Avion Wealth has filed its 13F form on July 26, 2024 for Q2 2024 where it was disclosed a total value porftolio of $362 Million distributed in 1231 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $51.9M, Vanguard Bd Index Fds with a value of $49.9M, Vanguard Index Fds S&P 500 ETF with a value of $32.6M, Vanguard Total International B with a value of $28.5M, and Vanguard Whitehall Fds (Vangua with a value of $19.6M.
Examining the 13F form we can see an decrease of $10.2M in the current position value, from $373M to 362M.
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.
Portfolio value
$362 Million
ETFs: $271 Million
Energy: $12.5 Million
Technology: $6.65 Million
Consumer Cyclical: $6.18 Million
Industrials: $4.63 Million
Financial Services: $4.27 Million
Healthcare: $2.67 Million
Communication Services: $1.59 Million
Other: $2.62 Million
Stock Holdings Table Market Cap. of $200 Billions or more