Avion Wealth Purchases in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
WTW
Willis Towers Watson PLC

Financial Services
6
+ 28.57%
$301.83 - $345.45 $1.81K - $2.07K
27 $9K
PLD
Prologis, Inc.

Real Estate
7
+ 4.17%
$104.08 - $115.35 $729 - $807
175 $20K
FSLR
First Solar, Inc.

Technology
8
+ 38.1%
$160.84 - $223.53 $1.29K - $1.79K
29 $6K
WASH
Washington Trust Bancorp Inc

Financial Services
100
+ 100.0%
$26.43 - $30.54 $2.64K - $3.05K
200 $5K
STX
Seagate Technology Holdings PLC

Technology
5
+ 27.78%
$142.01 - $236.06 $710 - $1.18K
23 $5K
PHM
Pultegroup Inc

Consumer Cyclical
9
+ 13.24%
$108.0 - $141.42 $972 - $1.27K
77 $10K
FOXA
Fox Corp

Communication Services
26
+ 21.49%
$53.87 - $63.06 $1.4K - $1.64K
147 $9K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5
+ 1.56%
$90.62 - $107.71 $453 - $539
325 $32K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6
+ 0.12%
$45.07 - $47.56 $270 - $285
4.87K $223K
O
Realty Income Corp

Real Estate
18
+ 3.42%
$56.13 - $60.79 $1.01K - $1.09K
544 $33K
PFE
Pfizer Inc

Healthcare
53
+ 3.26%
$23.29 - $25.88 $1.23K - $1.37K
1.68K $42K
HUM
Humana Inc

Healthcare
9
+ 40.91%
$220.41 - $312.0 $1.98K - $2.81K
31 $8K
PH
Parker Hannifin Corp

Industrials
1
+ 3.33%
$697.13 - $769.67 $697 - $770
31 $23K
Linde PLC
7
+ 8.64%
N/A
88 $41K
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 4.35%
$252.18 - $305.41 $504 - $611
48 $14K
Microbot Med Inc
1K
New
N/A
1K $3K
Uniti Group LLC
602
New
N/A
602 $3K
U
Unity Software Inc.

Technology
17
+ 11.89%
$24.01 - $46.53 $408 - $791
160 $6K
CPB
Campbell Soup CO

Consumer Defensive
96
+ 223.26%
$30.41 - $34.03 $2.92K - $3.27K
139 $4K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
43
New
$76.16 - $78.59 $3.27K - $3.38K
43 $3K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
47
New
$67.48 - $71.55 $3.17K - $3.36K
47 $3K
NBR
Nabors Industries LTD

Energy
46
+ 131.43%
$29.58 - $42.5 $1.36K - $1.96K
81 $3K
RHI
Robert Half International Inc.

Industrials
101
New
$33.49 - $43.03 $3.38K - $4.35K
101 $3K
NSC
Norfolk Southern Corp

Industrials
2
+ 4.44%
$259.49 - $300.41 $519 - $601
47 $14K
SMR
Nuscale Power Corp

Industrials
100
+ 87.72%
$32.65 - $51.67 $3.27K - $5.17K
214 $7K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
67
New
$52.55 - $54.37 $3.52K - $3.64K
67 $3K
RJF
Raymond James Financial Inc

Financial Services
12
+ 26.67%
$154.64 - $176.43 $1.86K - $2.12K
57 $9K
TSCO
Tractor Supply CO

Consumer Cyclical
26
+ 11.76%
$54.08 - $62.65 $1.41K - $1.63K
247 $14K
DHI
Horton D R Inc

Consumer Cyclical
6
+ 9.52%
$129.82 - $184.04 $779 - $1.1K
69 $11K
CIEN
Ciena Corp

Technology
10
+ 83.33%
$77.75 - $145.67 $778 - $1.46K
22 $3K
ADM
Archer Daniels Midland CO

Consumer Defensive
24
+ 8.86%
$53.54 - $64.21 $1.28K - $1.54K
295 $17K
DAL
Delta Air Lines, Inc.

Industrials
14
+ 6.33%
$49.0 - $61.97 $686 - $868
235 $13K
AME
Ametek Inc

Industrials
12
+ 25.53%
$176.44 - $192.03 $2.12K - $2.3K
59 $11K
EXPO
Exponent Inc

Industrials
49
+ 700.0%
$68.33 - $77.6 $3.35K - $3.8K
56 $3K
RE
Everest Re Group LTD

Financial Services
8
+ 400.0%
N/A
10 $3K
NET
Cloudflare, Inc.

Technology
5
+ 4.55%
$181.39 - $228.28 $907 - $1.14K
115 $24K
BDX
Becton Dickinson & CO

Healthcare
10
+ 25.64%
$172.41 - $199.66 $1.72K - $2K
49 $9K
FAST
Fastenal CO

Industrials
21
+ 7.0%
$42.47 - $50.39 $892 - $1.06K
321 $15K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
100
+ 333.33%
$17.96 - $19.62 $1.8K - $1.96K
130 $2K
HSY
Hershey CO

Consumer Defensive
11
+ 29.73%
$161.95 - $193.45 $1.78K - $2.13K
48 $8K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2
+ 1.11%
$301.44 - $365.84 $603 - $732
182 $58K
Electrovaya Inc
500
New
N/A
500 $2K
IFF
International Flavors & Fragrances Inc

Basic Materials
36
+ 327.27%
$60.3 - $77.46 $2.17K - $2.79K
47 $2K
IBKR
Interactive Brokers Group, Inc.

Financial Services
12
+ 25.0%
$56.32 - $68.81 $676 - $826
60 $4K
INSM
Insmed Inc

Healthcare
2
+ 5.56%
$96.14 - $147.2 $192 - $294
38 $5K
BX
Blackstone Inc.

Financial Services
1
+ 0.83%
$152.77 - $188.68 $153 - $189
122 $20K
SITM
Sitime Corp

Technology
2
+ 16.67%
$190.16 - $318.05 $380 - $636
14 $4K
EHC
Encompass Health Corp

Healthcare
13
+ 41.94%
$107.13 - $127.02 $1.39K - $1.65K
44 $5K
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 6.25%
$514.61 - $682.78 $515 - $683
17 $10K
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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