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Portfolio (Quarterly) Guide ↗

Avion Wealth

· CIK 0001792704
13F Portfolio $477M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1557 New
Page 15 of 78  ·  1,557 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DUK DUKE ENERGY CORP NEW Utilities 254.0 $29K 0.01% NEW $114.17 +8.5%
282 ROKU ROKU INC Communication Services 270.0 $29K 0.01% NEW $107.41 +28.5%
283 PGR PROGRESSIVE CORP Financial Services 126.0 $28K 0.01% NEW $222.22 -7.8%
284 VLO VALERO ENERGY CORP Energy 174.0 $28K 0.01% NEW $160.92 +46.8%
285 SSSS SURO CAPITAL CORP Financial Services 3,001.0 $28K 0.01% NEW $9.33 +41.6%
286 O REALTY INCOME CORP Real Estate 502.0 $28K 0.01% NEW $55.78 +8.0%
287 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 316.0 $28K 0.01% NEW $88.61 -0.7%
288 JEPI J P MORGAN EXCHANGE TRADED F 490.0 $28K 0.01% NEW $57.14 -1.8%
289 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 102.0 $28K 0.01% NEW $274.51 +289.9%
290 IWS ISHARES TR 192.0 $27K 0.01% NEW $140.62 +15.9%
291 NOW SERVICENOW INC Technology 178.0 $27K 0.01% NEW $151.69 -37.3%
292 GENI GENIUS SPORTS LIMITED Communication Services 2,500.0 $27K 0.01% NEW $10.80 -43.5%
293 IVE ISHARES TR 130.0 $27K 0.01% NEW $207.69 +9.0%
294 SCHW SCHWAB CHARLES CORP Financial Services 271.0 $27K 0.01% NEW $99.63 -8.0%
295 FS SPECIALTY LENDING FD 1,964.0 $27K 0.01% NEW $13.75
296 GM GENERAL MTRS CO Consumer Cyclical 330.0 $26K 0.01% NEW $78.79 +0.6%
297 OXY OCCIDENTAL PETE CORP Energy 618.0 $25K 0.01% NEW $40.45 +28.1%
298 SCHE SCHWAB STRATEGIC TR 766.0 $25K 0.01% NEW $32.64 +13.0%
299 RKLB ROCKET LAB CORP Industrials 360.0 $25K 0.01% NEW $69.44 +54.4%
300 CEG CONSTELLATION ENERGY CORP Utilities 73.0 $25K 0.01% NEW $342.47 -20.0%
Page 15 of 78  ·  1,557 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 25.2%
Energy 18.0%
Financial Services 16.2%
Consumer Cyclical 15.5%
Industrials 9.2%
Healthcare 5.2%
Communication Services 5.1%
Consumer Defensive 2.7%
Real Estate 1.3%
Utilities 1.0%