Avion Wealth Purchases in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Precision Biosciences Inc
203
New
N/A
203 $1K
CIVI
Civitas Resources, Inc.

Energy
32
+ 42.67%
$27.85 - $37.37 $891 - $1.2K
107 $3K
POST
Post Holdings, Inc.

Consumer Defensive
9
+ 90.0%
$102.36 - $114.04 $921 - $1.03K
19 $2K
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 200.0%
$494.52 - $565.32 $989 - $1.13K
3 $1K
CINF
Cincinnati Financial Corp

Financial Services
6
+ 42.86%
$145.8 - $158.1 $875 - $949
20 $3K
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 13.33%
$191.41 - $220.25 $383 - $441
17 $3K
PDI
Pimco Dynamic Income Fund

Financial Services
9
+ 3.47%
$18.85 - $20.07 $170 - $181
268 $5K
Nukkleus Inc
212
New
N/A
212 $1K
AFRM
Affirm Holdings, Inc.

Technology
6
+ 27.27%
$64.05 - $92.18 $384 - $553
28 $2K
XPO
Xpo Logistics, Inc.

Industrials
4
+ 80.0%
$118.79 - $138.31 $475 - $553
9 $1K
ADBE
Adobe Inc.

Technology
11
+ 11.7%
$333.65 - $392.1 $3.67K - $4.31K
105 $37K
WDAY
Workday, Inc.

Technology
4
+ 14.81%
$213.69 - $247.69 $855 - $991
31 $7K
MEDP
Medpace Holdings, Inc.

Healthcare
1
+ 50.0%
$308.88 - $514.16 $309 - $514
3 $1K
MKC
Mccormick & CO Inc

Consumer Defensive
16
+ 51.61%
$64.3 - $77.17 $1.03K - $1.23K
47 $3K
ZM
Zoom Video Communications, Inc.

Technology
6
+ 9.38%
$69.77 - $86.83 $419 - $521
70 $5K
CSGP
Costar Group, Inc.

Real Estate
2
+ 2.86%
$81.42 - $96.83 $163 - $194
72 $6K
TAP
Molson Coors Beverage CO

Consumer Defensive
22
+ 57.89%
$44.09 - $52.81 $970 - $1.16K
60 $2K
WU
Western Union CO

Financial Services
133
+ 250.94%
$7.88 - $8.84 $1.05K - $1.18K
186 $1K
Coherent Corp
4
+ 12.9%
N/A
35 $3K
NTRS
Northern Trust Corp

Financial Services
4
+ 18.18%
$123.6 - $134.6 $494 - $538
26 $3K
ADC
Agree Realty Corp

Real Estate
14
+ 56.0%
$70.53 - $75.05 $987 - $1.05K
39 $2K
WEN
Wendy'S CO

Consumer Cyclical
203
New
$9.09 - $11.88 $1.85K - $2.41K
203 $1K
CLBK
Columbia Financial, Inc.

Financial Services
70
New
$13.94 - $15.85 $976 - $1.11K
70 $1K
WST
West Pharmaceutical Services Inc

Healthcare
6
+ 120.0%
$210.08 - $279.1 $1.26K - $1.67K
11 $2K
NDAQ
Nasdaq, Inc.

Financial Services
12
+ 13.48%
$86.73 - $96.94 $1.04K - $1.16K
101 $8K
MORN
Morningstar, Inc.

Financial Services
4
+ 200.0%
$231.72 - $311.89 $927 - $1.25K
6 $1K
CRUS
Cirrus Logic, Inc.

Technology
4
+ 80.0%
$97.25 - $127.45 $389 - $510
9 $1K
PSA
Public Storage

Real Estate
2
+ 4.26%
$271.94 - $298.09 $544 - $596
49 $14K
Tidal Trust Ii
100
New
N/A
100 $1K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.48%
$52.12 - $55.33 $52.1 - $55.3
211 $11K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
14
+ 38.89%
$52.62 - $61.93 $737 - $867
50 $2K
ACGL
Arch Capital Group Ltd.

Financial Services
9
+ 7.76%
$85.61 - $93.54 $770 - $842
125 $11K
USB
Us Bancorp \De\

Financial Services
10
+ 3.69%
$43.94 - $50.41 $439 - $504
281 $13K
Southstate Bk Corp
11
New
N/A
11 $1K
LPI
Laredo Petroleum, Inc.

Energy
60
+ 41.38%
N/A
205 $3K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5
+ 0.61%
$40.94 - $42.85 $205 - $214
821 $34K
AON
Aon PLC

Financial Services
1
+ 5.26%
$350.91 - $375.27 $351 - $375
20 $7K
BWA
Borgwarner Inc

Consumer Cyclical
27
+ 71.05%
$34.53 - $44.44 $932 - $1.2K
65 $2K
ZS
Zscaler, Inc.

Technology
4
+ 18.18%
$267.68 - $316.5 $1.07K - $1.27K
26 $7K
BBY
Best Buy CO Inc

Consumer Cyclical
7
+ 100.0%
$64.12 - $78.46 $449 - $549
14 $1K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
18
+ 100.0%
$27.79 - $32.38 $500 - $583
36 $1K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
22
New
$52.39 - $53.11 $1.15K - $1.17K
22 $1K
TER
Teradyne, Inc

Technology
4
+ 25.0%
$90.15 - $137.64 $361 - $551
20 $2K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 2.0%
$250.62 - $279.43 $251 - $279
51 $14K
TFX
Teleflex Inc

Healthcare
7
+ 175.0%
$109.79 - $132.5 $769 - $928
11 $1K
TROX
Tronox Holdings PLC

Basic Materials
134
+ 68.02%
$3.14 - $5.85 $421 - $784
331 $1K
WRB
Berkley W R Corp

Financial Services
7
+ 11.48%
$67.78 - $76.62 $474 - $536
68 $5K
SUI
Sun Communities Inc

Real Estate
4
+ 100.0%
$116.6 - $131.28 $466 - $525
8 $1K
UDR
Udr, Inc.

Real Estate
13
+ 92.86%
$36.71 - $41.37 $477 - $538
27 $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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