Avion Wealth Portfolio Holdings

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.