Avion Wealth New Holdings in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Linde PLC
81
New
N/A
81 $38K
SPOT
Spotify Technology S.A.

Communication Services
50
New
$503.3 - $775.9 $25.2K - $38.8K
50 $38K
ADBE
Adobe Inc.

Technology
94
New
$340.0 - $420.68 $32K - $39.5K
94 $36K
CRWD
Crowd Strike Holdings, Inc.

Technology
70
New
$321.63 - $509.31 $22.5K - $35.7K
70 $35K
Ge Vernova Inc
67
New
N/A
67 $35K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
825
New
$40.82 - $43.14 $33.7K - $35.6K
825 $35K
IVE
Ishares S&P 500 Value ETF

ETFs
184
New
$168.34 - $195.42 $31K - $36K
184 $35K
MET
Metlife Inc

Financial Services
444
New
$68.42 - $82.49 $30.4K - $36.6K
444 $35K
IWP
Ishares Russell Mid Cap Growth

ETFs
248
New
$104.34 - $138.68 $25.9K - $34.4K
248 $34K
OXY
Occidental Petroleum Corp

Energy
812
New
$36.11 - $49.33 $29.3K - $40.1K
812 $34K
EVRG
Evergy, Inc.

Utilities
486
New
$64.06 - $69.64 $31.1K - $33.8K
486 $33K
NEE
Nextera Energy Inc

Utilities
485
New
$64.11 - $75.0 $31.1K - $36.4K
485 $33K
XLRE
Select Sector Spdr Tr Real Est

ETFs
816
New
$37.08 - $42.26 $30.3K - $34.5K
816 $33K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
248
New
$121.58 - $136.74 $30.2K - $33.9K
248 $33K
APH
Amphenol Corp

Technology
333
New
$59.09 - $98.75 $19.7K - $32.9K
333 $32K
BSX
Boston Scientific Corp

Healthcare
298
New
$89.7 - $107.41 $26.7K - $32K
298 $32K
IXUS
Ishares Tr

ETFs
426
New
$62.37 - $77.63 $26.6K - $33.1K
426 $32K
HEFA
Ishares Currency Hedged Msci E

ETFs
854
New
$32.11 - $38.21 $27.4K - $32.6K
854 $32K
XLI
Industrial Sector Spdr

ETFs
219
New
$116.42 - $147.52 $25.5K - $32.3K
219 $32K
AMAT
Applied Materials Inc

Technology
171
New
$126.95 - $183.52 $21.7K - $31.4K
171 $31K
CVNA
Carvana Co.

Consumer Cyclical
94
New
$162.57 - $345.64 $15.3K - $32.5K
94 $31K
EQR
Equity Residential

Real Estate
469
New
$61.82 - $71.72 $29K - $33.6K
469 $31K
FDX
Fedex Corp

Industrials
138
New
$198.07 - $245.17 $27.3K - $33.8K
138 $31K
MDLZ
Mondelez International, Inc.

Consumer Defensive
472
New
$63.54 - $68.5 $30K - $32.3K
472 $31K
PYPL
Pay Pal Holdings, Inc.

Financial Services
428
New
$57.41 - $74.81 $24.6K - $32K
428 $31K
PINS
Pinterest, Inc.

Communication Services
870
New
$24.21 - $35.95 $21.1K - $31.3K
870 $31K
AMD
Advanced Micro Devices Inc

Technology
218
New
$78.21 - $143.81 $17K - $31.4K
218 $30K
O
Realty Income Corp

Real Estate
526
New
$52.27 - $58.52 $27.5K - $30.8K
526 $30K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
320
New
$90.21 - $112.66 $28.9K - $36.1K
320 $29K
Franklin Templeton Digital H
457
New
N/A
457 $28K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
304
New
$85.42 - $94.39 $26K - $28.7K
304 $28K
KLAC
Kla Corp

Technology
32
New
$576.53 - $902.94 $18.4K - $28.9K
32 $28K
MS
Morgan Stanley

Financial Services
199
New
$99.83 - $140.86 $19.9K - $28K
199 $28K
CRM
Salesforce, Inc.

Technology
105
New
$236.26 - $291.15 $24.8K - $30.6K
105 $28K
BTI
British American Tobacco P.L.C.

Consumer Defensive
581
New
$39.43 - $49.34 $22.9K - $28.7K
581 $27K
Canadian Pacific Kansas City
351
New
N/A
351 $27K
IWD
Ishares Russell 1000 Val ETF

ETFs
144
New
$166.82 - $194.23 $24K - $28K
144 $27K
PEG
Public Service Enterprise Group Inc

Utilities
324
New
$77.13 - $84.18 $25K - $27.3K
324 $27K
TMUS
T Mobile Us, Inc.

Communication Services
117
New
$220.99 - $268.54 $25.9K - $31.4K
117 $27K
VB
Vanguard Small Cap ETF

ETFs
116
New
$193.73 - $237.37 $22.5K - $27.5K
116 $27K
VRT
Vertiv Holdings CO

Industrials
213
New
N/A
213 $27K
CTVA
Corteva, Inc.

Basic Materials
360
New
$55.52 - $74.53 $20K - $26.8K
360 $26K
CVS
Cvs Health Corp

Healthcare
380
New
$60.04 - $70.18 $22.8K - $26.7K
380 $26K
UBOT
Direxion Dly Robotics, Art Int

ETFs
1.22K
New
$12.79 - $21.9 $15.6K - $26.7K
1.22K $26K
GENI
Genius Sports LTD

Communication Services
2.5K
New
$8.67 - $11.05 $21.7K - $27.6K
2.5K $26K
GLP
Global Partners LP

Energy
500
New
$44.91 - $56.21 $22.5K - $28.1K
500 $26K
NOG
Northern Oil & Gas, Inc.

Energy
944
New
$20.6 - $32.16 $19.4K - $30.4K
944 $26K
SO
Southern CO

Utilities
289
New
$84.91 - $92.56 $24.5K - $26.7K
289 $26K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
216
New
$116.93 - $119.39 $25.3K - $25.8K
216 $25K
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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