Avion Wealth Purchases in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SSNC
Ss&C Technologies Holdings Inc

Technology
12
+ 52.17%
$81.85 - $90.2 $982 - $1.08K
35 $3K
STT
State Street Corp

Financial Services
4
+ 6.15%
$102.01 - $117.25 $408 - $469
69 $8K
THC
Tenet Healthcare Corp

Healthcare
6
+ 150.0%
$148.38 - $203.04 $890 - $1.22K
10 $2K
PKI
Perkinelmer Inc

Healthcare
31
+ 281.82%
N/A
42 $3K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
45
New
$45.6 - $46.92 $2.05K - $2.11K
45 $2K
CNP
Centerpoint Energy Inc

Utilities
42
+ 56.76%
$35.77 - $39.16 $1.5K - $1.64K
116 $4K
LSCC
Lattice Semiconductor Corp

Technology
8
+ 22.22%
$48.73 - $74.71 $390 - $598
44 $3K
LDOS
Leidos Holdings, Inc.

Technology
9
+ 56.25%
$159.2 - $188.96 $1.43K - $1.7K
25 $4K
MAA
Mid America Apartment Communities Inc.

Real Estate
13
+ 216.67%
$138.38 - $153.2 $1.8K - $1.99K
19 $2K
LYV
Live Nation Entertainment, Inc.

Communication Services
1
+ 0.78%
$143.56 - $174.06 $144 - $174
129 $21K
LITE
Lumentum Holdings Inc.

Technology
4
+ 25.0%
$90.44 - $171.5 $362 - $686
20 $3K
CW
Curtiss Wright Corp

Industrials
1
+ 6.25%
$472.43 - $542.94 $472 - $543
17 $9K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 7.14%
$546.36 - $631.12 $546 - $631
15 $9K
Labcorp Holdings Inc
8
+ 66.67%
N/A
20 $5K
NRIX
Nurix Therapeutics, Inc.

Healthcare
250
New
$8.24 - $13.18 $2.06K - $3.3K
250 $2K
DGX
Quest Diagnostics Inc

Healthcare
6
+ 6.32%
N/A
101 $19K
EBAY
Ebay Inc

Consumer Cyclical
5
+ 6.25%
$75.33 - $100.77 $377 - $504
85 $7K
PSTG
Pure Storage, Inc.

Technology
10
+ 13.89%
$54.47 - $88.29 $545 - $883
82 $6K
PCG
Pg&E Corp

Utilities
115
+ 39.66%
$13.0 - $15.73 $1.5K - $1.81K
405 $6K
MPC
Marathon Petroleum Corp

Energy
3
+ 4.84%
$158.59 - $198.69 $476 - $596
65 $12K
D
Dominion Energy, Inc

Utilities
8
+ 3.05%
$56.32 - $62.1 $451 - $497
270 $16K
CLX
Clorox CO

Consumer Defensive
13
+ 8.13%
$117.67 - $131.43 $1.53K - $1.71K
173 $21K
CMS
Cms Energy Corp

Utilities
28
+ 48.28%
$69.37 - $74.67 $1.94K - $2.09K
86 $6K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
17
+ 26.15%
$196.15 - $217.83 $3.33K - $3.7K
82 $16K
CBRE
Cbre Group, Inc.

Real Estate
5
+ 5.75%
$137.04 - $165.9 $685 - $830
92 $14K
ATO
Atmos Energy Corp

Utilities
9
+ 37.5%
$151.51 - $170.75 $1.36K - $1.54K
33 $5K
WSM
Williams Sonoma Inc

Consumer Cyclical
8
+ 30.77%
$163.62 - $210.2 $1.31K - $1.68K
34 $6K
VMC
Vulcan Materials CO

Basic Materials
2
+ 8.0%
$260.62 - $307.62 $521 - $615
27 $8K
Veralto Corp
15
+ 100.0%
N/A
30 $3K
Aptiv PLC
8
+ 28.57%
N/A
36 $3K
AMPH
Amphastar Pharmaceuticals, Inc.

Healthcare
64
+ 106.67%
$20.62 - $30.81 $1.32K - $1.97K
124 $3K
WAT
Waters Corp

Healthcare
8
+ 57.14%
$277.72 - $357.04 $2.22K - $2.86K
22 $6K
GNTX
Gentex Corp

Consumer Cyclical
60
+ 117.65%
$22.66 - $29.06 $1.36K - $1.74K
111 $3K
EXPD
Expeditors International Of Washington Inc

Industrials
12
+ 48.0%
$111.37 - $124.95 $1.34K - $1.5K
37 $4K
VC
Visteon Corp

Consumer Cyclical
4
+ 10.0%
$98.77 - $128.76 $395 - $515
44 $5K
F
Ford Motor CO

Consumer Cyclical
42
+ 5.77%
$10.82 - $12.09 $454 - $508
770 $9K
YUM
Yum Brands Inc

Consumer Cyclical
11
+ 18.64%
$139.5 - $153.94 $1.53K - $1.69K
70 $10K
GRMN
Garmin LTD

Technology
4
+ 14.81%
$211.13 - $246.22 $845 - $985
31 $7K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
7
+ 6.14%
$71.86 - $87.45 $503 - $612
121 $10K
XYL
Xylem Inc.

Industrials
6
+ 20.0%
$129.67 - $147.5 $778 - $885
36 $5K
FDX
Fedex Corp

Industrials
5
+ 3.62%
$217.1 - $243.2 $1.09K - $1.22K
143 $33K
FCN
Fti Consulting, Inc

Industrials
9
+ 150.0%
$157.99 - $174.18 $1.42K - $1.57K
15 $2K
OHI
Omega Healthcare Investors Inc

Real Estate
41
New
$36.29 - $43.34 $1.49K - $1.78K
41 $1K
PTC
Ptc Inc.

Technology
5
+ 26.32%
$173.07 - $216.53 $865 - $1.08K
24 $4K
CLH
Clean Harbors Inc

Industrials
4
+ 200.0%
$225.84 - $250.43 $903 - $1K
6 $1K
WDFC
Wd 40 CO

Basic Materials
7
+ 350.0%
$195.27 - $233.16 $1.37K - $1.63K
9 $1K
COLD
Americold Realty Trust

Real Estate
77
+ 256.67%
$12.14 - $16.98 $935 - $1.31K
107 $1K
OGN
Organon & Co.

Healthcare
47
+ 27.17%
$8.4 - $10.85 $395 - $510
220 $2K
OSK
Oshkosh Corp

Industrials
8
+ 133.33%
$118.16 - $143.44 $945 - $1.15K
14 $1K
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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