Avion Wealth New Holdings in Q1 2025

Avion Wealth

  • $390 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
La Rosa Hldgs Corp
734
New
N/A
734 $0
LSTR
Landstar System Inc

Industrials
3
New
$146.63 - $177.82 $440 - $533
3 $0
LEA
Lear Corp

Consumer Cyclical
10
New
$87.96 - $99.36 $880 - $994
10 $0
LENB
Lennar Corporation Cl B
6
New
N/A
6 $0
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
1.13K
New
$0.29 - $0.96 $329 - $1.09K
1.13K $0
USA
Liberty All Star Equity Fund

Financial Services
100
New
$6.41 - $7.32 $641 - $732
100 $0
Liberty Media Corp Del
4
New
N/A
4 $0
Liberty Media Corp Del
5
New
N/A
5 $0
LGND
Ligand Pharmaceuticals Inc

Healthcare
9
New
$105.14 - $122.23 $946 - $1.1K
9 $0
LNC
Lincoln National Corp

Financial Services
30
New
$30.06 - $39.23 $902 - $1.18K
30 $0
MVSTW
Microvast Hldgs Inc Wt Exp 04/
1K
New
$0.16 - $0.48 $160 - $480
1K $0
QRTEA
Qurate Retail, Inc.

Consumer Cyclical
2.15K
New
$0.17 - $0.42 $365 - $903
2.15K $0
SU
Suncor Energy Inc

Energy
24
New
$34.27 - $40.63 $822 - $975
24 $0
UFPI
Ufp Industries Inc

Basic Materials
4
New
$103.91 - $118.67 $416 - $475
4 $0
PATH
Ui Path, Inc.

Technology
60
New
$9.97 - $15.19 $598 - $911
60 $0
UCBI
United Community Banks Inc

Financial Services
20
New
N/A
20 $0
UBFO
United Security Bancshares

Financial Services
29
New
$8.76 - $10.13 $254 - $294
29 $0
X
United States Steel Corp

Basic Materials
9
New
$30.47 - $43.0 $274 - $387
9 $0
OLED
Universal Display Corp Pa

Technology
3
New
$139.48 - $161.59 $418 - $485
3 $0
USFD
Us Foods Holding Corp.

Consumer Defensive
4
New
$63.38 - $72.02 $254 - $288
4 $0
USNA
Usana Health Sciences Inc

Consumer Defensive
14
New
$26.26 - $36.39 $368 - $509
14 $0
UTMD
Utah Medical Products Inc

Healthcare
8
New
$56.04 - $64.17 $448 - $513
8 $0
MTN
Vail Resorts Inc

Consumer Cyclical
1
New
$153.58 - $184.72 $154 - $185
1 $0
VAL
Valaris LTD

Energy
22
New
$32.85 - $49.52 $723 - $1.09K
22 $0
VLY
Valley National Bancorp

Financial Services
65
New
$8.56 - $10.42 $556 - $677
65 $0
UDR
Udr, Inc.

Real Estate
14
New
$40.09 - $46.04 $561 - $645
14 $0
TROX
Tronox Holdings PLC

Basic Materials
51
New
$6.82 - $10.37 $348 - $529
51 $0
SGRY
Surgery Partners, Inc.

Healthcare
25
New
$19.85 - $25.87 $496 - $647
25 $0
TGB
Taseko Mines LTD

Basic Materials
500
New
$1.83 - $2.52 $915 - $1.26K
500 $0
FTI
Technip Fmc PLC

Energy
27
New
$25.3 - $32.57 $683 - $879
27 $0
TDOC
Teladoc Health, Inc.

Healthcare
70
New
$7.96 - $14.33 $557 - $1K
70 $0
TFX
Teleflex Inc

Healthcare
3
New
$130.79 - $183.66 $392 - $551
3 $0
THC
Tenet Healthcare Corp

Healthcare
2
New
$119.51 - $144.98 $239 - $290
2 $0
ELY
Callaway Golf CO

Consumer Cyclical
100
New
N/A
100 $0
TTC
Toro CO

Industrials
6
New
$71.86 - $87.28 $431 - $524
6 $0
TRU
Trans Union

Industrials
10
New
$80.45 - $100.25 $805 - $1K
10 $0
TNL
Travel & Leisure Co.

Consumer Cyclical
10
New
$46.29 - $57.86 $463 - $579
10 $0
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
21
New
$30.79 - $38.48 $647 - $808
21 $0
TRMB
Trimble Inc.

Technology
7
New
$65.52 - $77.49 $459 - $542
7 $0
VNDA
Vanda Pharmaceuticals Inc.

Healthcare
140
New
$4.31 - $5.13 $603 - $718
140 $0
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
11
New
$49.25 - $50.66 $542 - $557
11 $0
WHR
Whirlpool Corp

Consumer Cyclical
2
New
$88.58 - $133.14 $177 - $266
2 $0
WINA
Winmark Corp

Consumer Cyclical
2
New
$304.11 - $396.66 $608 - $793
2 $0
MAPSW
Wm Technology Inc Wt Pur Com E
600
New
$0.03 - $0.08 $18 - $48
600 $0
WOLF
Wolfspeed, Inc.

Technology
55
New
$2.59 - $7.48 $142 - $411
55 $0
WK
Workiva Inc

Technology
9
New
$75.91 - $114.09 $683 - $1.03K
9 $0
Worthington Stl Inc
20
New
N/A
20 $0
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
3
New
$87.72 - $111.91 $263 - $336
3 $0
XBIT
X Biotech Inc.

Healthcare
72
New
$2.99 - $4.48 $215 - $323
72 $0
Activity Summary
Buys All Purchases 469 New Holdings 451 Increased Positions 18 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 1 Puts 0
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