Avion Wealth Purchases in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CPRT
Copart Inc

Consumer Cyclical
193
New
$47.72 - $63.84 $9.21K - $12.3K
193 $9K
ESPR
Esperion Therapeutics, Inc.

Healthcare
10K
New
$0.73 - $1.41 $7.3K - $14.1K
10K $9K
FICO
Fair Isaac Corp

Technology
5
New
$1503.62 - $2206.01 $7.52K - $11K
5 $9K
TDIV
First Trust Nasdaq Technology

ETFs
100
New
$64.41 - $90.17 $6.44K - $9.02K
100 $9K
AJG
Arthur J. Gallagher & Co.

Financial Services
29
New
$310.86 - $348.77 $9.01K - $10.1K
29 $9K
HIG
Hartford Financial Services Group, Inc.

Financial Services
76
New
$109.83 - $131.67 $8.35K - $10K
76 $9K
JBHT
Hunt J B Transport Services Inc

Industrials
66
New
$124.73 - $152.78 $8.23K - $10.1K
66 $9K
IR
Ingersoll Rand Inc.

Industrials
111
New
$66.75 - $84.94 $7.41K - $9.43K
111 $9K
IQV
Iqvia Holdings Inc.

Healthcare
59
New
$137.0 - $174.37 $8.08K - $10.3K
59 $9K
MTB
M&T Bank Corp

Financial Services
48
New
$156.58 - $193.99 $7.52K - $9.31K
48 $9K
SYF
Synchrony Financial

Financial Services
138
New
$43.81 - $66.74 $6.05K - $9.21K
138 $9K
TSN
Tyson Foods, Inc.

Consumer Defensive
165
New
$54.33 - $63.56 $8.96K - $10.5K
165 $9K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
71
New
$104.23 - $134.39 $7.4K - $9.54K
71 $9K
VRSN
Verisign Inc

Technology
33
New
$234.49 - $288.8 $7.74K - $9.53K
33 $9K
WYNN
Wynn Resorts LTD

Consumer Cyclical
100
New
$66.1 - $97.75 $6.61K - $9.78K
100 $9K
A
Agilent Technologies, Inc.

Healthcare
72
New
$99.29 - $120.52 $7.15K - $8.68K
72 $8K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
114
New
$67.83 - $92.33 $7.73K - $10.5K
114 $8K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
168
New
$45.07 - $52.57 $7.57K - $8.83K
168 $8K
AME
Ametek Inc

Industrials
47
New
$151.41 - $182.75 $7.12K - $8.59K
47 $8K
SBTX
Silverback Therapeutics, Inc.

Healthcare
500
New
N/A
500 $8K
AVB
Avalonbay Communities Inc

Real Estate
41
New
$187.23 - $215.61 $7.68K - $8.84K
41 $8K
BAH
Booz Allen Hamilton Holding Corp

Industrials
85
New
$99.97 - $129.69 $8.5K - $11K
85 $8K
DHI
Horton D R Inc

Consumer Cyclical
63
New
$115.1 - $129.63 $7.25K - $8.17K
63 $8K
DMLP
Dorchester Minerals, L.P.

Energy
312
New
$26.77 - $30.37 $8.35K - $9.48K
312 $8K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1K
New
$7.19 - $8.75 $7.19K - $8.75K
1K $8K
EXC
Exelon Corp

Utilities
205
New
$42.2 - $47.37 $8.65K - $9.71K
205 $8K
EXR
Extra Space Storage Inc.

Real Estate
59
New
$126.61 - $152.99 $7.47K - $9.03K
59 $8K
IDXX
Idexx Laboratories Inc

Healthcare
16
New
$361.04 - $536.34 $5.78K - $8.58K
16 $8K
INDI
Indie Semiconductor, Inc.

Technology
2.34K
New
$1.6 - $3.84 $3.75K - $9K
2.34K $8K
IVZ
Invesco Ltd.

Financial Services
536
New
$12.14 - $15.77 $6.51K - $8.45K
536 $8K
IJK
Ishares S&P Midcap 400 Growth

ETFs
88
New
$73.7 - $90.98 $6.49K - $8.01K
88 $8K
ICSH
Blackrock Ultra Short Term Bon

ETFs
177
New
$50.48 - $50.71 $8.93K - $8.98K
177 $8K
LMT
Lockheed Martin Corp

Industrials
9
+ 3.35%
$430.82 - $486.45 $3.88K - $4.38K
278 $128K
NOC
Northrop Grumman Corp

Industrials
17
New
$456.3 - $540.39 $7.76K - $9.19K
17 $8K
PCAR
Paccar Inc

Industrials
85
New
$86.4 - $99.09 $7.34K - $8.42K
85 $8K
PCOR
Procore Technologies, Inc.

Technology
118
New
$56.26 - $72.4 $6.64K - $8.54K
118 $8K
ROST
Ross Stores, Inc.

Consumer Cyclical
69
New
$126.62 - $154.26 $8.74K - $10.6K
69 $8K
SCHP
Schwab Strategic Us Tips ETF

ETFs
324
New
$26.18 - $26.93 $8.48K - $8.73K
324 $8K
XLP
Consumer Staples Sector Spdr

ETFs
100
New
N/A
100 $8K
TRGP
Targa Resources Corp.

Energy
48
New
$157.32 - $205.72 $7.55K - $9.87K
48 $8K
TGT
Target Corp

Consumer Defensive
89
New
$88.76 - $105.77 $7.9K - $9.41K
89 $8K
TWLO
Twilio Inc

Communication Services
65
New
$81.34 - $124.36 $5.29K - $8.08K
65 $8K
VIS
Vanguard Industrial ETF

ETFs
32
New
$220.04 - $280.07 $7.04K - $8.96K
32 $8K
WCN
Waste Connections, Inc.

Industrials
43
New
$183.26 - $199.95 $7.88K - $8.6K
43 $8K
YUM
Yum Brands Inc

Consumer Cyclical
59
New
$138.36 - $161.45 $8.16K - $9.53K
59 $8K
AMED
Amedisys Inc

Healthcare
76
New
$91.31 - $98.39 $6.94K - $7.48K
76 $7K
BR
Broadridge Financial Solutions, Inc.

Technology
30
New
$217.22 - $246.25 $6.52K - $7.39K
30 $7K
CW
Curtiss Wright Corp

Industrials
16
New
$283.18 - $488.55 $4.53K - $7.82K
16 $7K
DRI
Darden Restaurants Inc

Consumer Cyclical
11
+ 2.26%
$186.58 - $225.78 $2.05K - $2.48K
498 $108K
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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