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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 UTG REAVES UTIL INCOME FD Financial Services NEW
102 RDVT RED VIOLET INC Technology 11.0 NEW
103 RXST RXSIGHT INC Healthcare 65.0 NEW
104 SLG SL GREEN RLTY CORP Real Estate 14.0 NEW
105 SLYG SPDR SERIES TRUST NEW
106 SLYV SPDR SERIES TRUST NEW
107 MDYG SPDR SERIES TRUST NEW
108 SDGR SCHRODINGER INC Healthcare 39.0 NEW
109 SLP SIMULATIONS PLUS INC Healthcare 41.0 NEW
110 ASST STRIVE INC Communication Services 57.0 NEW
111 SUNB SUNBELT RENTALS HOLDINGS INC Financial Services 15.0 NEW
112 SNX TD SYNNEX CORPORATION Technology 3.0 NEW
113 TDOC TELADOC HEALTH INC Healthcare 98.0 NEW
114 WULF TERAWULF INC Financial Services 33.0 NEW
115 THRY THRYV HLDGS INC Communication Services 157.0 NEW
116 TTEC TTEC HLDGS INC Technology 184.0 NEW
117 MTN VAIL RESORTS INC Consumer Cyclical 4.0 NEW
118 VRRM VERRA MOBILITY CORP Technology 34.0 NEW
119 VRTS VIRTUS INVT PARTNERS INC Financial Services 4.0 NEW
120 WAY WAYSTAR HLDG CORP Technology 20.0 NEW
Page 6 of 7  ·  134 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%