Avion Wealth Portfolio Holdings
Avion Wealth
- $373 Million
- Q1 2024
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.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 1,152
- Current Value $373 Million
- Prior Value $356 Million
- Filing
- Period Q1 2024
- Filing Date May 03, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 137 stocks
- Additional Purchases 364 stocks
- Sold out of 0 stocks
- Reduced holdings in 166 stocks