Avion Wealth Purchases in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Flutter Entmt PLC
2
+ 100.0%
N/A
4 $1K
FE
Firstenergy Corp

Utilities
12
+ 10.62%
$39.76 - $45.82 $477 - $550
125 $5K
FHI
Federated Hermes, Inc.

Financial Services
11
+ 84.62%
$44.78 - $54.1 $493 - $595
24 $1K
FNF
Fidelity National Financial, Inc.

Financial Services
9
+ 64.29%
$51.22 - $61.07 $461 - $550
23 $1K
Gci Liberty Inc
31
New
N/A
31 $1K
FNB
Fnb Corp

Financial Services
31
+ 9.87%
$14.75 - $16.79 $457 - $520
345 $5K
THRM
Gentherm Inc

Consumer Cyclical
33
+ 41.25%
$29.73 - $37.17 $981 - $1.23K
113 $3K
HOLX
Hologic Inc

Healthcare
8
+ 11.76%
$63.26 - $68.98 $506 - $552
76 $5K
Heartflow Inc
52
New
N/A
52 $1K
PEAK
Healthpeak Properties, Inc.

Real Estate
24
+ 26.67%
N/A
114 $2K
GL
Globe Life Inc.

Financial Services
4
+ 80.0%
$117.6 - $146.55 $470 - $586
9 $1K
ES
Eversource Energy

Utilities
7
+ 6.93%
$62.86 - $71.14 $440 - $498
108 $7K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2
+ 9.52%
$171.01 - $228.24 $342 - $456
23 $4K
GERN
Geron Corp

Healthcare
361
+ 18.05%
$1.1 - $1.47 $397 - $531
2.36K $3K
Ferguson Enterprises Inc
4
+ 7.14%
N/A
60 $13K
CYTK
Cytokinetics Inc

Healthcare
24
+ 200.0%
$33.23 - $54.96 $798 - $1.32K
36 $1K
KIM
Kimco Realty Corp

Real Estate
24
+ 6.78%
$20.74 - $22.79 $498 - $547
378 $8K
LSTR
Landstar System Inc

Industrials
8
+ 200.0%
$120.68 - $146.55 $965 - $1.17K
12 $1K
Lucid Group Inc
73
New
N/A
73 $1K
MTB
M&T Bank Corp

Financial Services
3
+ 6.25%
$183.74 - $204.05 $551 - $612
51 $10K
EL
Estee Lauder Companies Inc

Consumer Defensive
5
+ 11.36%
$83.65 - $95.26 $418 - $476
49 $4K
MARA
Marathon Digital Holdings, Inc.

Financial Services
33
+ 23.91%
N/A
171 $3K
LFST
Life Stance Health Group, Inc.

Healthcare
189
New
$3.79 - $5.63 $716 - $1.06K
189 $1K
JCI
Johnson Controls International PLC

Industrials
5
+ 3.01%
$103.24 - $111.73 $516 - $559
171 $18K
PATH
Ui Path, Inc.

Technology
47
New
$10.44 - $13.38 $491 - $629
47 $0
MOH
Molina Healthcare, Inc.

Healthcare
9
+ 56.25%
$152.31 - $306.29 $1.37K - $2.76K
25 $4K
UHALB
Amerco Com Ser N
9
+ 100.0%
N/A
18 $0
Miami Intl Hldgs Inc
15
New
N/A
15 $0
LII
Lennox International Inc

Industrials
1
+ 25.0%
$516.18 - $664.54 $516 - $665
5 $2K
AVNS
Avanos Medical, Inc.

Healthcare
30
New
$9.89 - $12.72 $297 - $382
30 $0
THS
Tree House Foods, Inc.

Consumer Defensive
41
New
$15.91 - $21.44 $652 - $879
41 $0
MTG
Mgic Investment Corp

Financial Services
20
+ 27.78%
$25.06 - $28.92 $501 - $578
92 $2K
AUB
Atlantic Union Bankshares Corp

Financial Services
15
New
$31.23 - $36.56 $468 - $548
15 $0
AMEH
Apollo Medical Holdings, Inc.

Healthcare
30
New
N/A
30 $0
ASGN
Asgn Inc

Technology
10
New
$47.05 - $55.65 $471 - $557
10 $0
GPC
Genuine Parts CO

Consumer Cyclical
4
New
$122.23 - $142.77 $489 - $571
4 $0
CRVL
Corvel Corp

Financial Services
12
New
$77.22 - $104.34 $927 - $1.25K
12 $0
GPN
Global Payments Inc

Industrials
1
+ 5.56%
$77.61 - $90.01 $77.6 - $90
19 $1K
GBCI
Glacier Bancorp, Inc.

Financial Services
10
New
$42.86 - $50.13 $429 - $501
10 $0
GTLB
Gitlab Inc.

Technology
12
New
$38.82 - $50.43 $466 - $605
12 $0
APO
Apollo Global Management, Inc.

Financial Services
4
+ 4.76%
$131.55 - $156.05 $526 - $624
88 $11K
NLOK
Norton Life Lock Inc.

Technology
17
New
N/A
17 $0
GWRE
Guidewire Software, Inc.

Technology
2
+ 33.33%
$207.82 - $261.88 $416 - $524
8 $1K
TRU
Trans Union

Industrials
5
+ 83.33%
$83.78 - $99.22 $419 - $496
11 $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
+ 3.23%
$259.44 - $278.65 $519 - $557
64 $16K
HLLY
Holley Inc.

Consumer Cyclical
251
New
$1.99 - $4.07 $499 - $1.02K
251 $0
BHLB
Berkshire Hills Bancorp Inc

Financial Services
21
New
$24.04 - $27.04 $505 - $568
21 $0
BSY
Bentley Systems Inc

Technology
9
+ 40.91%
$51.48 - $58.72 $463 - $528
31 $1K
Gemini Space Sta Inc
21
New
N/A
21 $0
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
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email