Avion Wealth Incresed Positions in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SSNC
Ss&C Technologies Holdings Inc

Technology
12
+ 52.17%
$81.85 - $90.2 $982 - $1.08K
35 $3K
CNP
Centerpoint Energy Inc

Utilities
42
+ 56.76%
$35.77 - $39.16 $1.5K - $1.64K
116 $4K
IFF
International Flavors & Fragrances Inc

Basic Materials
36
+ 327.27%
$60.3 - $77.46 $2.17K - $2.79K
47 $2K
THC
Tenet Healthcare Corp

Healthcare
6
+ 150.0%
$148.38 - $203.04 $890 - $1.22K
10 $2K
IDXX
Idexx Laboratories Inc

Healthcare
1
+ 6.25%
$514.61 - $682.78 $515 - $683
17 $10K
IBKR
Interactive Brokers Group, Inc.

Financial Services
12
+ 25.0%
$56.32 - $68.81 $676 - $826
60 $4K
FDX
Fedex Corp

Industrials
5
+ 3.62%
$217.1 - $243.2 $1.09K - $1.22K
143 $33K
GRMN
Garmin LTD

Technology
4
+ 14.81%
$211.13 - $246.22 $845 - $985
31 $7K
INSM
Insmed Inc

Healthcare
2
+ 5.56%
$96.14 - $147.2 $192 - $294
38 $5K
CBRE
Cbre Group, Inc.

Real Estate
5
+ 5.75%
$137.04 - $165.9 $685 - $830
92 $14K
F
Ford Motor CO

Consumer Cyclical
42
+ 5.77%
$10.82 - $12.09 $454 - $508
770 $9K
YUM
Yum Brands Inc

Consumer Cyclical
11
+ 18.64%
$139.5 - $153.94 $1.53K - $1.69K
70 $10K
XYL
Xylem Inc.

Industrials
6
+ 20.0%
$129.67 - $147.5 $778 - $885
36 $5K
ATO
Atmos Energy Corp

Utilities
9
+ 37.5%
$151.51 - $170.75 $1.36K - $1.54K
33 $5K
FCN
Fti Consulting, Inc

Industrials
9
+ 150.0%
$157.99 - $174.18 $1.42K - $1.57K
15 $2K
GNTX
Gentex Corp

Consumer Cyclical
60
+ 117.65%
$22.66 - $29.06 $1.36K - $1.74K
111 $3K
EXPD
Expeditors International Of Washington Inc

Industrials
12
+ 48.0%
$111.37 - $124.95 $1.34K - $1.5K
37 $4K
HSY
Hershey CO

Consumer Defensive
11
+ 29.73%
$161.95 - $193.45 $1.78K - $2.13K
48 $8K
CRDO
Credo Technology Group Holding LTD

Technology
4
+ 36.36%
$87.59 - $172.31 $350 - $689
15 $2K
TFX
Teleflex Inc

Healthcare
7
+ 175.0%
$109.79 - $132.5 $769 - $928
11 $1K
PTC
Ptc Inc.

Technology
5
+ 26.32%
$173.07 - $216.53 $865 - $1.08K
24 $4K
BURL
Burlington Stores, Inc.

Consumer Cyclical
2
+ 33.33%
$237.02 - $301.35 $474 - $603
8 $2K
PSA
Public Storage

Real Estate
2
+ 4.26%
$271.94 - $298.09 $544 - $596
49 $14K
PKG
Packaging Corp Of America

Consumer Cyclical
2
+ 13.33%
$191.41 - $220.25 $383 - $441
17 $3K
PEG
Public Service Enterprise Group Inc

Utilities
12
+ 3.7%
$79.99 - $90.14 $960 - $1.08K
336 $28K
AON
Aon PLC

Financial Services
1
+ 5.26%
$350.91 - $375.27 $351 - $375
20 $7K
OGN
Organon & Co.

Healthcare
47
+ 27.17%
$8.4 - $10.85 $395 - $510
220 $2K
OSK
Oshkosh Corp

Industrials
8
+ 133.33%
$118.16 - $143.44 $945 - $1.15K
14 $1K
Tko Group Holdings Inc
3
+ 100.0%
N/A
6 $1K
CYTK
Cytokinetics Inc

Healthcare
24
+ 200.0%
$33.23 - $54.96 $798 - $1.32K
36 $1K
ES
Eversource Energy

Utilities
7
+ 6.93%
$62.86 - $71.14 $440 - $498
108 $7K
BWA
Borgwarner Inc

Consumer Cyclical
27
+ 71.05%
$34.53 - $44.44 $932 - $1.2K
65 $2K
PDI
Pimco Dynamic Income Fund

Financial Services
9
+ 3.47%
$18.85 - $20.07 $170 - $181
268 $5K
POST
Post Holdings, Inc.

Consumer Defensive
9
+ 90.0%
$102.36 - $114.04 $921 - $1.03K
19 $2K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
14
+ 38.89%
$52.62 - $61.93 $737 - $867
50 $2K
ZS
Zscaler, Inc.

Technology
4
+ 18.18%
$267.68 - $316.5 $1.07K - $1.27K
26 $7K
ROK
Rockwell Automation, Inc

Industrials
2
+ 11.76%
$328.67 - $358.52 $657 - $717
19 $6K
BC
Brunswick Corp

Consumer Cyclical
8
+ 14.29%
$56.64 - $66.85 $453 - $535
64 $4K
TER
Teradyne, Inc

Technology
4
+ 25.0%
$90.15 - $137.64 $361 - $551
20 $2K
FOLD
Amicus Therapeutics, Inc.

Healthcare
51
+ 22.87%
$5.84 - $8.57 $298 - $437
274 $2K
RDN
Radian Group Inc

Financial Services
15
+ 93.75%
$32.61 - $37.23 $489 - $558
31 $1K
USB
Us Bancorp \De\

Financial Services
10
+ 3.69%
$43.94 - $50.41 $439 - $504
281 $13K
TRV
Travelers Companies, Inc.

Financial Services
1
+ 2.0%
$250.62 - $279.43 $251 - $279
51 $14K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
18
+ 100.0%
$27.79 - $32.38 $500 - $583
36 $1K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
41
+ 21.47%
$11.64 - $15.79 $477 - $647
232 $3K
TROX
Tronox Holdings PLC

Basic Materials
134
+ 68.02%
$3.14 - $5.85 $421 - $784
331 $1K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5
+ 0.61%
$40.94 - $42.85 $205 - $214
821 $34K
CINF
Cincinnati Financial Corp

Financial Services
6
+ 42.86%
$145.8 - $158.1 $875 - $949
20 $3K
RPM
Rpm International Inc

Basic Materials
4
+ 4.26%
$110.07 - $128.23 $440 - $513
98 $11K
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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