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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $484M AUM 1,558 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 134 New 462 Added 255 Reduced 131 Exited
Page 3 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SHEL SHELL PLC Energy 2,142.0 $199K 0.04% +1K +87.6% $92.90 -15.2%
42 VGIT VANGUARD SCOTTSDALE FDS 3,194.0 $190K 0.04% +1K +50.5% $59.49 -1.1%
43 AXP AMERICAN EXPRESS CO Financial Services 583.0 $176K 0.04% +18.0 +3.2% $301.89 +12.0%
44 XLF SELECT SECTOR SPDR TR 3,582.0 $176K 0.04% +464.0 +14.9% $49.13 +9.0%
45 LMT LOCKHEED MARTIN CORP Industrials 281.0 $169K 0.04% +10.0 +3.7% $601.42 -15.0%
46 EOG EOG RES INC Energy 1,152.0 $166K 0.03% +19.0 +1.7% $144.10 -9.8%
47 IWF ISHARES TR 388.0 $165K 0.03% +5.0 +1.3% $425.26 -71.0%
48 CVGW CALAVO GROWERS INC Consumer Defensive 6,200.0 $159K 0.03% +1K +20.3% $25.65 +1.7%
49 BP BP PLC Energy 3,382.0 $158K 0.03% +595.0 +21.4% $46.72 -16.3%
50 MO ALTRIA GROUP INC Consumer Defensive 2,407.0 $158K 0.03% +184.0 +8.3% $65.64 +5.3%
51 ELM SERIES PORTFOLIOS TR 5,535.0 $150K 0.03% +3K +141.8% $27.10 +8.2%
52 CSCO CISCO SYS INC Technology 1,847.0 $143K 0.03% +329.0 +21.7% $77.42 +54.4%
53 ADP AUTOMATIC DATA PROCESSING IN Industrials 697.0 $141K 0.03% +16.0 +2.4% $202.30 +8.0%
54 KO COCA COLA CO Consumer Defensive 1,804.0 $137K 0.03% +9.0 +0.5% $75.94 +4.5%
55 IBM INTERNATIONAL BUSINESS MACHS Technology 541.0 $131K 0.03% +171.0 +46.2% $242.14 +2.9%
56 PG PROCTER & GAMBLE CO Consumer Defensive 891.0 $128K 0.03% +477.0 +115.2% $143.66 +4.7%
57 MSI MOTOROLA SOLUTIONS INC Technology 292.0 $126K 0.03% +10.0 +3.5% $431.51 -8.4%
58 SBUX STARBUCKS CORP Consumer Cyclical 1,375.0 $123K 0.03% +324.0 +30.8% $89.45 +12.5%
59 LNG CHENIERE ENERGY INC Energy 435.0 $123K 0.03% +6.0 +1.4% $282.76 -19.7%
60 SO SOUTHERN CO Utilities 1,239.0 $119K 0.03% +997.0 +412.0% $96.05 -3.1%
Page 3 of 24  ·  462 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 22.6%
Energy 21.2%
Financial Services 15.8%
Consumer Cyclical 14.8%
Industrials 8.7%
Healthcare 5.1%
Communication Services 4.3%
Consumer Defensive 3.3%
Utilities 1.9%
Real Estate 1.5%