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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 4 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VDC VANGUARD WORLD FD 525.0 $117K 0.02% +53.0 +11.2% $222.86 +1.5%
62 BAC BANK AMERICA CORP Financial Services 2,266.0 $110K 0.02% +178.0 +8.5% $48.54 +15.8%
63 TJX TJX COS INC NEW Consumer Cyclical 686.0 $109K 0.02% +22.0 +3.3% $158.89 +3.1%
64 INTC INTEL CORP Technology 2,432.0 $107K 0.02% +81.0 +3.5% $44.00 +204.5%
65 DE DEERE & CO Industrials 189.0 $106K 0.02% +6.0 +3.3% $560.85 +5.1%
66 TXN TEXAS INSTRS INC Technology 522.0 $101K 0.02% +28.0 +5.7% $193.49 +66.9%
67 LUV SOUTHWEST AIRLS CO Industrials 2,551.0 $95K 0.02% +1K +94.9% $37.24 +28.8%
68 XLY SELECT SECTOR SPDR TR 855.0 $93K 0.02% +254.0 +42.3% $108.77 +7.7%
69 CNP CENTERPOINT ENERGY INC Utilities 2,121.0 $91K 0.02% +2K +1744.3% $42.90 -0.2%
70 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,422.0 $91K 0.02% +9.0 +0.6% $63.99 +55.9%
71 RWL INVESCO EXCH TRADED FD TR II 784.0 $90K 0.02% +13.0 +1.7% $114.80 +10.9%
72 GEV GE VERNOVA INC Utilities 103.0 $89K 0.02% +38.0 +58.5% $864.08 +28.4%
73 GE GE AEROSPACE Industrials 315.0 $89K 0.02% +65.0 +26.0% $282.54 +26.6%
74 CSX CSX CORP Industrials 2,189.0 $89K 0.02% +287.0 +15.1% $40.66 +12.2%
75 OKE ONEOK INC NEW Energy 894.0 $80K 0.02% +12.0 +1.4% $89.49 -5.0%
76 COIN COINBASE GLOBAL INC Financial Services 456.0 $79K 0.02% +13.0 +2.9% $173.25 -5.8%
77 VXUS VANGUARD STAR FDS 1,037.0 $79K 0.02% +52.0 +5.3% $76.18 +13.9%
78 AMD ADVANCED MICRO DEVICES INC Technology 384.0 $78K 0.02% +95.0 +32.9% $203.12 +164.6%
79 IAU ISHARES GOLD TR Financial Services 896.0 $78K 0.02% +25.0 +2.9% $87.05 -8.9%
80 VZ VERIZON COMMUNICATIONS INC Communication Services 1,464.0 $73K 0.01% +122.0 +9.1% $49.86 -9.0%
Page 4 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%