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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 7 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IUSV ISHARES TR 1,441.0 $147K 0.03% $102.01 +7.5%
122 CSCO CISCO SYS INC Technology 1,847.0 $143K 0.03% +329.0 +21.7% $77.42 +54.4%
123 SPYG SPDR SERIES TRUST 1,466.0 $143K 0.03% -166.0 -10.2% $97.54 +22.5%
124 ADP AUTOMATIC DATA PROCESSING IN Industrials 697.0 $141K 0.03% +16.0 +2.4% $202.30 +8.0%
125 VONG VANGUARD SCOTTSDALE FDS 1,271.0 $139K 0.03% $109.36 +16.0%
126 KO COCA COLA CO Consumer Defensive 1,804.0 $137K 0.03% +9.0 +0.5% $75.94 +4.5%
127 SCHA SCHWAB STRATEGIC TR 4,617.0 $134K 0.03% $29.02 +21.2%
128 IBM INTERNATIONAL BUSINESS MACHS Technology 541.0 $131K 0.03% +171.0 +46.2% $242.14 +2.9%
129 PG PROCTER & GAMBLE CO Consumer Defensive 891.0 $128K 0.03% +477.0 +115.2% $143.66 +4.7%
130 ENTERGY CORP NEW 1,142.0 $128K 0.03% -4K -76.1% $112.08
131 MSI MOTOROLA SOLUTIONS INC Technology 292.0 $126K 0.03% +10.0 +3.5% $431.51 -8.4%
132 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,285.0 $126K 0.03% $38.36 -7.1%
133 SHOP SHOPIFY INC Technology 1,056.0 $125K 0.03% $118.37 -8.0%
134 SBUX STARBUCKS CORP Consumer Cyclical 1,375.0 $123K 0.03% +324.0 +30.8% $89.45 +12.5%
135 LNG CHENIERE ENERGY INC Energy 435.0 $123K 0.03% +6.0 +1.4% $282.76 -19.7%
136 SO SOUTHERN CO Utilities 1,239.0 $119K 0.03% +997.0 +412.0% $96.05 -3.1%
137 IEMG ISHARES INC 1,683.0 $117K 0.02% -969.0 -36.5% $69.52 +23.2%
138 VDC VANGUARD WORLD FD 525.0 $117K 0.02% +53.0 +11.2% $222.86 +1.5%
139 IWM ISHARES TR 470.0 $116K 0.02% -22.0 -4.5% $246.81 +19.8%
140 LOW LOWES COS INC Consumer Cyclical 470.0 $111K 0.02% $236.17 -5.9%
Page 7 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%