Avion Wealth Incresed Positions in Q4 2024

Avion Wealth

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VEU
Vanguard Ftse All World Ex Us

ETFs
134K
+ 745.09%
$57.29 - $63.1 $7.67M - $8.44M
152K $8.71M
VUSB
Vanguard Bd Index Fds
73K
+ 7.21%
N/A
1.09M $53.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
20.9K
+ 17.45%
$160.89 - $176.18 $3.36M - $3.68M
140K $22.7M
VUG
Vanguard Growth ETF

ETFs
2.25K
+ 18.86%
$378.79 - $428.11 $850K - $961K
14.1K $5.81M
BND
Vanguard Bd Index Fd Inc Total

ETFs
14.8K
+ 772.38%
$71.75 - $75.11 $1.06M - $1.11M
16.7K $1.2M
AAPL
Apple Inc.

Technology
987
+ 6.41%
$221.69 - $259.02 $219K - $256K
16.4K $4.1M
AMZN
Amazon Com Inc

Consumer Cyclical
891
+ 14.66%
$180.88 - $232.93 $161K - $208K
6.97K $1.53M
NVDA
Nvidia Corp

Technology
2.33K
+ 49.12%
$117.0 - $148.88 $273K - $347K
7.08K $950K
BA
Boeing CO

Industrials
19
+ 0.14%
$138.14 - $180.72 $2.62K - $3.43K
13.4K $2.37M
WMT
Walmart Inc.

Consumer Defensive
1.82K
+ 39.18%
$79.1 - $95.7 $144K - $174K
6.47K $584K
QQQ
Invesco Qqq Trust, Series 1

ETFs
360
+ 66.79%
$481.22 - $538.17 $173K - $194K
899 $459K
ET
Energy Transfer LP

Energy
135
+ 0.25%
$16.05 - $19.86 $2.17K - $2.68K
53.9K $1.06M
HII
Huntington Ingalls Industries, Inc.

Industrials
989
+ 14128.57%
$184.96 - $264.65 $183K - $262K
996 $188K
JPM
Jpmorgan Chase & CO

Financial Services
624
+ 90.96%
$205.18 - $250.29 $128K - $156K
1.31K $313K
GOOGL
Alphabet Inc.

Communication Services
500
+ 15.64%
$161.86 - $196.66 $80.9K - $98.3K
3.7K $699K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
38.2K
+ 135.6%
$22.63 - $47.53 $864K - $1.81M
66.3K $1.51M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.55K
+ 331.2%
$95.27 - $107.82 $148K - $167K
2.02K $208K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.62K
+ 989.02%
N/A
1.79K $165K
GOOG
Alphabet Inc.

Communication Services
700
+ 134.87%
$163.08 - $198.16 $114K - $139K
1.22K $232K
META
Meta Platforms, Inc.

Communication Services
194
+ 19.34%
$554.08 - $632.68 $107K - $123K
1.2K $700K
ITB
Ishares Tr

ETFs
1.18K
+ 802.72%
$103.31 - $129.34 $122K - $153K
1.33K $137K
MA
Mastercard Inc

Financial Services
215
+ 154.68%
$491.3 - $536.15 $106K - $115K
354 $186K
AVGO
Broadcom Inc.

Technology
128
+ 9.44%
$159.67 - $250.0 $20.4K - $32K
1.48K $344K
SLV
I Shares Silver Trust

ETFs
3.94K
+ 281.14%
$26.33 - $31.74 $104K - $125K
5.34K $140K
ITOT
Ishares Core S&P Total U.S. St

ETFs
700
+ 29.08%
$124.26 - $134.12 $87K - $93.9K
3.11K $399K
GE
General Electric CO

Industrials
545
+ 495.45%
$159.95 - $194.23 $87.2K - $106K
655 $109K
SO
Southern CO

Utilities
994
+ 549.17%
$81.5 - $94.15 $81K - $93.6K
1.18K $96K
SOFI
So Fi Technologies, Inc.

Financial Services
51
+ 0.51%
$7.63 - $16.88 $389 - $861
10.1K $155K
MCK
Mckesson Corp

Healthcare
98
+ 47.12%
$482.27 - $628.5 $47.3K - $61.6K
306 $174K
HON
Honeywell International Inc

Industrials
309
+ 506.56%
$202.84 - $236.0 $62.7K - $72.9K
370 $83K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
227
+ 4.92%
$442.29 - $483.08 $100K - $110K
4.84K $2.19M
CAT
Caterpillar Inc

Industrials
203
+ 70.49%
$360.37 - $416.88 $73.2K - $84.6K
491 $177K
AXP
American Express CO

Financial Services
156
+ 23.15%
$267.35 - $305.57 $41.7K - $47.7K
830 $246K
PG
Procter & Gamble CO

Consumer Defensive
394
+ 89.55%
$161.05 - $179.7 $63.5K - $70.8K
834 $139K
CVX
Chevron Corp

Energy
474
+ 13.12%
$141.15 - $162.53 $66.9K - $77K
4.09K $592K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
924
+ 1514.75%
$58.88 - $64.8 $54.4K - $59.9K
985 $58K
MCD
Mcdonalds Corp

Consumer Cyclical
210
+ 52.9%
$288.47 - $316.54 $60.6K - $66.5K
607 $175K
CSX
Csx Corp

Industrials
1.76K
+ 160.82%
$31.58 - $36.88 $55.6K - $64.9K
2.86K $92K
SPGI
S&P Global Inc.

Financial Services
109
+ 403.7%
$480.36 - $529.17 $52.4K - $57.7K
136 $67K
XLV
Select Sector Spdr Fund Health

ETFs
486
+ 55.93%
$136.28 - $154.74 $66.2K - $75.2K
1.36K $186K
NFLX
Netflix Inc

Communication Services
4
+ 1.49%
$687.65 - $936.56 $2.75K - $3.75K
273 $243K
UPS
United Parcel Service Inc

Industrials
415
+ 1152.78%
$122.65 - $138.35 $50.9K - $57.4K
451 $56K
PYPL
Pay Pal Holdings, Inc.

Financial Services
553
+ 146.3%
$77.25 - $91.3 $42.7K - $50.5K
931 $79K
VGIT
Vanguard Intermediate Term Tre

ETFs
908
+ 85.18%
$57.78 - $60.4 $52.5K - $54.8K
1.97K $114K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
525
+ 345.39%
$91.29 - $91.8 $47.9K - $48.2K
677 $61K
DUK
Duke Energy Corp

Utilities
425
+ 263.98%
$105.76 - $120.76 $44.9K - $51.3K
586 $63K
ISRG
Intuitive Surgical Inc

Healthcare
27
+ 2.89%
$471.27 - $550.62 $12.7K - $14.9K
962 $502K
QCOM
Qualcomm Inc

Technology
282
+ 293.75%
$150.4 - $178.04 $42.4K - $50.2K
378 $58K
FIS
Fidelity National Information Services, Inc.

Technology
508
+ 502.97%
$80.14 - $90.95 $40.7K - $46.2K
609 $49K
Activity Summary
Buys All Purchases 494 New Holdings 39 Increased Positions 455 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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