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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 8 of 78  ·  1,556 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BAC BANK AMERICA CORP Financial Services 2,266.0 $110K 0.02% +178.0 +8.5% $48.54 +15.8%
142 TJX TJX COS INC NEW Consumer Cyclical 686.0 $109K 0.02% +22.0 +3.3% $158.89 +3.1%
143 BUFR FIRST TR EXCHNG TRADED FD VI 3,186.0 $107K 0.02% $33.58 +8.6%
144 INTC INTEL CORP Technology 2,432.0 $107K 0.02% +81.0 +3.5% $44.00 +204.5%
145 DE DEERE & CO Industrials 189.0 $106K 0.02% +6.0 +3.3% $560.85 +5.1%
146 TXN TEXAS INSTRS INC Technology 522.0 $101K 0.02% +28.0 +5.7% $193.49 +66.9%
147 VTR VENTAS INC Real Estate 1,223.0 $100K 0.02% $81.77 -0.2%
148 APP APPLOVIN CORP Technology 251.0 $99K 0.02% -49.0 -16.3% $394.42 +19.1%
149 MA MASTERCARD INCORPORATED Financial Services 197.0 $98K 0.02% $497.46 -1.5%
150 SCHF SCHWAB STRATEGIC TR 3,920.0 $97K 0.02% $24.74 +14.1%
151 RSP INVESCO EXCHANGE TRADED FD T 502.0 $96K 0.02% -83.0 -14.2% $191.24 +9.8%
152 DRI DARDEN RESTAURANTS INC Consumer Cyclical 490.0 $96K 0.02% $195.92 +8.9%
153 DIS DISNEY WALT CO Communication Services 990.0 $95K 0.02% $95.96 +8.3%
154 LUV SOUTHWEST AIRLS CO Industrials 2,551.0 $95K 0.02% +1K +94.9% $37.24 +28.8%
155 XLY SELECT SECTOR SPDR TR 855.0 $93K 0.02% +254.0 +42.3% $108.77 +7.7%
156 CNP CENTERPOINT ENERGY INC Utilities 2,121.0 $91K 0.02% +2K +1744.3% $42.90 -0.2%
157 MCHP MICROCHIP TECHNOLOGY INC. Technology 1,422.0 $91K 0.02% +9.0 +0.6% $63.99 +55.9%
158 RWL INVESCO EXCH TRADED FD TR II 784.0 $90K 0.02% +13.0 +1.7% $114.80 +10.9%
159 CSX CSX CORP Industrials 2,189.0 $89K 0.02% +287.0 +15.1% $40.66 +12.2%
160 GE GE AEROSPACE Industrials 315.0 $89K 0.02% +65.0 +26.0% $282.54 +26.6%
Page 8 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%