The Analysis of Avion Wealth's Holdings


Currently, Avion Wealth holds 1522 types of securities in its portfolio with a total value $466.1K. In the most recent quarter, they have increased their positions in VEU (+103.7K shares, valued at $7.4K), NVDA (+20.9K shares, valued at $3.9K), VOO (+5.8K shares, valued at $3.5K); decreased their positions in VEA (-53.8K shares, valued at $3.2K), VWO (-14.9K shares, valued at $806.2827713219356), BSV (-8.7K shares, valued at $684.2588615330889); initiated new positions in ETR (+4.8K shares, valued at $450), SPMO (+3.7K shares, valued at $445), GDE (+7.1K shares, valued at $408).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VUSB VANGUARD BD INDEX FDS1.2M shares0.34%2025-09-302025-10-24history
VEA VANGUARD TAX-MANAGED FDS976.6K shares-5.22%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS70.0K shares8.96%2025-09-302025-10-24history
BNDX VANGUARD CHARLOTTE FDS664.6K shares9.37%2025-09-302025-10-24history
VOE VANGUARD INDEX FDS167.4K shares11.01%2025-09-302025-10-24history
VEU VANGUARD INTL EQUITY INDEX F335.5K shares44.77%2025-09-302025-10-24history
VYM VANGUARD WHITEHALL FDS168.8K shares1.92%2025-09-302025-10-24history
VBR VANGUARD INDEX FDS94.0K shares5.03%2025-09-302025-10-24history
Sponsored
VTI VANGUARD INDEX FDS53.6K shares-2.86%2025-09-302025-10-24history
VNQ VANGUARD INDEX FDS144.5K shares3.90%2025-09-302025-10-24history
VO VANGUARD INDEX FDS39.8K shares1.37%2025-09-302025-10-24history
DFAC DIMENSIONAL ETF TRUST291.4K shares-4.56%2025-09-302025-10-24history
VUG VANGUARD INDEX FDS19.9K shares27.68%2025-09-302025-10-24history
MINT PIMCO ETF TR87.9K shares-3.95%2025-09-302025-10-24history
IEFA ISHARES TR83.7K shares-1.26%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION29.7K shares236.56%2025-09-302025-10-24history
Sponsored
AAPL APPLE INC18.3K shares-2.81%2025-09-302025-10-24history
VWO VANGUARD INTL EQUITY INDEX F61.4K shares-19.52%2025-09-302025-10-24history
KMI KINDER MORGAN INC DEL105.5K shares-3.76%2025-09-302025-10-24history
SCI SERVICE CORP INTL35.1K shares-0.02%2025-09-302025-10-24history
BA BOEING CO12.9K shares-3.75%2025-09-302025-10-24history
BSV VANGUARD BD INDEX FDS34.4K shares-20.15%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL5.4K shares11.77%2025-09-302025-10-24history
TSLA TESLA INC5.8K shares89.59%2025-09-302025-10-24history
Sponsored
MSFT MICROSOFT CORP5.0K shares8.52%2025-09-302025-10-24history
VFH VANGUARD WORLD FD17.3K shares-9.11%2025-09-302025-10-24history
XOM EXXON MOBIL CORP19.5K shares-20.73%2025-09-302025-10-24history
AMZN AMAZON COM INC9.4K shares18.54%2025-09-302025-10-24history
HAL HALLIBURTON CO79.1K shares-2.68%2025-09-302025-10-24history
EPD ENTERPRISE PRODS PARTNERS L56.4K shares-4.88%2025-09-302025-10-24history
IJR ISHARES TR13.9K shares38.23%2025-09-302025-10-24history
SCHZ SCHWAB STRATEGIC TR60.4K shares-8.56%2025-09-302025-10-24history
Sponsored
VOOV VANGUARD ADMIRAL FDS INC6.6K shares-6.40%2025-09-302025-10-24history
BND VANGUARD BD INDEX FDS15.7K shares-6.05%2025-09-302025-10-24history
