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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 15 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ESPR ESPERION THERAPEUTICS INC NE Healthcare 10,000.0 $27K 0.01% $2.70 +16.7%
282 FENY FIDELITY COVINGTON TRUST 798.0 $27K 0.01% $33.83 -12.3%
283 IVE ISHARES TR 130.0 $27K 0.01% $207.69 +9.0%
284 JEPI J P MORGAN EXCHANGE TRADED F 490.0 $27K 0.01% $55.10 +1.8%
285 NOG NORTHERN OIL & GAS INC Energy 947.0 $27K 0.01% $28.51 -31.8%
286 BK BANK NEW YORK MELLON CORP Financial Services 231.0 $27K 0.01% +19.0 +9.0% $116.88 +21.9%
287 CANADIAN PACIFIC KANSAS CITY 351.0 $27K 0.01% $76.92
288 GILD GILEAD SCIENCES INC Healthcare 191.0 $26K 0.01% +20.0 +11.7% $136.13 -9.1%
289 IEI ISHARES TR 216.0 $25K 0.01% $115.74 +1.3%
290 EQIX EQUINIX INC Real Estate 26.0 $25K 0.01% +11.0 +73.3% $961.54 +13.6%
291 UBOT DIREXION SHARES ETF TRUST 1,232.0 $25K 0.01% $20.29 +31.9%
292 TMUS T-MOBILE US INC Communication Services 122.0 $25K 0.01% +25.0 +25.8% $204.92 -11.3%
293 NET CLOUDFLARE INC Technology 124.0 $25K 0.01% +11.0 +9.7% $201.61 +11.1%
294 ROKU ROKU INC Communication Services 265.0 $25K 0.01% -5.0 -1.9% $94.34 +46.4%
295 HCA HCA HEALTHCARE INC Healthcare 53.0 $25K 0.01% +5.0 +10.4% $471.70 -20.5%
296 AKRE PROFESIONALLY MANAGED PORTFO 475.0 $25K 0.01% $52.63 +1.0%
297 HWM HOWMET AEROSPACE INC Industrials 109.0 $25K 0.01% +12.0 +12.4% $229.36 +21.1%
298 BLUE OWL TECHNOLOGY FIN CORP 2,055.0 $25K 0.01% $12.17
299 VIS VANGUARD WORLD FD 78.0 $24K 0.01% +46.0 +143.8% $307.69 +14.9%
300 WES WESTERN MIDSTREAM PARTNERS L Energy 600.0 $24K 0.01% -1K -68.4% $40.00 +7.4%
Page 15 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%