Avion Wealth Reduced Holdings in Q4 2024

Avion Wealth

  • $389 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ABT
Abbott Laboratories

Healthcare
-2
- 0.55%
$111.93 - $119.39 $224 - $239
364 $41K
AME
Ametek Inc

Industrials
-1
- 3.85%
$165.89 - $197.38 $166 - $197
25 $4K
APA
Apa Corp

Energy
-10
- 4.26%
$20.47 - $27.07 $205 - $271
225 $5K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-40
- 14.71%
$9.71 - $15.34 $388 - $614
232 $3K
EXC
Exelon Corp

Utilities
-16
- 13.01%
$36.22 - $40.97 $580 - $656
107 $4K
Siriusxm Holdings Inc
-14
- 7.37%
N/A
176 $4K
PCG
Pg&E Corp

Utilities
-9
- 3.05%
$19.2 - $21.63 $173 - $195
286 $5K
ALL
Allstate Corp

Financial Services
-3
- 1.47%
$181.25 - $208.2 $544 - $625
201 $38K
SNOW
Snowflake Inc.

Technology
-13
- 16.88%
$109.65 - $186.51 $1.43K - $2.42K
64 $9K
XLC
Select Sector Spdr Tr Communic

ETFs
-75
- 5.41%
$89.66 - $102.16 $6.72K - $7.66K
1.31K $126K
TOST
Toast, Inc.

Technology
-100
- 16.67%
$27.43 - $43.54 $2.74K - $4.35K
500 $18K
DDOG
Datadog, Inc.

Technology
-7
- 8.14%
$113.98 - $168.65 $798 - $1.18K
79 $11K
SPYG
Spdr Portfolio

ETFs
-45
- 2.35%
$81.74 - $91.38 $3.68K - $4.11K
1.87K $164K
IONQ
Ion Q, Inc.

Technology
-100
- 30.96%
$8.17 - $48.24 $817 - $4.82K
223 $9K
TCBX
Third Coast Bancshares, Inc.

Financial Services
-1.5K
- 18.07%
$25.17 - $37.28 $37.8K - $55.9K
6.8K $230K
C
Citigroup Inc

Financial Services
-62
- 3.47%
$61.31 - $72.5 $3.8K - $4.5K
1.72K $121K
IVV
Ishares Core S&P 500 ETF

ETFs
-8
- 0.56%
$570.51 - $610.59 $4.56K - $4.88K
1.43K $842K
COIN
Coinbase Global, Inc.

Technology
-44
- 9.48%
$163.17 - $343.62 $7.18K - $15.1K
420 $104K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.14K
- 1.81%
$521.84 - $558.82 $593K - $635K
61.7K $33.2M
VFH
Vanguard Financial ETF

ETFs
-528
- 2.64%
$108.87 - $126.2 $57.5K - $66.6K
19.5K $2.3M
EPD
Enterprise Products Partners L.P.

Energy
-62
- 0.1%
$28.66 - $34.43 $1.78K - $2.13K
59.3K $1.86M
UAL
United Airlines Holdings, Inc.

Industrials
-567
- 6.62%
$55.62 - $102.44 $31.5K - $58.1K
8K $777K
TSLA
Tesla, Inc.

Consumer Cyclical
-200
- 6.28%
$213.65 - $479.86 $42.7K - $96K
2.99K $1.21M
KMI
Kinder Morgan, Inc.

Energy
-2.5K
- 2.2%
$22.59 - $28.54 $56.4K - $71.2K
111K $3.04M
Activity Summary
Buys All Purchases 494 New Holdings 39 Increased Positions 455 Sells All Sells 175 Reductions 175 Sold out 0 Options Calls 0 Puts 0
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