AGG ISHARES TR11.1K shares-26.97%2025-09-302025-10-24history
GOOGL ALPHABET INC4.5K shares14.58%2025-09-302025-10-24history
RWR SPDR SERIES TRUST10.2K shares-8.41%2025-09-302025-10-24history
IVV ISHARES TR1.5K shares6.62%2025-09-302025-10-24history
META META PLATFORMS INC1.3K shares19.23%2025-09-302025-10-24history
ET ENERGY TRANSFER L P48.3K shares-13.52%2025-09-302025-10-24history
Sponsored
VTIP VANGUARD MALVERN FDS15.9K shares1.24%2025-09-302025-10-24history
AVGO BROADCOM INC2.2K shares35.50%2025-09-302025-10-24history
VIG VANGUARD SPECIALIZED FUNDS3.2K shares44.08%2025-09-302025-10-24history
UAL UNITED AIRLS HLDGS INC7.0K shares0.48%2025-09-302025-10-24history
QQQ INVESCO QQQ TR1.1K shares43.82%2025-09-302025-10-24history
CVX CHEVRON CORP NEW4.1K shares-0.60%2025-09-302025-10-24history
VDE VANGUARD WORLD FD4.5K shares-52.81%2025-09-302025-10-24history
WMT WALMART INC5.5K shares18.76%2025-09-302025-10-24history
Sponsored
V VISA INC1.6K shares-1.10%2025-09-302025-10-24history
LLY ELI LILLY & CO701 shares-0.99%2025-09-302025-10-24history
NTSX WISDOMTREE TR9.8K shares0.00%2025-09-302025-10-24history
GLD SPDR GOLD TR1.4K shares-24.63%2025-09-302025-10-24history
WFC WELLS FARGO CO NEW5.6K shares-17.57%2025-09-302025-10-24history
GOOG ALPHABET INC1.9K shares58.41%2025-09-302025-10-24history
IJH ISHARES TR7.1K shares-5.06%2025-09-302025-10-24history
ITOT ISHARES TR3.1K shares0.00%2025-09-302025-10-24history
Sponsored
ETR ENTERGY CORP NEW4.8K sharesnew addition2025-09-302025-10-24history
SPMO INVESCO EXCH TRADED FD TR II3.7K sharesnew addition2025-09-302025-10-24history
WPC WP CAREY INC6.4K shares0.00%2025-09-302025-10-24history
ISRG INTUITIVE SURGICAL INC964 shares-0.92%2025-09-302025-10-24history
VGSH VANGUARD SCOTTSDALE FDS7.1K shares-12.43%2025-09-302025-10-24history
GDE WISDOMTREE TR7.1K sharesnew addition2025-09-302025-10-24history
SYY SYSCO CORP4.4K shares1.05%2025-09-302025-10-24history
NTSI WISDOMTREE TR8.4K shares0.00%2025-09-302025-10-24history
Sponsored
JPM JPMORGAN CHASE & CO.1.1K shares46.58%2025-09-302025-10-24history
TMO THERMO FISHER SCIENTIFIC INC725 shares2.69%2025-09-302025-10-24history
QUAL ISHARES TR1.8K shares0.11%2025-09-302025-10-24history
SABA SABA CAPITAL INCOME & OPPORT37.1K shares0.00%2025-09-302025-10-24history
QQQM INVESCO EXCH TRADED FD TR II1.4K shares46.10%2025-09-302025-10-24history
SOFI SOFI TECHNOLOGIES INC12.2K shares20.77%2025-09-302025-10-24history
UNP UNION PAC CORP1.3K shares-38.01%2025-09-302025-10-24history
EFA ISHARES TR3.2K shares0.22%2025-09-302025-10-24history
Sponsored
LGIH LGI HOMES INC5.7K shares0.32%2025-09-302025-10-24history
RTX RTX CORPORATION1.7K shares12.25%2025-09-302025-10-24history
IJS ISHARES TR2.6K shares-5.37%2025-09-302025-10-24history
DVY ISHARES TR2.0K shares-9.10%2025-09-302025-10-24history
EMXC ISHARES INC4.1K shares0.00%2025-09-302025-10-24history
AVEM AMERICAN CENTY ETF TR3.6K shares0.00%2025-09-302025-10-24history
CGDV CAPITAL GROUP DIVIDEND VALUE6.4K sharesnew addition2025-09-302025-10-24history
DVN DEVON ENERGY CORP NEW7.6K shares-9.95%2025-09-302025-10-24history
