Avion Wealth Incresed Positions in Q4 2024

Avion Wealth

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CG
Carlyle Group Inc.

Financial Services
6
+ 15.79%
$43.2 - $54.81 $259 - $329
44 $2K
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 25.0%
$209.64 - $236.44 $629 - $709
15 $3K
CINF
Cincinnati Financial Corp

Financial Services
5
+ 55.56%
$132.86 - $160.16 $664 - $801
14 $2K
BIIB
Biogen Inc.

Healthcare
9
+ 75.0%
$146.47 - $191.55 $1.32K - $1.72K
21 $3K
DG
Dollar General Corp

Consumer Defensive
18
+ 128.57%
$73.27 - $84.47 $1.32K - $1.52K
32 $2K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
5
+ 20.83%
$97.09 - $120.01 $485 - $600
29 $3K
ZD
Ziff Davis, Inc.

Communication Services
11
+ 32.35%
$43.77 - $59.99 $481 - $660
45 $2K
ZBRA
Zebra Technologies Corp

Technology
2
+ 50.0%
$360.09 - $411.94 $720 - $824
6 $2K
DT
Dynatrace, Inc.

Technology
5
+ 14.71%
$51.09 - $59.6 $255 - $298
39 $2K
QRVO
Qorvo, Inc.

Technology
15
+ 88.24%
$65.6 - $104.58 $984 - $1.57K
32 $2K
ACHC
Acadia Healthcare Company, Inc.

Healthcare
24
+ 160.0%
$37.09 - $62.41 $890 - $1.5K
39 $1K
EA
Electronic Arts Inc.

Communication Services
2
+ 5.88%
$140.69 - $167.97 $281 - $336
36 $5K
EQH
Equitable Holdings, Inc.

Financial Services
11
+ 57.89%
$41.59 - $50.4 $457 - $554
30 $1K
CHD
Church & Dwight CO Inc

Consumer Defensive
15
+ 37.5%
$99.11 - $112.25 $1.49K - $1.68K
55 $5K
GPI
Group 1 Automotive Inc

Consumer Cyclical
1
+ 50.0%
$344.56 - $435.0 $345 - $435
3 $1K
ELS
Equity Lifestyle Properties Inc

Real Estate
15
+ 187.5%
$66.06 - $72.51 $991 - $1.09K
23 $1K
ESNT
Essent Group Ltd.

Financial Services
9
+ 81.82%
$52.73 - $64.9 $475 - $584
20 $1K
AON
Aon PLC

Financial Services
3
+ 23.08%
$344.14 - $393.31 $1.03K - $1.18K
16 $5K
ZM
Zoom Video Communications, Inc.

Technology
9
+ 18.0%
$67.21 - $89.03 $605 - $801
59 $4K
RE
Everest Re Group LTD

Financial Services
3
+ 150.0%
N/A
5 $1K
WAT
Waters Corp

Healthcare
3
+ 30.0%
$323.11 - $392.01 $969 - $1.18K
13 $4K
FNF
Fidelity National Financial, Inc.

Financial Services
9
+ 64.29%
$55.19 - $63.83 $497 - $574
23 $1K
ROK
Rockwell Automation, Inc

Industrials
4
+ 33.33%
$264.65 - $302.92 $1.06K - $1.21K
16 $4K
AJG
Arthur J. Gallagher & Co.

Financial Services
5
+ 31.25%
$278.49 - $315.16 $1.39K - $1.58K
21 $5K
CIEN
Ciena Corp

Technology
4
+ 33.33%
$61.45 - $91.14 $246 - $365
16 $1K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
14
+ 3.27%
$11.18 - $13.68 $157 - $192
442 $5K
OTIS
Otis Worldwide Corp

Industrials
10
+ 18.18%
$92.57 - $106.01 $926 - $1.06K
65 $6K
ALGM
Allegro Microsystems, Inc.

Technology
42
+ 210.0%
$19.07 - $23.82 $801 - $1K
62 $1K
DASH
Door Dash, Inc.

Communication Services
1
+ 2.5%
$141.93 - $180.48 $142 - $180
41 $6K
BLND
Blend Labs, Inc.

Technology
95
+ 46.34%
$3.31 - $5.35 $314 - $508
300 $1K
Bunge Global Sa
7
+ 70.0%
N/A
17 $1K
ARES
Ares Management Corp

Financial Services
4
+ 15.38%
$153.38 - $183.7 $614 - $735
30 $5K
CHTR
Charter Communications, Inc.

Communication Services
1
+ 5.56%
$315.38 - $408.02 $315 - $408
19 $6K
CAH
Cardinal Health Inc

Healthcare
3
+ 6.12%
$107.89 - $125.33 $324 - $376
52 $6K
BXP
Boston Properties Inc

Real Estate
7
+ 77.78%
$73.33 - $89.72 $513 - $628
16 $1K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
46
+ 100.0%
$10.4 - $12.75 $478 - $587
92 $1K
CF
Cf Industries Holdings, Inc.

Basic Materials
6
+ 85.71%
$81.39 - $94.14 $488 - $565
13 $1K
K
Kellogg CO

Consumer Defensive
16
+ 29.63%
$80.34 - $81.29 $1.29K - $1.3K
70 $5K
PCAR
Paccar Inc

Industrials
10
+ 28.57%
$97.92 - $118.41 $979 - $1.18K
45 $4K
INSW
International Seaways, Inc.

Energy
28
+ 311.11%
$32.46 - $54.3 $909 - $1.52K
37 $1K
L
Loews Corp

Financial Services
10
+ 25.64%
$76.49 - $87.05 $765 - $871
49 $4K
KEYS
Keysight Technologies, Inc.

Technology
5
+ 25.0%
$149.01 - $172.53 $745 - $863
25 $4K
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 10.53%
$191.61 - $217.84 $383 - $436
21 $4K
STZ
Constellation Brands, Inc.

Consumer Defensive
7
+ 50.0%
$219.66 - $257.62 $1.54K - $1.8K
21 $4K
ITT
Itt Inc.

Industrials
4
+ 80.0%
$140.12 - $159.62 $560 - $638
9 $1K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
11
+ 28.21%
$22.72 - $28.29 $250 - $311
50 $1K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
10
+ 100.0%
$49.84 - $59.6 $498 - $596
20 $1K
JBL
Jabil Inc

Technology
2
+ 7.14%
$118.97 - $147.77 $238 - $296
30 $4K
BRO
Brown & Brown, Inc.

Financial Services
8
+ 21.62%
$100.93 - $113.42 $807 - $907
45 $4K
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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