Avion Wealth Purchases in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
2
+ 0.23%
$61.62 - $72.77 $123 - $146
871 $63K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
44
+ 19.3%
$89.32 - $107.82 $3.93K - $4.74K
272 $29K
FISV
Fiserv Inc

Technology
101
+ 131.17%
N/A
178 $21K
VXF
Vanguard Extended Market ETF

ETFs
20
+ 9.76%
$193.58 - $213.07 $3.87K - $4.26K
225 $47K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.07%
$28.92 - $32.19 $57.8 - $64.4
2.84K $90K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 3.39%
$696.56 - $806.32 $1.39K - $1.61K
61 $48K
Rocket Lab Corp
35
+ 10.12%
N/A
381 $18K
NEM
Newmont Corp

Basic Materials
8
+ 3.94%
$57.35 - $85.25 $459 - $682
211 $17K
CSX
Csx Corp

Industrials
2
+ 0.1%
$32.05 - $36.52 $64.1 - $73
1.96K $69K
QS
Quantum Scape Corp

Consumer Cyclical
71
+ 6.76%
$6.36 - $14.64 $452 - $1.04K
1.12K $13K
MS
Morgan Stanley

Financial Services
20
+ 10.05%
$139.09 - $161.16 $2.78K - $3.22K
219 $34K
MDT
Medtronic PLC

Healthcare
46
+ 24.73%
$87.67 - $95.74 $4.03K - $4.4K
232 $22K
MPWR
Monolithic Power Systems Inc

Technology
3
+ 21.43%
$711.24 - $922.81 $2.13K - $2.77K
17 $15K
APA
Apa Corp

Energy
122
+ 41.92%
$18.06 - $24.69 $2.2K - $3.01K
413 $10K
SCHW
Schwab Charles Corp

Financial Services
44
+ 18.18%
$91.03 - $98.69 $4.01K - $4.34K
286 $27K
WDC
Western Digital Corp

Technology
11
+ 18.97%
$63.84 - $120.06 $702 - $1.32K
69 $8K
Te Connectivity PLC
2
+ 2.2%
N/A
93 $20K
AEP
American Electric Power CO Inc

Utilities
13
+ 2.96%
$103.26 - $115.0 $1.34K - $1.5K
452 $50K
ALL
Allstate Corp

Financial Services
7
+ 2.85%
$192.0 - $214.65 $1.34K - $1.5K
253 $54K
NOC
Northrop Grumman Corp

Industrials
5
+ 29.41%
$498.9 - $609.32 $2.49K - $3.05K
22 $13K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
95
New
$52.35 - $58.64 $4.97K - $5.57K
95 $5K
VRT
Vertiv Holdings CO

Industrials
3
+ 1.41%
N/A
216 $32K
URI
United Rentals, Inc.

Industrials
1
+ 6.25%
$774.14 - $975.23 $774 - $975
17 $16K
K
Kellogg CO

Consumer Defensive
43
+ 51.19%
$76.96 - $82.02 $3.31K - $3.53K
127 $10K
ITW
Illinois Tool Works Inc

Industrials
11
+ 21.57%
$252.31 - $269.41 $2.78K - $2.96K
62 $16K
GIS
General Mills Inc

Consumer Defensive
75
+ 59.52%
$48.44 - $53.83 $3.63K - $4.04K
201 $10K
VZ
Verizon Communications Inc

Communication Services
60
+ 4.23%
$40.84 - $45.06 $2.45K - $2.7K
1.48K $65K
HPE
Hewlett Packard Enterprise CO

Technology
65
+ 11.52%
$19.81 - $25.24 $1.29K - $1.64K
629 $15K
UBOT
Direxion Dly Robotics, Art Int

ETFs
6
+ 0.49%
$21.16 - $25.87 $127 - $155
1.23K $30K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
71
+ 197.22%
$45.72 - $47.27 $3.25K - $3.36K
107 $5K
WELL
Welltower Inc.

Real Estate
2
+ 1.5%
$150.71 - $178.14 $301 - $356
135 $24K
AFL
Aflac Inc

Financial Services
33
+ 37.08%
$98.09 - $111.7 $3.24K - $3.69K
122 $13K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
6
+ 1.08%
$80.54 - $89.67 $483 - $538
564 $49K
VTV
Vanguard Value ETF

ETFs
1
+ 0.26%
$175.51 - $186.57 $176 - $187
379 $70K
CMI
Cummins Inc

Industrials
1
+ 3.03%
$327.85 - $426.39 $328 - $426
34 $14K
MDB
Mongo Db, Inc.

Technology
2
+ 7.41%
$201.0 - $334.87 $402 - $670
29 $9K
Reddit Inc
7
+ 17.5%
N/A
47 $10K
CAG
Conagra Brands Inc.

Consumer Defensive
217
+ 177.87%
$18.04 - $21.14 $3.91K - $4.59K
339 $6K
NEE
Nextera Energy Inc

Utilities
10
+ 2.06%
$69.77 - $77.54 $698 - $775
495 $37K
KO
Coca Cola CO

Consumer Defensive
158
+ 10.1%
$65.67 - $71.67 $10.4K - $11.3K
1.72K $114K
BTI
British American Tobacco P.L.C.

Consumer Defensive
8
+ 1.38%
$46.69 - $59.27 $374 - $474
589 $31K
NUE
Nucor Corp

Basic Materials
4
+ 0.71%
$133.3 - $150.33 $533 - $601
569 $77K
TECH
Bio Techne Corp

Healthcare
61
+ 119.61%
$49.87 - $58.78 $3.04K - $3.59K
112 $6K
CCL
Carnival Corp

Consumer Cyclical
102
+ 11.66%
$28.37 - $32.49 $2.89K - $3.31K
977 $28K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
146
+ 178.05%
$21.49 - $24.47 $3.14K - $3.57K
228 $5K
BK
Bank Of New York Mellon Corp

Financial Services
5
+ 2.37%
$90.65 - $109.75 $453 - $549
216 $23K
ROST
Ross Stores, Inc.

Consumer Cyclical
11
+ 15.94%
$127.59 - $152.81 $1.4K - $1.68K
80 $12K
BKR
Baker Hughes CO

Energy
22
+ 7.67%
$38.68 - $50.55 $851 - $1.11K
309 $15K
SPG
Simon Property Group Inc

Real Estate
9
+ 13.43%
$159.93 - $187.67 $1.44K - $1.69K
76 $14K
Activity Summary
Buys All Purchases 550 New Holdings 140 Increased Positions 410 Sells All Sells 301 Reductions 301 Sold out 0 Options Calls 0 Puts 0
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