Sponsored
ED CONSOLIDATED EDISON INC2.6K shares0.38%2025-09-302025-10-24history
MCD MCDONALDS CORP864 shares22.90%2025-09-302025-10-24history
VV VANGUARD INDEX FDS852 shares0.12%2025-09-302025-10-24history
PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2025-09-302025-10-24history
TCBX THIRD COAST BANCSHARES INC6.8K shares0.00%2025-09-302025-10-24history
VGT VANGUARD WORLD FD339 sharesnew addition2025-09-302025-10-24history
SLB SCHLUMBERGER LTD7.0K sharesnew addition2025-09-302025-10-24history
SPY SPDR S&P 500 ETF TR359 shares17.32%2025-09-302025-10-24history
Sponsored
SCHM SCHWAB STRATEGIC TR8.0K shares0.02%2025-09-302025-10-24history
DFIV DIMENSIONAL ETF TRUST5.1K sharesnew addition2025-09-302025-10-24history
AXP AMERICAN EXPRESS CO698 shares0.72%2025-09-302025-10-24history
OARK TIDAL TRUST II25.0K shares0.00%2025-09-302025-10-24history
HD HOME DEPOT INC565 shares13.00%2025-09-302025-10-24history
ARKQ ARK ETF TR2.0K sharesnew addition2025-09-302025-10-24history
COP CONOCOPHILLIPS2.4K shares0.13%2025-09-302025-10-24history
DEM WISDOMTREE TR4.9K shares0.21%2025-09-302025-10-24history
Sponsored
COST COSTCO WHSL CORP NEW238 shares68.79%2025-09-302025-10-24history
ADP AUTOMATIC DATA PROCESSING IN744 shares0.00%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON1.2K shares-0.68%2025-09-302025-10-24history
ETN EATON CORP PLC556 shares5.70%2025-09-302025-10-24history
IEMG ISHARES INC3.1K shares-19.68%2025-09-302025-10-24history
NFLX NETFLIX INC167 shares-41.20%2025-09-302025-10-24history
CAT CATERPILLAR INC418 sharesnew addition2025-09-302025-10-24history
FSEP FIRST TR EXCHNG TRADED FD VI4.0K sharesnew addition2025-09-302025-10-24history
Sponsored
SMH VANECK ETF TRUST600 sharesnew addition2025-09-302025-10-24history
XLV SELECT SECTOR SPDR TR1.4K shares0.00%2025-09-302025-10-24history
MCK MCKESSON CORP241 shares12.09%2025-09-302025-10-24history
C CITIGROUP INC1.8K shares-0.50%2025-09-302025-10-24history
SPYG SPDR SERIES TRUST1.7K shares-5.49%2025-09-302025-10-24history
PTLC PACER FDS TR3.2K shares0.00%2025-09-302025-10-24history
XLK SELECT SECTOR SPDR TR624 shares-13.69%2025-09-302025-10-24history
UNH UNITEDHEALTH GROUP INC497 shares98.01%2025-09-302025-10-24history
Sponsored
XLF SELECT SECTOR SPDR TR3.1K shares0.00%2025-09-302025-10-24history
AMGN AMGEN INC589 shares-0.51%2025-09-302025-10-24history
APP APPLOVIN CORP223 sharesnew addition2025-09-302025-10-24history
ENB ENBRIDGE INC3.2K shares0.00%2025-09-302025-10-24history
MTUM ISHARES TR622 sharesnew addition2025-09-302025-10-24history
VTEB VANGUARD MUN BD FDS3.1K sharesnew addition2025-09-302025-10-24history
SHOP SHOPIFY INC1.1K shares-12.44%2025-09-302025-10-24history
XLC SELECT SECTOR SPDR TR1.3K shares0.00%2025-09-302025-10-24history
Sponsored
VONG VANGUARD SCOTTSDALE FDS1.3K shares-37.10%2025-09-302025-10-24history
COIN COINBASE GLOBAL INC445 sharesnew addition2025-09-302025-10-24history
IUSV ISHARES TR1.5K shares0.00%2025-09-302025-10-24history
MO ALTRIA GROUP INC2.2K shares5.85%2025-09-302025-10-24history
