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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 21 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PPL PPL CORP Utilities 380.0 $14K 0.00% $36.84 -4.0%
402 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 197.0 $14K 0.00% +28.0 +16.6% $71.07 +28.5%
403 KVUE KENVUE INC Consumer Defensive 861.0 $14K 0.00% +113.0 +15.1% $16.26 +11.4%
404 NSP INSPERITY INC Industrials 522.0 $14K 0.00% NEW $26.82 +35.0%
405 JBHT HUNT J B TRANS SVCS INC Industrials 69.0 $14K 0.00% $202.90 +33.7%
406 DLR DIGITAL RLTY TR INC Real Estate 80.0 $14K 0.00% +21.0 +35.6% $175.00 +7.5%
407 DPRO DRAGANFLY INC. Industrials 3,000.0 $14K 0.00% $4.67 +24.1%
408 IWO ISHARES TR 42.0 $13K 0.00% $309.52 +25.7%
409 TFC TRUIST FINL CORP Financial Services 293.0 $13K 0.00% +36.0 +14.0% $44.37 +8.9%
410 S SENTINELONE INC Technology 1,077.0 $13K 0.00% +1K +1582.8% $12.07 +24.4%
411 BIL SPDR SERIES TRUST 152.0 $13K 0.00% $85.53 +7.1%
412 PSEC PROSPECT CAP CORP Financial Services 5,100.0 $13K 0.00% +237.0 +4.9% $2.55 -13.3%
413 KEYS KEYSIGHT TECHNOLOGIES INC Technology 48.0 $13K 0.00% +8.0 +20.0% $270.83 +34.3%
414 MTUM ISHARES TR 58.0 $13K 0.00% $224.14 +51.0%
415 AFL AFLAC INC Financial Services 122.0 $13K 0.00% +5.0 +4.3% $106.56 +8.4%
416 ITW ILLINOIS TOOL WKS INC Industrials 51.0 $13K 0.00% +12.0 +30.8% $254.90 +3.6%
417 GWW WW GRAINGER INC Industrials 12.0 $13K 0.00% $1083.33 +26.0%
418 FERG FERGUSON ENTERPRISES INC Industrials 60.0 $13K 0.00% +4.0 +7.1% $216.67 +10.0%
419 FAST FASTENAL CO Industrials 295.0 $13K 0.00% +44.0 +17.5% $44.07 +4.1%
420 FG F&G ANNUITIES & LIFE INC Financial Services 523.0 $13K 0.00% -17.0 -3.1% $24.86 +10.6%
Page 21 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%