Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TOST
Toast, Inc.

Technology
530
New
$30.03 - $45.23 $15.9K - $24K
530 $23K
UTHR
United Therapeutics Corp

Healthcare
82
New
$276.47 - $328.4 $22.7K - $26.9K
82 $23K
WES
Western Midstream Partners, LP

Energy
600
New
$34.99 - $41.61 $21K - $25K
600 $23K
MMM
3 M CO

Industrials
148
New
$126.09 - $154.15 $18.7K - $22.8K
148 $22K
CTAS
Cintas Corp

Industrials
99
New
$190.11 - $227.66 $18.8K - $22.5K
99 $22K
IYH
Ishares Tr

ETFs
400
New
$53.97 - $60.17 $21.6K - $24.1K
400 $22K
MSTR
Microstrategy Inc

Technology
55
New
$237.95 - $421.61 $13.1K - $23.2K
55 $22K
Newsmax Inc
1.5K
New
N/A
1.5K $22K
SCHW
Schwab Charles Corp

Financial Services
242
New
$69.06 - $91.24 $16.7K - $22.1K
242 $22K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
761
New
$24.38 - $30.18 $18.6K - $23K
761 $22K
DOV
Dover Corp

Industrials
119
New
$151.14 - $186.7 $18K - $22.2K
119 $21K
PRF
Invesco Exchange Traded Fd Tr

ETFs
498
New
$35.77 - $42.27 $17.8K - $21.1K
498 $21K
ACN
Accenture PLC

Technology
67
New
$279.23 - $323.21 $18.7K - $21.7K
67 $20K
Arista Networks Inc
199
New
N/A
199 $20K
DD
Du Pont De Nemours, Inc.

Basic Materials
292
New
$55.13 - $75.25 $16.1K - $22K
292 $20K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
205
New
$100.35 - $100.71 $20.6K - $20.6K
205 $20K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
228
New
$87.84 - $1441.89 $20K - $329K
228 $20K
PH
Parker Hannifin Corp

Industrials
30
New
$517.23 - $700.54 $15.5K - $21K
30 $20K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 1.31%
$496.48 - $617.85 $1.99K - $2.47K
310 $191K
SYK
Stryker Corp

Healthcare
51
New
$337.37 - $395.63 $17.2K - $20.2K
51 $20K
WM
Waste Management Inc

Industrials
91
New
$216.47 - $242.1 $19.7K - $22K
91 $20K
WELL
Welltower Inc.

Real Estate
133
New
$136.49 - $155.22 $18.2K - $20.6K
133 $20K
ASLE
Aer Sale Corp

Industrials
3.2K
New
$5.72 - $7.7 $18.3K - $24.6K
3.2K $19K
BK
Bank Of New York Mellon Corp

Financial Services
211
New
$73.31 - $91.62 $15.5K - $19.3K
211 $19K
ABC
Amerisourcebergen Corp

Healthcare
64
New
N/A
64 $19K
CLX
Clorox CO

Consumer Defensive
160
New
$118.01 - $148.69 $18.9K - $23.8K
160 $19K
DASH
Door Dash, Inc.

Communication Services
78
New
$163.16 - $246.51 $12.7K - $19.2K
78 $19K
FCX
Freeport Mcmoran Inc

Basic Materials
458
New
$29.15 - $44.46 $13.4K - $20.4K
458 $19K
GILD
Gilead Sciences, Inc.

Healthcare
180
New
$96.91 - $113.0 $17.4K - $20.3K
180 $19K
HWM
Howmet Aerospace Inc.

Industrials
106
New
$112.33 - $186.13 $11.9K - $19.7K
106 $19K
DGRO
Ishares Core Dividend Growth E

ETFs
309
New
$55.22 - $63.94 $17.1K - $19.8K
309 $19K
LYV
Live Nation Entertainment, Inc.

Communication Services
128
New
$118.81 - $151.28 $15.2K - $19.4K
128 $19K
NKE
Nike, Inc.

Consumer Cyclical
272
New
$53.27 - $72.04 $14.5K - $19.6K
272 $19K
SCHO
Schwab Short Term Us Treasury

ETFs
780
New
$24.19 - $24.45 $18.9K - $19.1K
780 $19K
TTWO
Take Two Interactive Software Inc

Communication Services
81
New
$194.58 - $243.05 $15.8K - $19.7K
81 $19K
CI
Cigna Corp

Healthcare
58
New
$301.89 - $340.04 $17.5K - $19.7K
58 $19K
BX
Blackstone Inc.

Financial Services
121
New
$120.07 - $151.11 $14.5K - $18.3K
121 $18K
CTO
Cto Realty Growth, Inc.

Real Estate
1.07K
New
$16.86 - $19.44 $18.1K - $20.8K
1.07K $18K
FENY
Fidelity Covington Tr Msci Ene

ETFs
798
New
$20.83 - $25.75 $16.6K - $20.5K
798 $18K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
410
New
$42.72 - $44.24 $17.5K - $18.1K
410 $18K
HCA
Hca Healthcare, Inc.

Healthcare
49
New
$317.61 - $387.52 $15.6K - $19K
49 $18K
EEM
Ishares Msci Emerging Markets

ETFs
385
New
$38.52 - $48.28 $14.8K - $18.6K
385 $18K
SPGI
S&P Global Inc.

Financial Services
36
New
$438.31 - $527.29 $15.8K - $19K
36 $18K
SPTL
Spdr Portfolio Long Term Treas

ETFs
686
New
$25.48 - $27.78 $17.5K - $19.1K
686 $18K
VFMO
Vanguard Wellington Fd U S Mom

ETFs
107
New
$134.25 - $172.52 $14.4K - $18.5K
107 $18K
WSR
Whitestone Reit

Real Estate
1.5K
New
$12.06 - $14.62 $18.1K - $21.9K
1.5K $18K
AMT
American Tower Corp

Real Estate
79
New
$203.96 - $228.19 $16.1K - $18K
79 $17K
CDNS
Cadence Design Systems Inc

Technology
58
New
$231.64 - $323.08 $13.4K - $18.7K
58 $17K
DOW
Dow Inc.

Basic Materials
650
New
$25.81 - $34.89 $16.8K - $22.7K
650 $17K
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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