Avion Wealth Purchases in Q4 2024

Avion Wealth

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
24
+ 64.86%
$111.96 - $144.21 $2.69K - $3.46K
61 $7K
DECK
Deckers Outdoor Corp

Consumer Cyclical
7
+ 21.21%
$152.04 - $211.12 $1.06K - $1.48K
40 $8K
NET
Cloudflare, Inc.

Technology
8
+ 11.94%
$78.11 - $117.56 $625 - $940
75 $8K
APO
Apollo Global Management, Inc.

Financial Services
5
+ 9.62%
$131.36 - $178.61 $657 - $893
57 $9K
FISV
Fiserv Inc

Technology
6
+ 9.09%
N/A
72 $14K
WST
West Pharmaceutical Services Inc

Healthcare
9
+ 225.0%
$285.69 - $344.0 $2.57K - $3.1K
13 $4K
BX
Blackstone Inc.

Financial Services
7
+ 8.64%
$148.45 - $199.05 $1.04K - $1.39K
88 $15K
INTU
Intuit Inc

Technology
6
+ 20.69%
$602.01 - $706.25 $3.61K - $4.24K
35 $21K
PANW
Palo Alto Networks Inc

Technology
94
+ 109.3%
$181.96 - $405.9 $17.1K - $38.2K
180 $32K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 1.43%
$178.39 - $215.0 $535 - $645
213 $41K
ITW
Illinois Tool Works Inc

Industrials
9
+ 40.91%
$253.56 - $278.5 $2.28K - $2.51K
31 $7K
RJF
Raymond James Financial Inc

Financial Services
2
+ 6.45%
$123.0 - $170.1 $246 - $340
33 $5K
Primo Brands Corporation
70
New
N/A
70 $2K
VST
Vistra Corp.

Utilities
6
+ 15.79%
$115.74 - $166.61 $694 - $1K
44 $6K
SYNA
Synaptics Inc

Technology
24
+ 400.0%
$68.67 - $82.79 $1.65K - $1.99K
30 $2K
LPI
Laredo Petroleum, Inc.

Energy
40
+ 133.33%
N/A
70 $2K
GM
General Motors CO

Consumer Cyclical
6
+ 2.55%
$44.82 - $60.2 $269 - $361
241 $12K
CDNS
Cadence Design Systems Inc

Technology
1
+ 3.45%
$249.1 - $324.54 $249 - $325
30 $9K
EQT
Eqt Corp

Energy
7
+ 6.6%
$35.62 - $46.89 $249 - $328
113 $5K
ETR
Entergy Corp

Utilities
39
+ 144.44%
$73.19 - $156.4 $2.85K - $6.1K
66 $5K
EMR
Emerson Electric CO

Industrials
12
+ 25.0%
$108.13 - $134.33 $1.3K - $1.61K
60 $7K
STT
State Street Corp

Financial Services
8
+ 18.6%
$85.96 - $100.78 $688 - $806
51 $5K
NRC
National Research Corp

Healthcare
160
New
$17.07 - $21.78 $2.73K - $3.48K
160 $2K
TRGP
Targa Resources Corp.

Energy
2
+ 5.13%
$150.58 - $207.69 $301 - $415
41 $7K
HSY
Hershey CO

Consumer Defensive
14
+ 63.64%
$168.67 - $193.65 $2.36K - $2.71K
36 $6K
SYF
Synchrony Financial

Financial Services
7
+ 7.53%
$49.01 - $68.55 $343 - $480
100 $6K
GDDY
Go Daddy Inc.

Technology
4
+ 12.9%
$153.16 - $209.03 $613 - $836
35 $6K
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.82K
+ 200.11%
$22.4 - $68.28 $40.7K - $124K
2.73K $63K
AMED
Amedisys Inc

Healthcare
18
+ 360.0%
$83.78 - $97.71 $1.51K - $1.76K
23 $2K
IEF
Ishares Barclays

ETFs
24
New
$92.08 - $98.18 $2.21K - $2.36K
24 $2K
FTNT
Fortinet, Inc.

Technology
8
+ 9.2%
$76.49 - $99.21 $612 - $794
95 $8K
EXEL
Exelixis, Inc.

Healthcare
18
+ 9.0%
$25.39 - $36.46 $457 - $656
218 $7K
MUR
Murphy Oil Corp

Energy
55
+ 423.08%
$28.14 - $36.09 $1.55K - $1.98K
68 $2K
COF
Capital One Financial Corp

Financial Services
3
+ 6.0%
$145.19 - $192.01 $436 - $576
53 $9K
T
At&T Inc.

Communication Services
84
+ 8.72%
$21.22 - $23.88 $1.78K - $2.01K
1.05K $23K
CVNA
Carvana Co.

Consumer Cyclical
2
+ 2.82%
$175.8 - $260.8 $352 - $522
73 $14K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
13
+ 6.37%
$55.73 - $66.16 $724 - $860
217 $13K
PM
Philip Morris International Inc.

Consumer Defensive
17
+ 14.78%
$118.38 - $133.06 $2.01K - $2.26K
132 $15K
VRSN
Verisign Inc

Technology
9
+ 75.0%
$176.68 - $206.96 $1.59K - $1.86K
21 $4K
SYK
Stryker Corp

Healthcare
5
+ 19.23%
$345.14 - $392.15 $1.73K - $1.96K
31 $11K
PPG
Ppg Industries Inc

Basic Materials
18
+ 150.0%
$119.09 - $131.37 $2.14K - $2.36K
30 $3K
LYV
Live Nation Entertainment, Inc.

Communication Services
2
+ 1.79%
$109.06 - $140.54 $218 - $281
114 $14K
GD
General Dynamics Corp

Industrials
13
+ 41.94%
$260.28 - $314.03 $3.38K - $4.08K
44 $11K
EQIX
Equinix Inc

Real Estate
1
+ 9.09%
$865.69 - $985.0 $866 - $985
12 $11K
MNST
Monster Beverage Corp

Consumer Defensive
44
+ 141.94%
$49.24 - $56.38 $2.17K - $2.48K
75 $3K
EEM
Ishares Msci Emerging Markets

ETFs
76
+ 24.6%
$41.82 - $47.36 $3.18K - $3.6K
385 $16K
HPE
Hewlett Packard Enterprise CO

Technology
37
+ 7.71%
$19.31 - $23.95 $714 - $886
517 $11K
APH
Amphenol Corp

Technology
15
+ 6.25%
$62.07 - $75.35 $931 - $1.13K
255 $17K
WTW
Willis Towers Watson PLC

Financial Services
5
+ 50.0%
$287.99 - $332.53 $1.44K - $1.66K
15 $4K
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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