Avion Wealth Incresed Positions in Q4 2024

Avion Wealth

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
32
+ 46.38%
$239.6 - $268.88 $7.67K - $8.6K
101 $24K
CCL
Carnival Corp

Consumer Cyclical
112
+ 15.41%
$17.34 - $26.8 $1.94K - $3K
839 $20K
TNET
Trinet Group, Inc.

Industrials
140
+ 14.88%
$80.31 - $98.2 $11.2K - $13.7K
1.08K $98K
WMB
Williams Companies, Inc.

Energy
19
+ 2.81%
$46.37 - $59.74 $881 - $1.14K
694 $37K
VRT
Vertiv Holdings CO

Industrials
54
+ 101.89%
N/A
107 $12K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.13K
+ 299.86%
$25.93 - $105.3 $55.2K - $224K
2.84K $79K
AZN
Astrazeneca PLC

Healthcare
102
+ 137.84%
$63.2 - $79.58 $6.45K - $8.12K
176 $11K
GS
Goldman Sachs Group Inc

Financial Services
4
+ 9.76%
$486.1 - $608.57 $1.94K - $2.43K
45 $25K
O
Realty Income Corp

Real Estate
116
+ 114.85%
$51.76 - $64.71 $6K - $7.51K
217 $11K
GLD
Spdr Gold Trust

ETFs
28
+ 1.54%
$236.59 - $257.5 $6.62K - $7.21K
1.84K $446K
RKLB
Rocket Lab Usa, Inc.

Industrials
13
+ 4.33%
$9.23 - $28.44 $120 - $370
313 $7K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
5.42K
+ 206.44%
$27.54 - $83.04 $149K - $450K
8.04K $222K
MO
Altria Group, Inc.

Consumer Defensive
41
+ 2.1%
$49.06 - $57.74 $2.01K - $2.37K
2K $104K
MS
Morgan Stanley

Financial Services
8
+ 6.02%
$104.42 - $134.99 $835 - $1.08K
141 $17K
GILD
Gilead Sciences, Inc.

Healthcare
28
+ 29.79%
$83.95 - $97.9 $2.35K - $2.74K
122 $11K
SCHW
Schwab Charles Corp

Financial Services
36
+ 40.0%
$63.31 - $82.85 $2.28K - $2.98K
126 $9K
BSX
Boston Scientific Corp

Healthcare
35
+ 19.77%
$83.62 - $91.5 $2.93K - $3.2K
212 $18K
DE
Deere & CO

Industrials
6
+ 3.59%
$389.45 - $466.0 $2.34K - $2.8K
173 $73K
DLTR
Dollar Tree, Inc.

Consumer Defensive
48
+ 685.71%
$61.21 - $76.19 $2.94K - $3.66K
55 $4K
EFX
Equifax Inc

Industrials
19
+ 86.36%
$245.03 - $293.5 $4.66K - $5.58K
41 $10K
FISV
Fiserv Inc

Technology
6
+ 9.09%
N/A
72 $14K
BMY
Bristol Myers Squibb CO

Healthcare
36
+ 21.05%
$51.92 - $59.94 $1.87K - $2.16K
207 $11K
APO
Apollo Global Management, Inc.

Financial Services
5
+ 9.62%
$131.36 - $178.61 $657 - $893
57 $9K
EXPD
Expeditors International Of Washington Inc

Industrials
27
+ 128.57%
$110.5 - $128.26 $2.98K - $3.46K
48 $5K
WST
West Pharmaceutical Services Inc

Healthcare
9
+ 225.0%
$285.69 - $344.0 $2.57K - $3.1K
13 $4K
DECK
Deckers Outdoor Corp

Consumer Cyclical
7
+ 21.21%
$152.04 - $211.12 $1.06K - $1.48K
40 $8K
ACI
Albertsons Companies, Inc.

Consumer Defensive
159
+ 636.0%
$18.01 - $19.92 $2.86K - $3.17K
184 $3K
PANW
Palo Alto Networks Inc

Technology
94
+ 109.3%
$181.96 - $405.9 $17.1K - $38.2K
180 $32K
INTU
Intuit Inc

Technology
6
+ 20.69%
$602.01 - $706.25 $3.61K - $4.24K
35 $21K
RBLX
Roblox Corp

Communication Services
2
+ 1.12%
$39.86 - $61.45 $79.7 - $123
181 $10K
NET
Cloudflare, Inc.

Technology
8
+ 11.94%
$78.11 - $117.56 $625 - $940
75 $8K
TWLO
Twilio Inc

Communication Services
10
+ 25.0%
$63.73 - $114.96 $637 - $1.15K
50 $5K
DELL
Dell Technologies Inc.

Technology
24
+ 64.86%
$111.96 - $144.21 $2.69K - $3.46K
61 $7K
BX
Blackstone Inc.

Financial Services
7
+ 8.64%
$148.45 - $199.05 $1.04K - $1.39K
88 $15K
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 1.43%
$178.39 - $215.0 $535 - $645
213 $41K
COF
Capital One Financial Corp

Financial Services
3
+ 6.0%
$145.19 - $192.01 $436 - $576
53 $9K
EXEL
Exelixis, Inc.

Healthcare
18
+ 9.0%
$25.39 - $36.46 $457 - $656
218 $7K
VRSN
Verisign Inc

Technology
9
+ 75.0%
$176.68 - $206.96 $1.59K - $1.86K
21 $4K
GDDY
Go Daddy Inc.

Technology
4
+ 12.9%
$153.16 - $209.03 $613 - $836
35 $6K
HSY
Hershey CO

Consumer Defensive
14
+ 63.64%
$168.67 - $193.65 $2.36K - $2.71K
36 $6K
EMR
Emerson Electric CO

Industrials
12
+ 25.0%
$108.13 - $134.33 $1.3K - $1.61K
60 $7K
STT
State Street Corp

Financial Services
8
+ 18.6%
$85.96 - $100.78 $688 - $806
51 $5K
WTW
Willis Towers Watson PLC

Financial Services
5
+ 50.0%
$287.99 - $332.53 $1.44K - $1.66K
15 $4K
RJF
Raymond James Financial Inc

Financial Services
2
+ 6.45%
$123.0 - $170.1 $246 - $340
33 $5K
FTNT
Fortinet, Inc.

Technology
8
+ 9.2%
$76.49 - $99.21 $612 - $794
95 $8K
SYF
Synchrony Financial

Financial Services
7
+ 7.53%
$49.01 - $68.55 $343 - $480
100 $6K
TRGP
Targa Resources Corp.

Energy
2
+ 5.13%
$150.58 - $207.69 $301 - $415
41 $7K
ETR
Entergy Corp

Utilities
39
+ 144.44%
$73.19 - $156.4 $2.85K - $6.1K
66 $5K
ITW
Illinois Tool Works Inc

Industrials
9
+ 40.91%
$253.56 - $278.5 $2.28K - $2.51K
31 $7K
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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