Avion Wealth Incresed Positions in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
13
+ 2.96%
$103.26 - $115.0 $1.34K - $1.5K
452 $50K
MPWR
Monolithic Power Systems Inc

Technology
3
+ 21.43%
$711.24 - $922.81 $2.13K - $2.77K
17 $15K
APA
Apa Corp

Energy
122
+ 41.92%
$18.06 - $24.69 $2.2K - $3.01K
413 $10K
SCHW
Schwab Charles Corp

Financial Services
44
+ 18.18%
$91.03 - $98.69 $4.01K - $4.34K
286 $27K
WDC
Western Digital Corp

Technology
11
+ 18.97%
$63.84 - $120.06 $702 - $1.32K
69 $8K
Te Connectivity PLC
2
+ 2.2%
N/A
93 $20K
ALL
Allstate Corp

Financial Services
7
+ 2.85%
$192.0 - $214.65 $1.34K - $1.5K
253 $54K
VRT
Vertiv Holdings CO

Industrials
3
+ 1.41%
N/A
216 $32K
BK
Bank Of New York Mellon Corp

Financial Services
5
+ 2.37%
$90.65 - $109.75 $453 - $549
216 $23K
URI
United Rentals, Inc.

Industrials
1
+ 6.25%
$774.14 - $975.23 $774 - $975
17 $16K
TECH
Bio Techne Corp

Healthcare
61
+ 119.61%
$49.87 - $58.78 $3.04K - $3.59K
112 $6K
BTI
British American Tobacco P.L.C.

Consumer Defensive
8
+ 1.38%
$46.69 - $59.27 $374 - $474
589 $31K
CCL
Carnival Corp

Consumer Cyclical
102
+ 11.66%
$28.37 - $32.49 $2.89K - $3.31K
977 $28K
MDB
Mongo Db, Inc.

Technology
2
+ 7.41%
$201.0 - $334.87 $402 - $670
29 $9K
VTV
Vanguard Value ETF

ETFs
1
+ 0.26%
$175.51 - $186.57 $176 - $187
379 $70K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
6
+ 1.08%
$80.54 - $89.67 $483 - $538
564 $49K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
71
+ 197.22%
$45.72 - $47.27 $3.25K - $3.36K
107 $5K
VZ
Verizon Communications Inc

Communication Services
60
+ 4.23%
$40.84 - $45.06 $2.45K - $2.7K
1.48K $65K
WELL
Welltower Inc.

Real Estate
2
+ 1.5%
$150.71 - $178.14 $301 - $356
135 $24K
ITW
Illinois Tool Works Inc

Industrials
11
+ 21.57%
$252.31 - $269.41 $2.78K - $2.96K
62 $16K
AFL
Aflac Inc

Financial Services
33
+ 37.08%
$98.09 - $111.7 $3.24K - $3.69K
122 $13K
GIS
General Mills Inc

Consumer Defensive
75
+ 59.52%
$48.44 - $53.83 $3.63K - $4.04K
201 $10K
SPG
Simon Property Group Inc

Real Estate
9
+ 13.43%
$159.93 - $187.67 $1.44K - $1.69K
76 $14K
BKR
Baker Hughes CO

Energy
22
+ 7.67%
$38.68 - $50.55 $851 - $1.11K
309 $15K
CMI
Cummins Inc

Industrials
1
+ 3.03%
$327.85 - $426.39 $328 - $426
34 $14K
UBOT
Direxion Dly Robotics, Art Int

ETFs
6
+ 0.49%
$21.16 - $25.87 $127 - $155
1.23K $30K
HPE
Hewlett Packard Enterprise CO

Technology
65
+ 11.52%
$19.81 - $25.24 $1.29K - $1.64K
629 $15K
NUE
Nucor Corp

Basic Materials
4
+ 0.71%
$133.3 - $150.33 $533 - $601
569 $77K
NEE
Nextera Energy Inc

Utilities
10
+ 2.06%
$69.77 - $77.54 $698 - $775
495 $37K
Reddit Inc
7
+ 17.5%
N/A
47 $10K
CAG
Conagra Brands Inc.

Consumer Defensive
217
+ 177.87%
$18.04 - $21.14 $3.91K - $4.59K
339 $6K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
146
+ 178.05%
$21.49 - $24.47 $3.14K - $3.57K
228 $5K
ROST
Ross Stores, Inc.

Consumer Cyclical
11
+ 15.94%
$127.59 - $152.81 $1.4K - $1.68K
80 $12K
KO
Coca Cola CO

Consumer Defensive
158
+ 10.1%
$65.67 - $71.67 $10.4K - $11.3K
1.72K $114K
TSCO
Tractor Supply CO

Consumer Cyclical
26
+ 11.76%
$54.08 - $62.65 $1.41K - $1.63K
247 $14K
CPB
Campbell Soup CO

Consumer Defensive
96
+ 223.26%
$30.41 - $34.03 $2.92K - $3.27K
139 $4K
PLD
Prologis, Inc.

Real Estate
7
+ 4.17%
$104.08 - $115.35 $729 - $807
175 $20K
HUM
Humana Inc

Healthcare
9
+ 40.91%
$220.41 - $312.0 $1.98K - $2.81K
31 $8K
PHM
Pultegroup Inc

Consumer Cyclical
9
+ 13.24%
$108.0 - $141.42 $972 - $1.27K
77 $10K
WTW
Willis Towers Watson PLC

Financial Services
6
+ 28.57%
$301.83 - $345.45 $1.81K - $2.07K
27 $9K
PH
Parker Hannifin Corp

Industrials
1
+ 3.33%
$697.13 - $769.67 $697 - $770
31 $23K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6
+ 0.12%
$45.07 - $47.56 $270 - $285
4.87K $223K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5
+ 1.56%
$90.62 - $107.71 $453 - $539
325 $32K
WASH
Washington Trust Bancorp Inc

Financial Services
100
+ 100.0%
$26.43 - $30.54 $2.64K - $3.05K
200 $5K
SMR
Nuscale Power Corp

Industrials
100
+ 87.72%
$32.65 - $51.67 $3.27K - $5.17K
214 $7K
LHX
L3 Harris Technologies, Inc.

Industrials
2
+ 4.35%
$252.18 - $305.41 $504 - $611
48 $14K
STX
Seagate Technology Holdings PLC

Technology
5
+ 27.78%
$142.01 - $236.06 $710 - $1.18K
23 $5K
DHI
Horton D R Inc

Consumer Cyclical
6
+ 9.52%
$129.82 - $184.04 $779 - $1.1K
69 $11K
U
Unity Software Inc.

Technology
17
+ 11.89%
$24.01 - $46.53 $408 - $791
160 $6K
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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