Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PSEC
Prospect Capital Corp

Financial Services
4.42K
New
$3.14 - $4.06 $13.9K - $18K
4.42K $14K
PWR
Quanta Services, Inc.

Industrials
38
New
$239.47 - $381.26 $9.1K - $14.5K
38 $14K
FNDF
Schwab Fundamental Intl Large

ETFs
354
New
$32.25 - $40.02 $11.4K - $14.2K
354 $14K
SHW
Sherwin Williams CO

Basic Materials
42
New
$313.51 - $363.51 $13.2K - $15.3K
42 $14K
DLR
Digital Realty Trust, Inc.

Real Estate
79
New
$136.11 - $177.69 $10.8K - $14K
79 $13K
FIS
Fidelity National Information Services, Inc.

Technology
164
New
$68.14 - $82.13 $11.2K - $13.5K
164 $13K
HES
Hess Corp

Energy
101
New
$126.32 - $161.29 $12.8K - $16.3K
101 $13K
ICE
Intercontinental Exchange, Inc.

Financial Services
74
New
$151.62 - $183.47 $11.2K - $13.6K
74 $13K
IYR
Ishares Tr

ETFs
144
New
$84.48 - $96.25 $12.2K - $13.9K
144 $13K
IEO
Ishares Tr

ETFs
150
New
$74.87 - $95.92 $11.2K - $14.4K
150 $13K
Net Lease Office Properties
428
New
N/A
428 $13K
OPFI
Opp Fi Inc.

Technology
1K
New
$7.92 - $14.61 $7.92K - $14.6K
1K $13K
PSA
Public Storage

Real Estate
47
New
$266.31 - $309.77 $12.5K - $14.6K
47 $13K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
152
New
$91.43 - $91.74 $13.9K - $13.9K
152 $13K
TTE
Total Energies Se

Energy
222
New
N/A
222 $13K
TRV
Travelers Companies, Inc.

Financial Services
50
New
$233.83 - $276.34 $11.7K - $13.8K
50 $13K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
31
New
$421.16 - $509.5 $13.1K - $15.8K
31 $13K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
38
New
$224.32 - $326.09 $8.52K - $12.4K
38 $12K
AMP
Ameriprise Financial Inc

Financial Services
23
New
$422.19 - $533.73 $9.71K - $12.3K
23 $12K
CAH
Cardinal Health Inc

Healthcare
77
New
$125.0 - $168.0 $9.63K - $12.9K
77 $12K
CBRE
Cbre Group, Inc.

Real Estate
87
New
$113.94 - $140.12 $9.91K - $12.2K
87 $12K
Cidara Therapeutics Inc
250
New
N/A
250 $12K
FAST
Fastenal CO

Industrials
300
New
$40.65 - $83.16 $12.2K - $24.9K
300 $12K
Ferguson Enterprises Inc
56
New
N/A
56 $12K
FISV
Fiserv Inc

Technology
77
New
N/A
77 $12K
HPQ
Hp Inc

Technology
531
New
$21.88 - $29.32 $11.6K - $15.6K
531 $12K
ITW
Illinois Tool Works Inc

Industrials
51
New
$218.41 - $252.43 $11.1K - $12.9K
51 $12K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
42
New
$224.16 - $285.86 $9.41K - $12K
42 $12K
KMB
Kimberly Clark Corp

Consumer Defensive
96
New
$126.84 - $145.22 $12.2K - $13.9K
96 $12K
Lam Research Corp
127
New
N/A
127 $12K
PPL
Ppl Corp

Utilities
366
New
$33.45 - $36.5 $12.2K - $13.4K
366 $12K
RMD
Resmed Inc

Healthcare
49
New
$204.54 - $258.0 $10K - $12.6K
49 $12K
Rocket Lab Corp
346
New
N/A
346 $12K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
506
New
$19.1 - $23.83 $9.66K - $12.1K
506 $12K
XLB
Select Sector Spdr Fd Material

ETFs
140
New
$74.27 - $88.92 $10.4K - $12.4K
140 $12K
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
159
New
$62.11 - $78.98 $9.88K - $12.6K
159 $12K
TDG
Trans Digm Group Inc

Industrials
8
New
$1231.75 - $1520.64 $9.85K - $12.2K
8 $12K
URI
United Rentals, Inc.

Industrials
16
New
$551.94 - $753.4 $8.83K - $12.1K
16 $12K
USB
Us Bancorp \De\

Financial Services
271
New
$36.4 - $45.76 $9.86K - $12.4K
271 $12K
ELD
Wisdomtree Emerging Local Debt

ETFs
443
New
$25.49 - $27.97 $11.3K - $12.4K
443 $12K
APD
Air Products & Chemicals, Inc.

Basic Materials
40
New
$248.61 - $294.96 $9.94K - $11.8K
40 $11K
APO
Apollo Global Management, Inc.

Financial Services
84
New
$108.68 - $145.07 $9.13K - $12.2K
84 $11K
AXON
Axon Enterprise, Inc.

Industrials
14
New
$497.13 - $827.94 $6.96K - $11.6K
14 $11K
BKR
Baker Hughes CO

Energy
287
New
$35.0 - $44.92 $10K - $12.9K
287 $11K
SQ
Block, Inc.

Technology
173
New
N/A
173 $11K
CHTR
Charter Communications, Inc.

Communication Services
28
New
$321.68 - $427.25 $9.01K - $12K
28 $11K
ECL
Ecolab Inc.

Basic Materials
43
New
$225.65 - $270.95 $9.7K - $11.7K
43 $11K
EW
Edwards Lifesciences Corp

Healthcare
145
New
$67.07 - $78.22 $9.73K - $11.3K
145 $11K
EMR
Emerson Electric CO

Industrials
88
New
$94.15 - $133.33 $8.29K - $11.7K
88 $11K
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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