Avion Wealth Incresed Positions in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7.26K
+ 11.3%
$456.74 - $568.03 $3.32M - $4.12M
71.5K $40.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
80.2K
+ 34.61%
$54.19 - $67.22 $4.35M - $5.39M
312K $21M
VOE
Vanguard Mid Cap Value Index F

ETFs
16.8K
+ 11.16%
$141.87 - $164.49 $2.39M - $2.77M
168K $27.6M
VUG
Vanguard Growth ETF

ETFs
3.46K
+ 22.15%
$329.49 - $438.4 $1.14M - $1.52M
19.1K $8.36M
VTI
Vanguard Total Stock Market Et

ETFs
776
+ 1.41%
$243.75 - $303.93 $189K - $236K
55.9K $17M
BNDX
Vanguard Total International B

ETFs
27.8K
+ 4.57%
$48.77 - $49.55 $1.35M - $1.38M
635K $31.5M
VBR
Vanguard Small Cap Value ETF

ETFs
4.9K
+ 5.48%
$162.76 - $195.77 $798K - $960K
94.4K $18.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
6.07K
+ 3.67%
$114.78 - $133.31 $697K - $810K
172K $22.9M
TSLA
Tesla, Inc.

Consumer Cyclical
2.16K
+ 70.34%
$221.86 - $362.89 $480K - $785K
5.24K $1.66M
IEFA
Ishares Tr

ETFs
1.15K
+ 1.36%
$67.83 - $84.09 $78.1K - $96.9K
86K $7.18M
NVDA
Nvidia Corp

Technology
1.04K
+ 11.74%
$94.31 - $157.99 $97.7K - $164K
9.86K $1.56M
WFC
Wells Fargo & Company

Financial Services
5.57K
+ 81.31%
$60.98 - $80.12 $339K - $446K
12.4K $994K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2K
+ 213.9%
$171.4 - $227.1 $343K - $454K
2.94K $666K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.85K
+ 38.23%
$90.56 - $109.49 $348K - $421K
13.9K $1.52M
AMZN
Amazon Com Inc

Consumer Cyclical
612
+ 7.69%
$167.32 - $223.3 $102K - $137K
8.58K $1.88M
VNQ
Vanguard Specialized Funds Van

ETFs
5.48K
+ 3.94%
$79.79 - $91.42 $437K - $501K
145K $12.9M
AVGO
Broadcom Inc.

Technology
365
+ 22.81%
$146.29 - $275.65 $53.4K - $101K
1.97K $541K
META
Meta Platforms, Inc.

Communication Services
118
+ 10.76%
$484.66 - $738.09 $57.2K - $87.1K
1.22K $896K
QQQ
Invesco Qqq Trust, Series 1

ETFs
287
+ 37.32%
$416.06 - $551.64 $119K - $158K
1.06K $582K
GOOGL
Alphabet Inc.

Communication Services
618
+ 15.81%
$144.7 - $178.6 $89.4K - $110K
4.53K $797K
NFLX
Netflix Inc

Communication Services
52
+ 18.31%
$855.86 - $1339.13 $44.5K - $69.6K
336 $449K
GOOG
Alphabet Inc.

Communication Services
887
+ 72.76%
$146.58 - $180.01 $130K - $160K
2.11K $373K
WMT
Walmart Inc.

Consumer Defensive
841
+ 18.26%
$81.79 - $99.98 $68.8K - $84.1K
5.45K $532K
IVV
Ishares Core S&P 500 ETF

ETFs
40
+ 2.85%
$498.8 - $620.9 $20K - $24.8K
1.45K $897K
JPM
Jpmorgan Chase & CO

Financial Services
252
+ 32.52%
$210.28 - $289.91 $53K - $73.1K
1.03K $297K
COST
Costco Wholesale Corp

Consumer Defensive
99
+ 70.21%
$908.13 - $1056.85 $89.9K - $105K
240 $237K
SOFI
So Fi Technologies, Inc.

Financial Services
2.04K
+ 20.15%
$9.5 - $18.21 $19.4K - $37.1K
12.2K $220K
UAL
United Airlines Holdings, Inc.

Industrials
7
+ 0.1%
$56.15 - $84.23 $393 - $590
6.94K $552K
ETN
Eaton Corp PLC

Industrials
30
+ 5.7%
$246.52 - $356.99 $7.4K - $10.7K
556 $198K
ISRG
Intuitive Surgical Inc

Healthcare
11
+ 1.13%
$451.58 - $565.94 $4.97K - $6.23K
984 $534K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
880
+ 5.59%
$49.57 - $50.27 $43.6K - $44.2K
16.6K $836K
V
Visa Inc.

Financial Services
103
+ 6.3%
$308.27 - $373.31 $31.8K - $38.5K
1.74K $617K
SPYG
Spdr Portfolio

ETFs
174
+ 9.75%
$71.83 - $95.32 $12.5K - $16.6K
1.96K $186K
MCD
Mcdonalds Corp

Consumer Cyclical
139
+ 19.77%
$285.55 - $321.23 $39.7K - $44.7K
842 $246K
RTX
Raytheon Technologies Corp

Industrials
25
+ 1.62%
$113.75 - $148.48 $2.84K - $3.71K
1.57K $229K
HD
Home Depot, Inc.

Consumer Cyclical
68
+ 13.6%
$335.24 - $380.78 $22.8K - $25.9K
568 $208K
EFA
Ishares Tr Msci Eafe ETF

ETFs
7
+ 0.22%
$72.96 - $90.39 $511 - $633
3.17K $283K
SPY
Spdr S&P 500 ETF Trust

ETFs
4
+ 1.31%
$496.48 - $617.85 $1.99K - $2.47K
310 $191K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
4
+ 0.08%
$37.51 - $45.52 $150 - $182
4.86K $220K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.01%
$22.92 - $28.05 $22.9 - $28.1
8.04K $225K
MCK
Mckesson Corp

Healthcare
2
+ 0.93%
$652.83 - $732.78 $1.31K - $1.47K
217 $159K
LMT
Lockheed Martin Corp

Industrials
9
+ 3.35%
$430.82 - $486.45 $3.88K - $4.38K
278 $128K
DRI
Darden Restaurants Inc

Consumer Cyclical
11
+ 2.26%
$186.58 - $225.78 $2.05K - $2.48K
498 $108K
ADP
Automatic Data Processing Inc

Industrials
14
+ 1.88%
$276.76 - $326.81 $3.87K - $4.58K
758 $233K
SYY
Sysco Corp

Consumer Defensive
20
+ 0.46%
$68.0 - $75.91 $1.36K - $1.52K
4.39K $332K
MO
Altria Group, Inc.

Consumer Defensive
116
+ 5.47%
$55.56 - $60.91 $6.44K - $7.07K
2.24K $131K
PG
Procter & Gamble CO

Consumer Defensive
54
+ 7.69%
$157.66 - $172.39 $8.51K - $9.31K
756 $120K
CB
Chubb LTD

Financial Services
19
+ 5.46%
$274.32 - $302.46 $5.21K - $5.75K
367 $106K
LOW
Lowes Companies Inc

Consumer Cyclical
18
+ 4.12%
$210.83 - $235.28 $3.79K - $4.24K
455 $100K
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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