Avion Wealth New Holdings in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFIV
Dimensional ETF Tr

ETFs
5.14K
New
$42.66 - $46.53 $219K - $239K
5.14K $237K
ARKQ
Ark Autonomous Technology & Ro

ETFs
2K
New
$86.2 - $111.56 $172K - $223K
2K $223K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
600
New
$275.84 - $326.36 $166K - $196K
600 $195K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.14K
New
$48.5 - $50.19 $152K - $158K
3.14K $157K
CATH
Global X Fds Global X S&P 500

ETFs
598
New
$75.38 - $81.32 $45.1K - $48.6K
598 $48K
Sezzle Inc
600
New
N/A
600 $47K
Celestica Inc
165
New
N/A
165 $40K
GSL
Global Ship Lease, Inc.

Industrials
1.3K
New
$26.17 - $33.06 $34K - $43K
1.3K $39K
EUFN
Ishares Msci Europe Financials

ETFs
1K
New
$31.4 - $34.74 $31.4K - $34.7K
1K $34K
Blue Owl Technology Fin Corp
2.06K
New
N/A
2.06K $28K
ONDS
Ondas Holdings Inc.

Technology
2K
New
$1.75 - $7.88 $3.5K - $15.8K
2K $15K
POET
Poet Technologies Inc.

Technology
2K
New
$4.9 - $7.44 $9.8K - $14.9K
2K $11K
Aspire Biopharma Hldgs Inc
54.1K
New
N/A
54.1K $11K
OGIG
Alps ETF Tr Oshares Global Int

ETFs
95
New
$52.35 - $58.64 $4.97K - $5.57K
95 $5K
Uniti Group LLC
602
New
N/A
602 $3K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
43
New
$76.16 - $78.59 $3.27K - $3.38K
43 $3K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
47
New
$67.48 - $71.55 $3.17K - $3.36K
47 $3K
Microbot Med Inc
1K
New
N/A
1K $3K
RHI
Robert Half International Inc.

Industrials
101
New
$33.49 - $43.03 $3.38K - $4.35K
101 $3K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
67
New
$52.55 - $54.37 $3.52K - $3.64K
67 $3K
Electrovaya Inc
500
New
N/A
500 $2K
NRIX
Nurix Therapeutics, Inc.

Healthcare
250
New
$8.24 - $13.18 $2.06K - $3.3K
250 $2K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
45
New
$45.6 - $46.92 $2.05K - $2.11K
45 $2K
OHI
Omega Healthcare Investors Inc

Real Estate
41
New
$36.29 - $43.34 $1.49K - $1.78K
41 $1K
Tidal Trust Ii
100
New
N/A
100 $1K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
22
New
$52.39 - $53.11 $1.15K - $1.17K
22 $1K
LFST
Life Stance Health Group, Inc.

Healthcare
189
New
$3.79 - $5.63 $716 - $1.06K
189 $1K
ENSG
Ensign Group, Inc

Healthcare
6
New
$136.36 - $174.12 $818 - $1.04K
6 $1K
QLYS
Qualys, Inc.

Technology
12
New
$127.89 - $150.07 $1.53K - $1.8K
12 $1K
Precision Biosciences Inc
203
New
N/A
203 $1K
Lucid Group Inc
73
New
N/A
73 $1K
Nukkleus Inc
212
New
N/A
212 $1K
Gci Liberty Inc
31
New
N/A
31 $1K
Heartflow Inc
52
New
N/A
52 $1K
CLBK
Columbia Financial, Inc.

Financial Services
70
New
$13.94 - $15.85 $976 - $1.11K
70 $1K
Southstate Bk Corp
11
New
N/A
11 $1K
WEN
Wendy'S CO

Consumer Cyclical
203
New
$9.09 - $11.88 $1.85K - $2.41K
203 $1K
ALLO
Allogene Therapeutics, Inc.

Healthcare
883
New
$1.03 - $1.66 $909 - $1.47K
883 $1K
JLL
Jones Lang Lasalle Inc

Real Estate
2
New
$248.95 - $319.66 $498 - $639
2 $0
GLDM
World Gold Trust

ETFs
7
New
$64.73 - $76.45 $453 - $535
7 $0
THS
Tree House Foods, Inc.

Consumer Defensive
41
New
$15.91 - $21.44 $652 - $879
41 $0
PATH
Ui Path, Inc.

Technology
47
New
$10.44 - $13.38 $491 - $629
47 $0
Niq Global Intelligence PLC
27
New
N/A
27 $0
NYT
New York Times CO

Communication Services
8
New
$51.43 - $61.95 $411 - $496
8 $0
NHC
National Healthcare Corp

Healthcare
5
New
$94.48 - $126.41 $472 - $632
5 $0
PCVX
Vaxcyte, Inc.

Healthcare
15
New
$29.67 - $37.37 $445 - $561
15 $0
Miami Intl Hldgs Inc
15
New
N/A
15 $0
James Hardie Inds PLC
22
New
N/A
22 $0
Mcgraw Hill Inc
75
New
N/A
75 $0
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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