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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 18 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 MSTR STRATEGY INC Technology 156.0 $19K 0.00% +125.0 +403.2% $121.79 -7.6%
342 BMY BRISTOL-MYERS SQUIBB CO Healthcare 329.0 $19K 0.00% +38.0 +13.1% $57.75 -6.5%
343 LYV LIVE NATION ENTERTAINMENT IN Communication Services 131.0 $19K 0.00% +7.0 +5.7% $145.04 +18.1%
344 CVS CVS HEALTH CORP Healthcare 269.0 $19K 0.00% +22.0 +8.9% $70.63 +39.2%
345 CTO CTO RLTY GROWTH INC NEW Real Estate 1,071.0 $19K 0.00% $17.74 +16.1%
346 VST VISTRA CORP Utilities 133.0 $19K 0.00% +12.0 +9.9% $142.86 +14.6%
347 ABNB AIRBNB INC Consumer Cyclical 150.0 $18K 0.00% +38.0 +33.9% $120.00 +18.7%
348 SYK STRYKER CORPORATION Healthcare 56.0 $18K 0.00% +4.0 +7.7% $321.43 -4.2%
349 AMT AMERICAN TOWER CORP Real Estate 109.0 $18K 0.00% +18.0 +19.8% $165.14 +6.6%
350 SCHO SCHWAB STRATEGIC TR 780.0 $18K 0.00% $23.08 +4.4%
351 SPTL SPDR SERIES TRUST 686.0 $18K 0.00% $26.24 +0.2%
352 RIO RIO TINTO PLC Basic Materials 200.0 $18K 0.00% $90.00 +11.2%
353 REGN REGENERON PHARMACEUTICALS Healthcare 24.0 $18K 0.00% +7.0 +41.2% $750.00 -18.7%
354 DGX QUEST DIAGNOSTICS INC Healthcare 95.0 $18K 0.00% $189.47 +2.9%
355 QCOM QUALCOMM INC Technology 141.0 $18K 0.00% +5.0 +3.7% $127.66 +77.1%
356 MDLZ MONDELEZ INTL INC Consumer Defensive 316.0 $18K 0.00% +12.0 +4.0% $56.96 +5.5%
357 BSX BOSTON SCIENTIFIC CORP Healthcare 289.0 $18K 0.00% +38.0 +15.1% $62.28 -27.3%
358 MRVL MARVELL TECHNOLOGY INC Technology 182.0 $18K 0.00% +43.0 +30.9% $98.90 +214.0%
359 EFV ISHARES TR 246.0 $18K 0.00% $73.17 +4.7%
360 IEO ISHARES TR 150.0 $18K 0.00% $120.00 -10.4%
Page 18 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%