Avion Wealth Reduced Holdings in Q3 2025

Avion Wealth

  • $466 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HUBS
Hubspot Inc

Technology
-5
- 41.67%
$420.79 - $560.9 $2.1K - $2.8K
7 $3K
TDG
Trans Digm Group Inc

Industrials
-1
- 12.5%
$1271.04 - $1620.83 $1.27K - $1.62K
7 $9K
RPG
Invesco Exchange Traded Fd Tr

ETFs
-109
- 11.72%
$45.41 - $48.26 $4.95K - $5.26K
821 $39K
CTVA
Corteva, Inc.

Basic Materials
-7
- 1.94%
$67.08 - $77.12 $470 - $540
353 $23K
Atlassian Corporation
-12
- 41.38%
N/A
17 $2K
AXON
Axon Enterprise, Inc.

Industrials
-2
- 14.29%
$698.02 - $870.97 $1.4K - $1.74K
12 $8K
ABNB
Airbnb, Inc.

Consumer Cyclical
-16
- 12.8%
$118.3 - $142.16 $1.89K - $2.27K
109 $13K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-4
- 18.18%
$159.87 - $247.68 $639 - $991
18 $3K
BRO
Brown & Brown, Inc.

Financial Services
-8
- 14.55%
$90.88 - $108.93 $727 - $871
47 $4K
MRNA
Moderna, Inc.

Healthcare
-75
- 57.25%
$23.51 - $34.67 $1.76K - $2.6K
56 $1K
IEX
Idex Corp

Industrials
-9
- 75.0%
$157.53 - $185.69 $1.42K - $1.67K
3 $0
IR
Ingersoll Rand Inc.

Industrials
-18
- 16.22%
$74.98 - $89.02 $1.35K - $1.6K
93 $7K
CTSH
Cognizant Technology Solutions Corp

Technology
-25
- 33.33%
$66.67 - $80.98 $1.67K - $2.02K
50 $3K
CCI
Crown Castle International Corp

Real Estate
-18
- 17.48%
$92.96 - $113.91 $1.67K - $2.05K
85 $8K
RVMD
Revolution Medicines, Inc.

Healthcare
-53
- 76.81%
$34.7 - $46.7 $1.84K - $2.48K
16 $0
IRM
Iron Mountain Inc

Real Estate
-9
- 1.21%
$89.46 - $104.46 $805 - $940
733 $74K
PPG
Ppg Industries Inc

Basic Materials
-14
- 28.57%
$103.65 - $119.07 $1.45K - $1.67K
35 $3K
CNO
Cno Financial Group, Inc.

Financial Services
-52
- 52.0%
$35.49 - $40.41 $1.85K - $2.1K
48 $1K
KMB
Kimberly Clark Corp

Consumer Defensive
-8
- 8.33%
$121.72 - $136.77 $974 - $1.09K
88 $10K
CARR
Carrier Global Corp

Industrials
-6
- 4.05%
$58.75 - $80.73 $353 - $484
142 $8K
KR
Kroger CO

Consumer Defensive
-16
- 10.26%
$64.52 - $74.35 $1.03K - $1.19K
140 $9K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-3
- 9.68%
$138.59 - $171.12 $416 - $513
28 $3K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
-7
- 50.0%
$118.35 - $142.11 $828 - $995
7 $0
EXR
Extra Space Storage Inc.

Real Estate
-12
- 20.34%
$134.36 - $152.88 $1.61K - $1.83K
47 $6K
CAH
Cardinal Health Inc

Healthcare
-7
- 9.09%
$146.04 - $167.63 $1.02K - $1.17K
70 $10K
ACI
Albertsons Companies, Inc.

Consumer Defensive
-41
- 19.9%
$17.45 - $22.74 $715 - $932
165 $2K
VEEV
Veeva Systems Inc

Healthcare
-6
- 15.38%
$269.2 - $297.91 $1.62K - $1.79K
33 $9K
T
At&T Inc.

Communication Services
-40
- 2.19%
$26.94 - $29.62 $1.08K - $1.18K
1.78K $50K
AMGN
Amgen Inc

Healthcare
-13
- 2.16%
$271.18 - $309.22 $3.53K - $4.02K
589 $166K
EW
Edwards Lifesciences Corp

Healthcare
-22
- 15.17%
$73.75 - $81.83 $1.62K - $1.8K
123 $9K
DOV
Dover Corp

Industrials
-3
- 2.52%
$165.59 - $190.9 $497 - $573
116 $19K
WY
Weyerhaeuser CO

Real Estate
-56
- 58.33%
$24.1 - $26.83 $1.35K - $1.5K
40 $0
ABT
Abbott Laboratories

Healthcare
-4
- 0.45%
$120.51 - $136.62 $482 - $546
892 $119K
PANW
Palo Alto Networks Inc

Technology
-2
- 0.93%
$167.06 - $208.19 $334 - $416
214 $43K
CARG
Car Gurus, Inc.

Communication Services
-38
- 64.41%
$29.11 - $37.85 $1.11K - $1.44K
21 $0
OTIS
Otis Worldwide Corp

Industrials
-5
- 6.85%
$84.93 - $101.07 $425 - $505
68 $6K
OFLX
Omega Flex, Inc.

Industrials
-15
- 46.88%
$31.19 - $36.37 $468 - $546
17 $0
AOSL
Alpha & Omega Semiconductor LTD

Technology
-23
- 50.0%
$24.69 - $30.69 $568 - $706
23 $0
CDW
Cdw Corp

Technology
-6
- 28.57%
$156.97 - $182.84 $942 - $1.1K
15 $2K
Bunge Global Sa
-13
- 50.0%
N/A
13 $1K
MSCI
Msci Inc.

Financial Services
-2
- 10.53%
$526.48 - $588.0 $1.05K - $1.18K
17 $9K
NTRA
Natera, Inc.

Healthcare
-10
- 43.48%
$133.66 - $181.11 $1.34K - $1.81K
13 $2K
WCN
Waste Connections, Inc.

Industrials
-2
- 4.65%
$171.32 - $191.84 $343 - $384
41 $7K
VST
Vistra Corp.

Utilities
-7
- 7.61%
$182.0 - $217.92 $1.27K - $1.53K
85 $16K
SNV
Synovus Financial Corp

Financial Services
-32
- 23.7%
$46.55 - $59.6 $1.49K - $1.91K
103 $5K
APD
Air Products & Chemicals, Inc.

Basic Materials
-3
- 7.5%
$265.78 - $299.3 $797 - $898
37 $10K
NRC
National Research Corp

Healthcare
-70
- 30.84%
$12.5 - $17.01 $875 - $1.19K
157 $2K
CZR
Caesars Entertainment, Inc.

Consumer Cyclical
-20
- 50.0%
$24.0 - $31.51 $480 - $630
20 $0
POWI
Power Integrations Inc

Technology
-10
- 23.26%
$39.37 - $59.54 $394 - $595
33 $1K
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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