Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
44
New
$372.27 - $452.69 $16.4K - $19.9K
44 $17K
JCI
Johnson Controls International PLC

Industrials
166
New
$71.14 - $105.62 $11.8K - $17.5K
166 $17K
MCO
Moodys Corp

Financial Services
34
New
$396.7 - $501.59 $13.5K - $17.1K
34 $17K
PLD
Prologis, Inc.

Real Estate
168
New
$89.76 - $112.34 $15.1K - $18.9K
168 $17K
DGX
Quest Diagnostics Inc

Healthcare
95
New
N/A
95 $17K
RBLX
Roblox Corp

Communication Services
166
New
$51.22 - $105.59 $8.5K - $17.5K
166 $17K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
709
New
$23.19 - $25.35 $16.4K - $18K
709 $17K
VST
Vistra Corp.

Utilities
92
New
$98.07 - $195.04 $9.02K - $17.9K
92 $17K
ZTS
Zoetis Inc.

Healthcare
115
New
$144.41 - $170.3 $16.6K - $19.6K
115 $17K
ABNB
Airbnb, Inc.

Consumer Cyclical
125
New
$105.69 - $140.64 $13.2K - $17.6K
125 $16K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
297
New
$45.98 - $56.15 $13.7K - $16.7K
297 $16K
F&G Annuities & Life Inc
519
New
N/A
519 $16K
FTNT
Fortinet, Inc.

Technology
154
New
$84.71 - $108.69 $13K - $16.7K
154 $16K
GM
General Motors CO

Consumer Cyclical
329
New
$42.48 - $50.46 $14K - $16.6K
329 $16K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
62
New
$201.28 - $266.34 $12.5K - $16.5K
62 $16K
IXG
Ishares Global Fin'L ETF

ETFs
151
New
$90.79 - $110.82 $13.7K - $16.7K
151 $16K
LYB
Lyondell Basell Industries N.V.

Basic Materials
278
New
$53.23 - $70.65 $14.8K - $19.6K
278 $16K
MDT
Medtronic PLC

Healthcare
186
New
$80.68 - $88.86 $15K - $16.5K
186 $16K
Nebius Group N.V.
300
New
N/A
300 $16K
Owlet Inc
2K
New
N/A
2K $16K
PAGP
Plains Gp Holdings LP

Energy
838
New
$17.24 - $21.61 $14.4K - $18.1K
838 $16K
RSG
Republic Services, Inc.

Industrials
66
New
$227.2 - $258.07 $15K - $17K
66 $16K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4
+ 0.08%
$37.51 - $45.52 $150 - $182
4.86K $220K
DDOG
Datadog, Inc.

Technology
117
New
$87.0 - $134.33 $10.2K - $15.7K
117 $15K
EQIX
Equinix Inc

Real Estate
20
New
$740.07 - $914.43 $14.8K - $18.3K
20 $15K
RSP
Invesco S&P 500 Equal Weight E

ETFs
85
New
$152.93 - $181.74 $13K - $15.4K
85 $15K
EFV
Msci Eafe Value ETF

ETFs
241
New
$52.4 - $64.65 $12.6K - $15.6K
241 $15K
MAR
Marriott International Inc

Consumer Cyclical
57
New
$211.12 - $274.14 $12K - $15.6K
57 $15K
MEC
Mayville Engineering Company, Inc.

Industrials
1K
New
$11.86 - $16.34 $11.9K - $16.3K
1K $15K
MCK
Mckesson Corp

Healthcare
2
+ 0.93%
$652.83 - $732.78 $1.31K - $1.47K
217 $159K
PRU
Prudential Financial Inc

Financial Services
144
New
$95.12 - $112.71 $13.7K - $16.2K
144 $15K
HOOD
Robinhood Markets, Inc.

Technology
164
New
$34.17 - $93.63 $5.6K - $15.4K
164 $15K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.01%
$22.92 - $28.05 $22.9 - $28.1
8.04K $225K
Te Connectivity PLC
91
New
N/A
91 $15K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
167
New
N/A
167 $15K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
40
New
$299.15 - $396.54 $12K - $15.9K
40 $15K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
248
New
$50.46 - $58.08 $12.5K - $14.4K
248 $14K
AIG
American International Group, Inc.

Financial Services
170
New
$77.56 - $87.72 $13.2K - $14.9K
170 $14K
ADM
Archer Daniels Midland CO

Consumer Defensive
271
New
$41.79 - $54.16 $11.3K - $14.7K
271 $14K
DHR
Danaher Corp

Healthcare
73
New
$174.64 - $205.16 $12.7K - $15K
73 $14K
D
Dominion Energy, Inc

Utilities
262
New
$49.66 - $58.0 $13K - $15.2K
262 $14K
EXEL
Exelixis, Inc.

Healthcare
323
New
$34.13 - $46.26 $11K - $14.9K
323 $14K
GD
General Dynamics Corp

Industrials
51
New
$247.68 - $291.66 $12.6K - $14.9K
51 $14K
GWW
W.W. Grainger, Inc.

Industrials
14
New
$919.93 - $1101.66 $12.9K - $15.4K
14 $14K
IP
International Paper CO

Consumer Cyclical
308
New
$43.89 - $54.46 $13.5K - $16.8K
308 $14K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
171
New
$73.0 - $85.5 $12.5K - $14.6K
171 $14K
IYW
Ishares Dj Us Tech ETF

ETFs
85
New
$122.57 - $173.27 $10.4K - $14.7K
85 $14K
Kenvue Inc
711
New
N/A
711 $14K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
65
New
$212.1 - $244.27 $13.8K - $15.9K
65 $14K
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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