Avion Wealth Reduced Holdings in Q4 2025

Avion Wealth

  • $477 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BC
Brunswick Corp

Consumer Cyclical
-11
- 17.19%
$58.75 - $71.91 $646 - $791
53 $3K
SM
Sm Energy CO

Energy
-37
- 56.92%
$17.85 - $25.85 $660 - $956
28 $0
EBAY
Ebay Inc

Consumer Cyclical
-7
- 8.24%
$80.85 - $99.58 $566 - $697
78 $6K
HPE
Hewlett Packard Enterprise CO

Technology
-22
- 3.5%
$22.5 - $26.25 $495 - $578
607 $14K
HSY
Hershey CO

Consumer Defensive
-8
- 16.67%
$162.31 - $195.56 $1.3K - $1.56K
40 $7K
HEI
Heico Corp

Industrials
-2
- 9.09%
$306.83 - $330.64 $614 - $661
20 $6K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-10
- 50.0%
$57.01 - $66.57 $570 - $666
10 $0
Heartflow Inc
-35
- 67.31%
N/A
17 $0
EVH
Evolent Health, Inc.

Healthcare
-58
- 47.93%
$4.16 - $8.25 $241 - $479
63 $0
LSCC
Lattice Semiconductor Corp

Technology
-8
- 18.18%
$62.51 - $74.58 $500 - $597
36 $2K
IR
Ingersoll Rand Inc.

Industrials
-8
- 8.6%
$75.47 - $84.18 $604 - $673
85 $6K
GERN
Geron Corp

Healthcare
-361
- 15.29%
$1.07 - $1.41 $386 - $509
2K $2K
LFST
Life Stance Health Group, Inc.

Healthcare
-111
- 58.73%
$4.81 - $6.47 $534 - $718
78 $0
ENSG
Ensign Group, Inc

Healthcare
-3
- 50.0%
$173.93 - $189.93 $522 - $570
3 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
-9
- 12.68%
$81.8 - $90.01 $736 - $810
62 $5K
LFUS
Littelfuse Inc

Technology
-5
- 35.71%
$240.68 - $271.84 $1.2K - $1.36K
9 $2K
HRL
Hormel Foods Corp

Consumer Defensive
-28
- 29.47%
$21.29 - $24.8 $596 - $694
67 $1K
Kiniksa Pharmaceuticals Intl
-19
- 44.19%
N/A
24 $0
CIFR
Cipher Mining Inc.

Financial Services
-125
- 55.56%
$12.6 - $24.71 $1.58K - $3.09K
100 $1K
XRAY
Dentsply Sirona Inc.

Healthcare
-115
- 74.19%
$10.52 - $13.19 $1.21K - $1.52K
40 $0
CW
Curtiss Wright Corp

Industrials
-1
- 5.88%
$536.42 - $601.78 $536 - $602
16 $8K
DIOD
Diodes Inc

Technology
-9
- 13.64%
$44.27 - $58.38 $398 - $525
57 $2K
D
Dominion Energy, Inc

Utilities
-9
- 3.33%
$58.49 - $61.69 $526 - $555
261 $15K
CUBE
Cube Smart

Real Estate
-13
- 50.0%
$36.62 - $42.34 $476 - $550
13 $0
IBKR
Interactive Brokers Group, Inc.

Financial Services
-7
- 11.67%
$64.77 - $73.08 $453 - $512
53 $3K
CSX
Csx Corp

Industrials
-57
- 2.91%
$34.88 - $36.67 $1.99K - $2.09K
1.9K $68K
EVRG
Evergy, Inc.

Utilities
-1
- 0.21%
$75.56 - $78.73 $75.6 - $78.7
485 $35K
CAG
Conagra Brands Inc.

Consumer Defensive
-29
- 8.55%
$16.7 - $19.3 $484 - $560
310 $5K
DTE
Dte Energy CO

Utilities
-4
- 12.12%
$133.44 - $143.32 $534 - $573
29 $3K
ITT
Itt Inc.

Industrials
-7
- 35.0%
$170.91 - $195.47 $1.2K - $1.37K
13 $2K
Jacobs Solutions Inc
-7
- 46.67%
N/A
8 $1K
CLH
Clean Harbors Inc

Industrials
-4
- 66.67%
$204.29 - $246.19 $817 - $985
2 $0
EWBC
East West Bancorp Inc

Financial Services
-7
- 24.14%
$94.31 - $107.45 $660 - $752
22 $2K
CRUS
Cirrus Logic, Inc.

Technology
-4
- 44.44%
$115.68 - $135.01 $463 - $540
5 $0
CHRD
Oasis Petroleum Inc.

Energy
-17
- 58.62%
$84.99 - $100.43 $1.44K - $1.71K
12 $1K
Gci Liberty Inc
-13
- 41.94%
N/A
18 $0
FNF
Fidelity National Financial, Inc.

Financial Services
-9
- 39.13%
$54.56 - $60.34 $491 - $543
14 $0
MSCI
Msci Inc.

Financial Services
-2
- 11.76%
$533.34 - $593.76 $1.07K - $1.19K
15 $8K
Ferguson Enterprises Inc
-4
- 6.67%
N/A
56 $12K
MDT
Medtronic PLC

Healthcare
-13
- 5.6%
$90.06 - $98.43 $1.17K - $1.28K
219 $21K
NWSA
News Corp

Communication Services
-15
- 21.13%
$25.08 - $28.95 $376 - $434
56 $1K
LNC
Lincoln National Corp

Financial Services
-16
- 43.24%
$38.04 - $42.0 $609 - $672
21 $0
MTD
Mettler Toledo International Inc

Healthcare
-1
- 20.0%
$1273.67 - $1447.81 $1.27K - $1.45K
4 $5K
EXC
Exelon Corp

Utilities
-12
- 5.91%
$44.97 - $48.24 $540 - $579
191 $8K
MAA
Mid America Apartment Communities Inc.

Real Estate
-7
- 36.84%
$126.28 - $138.0 $884 - $966
12 $1K
EXPO
Exponent Inc

Industrials
-14
- 25.0%
$65.27 - $73.66 $914 - $1.03K
42 $2K
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-36
- 48.65%
$10.81 - $16.82 $389 - $606
38 $0
EQR
Equity Residential

Real Estate
-6
- 1.21%
$58.7 - $64.1 $352 - $385
488 $30K
ELS
Equity Lifestyle Properties Inc

Real Estate
-8
- 20.0%
$59.85 - $63.37 $479 - $507
32 $1K
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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