Avion Wealth Purchases in Q3 2024

Avion Wealth

  • $382 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SITE
Site One Landscape Supply, Inc.

Industrials
3
+ 75.0%
$115.64 - $153.52 $347 - $461
7 $1K
BR
Broadridge Financial Solutions, Inc.

Technology
2
+ 20.0%
$196.56 - $218.55 $393 - $437
12 $2K
TRGP
Targa Resources Corp.

Energy
3
+ 8.33%
$127.86 - $156.46 $384 - $469
39 $5K
TGB
Taseko Mines LTD

Basic Materials
500
New
$1.89 - $2.65 $945 - $1.33K
500 $1K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
9
+ 28.13%
$53.53 - $71.86 $482 - $647
41 $2K
UPS
United Parcel Service Inc

Industrials
12
+ 50.0%
$123.32 - $147.38 $1.48K - $1.77K
36 $4K
PATH
Ui Path, Inc.

Technology
73
+ 317.39%
$10.75 - $13.24 $785 - $967
96 $1K
SMHB
Ubs Ag

ETFs
200
New
$5.37 - $6.66 $1.07K - $1.33K
200 $1K
UHALB
Amerco Com Ser N
8
+ 88.89%
N/A
17 $1K
TYL
Tyler Technologies Inc

Technology
2
+ 66.67%
$499.52 - $595.46 $999 - $1.19K
5 $2K
ADM
Archer Daniels Midland CO

Consumer Defensive
24
+ 9.49%
$57.96 - $65.72 $1.39K - $1.58K
277 $16K
ARES
Ares Management Corp

Financial Services
1
+ 4.0%
$133.73 - $158.05 $134 - $158
26 $4K
ATO
Atmos Energy Corp

Utilities
4
+ 80.0%
$114.08 - $138.75 $456 - $555
9 $1K
TTD
Trade Desk, Inc.

Technology
5
+ 9.43%
$83.08 - $110.79 $415 - $554
58 $6K
ACLS
Axcelis Technologies Inc

Technology
5
+ 100.0%
$96.98 - $155.02 $485 - $775
10 $1K
AXON
Axon Enterprise, Inc.

Industrials
1
+ 50.0%
$286.16 - $399.6 $286 - $400
3 $1K
BRO
Brown & Brown, Inc.

Financial Services
5
+ 15.63%
$89.11 - $105.82 $446 - $529
37 $3K
FANG
Diamondback Energy, Inc.

Energy
8
+ 42.11%
$168.46 - $210.94 $1.35K - $1.69K
27 $4K
ENPH
Enphase Energy, Inc.

Technology
5
+ 21.74%
$95.77 - $123.65 $479 - $618
28 $3K
HUBB
Hubbell Inc

Industrials
2
+ 40.0%
$355.55 - $428.48 $711 - $857
7 $2K
IONQ
Ion Q, Inc.

Technology
100
+ 44.84%
$6.57 - $9.71 $657 - $971
323 $2K
FAST
Fastenal CO

Industrials
9
+ 10.71%
$62.09 - $71.83 $559 - $646
93 $6K
HPQ
Hp Inc

Technology
30
+ 6.09%
$32.02 - $38.11 $961 - $1.14K
523 $18K
ECL
Ecolab Inc.

Basic Materials
4
+ 14.81%
$228.86 - $255.76 $915 - $1.02K
31 $7K
FCX
Freeport Mcmoran Inc

Basic Materials
4
+ 1.03%
$39.52 - $51.92 $158 - $208
394 $19K
FTV
Fortive Corp

Technology
14
+ 100.0%
$67.01 - $79.2 $938 - $1.11K
28 $2K
EMN
Eastman Chemical CO

Basic Materials
5
+ 71.43%
$93.82 - $113.74 $469 - $569
12 $1K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
+ 6.06%
$201.82 - $234.36 $404 - $469
35 $8K
EQC
Equity Commonwealth

Real Estate
25
+ 96.15%
$19.14 - $20.41 $479 - $510
51 $1K
HRI
Herc Holdings Inc

Industrials
3
+ 21.43%
$125.03 - $159.53 $375 - $479
17 $2K
LCID
Lucid Group, Inc.

Consumer Cyclical
118
+ 66.29%
$2.64 - $4.26 $312 - $503
296 $1K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5
+ 22.73%
$233.4 - $302.36 $1.17K - $1.51K
27 $7K
HEI
Heico Corp

Industrials
4
+ 80.0%
$220.59 - $267.96 $882 - $1.07K
9 $2K
HIG
Hartford Financial Services Group, Inc.

Financial Services
10
+ 32.26%
$98.71 - $117.61 $987 - $1.18K
41 $4K
ELV
Elevance Health, Inc.

Healthcare
2
+ 6.9%
$500.12 - $562.29 $1K - $1.12K
31 $16K
ICCM
Ice Cure Medical Ltd.

Healthcare
2.5K
New
$0.58 - $0.83 $1.45K - $2.08K
2.5K $1K
IFF
International Flavors & Fragrances Inc

Basic Materials
5
+ 50.0%
$93.14 - $105.12 $466 - $526
15 $1K
PODD
Insulet Corp

Healthcare
4
+ 30.77%
$180.69 - $239.01 $723 - $956
17 $3K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
5
+ 83.33%
$89.87 - $124.16 $449 - $621
11 $1K
Innovex International Inc
95
New
N/A
95 $1K
KIM
Kimco Realty Corp

Real Estate
22
+ 7.03%
$19.24 - $24.06 $423 - $529
335 $7K
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 5.34%
$135.05 - $148.35 $945 - $1.04K
138 $19K
INCY
Incyte Corp

Healthcare
8
+ 17.39%
$57.33 - $68.61 $459 - $549
54 $3K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4
+ 0.99%
$42.87 - $45.76 $171 - $183
409 $18K
NVST
Envista Holdings Corp

Healthcare
31
+ 124.0%
$15.3 - $19.76 $474 - $613
56 $1K
ILMN
Illumina, Inc.

Healthcare
4
+ 23.53%
$105.28 - $135.9 $421 - $544
21 $2K
ITW
Illinois Tool Works Inc

Industrials
2
+ 10.0%
$233.14 - $263.97 $466 - $528
22 $5K
IEX
Idex Corp

Industrials
3
+ 37.5%
$190.56 - $214.98 $572 - $645
11 $2K
LSCC
Lattice Semiconductor Corp

Technology
16
+ 100.0%
$41.64 - $62.95 $666 - $1.01K
32 $1K
Activity Summary
Buys All Purchases 621 New Holdings 187 Increased Positions 434 Sells All Sells 192 Reductions 192 Sold out 0 Options Calls 3 Puts 0
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