Avion Wealth Purchases in Q4 2024

Avion Wealth

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TJX
Tjx Companies Inc

Consumer Cyclical
101
+ 18.0%
$112.15 - $127.2 $11.3K - $12.8K
662 $79K
ADP
Automatic Data Processing Inc

Industrials
4
+ 0.54%
$280.08 - $307.97 $1.12K - $1.23K
738 $216K
DRI
Darden Restaurants Inc

Consumer Cyclical
3
+ 0.62%
$155.96 - $188.66 $468 - $566
490 $91K
IJS
Ishares S&P Smallcap 600 Value

ETFs
78
+ 2.9%
$104.59 - $118.05 $8.16K - $9.21K
2.77K $300K
ASLE
Aer Sale Corp

Industrials
1K
+ 31.25%
$4.55 - $6.57 $4.55K - $6.57K
4.2K $26K
ORCL
Oracle Corp

Technology
59
+ 38.82%
$165.41 - $192.43 $9.76K - $11.4K
211 $35K
TMUS
T Mobile Us, Inc.

Communication Services
46
+ 93.88%
$206.1 - $246.94 $9.48K - $11.4K
95 $20K
SBUX
Starbucks Corp

Consumer Cyclical
220
+ 14.05%
$87.44 - $102.5 $19.2K - $22.6K
1.79K $162K
PARA
Paramount Global

Communication Services
1K
New
$10.27 - $11.57 $10.3K - $11.6K
1K $10K
CSCO
Cisco Systems, Inc.

Technology
30
+ 2.35%
$52.45 - $60.02 $1.57K - $1.8K
1.31K $77K
Ge Vernova Inc
19
+ 57.58%
N/A
52 $17K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
21
+ 6.34%
$198.04 - $221.51 $4.16K - $4.65K
352 $74K
ETN
Eaton Corp PLC

Industrials
23
+ 5.67%
$326.96 - $377.52 $7.52K - $8.68K
429 $142K
WDC
Western Digital Corp

Technology
135
+ 364.86%
$59.62 - $73.43 $8.05K - $9.91K
172 $10K
TTWO
Take Two Interactive Software Inc

Communication Services
41
+ 256.25%
$147.66 - $190.46 $6.05K - $7.81K
57 $10K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1
+ 0.63%
$173.13 - $258.09 $173 - $258
160 $36K
CCL
Carnival Corp

Consumer Cyclical
112
+ 15.41%
$17.34 - $26.8 $1.94K - $3K
839 $20K
WMB
Williams Companies, Inc.

Energy
19
+ 2.81%
$46.37 - $59.74 $881 - $1.14K
694 $37K
TNET
Trinet Group, Inc.

Industrials
140
+ 14.88%
$80.31 - $98.2 $11.2K - $13.7K
1.08K $98K
VRT
Vertiv Holdings CO

Industrials
54
+ 101.89%
N/A
107 $12K
PGR
Progressive Corp

Financial Services
32
+ 46.38%
$239.6 - $268.88 $7.67K - $8.6K
101 $24K
MLPA
Global X Mlp ETF

ETFs
141
New
$47.44 - $52.61 $6.69K - $7.42K
141 $6K
AZN
Astrazeneca PLC

Healthcare
102
+ 137.84%
$63.2 - $79.58 $6.45K - $8.12K
176 $11K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.13K
+ 299.86%
$25.93 - $105.3 $55.2K - $224K
2.84K $79K
O
Realty Income Corp

Real Estate
116
+ 114.85%
$51.76 - $64.71 $6K - $7.51K
217 $11K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
300
New
$17.55 - $19.98 $5.27K - $5.99K
300 $5K
BLNK
Blink Charging Co.

Industrials
4K
New
$1.39 - $2.25 $5.56K - $9K
4K $5K
MO
Altria Group, Inc.

Consumer Defensive
41
+ 2.1%
$49.06 - $57.74 $2.01K - $2.37K
2K $104K
Lam Research Corp
83
New
N/A
83 $5K
RKLB
Rocket Lab Usa, Inc.

Industrials
13
+ 4.33%
$9.23 - $28.44 $120 - $370
313 $7K
MSTR
Microstrategy Inc

Technology
8
+ 34.78%
$162.69 - $473.83 $1.3K - $3.79K
31 $8K
GLD
Spdr Gold Trust

ETFs
28
+ 1.54%
$236.59 - $257.5 $6.62K - $7.21K
1.84K $446K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.42K
+ 206.44%
$27.54 - $83.04 $149K - $450K
8.04K $222K
RACE
Ferrari N.V.

Consumer Cyclical
12
New
$422.83 - $490.34 $5.07K - $5.88K
12 $5K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 9.76%
$486.1 - $608.57 $1.94K - $2.43K
45 $25K
Super Micro Computer Inc
156
New
N/A
156 $4K
VKTX
Viking Therapeutics, Inc.

Healthcare
100
New
$38.28 - $78.03 $3.83K - $7.8K
100 $4K
BLD
Top Build Corp

Industrials
13
New
$308.96 - $414.77 $4.02K - $5.39K
13 $4K
MS
Morgan Stanley

Financial Services
8
+ 6.02%
$104.42 - $134.99 $835 - $1.08K
141 $17K
BSX
Boston Scientific Corp

Healthcare
35
+ 19.77%
$83.62 - $91.5 $2.93K - $3.2K
212 $18K
DE
Deere & CO

Industrials
6
+ 3.59%
$389.45 - $466.0 $2.34K - $2.8K
173 $73K
EFX
Equifax Inc

Industrials
19
+ 86.36%
$245.03 - $293.5 $4.66K - $5.58K
41 $10K
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 29.79%
$83.95 - $97.9 $2.35K - $2.74K
122 $11K
SCHW
Schwab Charles Corp

Financial Services
36
+ 40.0%
$63.31 - $82.85 $2.28K - $2.98K
126 $9K
DLTR
Dollar Tree, Inc.

Consumer Defensive
48
+ 685.71%
$61.21 - $76.19 $2.94K - $3.66K
55 $4K
BMY
Bristol Myers Squibb CO

Healthcare
36
+ 21.05%
$51.92 - $59.94 $1.87K - $2.16K
207 $11K
EXPD
Expeditors International Of Washington Inc

Industrials
27
+ 128.57%
$110.5 - $128.26 $2.98K - $3.46K
48 $5K
TWLO
Twilio Inc

Communication Services
10
+ 25.0%
$63.73 - $114.96 $637 - $1.15K
50 $5K
RBLX
Roblox Corp

Communication Services
2
+ 1.12%
$39.86 - $61.45 $79.7 - $123
181 $10K
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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