Avion Wealth has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $373 Million distributed in 1152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $52.8M, Vanguard Bd Index Fds with a value of $52.2M, Vanguard Index Fds S&P 500 ETF with a value of $32.3M, Vanguard Total International B with a value of $28.1M, and Vanguard Whitehall Fds (Vangua with a value of $20.2M.
Examining the 13F form we can see an increase of $16.2M in the current position value, from $356M to 373M.
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.