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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 5 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PINS PINTEREST INC Communication Services 823.0 $15K 0.00% -8.0 -1.0% $18.23 +11.2%
82 SPGI S&P GLOBAL INC Financial Services 36.0 $15K 0.00% -4.0 -10.0% $416.67 -1.4%
83 AEP AMERICAN ELEC PWR CO INC Utilities 100.0 $13K 0.00% -329.0 -76.7% $130.00 -1.8%
84 ACN ACCENTURE PLC IRELAND Technology 69.0 $13K 0.00% -9.0 -11.5% $188.41 -32.1%
85 FG F&G ANNUITIES & LIFE INC Financial Services 523.0 $13K 0.00% -17.0 -3.1% $24.86 +10.6%
86 ROIV ROIVANT SCIENCES LTD Healthcare 500.0 $13K 0.00% -22.0 -4.2% $26.00 +20.9%
87 PRU PRUDENTIAL FINL INC Financial Services 130.0 $12K 0.00% -5.0 -3.7% $92.31 +15.4%
88 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 31.0 $12K 0.00% -71.0 -69.6% $387.10 +176.5%
89 HOOD ROBINHOOD MKTS INC Financial Services 180.0 $12K 0.00% -160.0 -47.1% $66.67 +62.2%
90 EA ELECTRONIC ARTS INC Communication Services 61.0 $12K 0.00% -1.0 -1.6% $196.72 +2.8%
91 EMB ISHARES TR 121.0 $11K 0.00% -43.0 -26.2% $90.91 +6.4%
92 EXEL EXELIXIS INC Healthcare 260.0 $11K 0.00% -11.0 -4.1% $42.31 +22.7%
93 APA APA CORPORATION Energy 282.0 $11K 0.00% -100.0 -26.2% $39.01 -15.3%
94 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 75.0 $11K 0.00% -3.0 -3.9% $146.67 -8.7%
95 JEPQ J P MORGAN EXCHANGE TRADED F 200.0 $11K 0.00% -3K -93.3% $55.00 +11.5%
96 COHR COHERENT CORP Technology 44.0 $10K 0.00% -121.0 -73.3% $227.27 +71.4%
97 DASH DOORDASH INC Communication Services 70.0 $10K 0.00% -2.0 -2.8% $142.86 +21.4%
98 MRSH MARSH & MCLENNAN COS INC Financial Services 63.0 $10K 0.00% -10.0 -13.7% $158.73 +2.3%
99 DELL DELL TECHNOLOGIES INC Technology 62.0 $10K 0.00% -204.0 -76.7% $161.29 +153.9%
100 VXF VANGUARD INDEX FDS 50.0 $10K 0.00% -175.0 -77.8% $200.00 +20.5%
Page 5 of 13  ·  255 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%