Avion Wealth New Holdings in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AMH
American Homes 4 Rent

Real Estate
30
New
$32.47 - $36.74 $974 - $1.1K
30 $0
ASGN
Asgn Inc

Technology
10
New
$47.05 - $55.65 $471 - $557
10 $0
AMEH
Apollo Medical Holdings, Inc.

Healthcare
30
New
N/A
30 $0
AUB
Atlantic Union Bankshares Corp

Financial Services
15
New
$31.23 - $36.56 $468 - $548
15 $0
AUR
Aurora Innovation, Inc.

Technology
77
New
$5.05 - $6.56 $389 - $505
77 $0
AVNS
Avanos Medical, Inc.

Healthcare
30
New
$9.89 - $12.72 $297 - $382
30 $0
AVPT
Ave Point, Inc.

Technology
31
New
$14.33 - $19.31 $444 - $599
31 $0
BHLB
Berkshire Hills Bancorp Inc

Financial Services
21
New
$24.04 - $27.04 $505 - $568
21 $0
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
2
New
$201.83 - $230.93 $404 - $462
2 $0
DOCN
Digital Ocean Holdings, Inc.

Technology
18
New
$25.74 - $37.71 $463 - $679
18 $0
HLLY
Holley Inc.

Consumer Cyclical
251
New
$1.99 - $4.07 $499 - $1.02K
251 $0
HOV
Hovnanian Enterprises Inc

Consumer Cyclical
5
New
$107.14 - $156.16 $536 - $781
5 $0
IMVT
Immunovant, Inc.

Healthcare
29
New
N/A
29 $0
IMXI
International Money Express, Inc.

Technology
54
New
$8.71 - $14.9 $470 - $805
54 $0
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
24
New
$20.84 - $21.03 $500 - $505
24 $0
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
268
New
$1.7 - $3.97 $456 - $1.06K
268 $0
IRWD
Ironwood Pharmaceuticals Inc

Healthcare
408
New
$0.69 - $1.46 $282 - $596
408 $0
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3
New
$102.4 - $103.88 $307 - $312
3 $0
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6
New
$98.52 - $103.93 $591 - $624
6 $0
ICVT
Ishares Tr Convertible Bond Et

ETFs
1
New
$89.29 - $100.17 $89.3 - $100
1 $0
EFG
Msci Eafe Growth ETF

ETFs
2
New
$106.99 - $114.46 $214 - $229
2 $0
MBB
Ishares Tr

ETFs
7
New
$92.46 - $95.73 $647 - $670
7 $0
IVW
Ishares S&P 500 Growth ETF

ETFs
3
New
$108.97 - $121.65 $327 - $365
3 $0
HP
Helmerich & Payne, Inc.

Energy
25
New
$15.35 - $22.65 $384 - $566
25 $0
HCAT
Health Catalyst, Inc.

Healthcare
140
New
$2.7 - $4.09 $378 - $573
140 $0
FDS
Factset Research Systems Inc

Financial Services
1
New
$283.86 - $450.3 $284 - $450
1 $0
FSTA
Fidelity Covington Tr Msci Con

ETFs
12
New
$49.57 - $52.57 $595 - $631
12 $0
FCOM
Fidelity Covington Tr Msci Com

ETFs
9
New
$63.98 - $72.59 $576 - $653
9 $0
FDIS
Fidelity Covington Tr Msci Con

ETFs
7
New
$93.41 - $104.11 $654 - $729
7 $0
FNCL
Fidelity Covington Tr Msci Fin

ETFs
10
New
$72.91 - $77.23 $729 - $772
10 $0
FHLC
Fidelity Covington Tr Msci Hea

ETFs
10
New
$61.56 - $66.95 $616 - $670
10 $0
FC
Franklin Covey CO

Industrials
27
New
$18.4 - $24.17 $497 - $653
27 $0
Gemini Space Sta Inc
21
New
N/A
21 $0
NLOK
Norton Life Lock Inc.

Technology
17
New
N/A
17 $0
GPC
Genuine Parts CO

Consumer Cyclical
4
New
$122.23 - $142.77 $489 - $571
4 $0
GTLB
Gitlab Inc.

Technology
12
New
$38.82 - $50.43 $466 - $605
12 $0
GBCI
Glacier Bancorp, Inc.

Financial Services
10
New
$42.86 - $50.13 $429 - $501
10 $0
HGTY
Hagerty, Inc.

Financial Services
50
New
$9.34 - $13.02 $467 - $651
50 $0
TIP
Ishares Tr Tips Bd ETF

ETFs
6
New
$109.11 - $111.88 $655 - $671
6 $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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