Avion Wealth New Holdings in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
378
New
$153.67 - $176.74 $58.1K - $66.8K
378 $66K
CSX
Csx Corp

Industrials
1.96K
New
$26.69 - $32.91 $52.2K - $64.4K
1.96K $63K
IDEV
Ishares Core Msci Intl Develop

ETFs
835
New
$61.79 - $76.67 $51.6K - $64K
835 $63K
CME
Cme Group Inc.

Financial Services
226
New
$252.37 - $290.71 $57K - $65.7K
226 $62K
OKE
Oneok Inc

Energy
755
New
$78.71 - $100.37 $59.4K - $75.8K
755 $61K
VZ
Verizon Communications Inc

Communication Services
1.42K
New
$41.67 - $45.62 $59.2K - $64.8K
1.42K $61K
Global X Fds
1K
New
N/A
1K $60K
MAIN
Main Street Capital Corp

Financial Services
1K
New
$49.15 - $59.32 $49.2K - $59.3K
1K $59K
VT
Vanguard Total World Stk Index

ETFs
460
New
$103.16 - $128.52 $47.5K - $59.1K
460 $59K
BOND
Pimco Active Bond Exchange Tra

ETFs
613
New
$89.87 - $92.93 $55.1K - $57K
613 $56K
APP
App Lovin Corp

Technology
158
New
$219.37 - $417.89 $34.7K - $66K
158 $55K
IAU
Ishares Gold Trust

ETFs
869
New
$56.1 - $64.74 $48.8K - $56.3K
869 $54K
ARKW
Ark Next Generation Internet E

ETFs
362
New
$82.77 - $147.9 $30K - $53.5K
362 $53K
T
At&T Inc.

Communication Services
1.82K
New
$26.33 - $28.94 $48K - $52.8K
1.82K $52K
FHN
First Horizon Corp

Financial Services
2.49K
New
$16.21 - $21.2 $40.4K - $52.9K
2.49K $52K
NOW
Service Now, Inc.

Technology
51
New
$721.65 - $1040.18 $36.8K - $53K
51 $52K
Blackrock Inc
49
New
N/A
49 $51K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
643
New
$65.41 - $79.66 $42.1K - $51.2K
643 $51K
J P Morgan Exchange Traded F
819
New
N/A
819 $51K
MRVL
Marvell Technology, Inc.

Technology
659
New
$49.38 - $79.97 $32.5K - $52.7K
659 $51K
CL
Colgate Palmolive CO

Consumer Defensive
561
New
$87.57 - $96.0 $49.1K - $53.9K
561 $50K
ALL
Allstate Corp

Financial Services
246
New
$180.53 - $212.64 $44.4K - $52.3K
246 $49K
HYG
Ishares Tr

ETFs
609
New
$75.75 - $80.65 $46.1K - $49.1K
609 $49K
WMB
Williams Companies, Inc.

Energy
790
New
$54.33 - $62.87 $42.9K - $49.7K
790 $49K
INTC
Intel Corp

Technology
2.17K
New
$18.13 - $22.69 $39.3K - $49.2K
2.17K $48K
ORCL
Oracle Corp

Technology
223
New
$122.82 - $218.63 $27.4K - $48.8K
223 $48K
ICF
Ishares Tr

ETFs
760
New
$54.56 - $62.47 $41.5K - $47.5K
760 $46K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.04K
New
$22.54 - $23.17 $45.9K - $47.2K
2.04K $46K
AEP
American Electric Power CO Inc

Utilities
439
New
$98.59 - $109.11 $43.3K - $47.9K
439 $45K
DELL
Dell Technologies Inc.

Technology
375
New
$71.63 - $125.98 $26.9K - $47.2K
375 $45K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
558
New
$65.04 - $82.18 $36.3K - $45.9K
558 $45K
IWB
Ishares Tr Russell 1000 ETF

ETFs
130
New
$272.36 - $339.57 $35.4K - $44.1K
130 $44K
PANW
Palo Alto Networks Inc

Technology
216
New
$152.44 - $204.64 $32.9K - $44.2K
216 $44K
PNC
Pnc Financial Services Group, Inc.

Financial Services
236
New
$149.76 - $186.42 $35.3K - $44K
236 $43K
COF
Capital One Financial Corp

Financial Services
200
New
$150.57 - $212.76 $30.1K - $42.6K
200 $42K
GE
General Electric CO

Industrials
164
New
$166.81 - $257.39 $27.4K - $42.2K
164 $42K
INTU
Intuit Inc

Technology
54
New
$544.07 - $787.63 $29.4K - $42.5K
54 $42K
RPG
Invesco Exchange Traded Fd Tr

ETFs
930
New
$33.86 - $45.77 $31.5K - $42.6K
930 $42K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.39K
New
$29.0 - $30.68 $40.2K - $42.5K
1.39K $42K
LUV
Southwest Airlines CO

Industrials
1.31K
New
$24.04 - $34.36 $31.5K - $45K
1.31K $42K
GS
Goldman Sachs Group Inc

Financial Services
59
New
$462.22 - $707.75 $27.3K - $41.8K
59 $41K
PM
Philip Morris International Inc.

Consumer Defensive
229
New
$149.23 - $184.95 $34.2K - $42.4K
229 $41K
Super Micro Computer Inc
834
New
N/A
834 $40K
BLDR
Builders First Source, Inc.

Industrials
340
New
$105.63 - $131.12 $35.9K - $44.6K
340 $39K
PFE
Pfizer Inc

Healthcare
1.63K
New
$21.59 - $24.84 $35.1K - $40.4K
1.63K $39K
VXF
Vanguard Extended Market ETF

ETFs
205
New
$150.43 - $192.71 $30.8K - $39.5K
205 $39K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
500
New
$77.94 - $79.5 $39K - $39.8K
500 $39K
ADI
Analog Devices Inc

Technology
163
New
$164.6 - $238.02 $26.8K - $38.8K
163 $38K
LQD
Ishares Iboxx $ Investment Gra

ETFs
354
New
$105.23 - $109.61 $37.3K - $38.8K
354 $38K
Activity Summary
Buys All Purchases 1409 New Holdings 1350 Increased Positions 59 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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