Avion Wealth Incresed Positions in Q4 2025

Avion Wealth

  • $477 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VUSB
Vanguard Bd Index Fds
136K
+ 11.57%
N/A
1.31M $65.3M
GLD
Spdr Gold Trust

ETFs
11.8K
+ 849.6%
$354.79 - $403.15 $4.19M - $4.76M
13.2K $5.23M
VEU
Vanguard Ftse All World Ex Us

ETFs
34.4K
+ 10.24%
$70.2 - $73.89 $2.41M - $2.54M
370K $27.2M
VUG
Vanguard Growth ETF

ETFs
3.38K
+ 16.95%
$470.44 - $504.26 $1.59M - $1.7M
23.3K $11.4M
HYG
Ishares Tr

ETFs
18.6K
+ 1649.47%
$79.95 - $81.28 $1.49M - $1.51M
19.8K $1.59M
VO
Vanguard Mid Cap ETF

ETFs
5.05K
+ 12.68%
$286.27 - $296.23 $1.45M - $1.5M
44.9K $13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3K
+ 1.78%
$137.47 - $143.13 $412K - $429K
172K $24.7M
SCI
Service Corp International

Consumer Cyclical
11.4K
+ 32.4%
$79.67 - $83.86 $906K - $954K
46.5K $3.62M
VBR
Vanguard Small Cap Value ETF

ETFs
1.62K
+ 1.73%
$201.42 - $211.15 $327K - $343K
95.7K $20.3M
AMZN
Amazon Com Inc

Consumer Cyclical
1.8K
+ 19.07%
$213.04 - $254.0 $383K - $457K
11.2K $2.59M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.37K
+ 100.29%
$242.67 - $261.79 $332K - $359K
2.74K $692K
GOOGL
Alphabet Inc.

Communication Services
62
+ 1.38%
$236.57 - $291.31 $14.7K - $18.1K
4.54K $1.42M
LLY
Eli Lilly & CO

Healthcare
44
+ 6.28%
$799.57 - $1025.28 $35.2K - $45.1K
745 $800K
PLTR
Palantir Technologies Inc.

Technology
1.44K
+ 100.77%
$172.14 - $207.18 $249K - $299K
2.88K $511K
TSLA
Tesla, Inc.

Consumer Cyclical
304
+ 5.21%
$401.99 - $468.37 $122K - $142K
6.13K $2.76M
Ishares Bitcoin Trust ETF
3.28K
+ 328400.0%
N/A
3.29K $163K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
281
+ 5.23%
$475.68 - $513.11 $134K - $144K
5.66K $2.84M
IVV
Ishares Core S&P 500 ETF

ETFs
171
+ 11.42%
$656.2 - $690.71 $112K - $118K
1.67K $1.14M
MU
Micron Technology Inc

Technology
128
+ 16.1%
$181.6 - $253.3 $23.2K - $32.4K
923 $263K
RSP
Invesco S&P 500 Equal Weight E

ETFs
500
+ 588.24%
$185.12 - $192.11 $92.6K - $96.1K
585 $112K
EPD
Enterprise Products Partners L.P.

Energy
1.4K
+ 2.48%
$30.19 - $32.26 $42.3K - $45.2K
57.8K $1.85M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.42K
+ 90.72%
$56.33 - $59.22 $79.9K - $84K
2.98K $173K
Blackrock ETF Trust Ii
1.35K
+ 13480.0%
N/A
1.36K $71K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.28%
$524.58 - $588.02 $1.05K - $1.18K
727 $421K
GDE
Wisdomtree Tr Efficient Gold P

ETFs
586
+ 8.23%
$56.35 - $64.61 $33K - $37.9K
7.71K $474K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
100
+ 16.67%
$325.34 - $368.61 $32.5K - $36.9K
700 $252K
MRK
Merck & Co., Inc.

Healthcare
196
+ 11.72%
$82.49 - $92.93 $16.2K - $18.2K
1.87K $196K
Series Portfolios Tr
2.01K
+ 714.59%
N/A
2.29K $62K
WES
Western Midstream Partners, LP

Energy
1.3K
+ 216.67%
$37.26 - $39.65 $48.4K - $51.5K
1.9K $75K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
880
+ 27.49%
$53.7 - $56.5 $47.3K - $49.7K
4.08K $226K
SOFI
So Fi Technologies, Inc.

Financial Services
2.02K
+ 16.51%
$25.24 - $32.21 $50.9K - $65K
14.2K $372K
IWF
Ishares Russell 1000 Gr ETF

ETFs
100
+ 35.34%
$459.47 - $491.71 $45.9K - $49.2K
383 $181K
APP
App Lovin Corp

Technology
77
+ 34.53%
$552.64 - $704.09 $42.6K - $54.2K
300 $202K
UNH
Unitedhealth Group Inc

Healthcare
147
+ 29.58%
$320.52 - $369.92 $47.1K - $54.4K
644 $212K
CAT
Caterpillar Inc

Industrials
1
+ 0.24%
$480.82 - $585.49 $481 - $585
419 $239K
WM
Waste Management Inc

Industrials
183
+ 247.3%
$196.77 - $219.98 $36K - $40.3K
257 $56K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
422
+ 138.82%
$92.34 - $95.43 $39K - $40.3K
726 $68K
SLB
Schlumberger Limited

Energy
91
+ 1.3%
$31.72 - $37.61 $2.89K - $3.42K
7.07K $271K
AMGN
Amgen Inc

Healthcare
12
+ 2.04%
$290.13 - $341.71 $3.48K - $4.1K
601 $196K
NEM
Newmont Corp

Basic Materials
244
+ 115.64%
$78.63 - $98.27 $19.2K - $24K
455 $45K
C
Citigroup Inc

Financial Services
5
+ 0.28%
$93.93 - $102.87 $470 - $514
1.78K $207K
Coherent Corp
130
+ 371.43%
N/A
165 $30K
MCK
Mckesson Corp

Healthcare
16
+ 6.64%
$738.06 - $859.37 $11.8K - $13.7K
257 $210K
ONDS
Ondas Holdings Inc.

Technology
2K
+ 100.0%
$5.25 - $11.29 $10.5K - $22.6K
4K $39K
NVDA
Nvidia Corp

Technology
136
+ 0.46%
$179.83 - $207.04 $24.5K - $28.2K
29.8K $5.57M
STX
Seagate Technology Holdings PLC

Technology
79
+ 343.48%
$211.63 - $293.99 $16.7K - $23.2K
102 $28K
WDC
Western Digital Corp

Technology
113
+ 163.77%
$113.13 - $174.22 $12.8K - $19.7K
182 $31K
Lam Research Corp
19
+ 3.69%
N/A
534 $91K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
140
+ 2000.0%
$124.39 - $154.88 $17.4K - $21.7K
147 $23K
Activity Summary
Buys All Purchases 521 New Holdings 159 Increased Positions 362 Sells All Sells 468 Reductions 468 Sold out 0 Options Calls 0 Puts 0
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