Avion Wealth Portfolio Holdings
Avion Wealth
- $362 Million
- Q2 2024
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,231
- Current Value $362 Million
- Prior Value $373 Million
- Filing
- Period Q2 2024
- Filing Date July 26, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 191 stocks
- Additional Purchases 419 stocks
- Sold out of 0 stocks
- Reduced holdings in 179 stocks