Avion Wealth Portfolio Holdings
Avion Wealth
- $389 Million
- Q4 2024
Avion Wealth has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $389 Million distributed in 969 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fds with a value of $53.9M, Vanguard Ftse Developed Market with a value of $50.2M, Vanguard Index Fds S&P 500 ETF with a value of $33.2M, Vanguard Total International B with a value of $29M, and Vanguard Mid Cap Value Index F with a value of $22.7M.
Examining the 13F form we can see an increase of $7.16M in the current position value, from $382M to 389M.
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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 969
- Current Value $389 Million
- Prior Value $382 Million
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 39 stocks
- Additional Purchases 455 stocks
- Sold out of 0 stocks
- Reduced holdings in 175 stocks