Avion Wealth has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $389 Million distributed in 969 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $53.9M, Vanguard Ftse Developed Market with a value of $50.2M, Vanguard Index Fds S&P 500 ETF with a value of $33.2M, Vanguard Total International B with a value of $29M, and Vanguard Mid Cap Value Index F with a value of $22.7M.
Examining the 13F form we can see an increase of $7.16M in the current position value, from $382M to 389M.
Avion Wealth is based out at The Woodlands, TX
Below you can find more details about Avion Wealth portfolio as well as his latest detailed transactions.
