BullishAgent BullishAgent Market EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 UNP UNION PAC CORP Industrials 1,107.0 $268K 0.06% -169.0 -13.2% $242.10 +6.1%
82 HD HOME DEPOT INC Consumer Cyclical 785.0 $258K 0.05% +246.0 +45.6% $328.66 +1.7%
83 TCBX THIRD COAST BANCSHARES INC Financial Services 6,800.0 $257K 0.05% $37.79 +3.2%
84 VV VANGUARD INDEX FDS 834.0 $249K 0.05% $298.56 +15.6%
85 SCHM SCHWAB STRATEGIC TR 8,046.0 $249K 0.05% $30.95 +16.6%
86 JPM JPMORGAN CHASE & CO Financial Services 845.0 $248K 0.05% -9.0 -1.1% $293.49 +10.8%
87 PSX PHILLIPS 66 Energy 1,361.0 $247K 0.05% +547.0 +67.2% $181.48 -8.5%
88 MCD MCDONALDS CORP Consumer Cyclical 796.0 $247K 0.05% +152.0 +23.6% $310.30 -10.2%
89 MU MICRON TECHNOLOGY INC Technology 725.0 $244K 0.05% -198.0 -21.4% $336.55 +236.9%
90 DEM WISDOMTREE TR 4,876.0 $242K 0.05% $49.63 +12.2%
91 SABA SABA CAPITAL INCOME & OPPORT Financial Services 28,905.0 $240K 0.05% $8.30 -1.2%
92 GOOG ALPHABET INC Communication Services 836.0 $239K 0.05% -633.0 -43.1% $285.89 +28.5%
93 EMXC ISHARES INC 3,050.0 $239K 0.05% $78.36 +35.0%
94 SPY STATE STR SPDR S&P 500 ETF T Financial Services 364.0 $236K 0.05% +2.0 +0.6% $648.35 +15.2%
95 MRK MERCK & CO INC Healthcare 1,956.0 $235K 0.05% +88.0 +4.7% $120.14 -5.2%
96 MCK MCKESSON CORP Healthcare 264.0 $228K 0.05% +7.0 +2.7% $863.64 -13.1%
97 ARKQ ARK ETF TR 2,000.0 $224K 0.05% $112.00 +18.9%
98 LGIH LGI HOMES INC Consumer Cyclical 5,660.0 $223K 0.05% -33.0 -0.6% $39.40 +43.9%
99 UNH UNITEDHEALTH GROUP INC Healthcare 801.0 $216K 0.04% +157.0 +24.4% $269.66 +48.7%
100 PTLC PACER FDS TR 4,111.0 $215K 0.04% +30.0 +0.7% $52.30 +11.3%
Page 5 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%