Avion Wealth Incresed Positions in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TRGP
Targa Resources Corp.

Energy
228
+ 475.0%
$160.52 - $174.4 $36.6K - $39.8K
276 $46K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
365
+ 1.07%
$78.11 - $79.07 $28.5K - $28.9K
34.4K $2.71M
VKTX
Viking Therapeutics, Inc.

Healthcare
1.4K
+ 1157.02%
$23.09 - $42.09 $32.3K - $58.9K
1.52K $39K
GE
General Electric CO

Industrials
82
+ 50.0%
$244.75 - $305.63 $20.1K - $25.1K
246 $74K
WMT
Walmart Inc.

Consumer Defensive
23
+ 0.42%
$94.4 - $104.27 $2.17K - $2.4K
5.47K $563K
SYY
Sysco Corp

Consumer Defensive
26
+ 0.59%
$76.33 - $82.51 $1.98K - $2.15K
4.41K $363K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
84
+ 15.61%
$236.25 - $257.69 $19.8K - $21.6K
622 $159K
INTC
Intel Corp

Technology
137
+ 6.32%
$19.31 - $35.5 $2.65K - $4.86K
2.31K $77K
Arista Networks Inc
138
+ 69.35%
N/A
337 $49K
MCK
Mckesson Corp

Healthcare
24
+ 11.06%
$659.01 - $772.54 $15.8K - $18.5K
241 $186K
ORCL
Oracle Corp

Technology
37
+ 16.59%
$218.96 - $328.33 $8.1K - $12.1K
260 $73K
SCHA
Schwab Strategic Tr Us Small C

ETFs
540
+ 13.25%
$25.29 - $28.33 $13.7K - $15.3K
4.62K $128K
ABBV
Abb Vie Inc.

Healthcare
14
+ 3.03%
$184.85 - $231.54 $2.59K - $3.24K
476 $110K
UPS
United Parcel Service Inc

Industrials
321
+ 284.07%
$82.58 - $105.54 $26.5K - $33.9K
434 $36K
LYB
Lyondell Basell Industries N.V.

Basic Materials
527
+ 189.57%
$48.34 - $67.22 $25.5K - $35.4K
805 $39K
Super Micro Computer Inc
499
+ 59.83%
N/A
1.33K $63K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2
+ 0.11%
$182.33 - $194.5 $365 - $389
1.78K $345K
Ge Vernova Inc
23
+ 34.33%
N/A
90 $55K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.12%
$285.05 - $309.14 $285 - $309
852 $262K
SBUX
Starbucks Corp

Consumer Cyclical
325
+ 31.46%
$81.9 - $96.86 $26.6K - $31.5K
1.36K $114K
LOW
Lowes Companies Inc

Consumer Cyclical
20
+ 4.4%
$215.01 - $273.02 $4.3K - $5.46K
475 $119K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
10
+ 3.28%
$224.68 - $282.71 $2.25K - $2.83K
315 $87K
MO
Altria Group, Inc.

Consumer Defensive
8
+ 0.36%
$57.75 - $67.68 $462 - $541
2.25K $148K
TJX
Tjx Companies Inc

Consumer Cyclical
23
+ 3.72%
$121.35 - $144.54 $2.79K - $3.32K
642 $92K
IGM
Ishares Expanded Tech Sector E

ETFs
100
+ 47.62%
$110.96 - $127.67 $11.1K - $12.8K
310 $39K
MCD
Mcdonalds Corp

Consumer Cyclical
22
+ 2.61%
$291.67 - $316.99 $6.42K - $6.97K
864 $262K
PSX
Phillips 66

Energy
12
+ 1.49%
$118.37 - $139.46 $1.42K - $1.67K
818 $111K
OPEN
Opendoor Technologies Inc.

Real Estate
1.3K
+ 260.0%
$0.56 - $10.52 $728 - $13.7K
1.8K $14K
MRK
Merck & Co., Inc.

Healthcare
69
+ 4.3%
$77.6 - $87.37 $5.35K - $6.03K
1.67K $140K
BAC
Bank Of America Corp

Financial Services
93
+ 4.56%
$44.92 - $52.42 $4.18K - $4.88K
2.13K $110K
BP
Bp PLC

Energy
8
+ 0.29%
$30.25 - $35.69 $242 - $286
2.78K $95K
COP
Conocophillips

Energy
17
+ 0.73%
$91.0 - $98.99 $1.55K - $1.68K
2.36K $223K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1
+ 0.01%
$28.15 - $30.13 $28.2 - $30.1
8.04K $238K
PEP
Pepsico Inc

Consumer Defensive
51
+ 10.12%
$133.81 - $152.16 $6.82K - $7.76K
555 $77K
AXP
American Express CO

Financial Services
5
+ 0.72%
$294.27 - $342.31 $1.47K - $1.71K
698 $231K
FISV
Fiserv Inc

Technology
101
+ 131.17%
N/A
178 $21K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
44
+ 19.3%
$89.32 - $107.82 $3.93K - $4.74K
272 $29K
IAU
Ishares Gold Trust

ETFs
2
+ 0.23%
$61.62 - $72.77 $123 - $146
871 $63K
VXF
Vanguard Extended Market ETF

ETFs
20
+ 9.76%
$193.58 - $213.07 $3.87K - $4.26K
225 $47K
GS
Goldman Sachs Group Inc

Financial Services
2
+ 3.39%
$696.56 - $806.32 $1.39K - $1.61K
61 $48K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2
+ 0.07%
$28.92 - $32.19 $57.8 - $64.4
2.84K $90K
CSX
Csx Corp

Industrials
2
+ 0.1%
$32.05 - $36.52 $64.1 - $73
1.96K $69K
GLW
Corning Inc

Technology
6
+ 3.14%
$51.6 - $82.03 $310 - $492
197 $16K
NEM
Newmont Corp

Basic Materials
8
+ 3.94%
$57.35 - $85.25 $459 - $682
211 $17K
MS
Morgan Stanley

Financial Services
20
+ 10.05%
$139.09 - $161.16 $2.78K - $3.22K
219 $34K
MDT
Medtronic PLC

Healthcare
46
+ 24.73%
$87.67 - $95.74 $4.03K - $4.4K
232 $22K
Rocket Lab Corp
35
+ 10.12%
N/A
381 $18K
QS
Quantum Scape Corp

Consumer Cyclical
71
+ 6.76%
$6.36 - $14.64 $452 - $1.04K
1.12K $13K
NOC
Northrop Grumman Corp

Industrials
5
+ 29.41%
$498.9 - $609.32 $2.49K - $3.05K
22 $13K
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