Avion Wealth Incresed Positions in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
19.8K
+ 201.21%
$153.3 - $186.58 $3.04M - $3.7M
29.7K $5.54M
VEU
Vanguard Ftse All World Ex Us

ETFs
23.5K
+ 7.54%
$66.38 - $71.68 $1.56M - $1.69M
335K $23.9M
BNDX
Vanguard Total International B

ETFs
29.2K
+ 4.59%
$49.0 - $49.51 $1.43M - $1.44M
665K $32.9M
VUSB
Vanguard Bd Index Fds
25K
+ 2.17%
N/A
1.17M $58.7M
VUG
Vanguard Growth ETF

ETFs
864
+ 4.53%
$433.97 - $484.08 $375K - $418K
19.9K $9.56M
TSLA
Tesla, Inc.

Consumer Cyclical
592
+ 11.3%
$293.94 - $444.72 $174K - $263K
5.83K $2.59M
VO
Vanguard Mid Cap ETF

ETFs
908
+ 2.33%
$279.83 - $293.74 $254K - $267K
39.8K $11.7M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
3.27K
+ 3.87%
$100.16 - $100.7 $328K - $330K
87.9K $8.85M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
413
+ 8.32%
$459.11 - $506.91 $190K - $209K
5.38K $2.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.18K
+ 145.33%
$110.74 - $122.12 $241K - $266K
3.68K $445K
VIG
Vanguard Dividend Appreciation

ETFs
987
+ 44.08%
N/A
3.23K $696K
AMZN
Amazon Com Inc

Consumer Cyclical
864
+ 10.08%
$211.65 - $238.24 $183K - $206K
9.44K $2.07M
AVGO
Broadcom Inc.

Technology
203
+ 10.33%
$264.74 - $369.57 $53.7K - $75K
2.17K $715K
SLB
Schlumberger Limited

Energy
4.39K
+ 169.85%
$32.37 - $37.31 $142K - $164K
6.98K $239K
CGDV
Capital Group Divid Value ETF

ETFs
3.07K
+ 92.02%
$39.59 - $42.21 $121K - $129K
6.4K $268K
UAL
United Airlines Holdings, Inc.

Industrials
26
+ 0.37%
$80.05 - $109.36 $2.08K - $2.84K
6.96K $671K
IVV
Ishares Core S&P 500 ETF

ETFs
53
+ 3.67%
$620.67 - $670.08 $32.9K - $35.5K
1.5K $1M
APP
App Lovin Corp

Technology
65
+ 41.14%
$335.1 - $718.54 $21.8K - $46.7K
223 $160K
SOFI
So Fi Technologies, Inc.

Financial Services
63
+ 0.52%
$17.64 - $29.81 $1.11K - $1.88K
12.2K $322K
GLD
Spdr Gold Trust

ETFs
65
+ 4.91%
$300.96 - $355.47 $19.6K - $23.1K
1.39K $493K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.46K
+ 141.42%
$55.61 - $57.37 $81.1K - $83.6K
2.49K $142K
BA
Boeing CO

Industrials
6
+ 0.05%
$209.79 - $237.38 $1.26K - $1.42K
12.9K $2.77M
QQQ
Invesco Qqq Trust, Series 1

ETFs
50
+ 4.73%
$546.99 - $602.2 $27.3K - $30.1K
1.11K $664K
CVX
Chevron Corp

Energy
200
+ 5.07%
$145.57 - $161.83 $29.1K - $32.4K
4.14K $643K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.36K
+ 681.5%
$53.81 - $57.52 $73.3K - $78.4K
1.56K $89K
CAT
Caterpillar Inc

Industrials
104
+ 33.12%
$390.92 - $477.15 $40.7K - $49.6K
418 $199K
HOOD
Robinhood Markets, Inc.

Technology
488
+ 297.56%
$91.27 - $143.18 $44.5K - $69.9K
652 $93K
APH
Amphenol Corp

Technology
522
+ 156.76%
$97.39 - $125.4 $50.8K - $65.5K
855 $105K
META
Meta Platforms, Inc.

Communication Services
93
+ 7.65%
$695.21 - $791.73 $64.7K - $73.6K
1.31K $960K
EPD
Enterprise Products Partners L.P.

Energy
1.6K
+ 2.92%
$30.74 - $32.14 $49.2K - $51.4K
56.4K $1.76M
TMO
Thermo Fisher Scientific Inc.

Healthcare
17
+ 2.4%
$404.94 - $499.99 $6.88K - $8.5K
725 $351K
UNH
Unitedhealth Group Inc

Healthcare
147
+ 42.0%
$237.77 - $353.61 $35K - $52K
497 $171K
JPM
Jpmorgan Chase & CO

Financial Services
109
+ 10.61%
$282.78 - $316.06 $30.8K - $34.5K
1.14K $358K
RTX
Raytheon Technologies Corp

Industrials
164
+ 10.46%
$144.19 - $167.33 $23.6K - $27.4K
1.73K $289K
Lam Research Corp
388
+ 305.51%
N/A
515 $68K
IWF
Ishares Russell 1000 Gr ETF

ETFs
100
+ 54.64%
$420.11 - $472.68 $42K - $47.3K
283 $132K
JNJ
Johnson & Johnson

Healthcare
80
+ 7.4%
$155.17 - $185.42 $12.4K - $14.8K
1.16K $215K
ETR
Entergy Corp

Utilities
18
+ 0.37%
$80.93 - $93.55 $1.46K - $1.68K
4.84K $450K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
535
+ 379.43%
$82.96 - $95.7 $44.4K - $51.2K
676 $60K
SPY
Spdr S&P 500 ETF Trust

ETFs
49
+ 15.81%
$617.65 - $666.84 $30.3K - $32.7K
359 $239K
FIX
Comfort Systems Usa Inc

Industrials
54
+ 1800.0%
$521.66 - $825.18 $28.2K - $44.6K
57 $47K
GD
General Dynamics Corp

Industrials
123
+ 241.18%
$293.92 - $341.0 $36.2K - $41.9K
174 $59K
COF
Capital One Financial Corp

Financial Services
206
+ 103.0%
$207.29 - $229.74 $42.7K - $47.3K
406 $86K
RIG
Transocean Ltd.

Energy
14.2K
+ 3012.98%
$2.55 - $3.64 $36.1K - $51.5K
14.6K $45K
HYG
Ishares Tr

ETFs
521
+ 85.55%
$79.85 - $81.32 $41.6K - $42.4K
1.13K $91K
VLO
Valero Energy Corp

Energy
106
+ 16.69%
$131.77 - $175.63 $14K - $18.6K
741 $126K
Coreweave Inc
300
+ 1363.64%
N/A
322 $44K
HWM
Howmet Aerospace Inc.

Industrials
199
+ 187.74%
$171.0 - $196.23 $34K - $39K
305 $59K
VGT
Vanguard Information Technolog

ETFs
15
+ 4.63%
$656.44 - $753.15 $9.85K - $11.3K
339 $253K
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
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