Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
J P Morgan Exchange Traded F
819
New
N/A
819 $51K
MRVL
Marvell Technology, Inc.

Technology
659
New
$49.38 - $79.97 $32.5K - $52.7K
659 $51K
CL
Colgate Palmolive CO

Consumer Defensive
561
New
$87.57 - $96.0 $49.1K - $53.9K
561 $50K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
880
+ 5.59%
$49.57 - $50.27 $43.6K - $44.2K
16.6K $836K
ALL
Allstate Corp

Financial Services
246
New
$180.53 - $212.64 $44.4K - $52.3K
246 $49K
HYG
Ishares Tr

ETFs
609
New
$75.75 - $80.65 $46.1K - $49.1K
609 $49K
WMB
Williams Companies, Inc.

Energy
790
New
$54.33 - $62.87 $42.9K - $49.7K
790 $49K
INTC
Intel Corp

Technology
2.17K
New
$18.13 - $22.69 $39.3K - $49.2K
2.17K $48K
ORCL
Oracle Corp

Technology
223
New
$122.82 - $218.63 $27.4K - $48.8K
223 $48K
ICF
Ishares Tr

ETFs
760
New
$54.56 - $62.47 $41.5K - $47.5K
760 $46K
AEP
American Electric Power CO Inc

Utilities
439
New
$98.59 - $109.11 $43.3K - $47.9K
439 $45K
DELL
Dell Technologies Inc.

Technology
375
New
$71.63 - $125.98 $26.9K - $47.2K
375 $45K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
558
New
$65.04 - $82.18 $36.3K - $45.9K
558 $45K
IWB
Ishares Tr Russell 1000 ETF

ETFs
130
New
$272.36 - $339.57 $35.4K - $44.1K
130 $44K
PANW
Palo Alto Networks Inc

Technology
216
New
$152.44 - $204.64 $32.9K - $44.2K
216 $44K
V
Visa Inc.

Financial Services
103
+ 6.3%
$308.27 - $373.31 $31.8K - $38.5K
1.74K $617K
PNC
Pnc Financial Services Group, Inc.

Financial Services
236
New
$149.76 - $186.42 $35.3K - $44K
236 $43K
SPYG
Spdr Portfolio

ETFs
174
+ 9.75%
$71.83 - $95.32 $12.5K - $16.6K
1.96K $186K
COF
Capital One Financial Corp

Financial Services
200
New
$150.57 - $212.76 $30.1K - $42.6K
200 $42K
GE
General Electric CO

Industrials
164
New
$166.81 - $257.39 $27.4K - $42.2K
164 $42K
INTU
Intuit Inc

Technology
54
New
$544.07 - $787.63 $29.4K - $42.5K
54 $42K
RPG
Invesco Exchange Traded Fd Tr

ETFs
930
New
$33.86 - $45.77 $31.5K - $42.6K
930 $42K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.39K
New
$29.0 - $30.68 $40.2K - $42.5K
1.39K $42K
LUV
Southwest Airlines CO

Industrials
1.31K
New
$24.04 - $34.36 $31.5K - $45K
1.31K $42K
GS
Goldman Sachs Group Inc

Financial Services
59
New
$462.22 - $707.75 $27.3K - $41.8K
59 $41K
PM
Philip Morris International Inc.

Consumer Defensive
229
New
$149.23 - $184.95 $34.2K - $42.4K
229 $41K
Super Micro Computer Inc
834
New
N/A
834 $40K
BLDR
Builders First Source, Inc.

Industrials
340
New
$105.63 - $131.12 $35.9K - $44.6K
340 $39K
PFE
Pfizer Inc

Healthcare
1.63K
New
$21.59 - $24.84 $35.1K - $40.4K
1.63K $39K
VXF
Vanguard Extended Market ETF

ETFs
205
New
$150.43 - $192.71 $30.8K - $39.5K
205 $39K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
500
New
$77.94 - $79.5 $39K - $39.8K
500 $39K
ADI
Analog Devices Inc

Technology
163
New
$164.6 - $238.02 $26.8K - $38.8K
163 $38K
LQD
Ishares Iboxx $ Investment Gra

ETFs
354
New
$105.23 - $109.61 $37.3K - $38.8K
354 $38K
Linde PLC
81
New
N/A
81 $38K
SPOT
Spotify Technology S.A.

Communication Services
50
New
$503.3 - $775.9 $25.2K - $38.8K
50 $38K
ADBE
Adobe Inc.

Technology
94
New
$340.0 - $420.68 $32K - $39.5K
94 $36K
CRWD
Crowd Strike Holdings, Inc.

Technology
70
New
$321.63 - $509.31 $22.5K - $35.7K
70 $35K
Ge Vernova Inc
67
New
N/A
67 $35K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
825
New
$40.82 - $43.14 $33.7K - $35.6K
825 $35K
IVE
Ishares S&P 500 Value ETF

ETFs
184
New
$168.34 - $195.42 $31K - $36K
184 $35K
MET
Metlife Inc

Financial Services
444
New
$68.42 - $82.49 $30.4K - $36.6K
444 $35K
IWP
Ishares Russell Mid Cap Growth

ETFs
248
New
$104.34 - $138.68 $25.9K - $34.4K
248 $34K
OXY
Occidental Petroleum Corp

Energy
812
New
$36.11 - $49.33 $29.3K - $40.1K
812 $34K
PGR
Progressive Corp

Financial Services
131
New
$255.27 - $288.74 $33.4K - $37.8K
131 $34K
EVRG
Evergy, Inc.

Utilities
486
New
$64.06 - $69.64 $31.1K - $33.8K
486 $33K
NEE
Nextera Energy Inc

Utilities
485
New
$64.11 - $75.0 $31.1K - $36.4K
485 $33K
XLRE
Select Sector Spdr Tr Real Est

ETFs
816
New
$37.08 - $42.26 $30.3K - $34.5K
816 $33K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
248
New
$121.58 - $136.74 $30.2K - $33.9K
248 $33K
APH
Amphenol Corp

Technology
333
New
$59.09 - $98.75 $19.7K - $32.9K
333 $32K
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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