JEPI J P MORGAN EXCHANGE TRADED F2.5K shares-47.12%2025-09-302025-10-24history
IWM ISHARES TR579 shares0.00%2025-09-302025-10-24history
MRK MERCK & CO INC1.7K shares-22.88%2025-09-302025-10-24history
LMT LOCKHEED MARTIN CORP275 shares2.23%2025-09-302025-10-24history
Sponsored
XLY SELECT SECTOR SPDR TR570 shares0.00%2025-09-302025-10-24history
EOG EOG RES INC1.2K shares2.50%2025-09-302025-10-24history
MU MICRON TECHNOLOGY INC795 sharesnew addition2025-09-302025-10-24history
MSI MOTOROLA SOLUTIONS INC292 shares0.69%2025-09-302025-10-24history
CVGW CALAVO GROWERS INC5.2K shares0.00%2025-09-302025-10-24history
PGF INVESCO EXCHANGE TRADED FD T9.1K sharesnew addition2025-09-302025-10-24history
IWF ISHARES TR283 sharesnew addition2025-09-302025-10-24history
SCHA SCHWAB STRATEGIC TR4.6K sharesnew addition2025-09-302025-10-24history
Sponsored
VLO VALERO ENERGY CORP741 sharesnew addition2025-09-302025-10-24history
ABT ABBOTT LABS892 sharesnew addition2025-09-302025-10-24history
LOW LOWES COS INC475 shares8.70%2025-09-302025-10-24history
DIS DISNEY WALT CO1.0K sharesnew addition2025-09-302025-10-24history
VGIT VANGUARD SCOTTSDALE FDS1.9K shares-2.79%2025-09-302025-10-24history
KO COCA COLA CO1.7K shares2.14%2025-09-302025-10-24history
SBUX STARBUCKS CORP1.4K shares-15.07%2025-09-302025-10-24history
PSX PHILLIPS 66818 shares-1.09%2025-09-302025-10-24history
Sponsored
ABBV ABBVIE INC476 sharesnew addition2025-09-302025-10-24history
BAC BANK AMERICA CORP2.1K shares-43.82%2025-09-302025-10-24history
BUFR FIRST TR EXCHNG TRADED FD VI3.2K sharesnew addition2025-09-302025-10-24history
MA MASTERCARD INCORPORATED187 shares-50.66%2025-09-302025-10-24history
APH AMPHENOL CORP NEW855 sharesnew addition2025-09-302025-10-24history
ITA ISHARES TR504 shares-34.29%2025-09-302025-10-24history
SLV ISHARES SILVER TR2.4K sharesnew addition2025-09-302025-10-24history
LNG CHENIERE ENERGY INC438 sharesnew addition2025-09-302025-10-24history
Sponsored
CSCO CISCO SYS INC1.5K sharesnew addition2025-09-302025-10-24history
CB CHUBB LIMITED358 shares2.87%2025-09-302025-10-24history
IBM INTERNATIONAL BUSINESS MACHS356 sharesnew addition2025-09-302025-10-24history
KBR KBR INC2.1K shares-35.21%2025-09-302025-10-24history
VDC VANGUARD WORLD FD472 shares-20.94%2025-09-302025-10-24history
BP BP PLC2.8K sharesnew addition2025-09-302025-10-24history
DRI DARDEN RESTAURANTS INC494 shares1.44%2025-09-302025-10-24history
MCHP MICROCHIP TECHNOLOGY INC.1.5K sharesnew addition2025-09-302025-10-24history
Sponsored
HOOD ROBINHOOD MKTS INC652 sharesnew addition2025-09-302025-10-24history
TXN TEXAS INSTRS INC501 sharesnew addition2025-09-302025-10-24history
TJX TJX COS INC NEW642 sharesnew addition2025-09-302025-10-24history
HYG ISHARES TR1.1K sharesnew addition2025-09-302025-10-24history
SCHF SCHWAB STRATEGIC TR3.9K sharesnew addition2025-09-302025-10-24history
SCHG SCHWAB STRATEGIC TR2.8K shares-63.79%2025-09-302025-10-24history
JEPQ J P MORGAN EXCHANGE TRADED F1.6K shares-76.40%2025-09-302025-10-24history
