Avion Wealth has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $382 Million distributed in 1315 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $56.2M, Vanguard Bd Index Fds with a value of $50.6M, Vanguard Index Fds S&P 500 ETF with a value of $33.2M, Vanguard Total International B with a value of $29.7M, and Vanguard Whitehall Fds (Vangua with a value of $21.2M.
Examining the 13F form we can see an increase of $19.6M in the current position value, from $362M to 382M.
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
$382 Million
ETFs: $287 Million
Energy: $12.3 Million
Technology: $7.67 Million
Consumer Cyclical: $6.67 Million
Financial Services: $4.93 Million
Industrials: $4.65 Million
Healthcare: $2.78 Million
Communication Services: $1.81 Million
Other: $3.31 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
