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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 13 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 MS MORGAN STANLEY Financial Services 235.0 $38K 0.01% +19.0 +8.8% $161.70 +38.0%
242 LQD ISHARES TR 354.0 $38K 0.01% $107.34 +1.6%
243 DUK DUKE ENERGY CORP NEW Utilities 283.0 $37K 0.01% +29.0 +11.4% $130.74 -5.3%
244 SEZL SEZZLE INC Financial Services 600.0 $37K 0.01% $61.67 +164.8%
245 MET METLIFE INC Financial Services 527.0 $37K 0.01% +57.0 +12.1% $70.21 +21.9%
246 SDY SPDR SERIES TRUST 248.0 $36K 0.01% $145.16 +3.7%
247 IGM ISHARES TR 310.0 $36K 0.01% $116.13 +41.7%
248 IXUS ISHARES TR 426.0 $36K 0.01% $84.51 +14.7%
249 XLI SELECT SECTOR SPDR TR 219.0 $35K 0.01% $159.82 +13.2%
250 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 676.0 $35K 0.01% $51.78 -5.7%
251 BTI BRITISH AMERN TOB PLC Consumer Defensive 606.0 $35K 0.01% +8.0 +1.3% $57.76 +2.0%
252 ITB ISHARES TR 391.0 $35K 0.01% +46.0 +13.3% $89.51 +10.9%
253 XLRE SELECT SECTOR SPDR TR 833.0 $33K 0.01% +5.0 +0.6% $39.62 +10.7%
254 GEO CALL GEO GROUP INC Industrials 2,000.0 $33K 0.01% NEW $16.50 +77.5%
255 ANET ARISTA NETWORKS INC Technology 273.0 $33K 0.01% +20.0 +7.9% $120.88 +40.4%
256 CTVA CORTEVA INC Basic Materials 396.0 $33K 0.01% +24.0 +6.5% $83.33 -5.7%
257 SSSS SURO CAPITAL CORP Financial Services 3,001.0 $32K 0.01% $10.66 +23.9%
258 DELL CALL DELL TECHNOLOGIES INC Technology 200.0 $32K 0.01% NEW $160.00 +155.9%
259 XLK SELECT SECTOR SPDR TR 246.0 $32K 0.01% $130.08 +47.2%
260 O REALTY INCOME CORP Real Estate 535.0 $32K 0.01% +33.0 +6.6% $59.81 +0.7%
Page 13 of 78  ·  1,556 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%