO

Consumer Cyclical
100
New
N/A
100 $0
TRU
Trans Union

Industrials
6
New
$69.26 - $91.89 $416 - $551
6 $0
TREX
Trex CO Inc

Industrials
9
New
$50.52 - $61.77 $455 - $556
9 $0
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
21
New
$28.96 - $32.46 $608 - $682
21 $0
TROX
Tronox Holdings PLC

Basic Materials
197
New
$4.51 - $6.87 $888 - $1.35K
197 $0
TRUP
Trupanion, Inc.

Financial Services
14
New
$32.91 - $56.45 $461 - $790
14 $0
UHALB
Amerco Com Ser N
9
New
N/A
9 $0
SMHB
Ubs Ag

ETFs
200
New
$3.36 - $4.77 $672 - $954
200 $0
UDR
Udr, Inc.

Real Estate
14
New
$38.09 - $45.36 $533 - $635
14 $0
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
15
New
$31.06 - $39.3 $466 - $590
15 $0
UMBF
Umb Financial Corp

Financial Services
6
New
$86.4 - $107.99 $518 - $648
6 $0
UBSI
United Bankshares Inc

Financial Services
15
New
$31.5 - $37.32 $473 - $560
15 $0
UCBI
United Community Banks Inc

Financial Services
20
New
N/A
20 $0
USLM
United States Lime & Minerals Inc

Basic Materials
5
New
$85.25 - $107.02 $426 - $535
5 $0
OLED
Universal Display Corp Pa

Technology
4
New
$106.6 - $161.02 $426 - $644
4 $0
VAL
Valaris LTD

Energy
17
New
$28.94 - $46.88 $492 - $797
17 $0
VLY
Valley National Bancorp

Financial Services
65
New
$7.87 - $9.2 $512 - $598
65 $0
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
140
New
$3.92 - $4.82 $549 - $675
140 $0
VRNS
Varonis Systems Inc

Technology
12
New
$37.96 - $50.93 $456 - $611
12 $0
VECO
Veeco Instruments Inc

Technology
27
New
$17.35 - $21.81 $468 - $589
27 $0
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
29
New
$14.87 - $23.57 $431 - $684
29 $0
Vitesse Energy Inc
26
New
N/A
26 $0
VNO
Vornado Realty Trust

Real Estate
9
New
$31.74 - $41.27 $286 - $371
9 $0
VOYA
Voya Financial, Inc.

Financial Services
9
New
$54.27 - $71.0 $488 - $639
9 $0
VYGR
Voyager Therapeutics, Inc.

Healthcare
160
New
$2.73 - $3.64 $437 - $582
160 $0
VSEC
Vse Corp

Industrials
4
New
$103.15 - $140.55 $413 - $562
4 $0
WTI
W&T Offshore Inc

Energy
452
New
$1.11 - $2.36 $502 - $1.07K
452 $0
WAFD
Washington Federal Inc

Financial Services
19
New
$24.48 - $30.05 $465 - $571
19 $0
WSBF
Waterstone Financial, Inc.

Financial Services
45
New
$11.86 - $13.94 $534 - $627
45 $0
WSO
Watsco Inc

Industrials
1
New
$421.84 - $520.66 $422 - $521
1 $0
WDFC
Wd 40 CO

Basic Materials
2
New
$217.49 - $248.93 $435 - $498
2 $0
WERN
Werner Enterprises Inc

Industrials
36
New
$24.66 - $30.08 $888 - $1.08K
36 $0
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
99
New
$8.72 - $10.05 $863 - $995
99 $0
WU
Western Union CO

Financial Services
53
New
$8.37 - $10.63 $444 - $563
53 $0
WINA
Winmark Corp

Consumer Cyclical
2
New
$318.43 - $450.34 $637 - $901
2 $0
MAPSW
Wm Technology Inc Wt Pur Com E
600
New
$0.01 - $0.03 $6 - $18
600 $0
XMTR
Xometry, Inc.

Industrials
20
New
$19.34 - $36.75 $387 - $735
20 $0
XPO
Xpo Logistics, Inc.

Industrials
5
New
$91.46 - $128.1 $457 - $641
5 $0
YELP
Yelp Inc

Communication Services
29
New
$32.56 - $40.93 $944 - $1.19K
29 $0
ZD
Ziff Davis, Inc.

Communication Services
16
New
$29.53 - $38.63 $472 - $618
16 $0
ZIMV
Zim Vie Inc.

Healthcare
84
New
$8.28 - $10.56 $696 - $887
84 $0
ZI
Zoom Info Technologies Inc.

Technology
62
New
$7.41 - $10.31 $459 - $639
62 $0
LOW
Lowes Companies Inc

Consumer Cyclical
18
+ 4.12%
$210.83 - $235.28 $3.79K - $4.24K
455 $100K
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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