Avion Wealth New Holdings in Q4 2024

Avion Wealth

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
2.58K
New
$49.66 - $52.63 $128K - $136K
2.58K $128K
Invesco Exch Traded Fd Tr Ii
500
New
N/A
500 $67K
Ishares Bitcoin Trust ETF
1.1K
New
N/A
1.1K $58K
RC
Ready Capital Corp

Real Estate
7K
New
$6.71 - $7.57 $47K - $53K
7K $47K
IYW
Ishares Dj Us Tech ETF

ETFs
300
New
$148.14 - $166.23 $44.4K - $49.9K
300 $47K
TW
Tradeweb Markets Inc.

Financial Services
347
New
$124.87 - $136.32 $43.3K - $47.3K
347 $45K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
4.1K
New
$9.25 - $10.62 $37.9K - $43.5K
4.1K $39K
Blackrock Inc
36
New
N/A
36 $36K
S
Sentinel One, Inc.

Technology
1.31K
New
$22.05 - $28.68 $28.8K - $37.4K
1.31K $28K
FRSH
Freshworks Inc.

Technology
1.65K
New
$10.88 - $17.02 $18K - $28.1K
1.65K $26K
EMBC
Embecta Corp.

Healthcare
1.2K
New
$12.51 - $20.83 $15K - $24.9K
1.2K $24K
IYH
Ishares Tr

ETFs
400
New
$57.53 - $65.24 $23K - $26.1K
400 $23K
FENY
Fidelity Covington Tr Msci Ene

ETFs
798
New
$23.14 - $26.91 $18.5K - $21.5K
798 $19K
CPNG
Coupang, Inc.

Consumer Cyclical
900
New
$21.98 - $26.89 $19.8K - $24.2K
900 $19K
Arista Networks Inc
152
New
N/A
152 $16K
PARA
Paramount Global

Communication Services
1K
New
$10.27 - $11.57 $10.3K - $11.6K
1K $10K
MLPA
Global X Mlp ETF

ETFs
141
New
$47.44 - $52.61 $6.69K - $7.42K
141 $6K
Lam Research Corp
83
New
N/A
83 $5K
RACE
Ferrari N.V.

Consumer Cyclical
12
New
$422.83 - $490.34 $5.07K - $5.88K
12 $5K
CCAP
Crescent Capital Bdc, Inc.

Financial Services
300
New
$17.55 - $19.98 $5.27K - $5.99K
300 $5K
BLNK
Blink Charging Co.

Industrials
4K
New
$1.39 - $2.25 $5.56K - $9K
4K $5K
VKTX
Viking Therapeutics, Inc.

Healthcare
100
New
$38.28 - $78.03 $3.83K - $7.8K
100 $4K
BLD
Top Build Corp

Industrials
13
New
$308.96 - $414.77 $4.02K - $5.39K
13 $4K
Super Micro Computer Inc
156
New
N/A
156 $4K
IEF
Ishares Barclays

ETFs
24
New
$92.08 - $98.18 $2.21K - $2.36K
24 $2K
NRC
National Research Corp

Healthcare
160
New
$17.07 - $21.78 $2.73K - $3.48K
160 $2K
Primo Brands Corporation
70
New
N/A
70 $2K
COLD
Americold Realty Trust

Real Estate
67
New
$21.03 - $27.78 $1.41K - $1.86K
67 $1K
CHRD
Oasis Petroleum Inc.

Energy
16
New
$110.83 - $137.78 $1.77K - $2.2K
16 $1K
CHK
Chesapeake Energy Corp

Energy
14
New
$81.46 - $87.57 $1.14K - $1.23K
14 $1K
ICHR
Ichor Holdings, Ltd.

Technology
33
New
$26.83 - $35.4 $885 - $1.17K
33 $1K
IONS
Ionis Pharmaceuticals Inc

Healthcare
54
New
$33.73 - $40.36 $1.82K - $2.18K
54 $1K
MKSI
Mks Instruments Inc

Technology
13
New
$98.56 - $117.93 $1.28K - $1.53K
13 $1K
OMEX
Odyssey Marine Exploration Inc

Industrials
1.43K
New
$0.33 - $0.76 $471 - $1.09K
1.43K $1K
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
146
New
$11.35 - $18.82 $1.66K - $2.75K
146 $1K
TALO
Talos Energy Inc.

Energy
105
New
$9.08 - $11.97 $953 - $1.26K
105 $1K
UCTT
Ultra Clean Holdings, Inc.

Technology
28
New
$33.45 - $40.93 $937 - $1.15K
28 $1K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
63
New
$14.29 - $18.76 $900 - $1.18K
63 $1K
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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