Avion Wealth New Holdings in Q2 2025

Avion Wealth

  • $439 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IWS
Ishares Russell Midcap Value E

ETFs
192
New
$110.58 - $132.14 $21.2K - $25.4K
192 $25K
SNOW
Snowflake Inc.

Technology
113
New
$130.53 - $223.77 $14.7K - $25.3K
113 $25K
CNI
Canadian National Railway CO

Industrials
236
New
$92.66 - $108.13 $21.9K - $25.5K
236 $24K
CCL
Carnival Corp

Consumer Cyclical
875
New
$16.43 - $28.12 $14.4K - $24.6K
875 $24K
CEG
Constellation Energy Corp

Utilities
76
New
$170.96 - $322.76 $13K - $24.5K
76 $24K
SSSS
Suro Capital Corp.

Financial Services
3K
New
$4.46 - $8.41 $13.4K - $25.2K
3K $24K
TT
Trane Technologies PLC

Industrials
56
New
$315.21 - $437.41 $17.7K - $24.5K
56 $24K
AB
Alliancebernstein Holding L.P.

Financial Services
584
New
$33.0 - $41.77 $19.3K - $24.4K
584 $23K
ASTS
Ast Space Mobile, Inc.

Communication Services
500
New
$20.07 - $51.83 $10K - $25.9K
500 $23K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.81K
New
$12.21 - $13.9 $22.1K - $25.1K
1.81K $23K
ROKU
Roku, Inc

Communication Services
265
New
$55.1 - $87.89 $14.6K - $23.3K
265 $23K
TOST
Toast, Inc.

Technology
530
New
$30.03 - $45.23 $15.9K - $24K
530 $23K
UTHR
United Therapeutics Corp

Healthcare
82
New
$276.47 - $328.4 $22.7K - $26.9K
82 $23K
WES
Western Midstream Partners, LP

Energy
600
New
$34.99 - $41.61 $21K - $25K
600 $23K
MMM
3 M CO

Industrials
148
New
$126.09 - $154.15 $18.7K - $22.8K
148 $22K
CTAS
Cintas Corp

Industrials
99
New
$190.11 - $227.66 $18.8K - $22.5K
99 $22K
IYH
Ishares Tr

ETFs
400
New
$53.97 - $60.17 $21.6K - $24.1K
400 $22K
MSTR
Microstrategy Inc

Technology
55
New
$237.95 - $421.61 $13.1K - $23.2K
55 $22K
Newsmax Inc
1.5K
New
N/A
1.5K $22K
SCHW
Schwab Charles Corp

Financial Services
242
New
$69.06 - $91.24 $16.7K - $22.1K
242 $22K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
761
New
$24.38 - $30.18 $18.6K - $23K
761 $22K
NET
Cloudflare, Inc.

Technology
110
New
$97.08 - $195.83 $10.7K - $21.5K
110 $21K
DOV
Dover Corp

Industrials
119
New
$151.14 - $186.7 $18K - $22.2K
119 $21K
PRF
Invesco Exchange Traded Fd Tr

ETFs
498
New
$35.77 - $42.27 $17.8K - $21.1K
498 $21K
ACN
Accenture PLC

Technology
67
New
$279.23 - $323.21 $18.7K - $21.7K
67 $20K
Arista Networks Inc
199
New
N/A
199 $20K
DD
Du Pont De Nemours, Inc.

Basic Materials
292
New
$55.13 - $75.25 $16.1K - $22K
292 $20K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
205
New
$100.35 - $100.71 $20.6K - $20.6K
205 $20K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
228
New
$87.84 - $1441.89 $20K - $329K
228 $20K
PH
Parker Hannifin Corp

Industrials
30
New
$517.23 - $700.54 $15.5K - $21K
30 $20K
SYK
Stryker Corp

Healthcare
51
New
$337.37 - $395.63 $17.2K - $20.2K
51 $20K
WM
Waste Management Inc

Industrials
91
New
$216.47 - $242.1 $19.7K - $22K
91 $20K
WELL
Welltower Inc.

Real Estate
133
New
$136.49 - $155.22 $18.2K - $20.6K
133 $20K
ASLE
Aer Sale Corp

Industrials
3.2K
New
$5.72 - $7.7 $18.3K - $24.6K
3.2K $19K
BK
Bank Of New York Mellon Corp

Financial Services
211
New
$73.31 - $91.62 $15.5K - $19.3K
211 $19K
ABC
Amerisourcebergen Corp

Healthcare
64
New
N/A
64 $19K
CLX
Clorox CO

Consumer Defensive
160
New
$118.01 - $148.69 $18.9K - $23.8K
160 $19K
DASH
Door Dash, Inc.

Communication Services
78
New
$163.16 - $246.51 $12.7K - $19.2K
78 $19K
FCX
Freeport Mcmoran Inc

Basic Materials
458
New
$29.15 - $44.46 $13.4K - $20.4K
458 $19K
GILD
Gilead Sciences, Inc.

Healthcare
180
New
$96.91 - $113.0 $17.4K - $20.3K
180 $19K
HWM
Howmet Aerospace Inc.

Industrials
106
New
$112.33 - $186.13 $11.9K - $19.7K
106 $19K
DGRO
Ishares Core Dividend Growth E

ETFs
309
New
$55.22 - $63.94 $17.1K - $19.8K
309 $19K
LYV
Live Nation Entertainment, Inc.

Communication Services
128
New
$118.81 - $151.28 $15.2K - $19.4K
128 $19K
NKE
Nike, Inc.

Consumer Cyclical
272
New
$53.27 - $72.04 $14.5K - $19.6K
272 $19K
SCHO
Schwab Short Term Us Treasury

ETFs
780
New
$24.19 - $24.45 $18.9K - $19.1K
780 $19K
TTWO
Take Two Interactive Software Inc

Communication Services
81
New
$194.58 - $243.05 $15.8K - $19.7K
81 $19K
CI
Cigna Corp

Healthcare
58
New
$301.89 - $340.04 $17.5K - $19.7K
58 $19K
BX
Blackstone Inc.

Financial Services
121
New
$120.07 - $151.11 $14.5K - $18.3K
121 $18K
CTO
Cto Realty Growth, Inc.

Real Estate
1.07K
New
$16.86 - $19.44 $18.1K - $20.8K
1.07K $18K
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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