Avion Wealth Incresed Positions in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRUS
Cirrus Logic, Inc.

Technology
4
+ 80.0%
$97.25 - $127.45 $389 - $510
9 $1K
WRB
Berkley W R Corp

Financial Services
7
+ 11.48%
$67.78 - $76.62 $474 - $536
68 $5K
CLH
Clean Harbors Inc

Industrials
4
+ 200.0%
$225.84 - $250.43 $903 - $1K
6 $1K
CIVI
Civitas Resources, Inc.

Energy
32
+ 42.67%
$27.85 - $37.37 $891 - $1.2K
107 $3K
CNC
Centene Corp

Healthcare
96
+ 81.36%
$25.21 - $56.65 $2.42K - $5.44K
214 $7K
Coherent Corp
4
+ 12.9%
N/A
35 $3K
RLI
Rli Corp

Financial Services
18
+ 128.57%
$64.17 - $71.7 $1.16K - $1.29K
32 $2K
CSGP
Costar Group, Inc.

Real Estate
2
+ 2.86%
$81.42 - $96.83 $163 - $194
72 $6K
CG
Carlyle Group Inc.

Financial Services
8
+ 13.33%
$52.82 - $69.35 $423 - $555
68 $4K
CASY
Caseys General Stores Inc

Consumer Cyclical
2
+ 200.0%
$494.52 - $565.32 $989 - $1.13K
3 $1K
CBOE
Cboe Global Markets, Inc.

Financial Services
2
+ 7.41%
$231.35 - $253.24 $463 - $506
29 $7K
REG
Regency Centers Corp

Real Estate
7
+ 17.95%
$68.62 - $73.81 $480 - $517
46 $3K
SUI
Sun Communities Inc

Real Estate
4
+ 100.0%
$116.6 - $131.28 $466 - $525
8 $1K
BBY
Best Buy CO Inc

Consumer Cyclical
7
+ 100.0%
$64.12 - $78.46 $449 - $549
14 $1K
UDR
Udr, Inc.

Real Estate
13
+ 92.86%
$36.71 - $41.37 $477 - $538
27 $1K
RGEN
Repligen Corp

Healthcare
4
+ 8.0%
$111.43 - $134.0 $446 - $536
54 $7K
CPT
Camden Property Trust

Real Estate
5
+ 100.0%
$104.05 - $115.69 $520 - $578
10 $1K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.48%
$52.12 - $55.33 $52.1 - $55.3
211 $11K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2
+ 0.4%
$23.82 - $25.84 $47.6 - $51.7
508 $13K
IT
Gartner Inc

Technology
12
+ 92.31%
$225.98 - $406.7 $2.71K - $4.88K
25 $6K
Flutter Entmt PLC
2
+ 100.0%
N/A
4 $1K
EWJ
Ishares Msci Japan ETF

ETFs
6
+ 8.0%
$71.69 - $81.49 $430 - $489
81 $6K
IEF
Ishares Barclays

ETFs
8
+ 6.5%
$93.91 - $97.26 $751 - $778
131 $12K
AFRM
Affirm Holdings, Inc.

Technology
6
+ 27.27%
$64.05 - $92.18 $384 - $553
28 $2K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
8
+ 6.11%
$50.85 - $51.35 $407 - $411
139 $7K
EFV
Msci Eafe Value ETF

ETFs
6
+ 2.49%
$62.79 - $68.42 $377 - $411
247 $16K
FE
Firstenergy Corp

Utilities
12
+ 10.62%
$39.76 - $45.82 $477 - $550
125 $5K
EMB
Ishares Tr

ETFs
2
+ 10.0%
$91.52 - $95.59 $183 - $191
22 $2K
FNF
Fidelity National Financial, Inc.

Financial Services
9
+ 64.29%
$51.22 - $61.07 $461 - $550
23 $1K
Ferguson Enterprises Inc
4
+ 7.14%
N/A
60 $13K
ILMN
Illumina, Inc.

Healthcare
15
+ 28.3%
$91.69 - $109.88 $1.38K - $1.65K
68 $6K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9
+ 0.44%
$22.64 - $23.22 $204 - $209
2.05K $47K
ADC
Agree Realty Corp

Real Estate
14
+ 56.0%
$70.53 - $75.05 $987 - $1.05K
39 $2K
HOLX
Hologic Inc

Healthcare
8
+ 11.76%
$63.26 - $68.98 $506 - $552
76 $5K
Jacobs Solutions Inc
7
+ 87.5%
N/A
15 $2K
JCI
Johnson Controls International PLC

Industrials
5
+ 3.01%
$103.24 - $111.73 $516 - $559
171 $18K
WDAY
Workday, Inc.

Technology
4
+ 14.81%
$213.69 - $247.69 $855 - $991
31 $7K
XPO
Xpo Logistics, Inc.

Industrials
4
+ 80.0%
$118.79 - $138.31 $475 - $553
9 $1K
COLD
Americold Realty Trust

Real Estate
77
+ 256.67%
$12.14 - $16.98 $935 - $1.31K
107 $1K
THRM
Gentherm Inc

Consumer Cyclical
33
+ 41.25%
$29.73 - $37.17 $981 - $1.23K
113 $3K
GERN
Geron Corp

Healthcare
361
+ 18.05%
$1.1 - $1.47 $397 - $531
2.36K $3K
GL
Globe Life Inc.

Financial Services
4
+ 80.0%
$117.6 - $146.55 $470 - $586
9 $1K
AJG
Arthur J. Gallagher & Co.

Financial Services
4
+ 13.79%
$284.17 - $319.49 $1.14K - $1.28K
33 $10K
ZM
Zoom Video Communications, Inc.

Technology
6
+ 9.38%
$69.77 - $86.83 $419 - $521
70 $5K
PEAK
Healthpeak Properties, Inc.

Real Estate
24
+ 26.67%
N/A
114 $2K
ADBE
Adobe Inc.

Technology
11
+ 11.7%
$333.65 - $392.1 $3.67K - $4.31K
105 $37K
HRL
Hormel Foods Corp

Consumer Defensive
35
+ 58.33%
$24.31 - $31.54 $851 - $1.1K
95 $2K
Ftai Aviation LTD
3
+ 60.0%
N/A
8 $1K
ICCM
Ice Cure Medical Ltd.

Healthcare
851
+ 17.02%
$0.79 - $1.19 $672 - $1.01K
5.85K $5K
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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