Avion Wealth Purchases in Q1 2025

Avion Wealth

  • $390 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MED
Medifast Inc

Consumer Cyclical
52
New
$13.48 - $17.6 $701 - $915
52 $0
MEDP
Medpace Holdings, Inc.

Healthcare
2
New
$304.69 - $360.97 $609 - $722
2 $0
MTG
Mgic Investment Corp

Financial Services
30
New
$22.56 - $25.71 $677 - $771
30 $0
MGPI
Mgp Ingredients Inc

Consumer Defensive
11
New
$28.85 - $39.18 $317 - $431
11 $0
MVSTW
Microvast Hldgs Inc Wt Exp 04/
1K
New
$0.16 - $0.48 $160 - $480
1K $0
Mineralys Therapeutics Inc
78
New
N/A
78 $0
AVO
Mission Produce, Inc.

Consumer Defensive
59
New
$9.76 - $14.18 $576 - $837
59 $0
MRNA
Moderna, Inc.

Healthcare
12
New
$28.35 - $47.53 $340 - $570
12 $0
COOP
Mr. Cooper Group Inc.

Financial Services
9
New
$91.4 - $119.6 $823 - $1.08K
9 $0
MSM
Msc Industrial Direct CO Inc

Industrials
6
New
$74.45 - $83.08 $447 - $498
6 $0
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
2
New
$96.88 - $148.78 $194 - $298
2 $0
MAC
Macerich CO

Real Estate
13
New
$15.88 - $20.87 $206 - $271
13 $0
Liberty Media Corp Del
4
New
N/A
4 $0
Liberty Media Corp Del
5
New
N/A
5 $0
LGND
Ligand Pharmaceuticals Inc

Healthcare
9
New
$105.14 - $122.23 $946 - $1.1K
9 $0
LNC
Lincoln National Corp

Financial Services
30
New
$30.06 - $39.23 $902 - $1.18K
30 $0
Lineage Inc
5
New
N/A
5 $0
LAD
Lithia Motors Inc

Consumer Cyclical
2
New
$285.59 - $385.71 $571 - $771
2 $0
LDI
Loan Depot, Inc.

Financial Services
53
New
$1.19 - $1.95 $63.1 - $103
53 $0
LTRYW
Lottery.Com Inc.

ETFs
2K
New
$0.01 - $0.04 $20 - $80
2K $0
Lottery Com Inc
50
New
N/A
50 $0
LCID
Lucid Group, Inc.

Consumer Cyclical
172
New
$2.03 - $3.48 $349 - $599
172 $0
Luminar Technologies Inc
20
New
N/A
20 $0
MUSA
Murphy Usa Inc.

Consumer Cyclical
1
New
$435.02 - $515.95 $435 - $516
1 $0
SGRY
Surgery Partners, Inc.

Healthcare
25
New
$19.85 - $25.87 $496 - $647
25 $0
PATH
Ui Path, Inc.

Technology
60
New
$9.97 - $15.19 $598 - $911
60 $0
UCBI
United Community Banks Inc

Financial Services
20
New
N/A
20 $0
UBFO
United Security Bancshares

Financial Services
29
New
$8.76 - $10.13 $254 - $294
29 $0
X
United States Steel Corp

Basic Materials
9
New
$30.47 - $43.0 $274 - $387
9 $0
OLED
Universal Display Corp Pa

Technology
3
New
$139.48 - $161.59 $418 - $485
3 $0
USFD
Us Foods Holding Corp.

Consumer Defensive
4
New
$63.38 - $72.02 $254 - $288
4 $0
USNA
Usana Health Sciences Inc

Consumer Defensive
14
New
$26.26 - $36.39 $368 - $509
14 $0
UTMD
Utah Medical Products Inc

Healthcare
8
New
$56.04 - $64.17 $448 - $513
8 $0
MTN
Vail Resorts Inc

Consumer Cyclical
1
New
$153.58 - $184.72 $154 - $185
1 $0
VAL
Valaris LTD

Energy
22
New
$32.85 - $49.52 $723 - $1.09K
22 $0
VLY
Valley National Bancorp

Financial Services
65
New
$8.56 - $10.42 $556 - $677
65 $0
UFPI
Ufp Industries Inc

Basic Materials
4
New
$103.91 - $118.67 $416 - $475
4 $0
UDR
Udr, Inc.

Real Estate
14
New
$40.09 - $46.04 $561 - $645
14 $0
TROX
Tronox Holdings PLC

Basic Materials
51
New
$6.82 - $10.37 $348 - $529
51 $0
TGB
Taseko Mines LTD

Basic Materials
500
New
$1.83 - $2.52 $915 - $1.26K
500 $0
FTI
Technip Fmc PLC

Energy
27
New
$25.3 - $32.57 $683 - $879
27 $0
TDOC
Teladoc Health, Inc.

Healthcare
70
New
$7.96 - $14.33 $557 - $1K
70 $0
TFX
Teleflex Inc

Healthcare
3
New
$130.79 - $183.66 $392 - $551
3 $0
THC
Tenet Healthcare Corp

Healthcare
2
New
$119.51 - $144.98 $239 - $290
2 $0
ELY
Callaway Golf CO

Consumer Cyclical
100
New
N/A
100 $0
TTC
Toro CO

Industrials
6
New
$71.86 - $87.28 $431 - $524
6 $0
TRU
Trans Union

Industrials
10
New
$80.45 - $100.25 $805 - $1K
10 $0
TNL
Travel & Leisure Co.

Consumer Cyclical
10
New
$46.29 - $57.86 $463 - $579
10 $0
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
21
New
$30.79 - $38.48 $647 - $808
21 $0
Activity Summary
Buys All Purchases 469 New Holdings 451 Increased Positions 18 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 1 Puts 0
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