Avion Wealth Incresed Positions in Q3 2024

Avion Wealth

  • $382 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DELL
Dell Technologies Inc.

Technology
11
+ 42.31%
$87.89 - $145.97 $967 - $1.61K
37 $4K
CARG
Car Gurus, Inc.

Communication Services
36
+ 171.43%
$22.11 - $30.58 $796 - $1.1K
57 $1K
DT
Dynatrace, Inc.

Technology
24
+ 240.0%
$40.49 - $53.47 $972 - $1.28K
34 $1K
BRO
Brown & Brown, Inc.

Financial Services
5
+ 15.63%
$89.11 - $105.82 $446 - $529
37 $3K
DSL
Double Line Income Solutions Fund

Financial Services
7
+ 1.12%
$12.42 - $13.06 $86.9 - $91.4
633 $8K
TXG
10x Genomics, Inc.

Healthcare
47
+ 213.64%
$15.71 - $23.49 $738 - $1.1K
69 $1K
DGICA
Donegal Group Inc

Financial Services
33
+ 44.0%
$12.65 - $15.35 $417 - $507
108 $1K
UBOT
Direxion Dly Robotics, Art Int

ETFs
3
+ 0.33%
$17.96 - $24.71 $53.9 - $74.1
911 $21K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
36
+ 257.14%
$28.87 - $36.9 $1.04K - $1.33K
50 $1K
DLR
Digital Realty Trust, Inc.

Real Estate
3
+ 6.67%
$144.47 - $162.98 $433 - $489
48 $7K
CAH
Cardinal Health Inc

Healthcare
4
+ 8.89%
$93.74 - $114.66 $375 - $459
49 $5K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
4
+ 1.44%
$22.3 - $26.02 $89.2 - $104
282 $7K
MEDP
Medpace Holdings, Inc.

Healthcare
1
+ 50.0%
$320.58 - $457.29 $321 - $457
3 $1K
KBH
Kb Home

Consumer Cyclical
8
+ 57.14%
$65.35 - $89.63 $523 - $717
22 $1K
AGNC
Agnc Investment Corp.

Real Estate
19
+ 3.3%
$9.48 - $10.66 $180 - $203
594 $6K
ALB
Albemarle Corp

Basic Materials
3
+ 37.5%
$72.85 - $100.09 $219 - $300
11 $1K
JBL
Jabil Inc

Technology
9
+ 47.37%
$97.55 - $126.65 $878 - $1.14K
28 $3K
IJK
Ishares S&P Midcap 400 Growth

ETFs
8
+ 10.0%
$84.81 - $93.54 $678 - $748
88 $8K
CW
Curtiss Wright Corp

Industrials
2
+ 40.0%
$265.18 - $332.22 $530 - $664
7 $2K
AA
Alcoa Corp

Basic Materials
15
+ 75.0%
$28.17 - $42.44 $423 - $637
35 $1K
HEFA
Ishares Currency Hedged Msci E

ETFs
14
+ 1.67%
$32.34 - $35.85 $453 - $502
854 $30K
ALGN
Align Technology Inc

Healthcare
2
+ 28.57%
$204.03 - $257.2 $408 - $514
9 $2K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1
+ 0.99%
$114.73 - $120.23 $115 - $120
102 $12K
KMB
Kimberly Clark Corp

Consumer Defensive
7
+ 5.34%
$135.05 - $148.35 $945 - $1.04K
138 $19K
KIM
Kimco Realty Corp

Real Estate
22
+ 7.03%
$19.24 - $24.06 $423 - $529
335 $7K
KHC
Kraft Heinz CO

Consumer Defensive
15
+ 4.73%
$31.86 - $36.13 $478 - $542
332 $11K
MLM
Martin Marietta Materials Inc

Basic Materials
1
+ 20.0%
$502.48 - $593.35 $502 - $593
6 $3K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
5
+ 22.73%
$233.4 - $302.36 $1.17K - $1.51K
27 $7K
LCID
Lucid Group, Inc.

Consumer Cyclical
118
+ 66.29%
$2.64 - $4.26 $312 - $503
296 $1K
AES
Aes Corp

Utilities
26
+ 65.0%
$16.18 - $20.07 $421 - $522
66 $1K
AMG
Affiliated Managers Group, Inc.

Financial Services
3
+ 75.0%
$154.72 - $185.62 $464 - $557
7 $1K
LC
Lending Club Corp

Financial Services
59
+ 61.46%
$8.34 - $12.51 $492 - $738
155 $1K
LSCC
Lattice Semiconductor Corp

Technology
16
+ 100.0%
$41.64 - $62.95 $666 - $1.01K
32 $1K
HRI
Herc Holdings Inc

Industrials
3
+ 21.43%
$125.03 - $159.53 $375 - $479
17 $2K
AGCO
Agco Corp

Industrials
11
+ 275.0%
$84.99 - $103.52 $935 - $1.14K
15 $1K
A
Agilent Technologies, Inc.

Healthcare
1
+ 1.96%
$125.42 - $148.48 $125 - $148
52 $7K
IONQ
Ion Q, Inc.

Technology
100
+ 44.84%
$6.57 - $9.71 $657 - $971
323 $2K
IFF
International Flavors & Fragrances Inc

Basic Materials
5
+ 50.0%
$93.14 - $105.12 $466 - $526
15 $1K
AB
Alliancebernstein Holding L.P.

Financial Services
11
+ 2.06%
$31.87 - $35.39 $351 - $389
545 $19K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2
+ 6.06%
$201.82 - $234.36 $404 - $469
35 $8K
GLRE
Greenlight Capital Re, Ltd.

Financial Services
36
+ 94.74%
$12.11 - $14.16 $436 - $510
74 $1K
HPQ
Hp Inc

Technology
30
+ 6.09%
$32.02 - $38.11 $961 - $1.14K
523 $18K
HUBB
Hubbell Inc

Industrials
2
+ 40.0%
$355.55 - $428.48 $711 - $857
7 $2K
IEX
Idex Corp

Industrials
3
+ 37.5%
$190.56 - $214.98 $572 - $645
11 $2K
GDDY
Go Daddy Inc.

Technology
6
+ 24.0%
$141.41 - $167.41 $848 - $1K
31 $4K
ITW
Illinois Tool Works Inc

Industrials
2
+ 10.0%
$233.14 - $263.97 $466 - $528
22 $5K
ILMN
Illumina, Inc.

Healthcare
4
+ 23.53%
$105.28 - $135.9 $421 - $544
21 $2K
AAL
American Airlines Group Inc.

Industrials
149
+ 18.37%
$11.04 - $11.04 $1.64K - $1.64K
960 $10K
ATO
Atmos Energy Corp

Utilities
4
+ 80.0%
$114.08 - $138.75 $456 - $555
9 $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
Track This Portfolio

Track Avion Wealth Portfolio

Follow Avion Wealth and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email