ETV EATON VANCE TAX-MANAGED BUY-6.2K sharesnew addition2025-09-302025-10-24history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD315 sharesnew addition2025-09-302025-10-24history
COF CAPITAL ONE FINL CORP406 sharesnew addition2025-09-302025-10-24history
DUK DUKE ENERGY CORP NEW688 sharesnew addition2025-09-302025-10-24history
VTR VENTAS INC1.2K sharesnew addition2025-09-302025-10-24history
SHEL SHELL PLC1.1K sharesnew addition2025-09-302025-10-24history
DE DEERE & CO174 sharesnew addition2025-09-302025-10-24history
ITB ISHARES TR741 shares-44.16%2025-09-302025-10-24history
INTC INTEL CORP2.3K sharesnew addition2025-09-302025-10-24history
Sponsored
NUE NUCOR CORP569 sharesnew addition2025-09-302025-10-24history
PEP PEPSICO INC555 sharesnew addition2025-09-302025-10-24history
GE GE AEROSPACE246 sharesnew addition2025-09-302025-10-24history
IRM IRON MTN INC DEL733 sharesnew addition2025-09-302025-10-24history
IDU ISHARES TR660 sharesnew addition2025-09-302025-10-24history
ORCL ORACLE CORP260 sharesnew addition2025-09-302025-10-24history
VXUS VANGUARD STAR FDS985 sharesnew addition2025-09-302025-10-24history
QCOM QUALCOMM INC431 sharesnew addition2025-09-302025-10-24history
Sponsored
SCHX SCHWAB STRATEGIC TR2.7K sharesnew addition2025-09-302025-10-24history
VTV VANGUARD INDEX FDS379 sharesnew addition2025-09-302025-10-24history
CSX CSX CORP2.0K sharesnew addition2025-09-302025-10-24history
UBER UBER TECHNOLOGIES INC714 sharesnew addition2025-09-302025-10-24history
SHLD GLOBAL X FDS975 sharesnew addition2025-09-302025-10-24history
LRCX LAM RESEARCH CORP515 sharesnew addition2025-09-302025-10-24history
VHI VALHI INC NEW4.4K sharesnew addition2025-09-302025-10-24history
PG PROCTER AND GAMBLE CO438 shares-37.61%2025-09-302025-10-24history
Sponsored
IDEV ISHARES TR835 sharesnew addition2025-09-302025-10-24history
VZ VERIZON COMMUNICATIONS INC1.5K sharesnew addition2025-09-302025-10-24history
ARKW ARK ETF TR362 sharesnew addition2025-09-302025-10-24history
IAU ISHARES GOLD TR871 sharesnew addition2025-09-302025-10-24history
MAIN MAIN STR CAP CORP1.0K sharesnew addition2025-09-302025-10-24history
SMCI SUPER MICRO COMPUTER INC1.3K sharesnew addition2025-09-302025-10-24history
GBTC GRAYSCALE BITCOIN TRUST ETF676 sharesnew addition2025-09-302025-10-24history
GD GENERAL DYNAMICS CORP174 sharesnew addition2025-09-302025-10-24history
Sponsored
HWM HOWMET AEROSPACE INC305 sharesnew addition2025-09-302025-10-24history
CMCSA COMCAST CORP NEW1.9K sharesnew addition2025-09-302025-10-24history
RCL ROYAL CARIBBEAN GROUP182 sharesnew addition2025-09-302025-10-24history
AMD ADVANCED MICRO DEVICES INC356 sharesnew addition2025-09-302025-10-24history
BLK BLACKROCK INC49 sharesnew addition2025-09-302025-10-24history
CME CME GROUP INC214 sharesnew addition2025-09-302025-10-24history
BOND PIMCO ETF TR613 sharesnew addition2025-09-302025-10-24history
FHN FIRST HORIZON CORPORATION2.5K sharesnew addition2025-09-302025-10-24history
Sponsored
GEV GE VERNOVA INC90 sharesnew addition2025-09-302025-10-24history
ALL ALLSTATE CORP253 sharesnew addition2025-09-302025-10-24history
