Avion Wealth Reduced Holdings in Q4 2025

Avion Wealth

  • $477 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
CCI
Crown Castle International Corp

Real Estate
-35
- 41.18%
$87.81 - $98.87 $3.07K - $3.46K
50 $4K
DRI
Darden Restaurants Inc

Consumer Cyclical
-4
- 0.81%
$171.59 - $193.49 $686 - $774
490 $90K
DASH
Door Dash, Inc.

Communication Services
-5
- 6.49%
$195.21 - $281.74 $976 - $1.41K
72 $16K
VEEV
Veeva Systems Inc

Healthcare
-4
- 12.12%
$283.73 - $306.22 $1.13K - $1.22K
29 $6K
SWKS
Skyworks Solutions, Inc.

Technology
-20
- 14.49%
$66.6 - $80.26 $1.33K - $1.61K
118 $7K
VRSN
Verisign Inc

Technology
-6
- 18.18%
$232.82 - $275.44 $1.4K - $1.65K
27 $6K
COP
Conocophillips

Energy
-4
- 0.17%
$85.66 - $95.46 $343 - $382
2.36K $220K
APD
Air Products & Chemicals, Inc.

Basic Materials
-6
- 16.22%
$237.56 - $271.47 $1.43K - $1.63K
31 $7K
ABBV
Abb Vie Inc.

Healthcare
-7
- 1.47%
$211.96 - $244.38 $1.48K - $1.71K
469 $107K
AXON
Axon Enterprise, Inc.

Industrials
-2
- 16.67%
$554.37 - $759.44 $1.11K - $1.52K
10 $5K
IP
International Paper CO

Consumer Cyclical
-7
- 2.48%
$36.32 - $49.1 $254 - $344
275 $10K
DLR
Digital Realty Trust, Inc.

Real Estate
-12
- 16.9%
$158.11 - $179.28 $1.9K - $2.15K
59 $9K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-4
- 10.81%
$423.47 - $491.22 $1.69K - $1.96K
33 $13K
BX
Blackstone Inc.

Financial Services
-8
- 6.56%
$138.42 - $168.45 $1.11K - $1.35K
114 $17K
ZS
Zscaler, Inc.

Technology
-7
- 26.92%
$292.75 - $336.27 $2.05K - $2.35K
19 $4K
INTU
Intuit Inc

Technology
-4
- 7.41%
$641.79 - $683.39 $2.57K - $2.73K
50 $33K
MCHP
Microchip Technology Inc

Technology
-45
- 3.09%
$53.48 - $67.52 $2.41K - $3.04K
1.41K $90K
Ouster Inc
-48
- 17.78%
N/A
222 $4K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-9
- 10.98%
$176.58 - $207.02 $1.59K - $1.86K
73 $13K
MPC
Marathon Petroleum Corp

Energy
-7
- 10.77%
$180.89 - $200.13 $1.27K - $1.4K
58 $9K
EQIX
Equinix Inc

Real Estate
-3
- 16.67%
$772.6 - $846.01 $2.32K - $2.54K
15 $11K
CHTR
Charter Communications, Inc.

Communication Services
-7
- 36.84%
$201.84 - $282.74 $1.41K - $1.98K
12 $2K
CC
Chemours CO

Basic Materials
-46
- 10.22%
$11.74 - $16.34 $540 - $752
404 $4K
WTW
Willis Towers Watson PLC

Financial Services
-7
- 25.93%
$313.1 - $349.93 $2.19K - $2.45K
20 $6K
CARR
Carrier Global Corp

Industrials
-39
- 27.46%
$54.1 - $60.75 $2.11K - $2.37K
103 $5K
WMB
Williams Companies, Inc.

Energy
-1
- 0.14%
$56.51 - $64.48 $56.5 - $64.5
728 $43K
DGX
Quest Diagnostics Inc

Healthcare
-6
- 5.94%
N/A
95 $16K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-71
- 41.52%
N/A
100 $0
LEN
Lennar Corp

Consumer Cyclical
-14
- 25.0%
$117.91 - $130.07 $1.65K - $1.82K
42 $4K
SQ
Block, Inc.

Technology
-24
- 13.95%
N/A
148 $9K
WASH
Washington Trust Bancorp Inc

Financial Services
-100
- 50.0%
$25.45 - $29.39 $2.55K - $2.94K
100 $2K
GRMN
Garmin LTD

Technology
-7
- 22.58%
$194.13 - $259.77 $1.36K - $1.82K
24 $4K
IT
Gartner Inc

Technology
-12
- 48.0%
$226.44 - $258.17 $2.72K - $3.1K
13 $3K
DDOG
Datadog, Inc.

Technology
-12
- 10.62%
$151.17 - $199.72 $1.81K - $2.4K
101 $13K
CDW
Cdw Corp

Technology
-9
- 60.0%
$141.56 - $159.42 $1.27K - $1.43K
6 $0
LII
Lennox International Inc

Industrials
-3
- 60.0%
$471.5 - $554.58 $1.41K - $1.66K
2 $0
ICF
Ishares Tr

ETFs
-20
- 2.63%
$59.89 - $62.73 $1.2K - $1.25K
740 $44K
CI
Cigna Corp

Healthcare
-5
- 13.51%
$244.41 - $311.0 $1.22K - $1.56K
32 $8K
Mineralys Therapeutics Inc
-57
- 73.08%
N/A
21 $0
PHM
Pultegroup Inc

Consumer Cyclical
-5
- 6.49%
$118.23 - $137.61 $591 - $688
72 $8K
AWK
American Water Works Company, Inc.

Utilities
-18
- 36.73%
$125.97 - $145.43 $2.27K - $2.62K
31 $4K
CPB
Campbell Soup CO

Consumer Defensive
-41
- 29.5%
$29.79 - $31.99 $1.22K - $1.31K
98 $2K
AMP
Ameriprise Financial Inc

Financial Services
-3
- 13.04%
$440.8 - $497.79 $1.32K - $1.49K
20 $9K
ACGL
Arch Capital Group Ltd.

Financial Services
-29
- 23.2%
$84.72 - $94.1 $2.46K - $2.73K
96 $9K
POST
Post Holdings, Inc.

Consumer Defensive
-14
- 73.68%
$101.83 - $109.41 $1.43K - $1.53K
5 $0
NET
Cloudflare, Inc.

Technology
-2
- 1.74%
$210.01 - $253.3 $420 - $507
113 $22K
ADM
Archer Daniels Midland CO

Consumer Defensive
-24
- 8.14%
$56.0 - $63.38 $1.34K - $1.52K
271 $15K
Astera Labs Inc
-6
- 35.29%
N/A
11 $1K
CPRT
Copart Inc

Consumer Cyclical
-21
- 9.55%
$39.98 - $45.76 $840 - $961
199 $7K
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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