IMCB ISHARES TR643 sharesnew addition2025-09-302025-10-24history
OKE ONEOK INC NEW733 sharesnew addition2025-09-302025-10-24history
AEP AMERICAN ELEC PWR CO INC452 sharesnew addition2025-09-302025-10-24history
T AT&T INC1.8K sharesnew addition2025-09-302025-10-24history
ANET ARISTA NETWORKS INC337 sharesnew addition2025-09-302025-10-24history
VPL VANGUARD INTL EQUITY INDEX F564 sharesnew addition2025-09-302025-10-24history
Sponsored
CATH GLOBAL X FDS598 sharesnew addition2025-09-302025-10-24history
GS GOLDMAN SACHS GROUP INC61 sharesnew addition2025-09-302025-10-24history
FIX COMFORT SYS USA INC57 sharesnew addition2025-09-302025-10-24history
IWB ISHARES TR130 sharesnew addition2025-09-302025-10-24history
GOVT ISHARES TR2.0K sharesnew addition2025-09-302025-10-24history
PNC PNC FINL SVCS GROUP INC235 sharesnew addition2025-09-302025-10-24history
SEZL SEZZLE INC600 sharesnew addition2025-09-302025-10-24history
VXF VANGUARD INDEX FDS225 sharesnew addition2025-09-302025-10-24history
Sponsored
ICF ISHARES TR760 sharesnew addition2025-09-302025-10-24history
NOW SERVICENOW INC50 sharesnew addition2025-09-302025-10-24history
TRGP TARGA RES CORP276 sharesnew addition2025-09-302025-10-24history
WMB WILLIAMS COS INC729 sharesnew addition2025-09-302025-10-24history
RIG TRANSOCEAN LTD14.6K sharesnew addition2025-09-302025-10-24history
CRWV COREWEAVE INC322 sharesnew addition2025-09-302025-10-24history
PFF ISHARES TR1.4K sharesnew addition2025-09-302025-10-24history
PANW PALO ALTO NETWORKS INC214 sharesnew addition2025-09-302025-10-24history
Sponsored
VT VANGUARD INTL EQUITY INDEX F313 sharesnew addition2025-09-302025-10-24history
PFE PFIZER INC1.7K sharesnew addition2025-09-302025-10-24history
TNET TRINET GROUP INC640 sharesnew addition2025-09-302025-10-24history
LIN LINDE PLC88 sharesnew addition2025-09-302025-10-24history
LUV SOUTHWEST AIRLS CO1.3K sharesnew addition2025-09-302025-10-24history
CLS CELESTICA INC165 sharesnew addition2025-09-302025-10-24history
ADI ANALOG DEVICES INC160 sharesnew addition2025-09-302025-10-24history
DELL DELL TECHNOLOGIES INC279 sharesnew addition2025-09-302025-10-24history
Sponsored
GSL GLOBAL SHIP LEASE INC NEW1.3K sharesnew addition2025-09-302025-10-24history
HON HONEYWELL INTL INC189 shares-60.79%2025-09-302025-10-24history
RPG INVESCO EXCHANGE TRADED FD T821 sharesnew addition2025-09-302025-10-24history
IGM ISHARES TR310 sharesnew addition2025-09-302025-10-24history
LQD ISHARES TR354 sharesnew addition2025-09-302025-10-24history
LYB LYONDELLBASELL INDUSTRIES N805 sharesnew addition2025-09-302025-10-24history
VCSH VANGUARD SCOTTSDALE FDS500 sharesnew addition2025-09-302025-10-24history
VKTX VIKING THERAPEUTICS INC1.5K sharesnew addition2025-09-302025-10-24history
Sponsored
ADBE ADOBE INC105 sharesnew addition2025-09-302025-10-24history
NEE NEXTERA ENERGY INC495 sharesnew addition2025-09-302025-10-24history
OXY OCCIDENTAL PETE CORP787 sharesnew addition2025-09-302025-10-24history
CL COLGATE PALMOLIVE CO457 sharesnew addition2025-09-302025-10-24history
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