CIK 1792704
Avion Wealth
Institutional 13F holdings & portfolio
Holdings
1,557
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 701–750 of 1,557
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MORN | MORNINGSTAR INC | 21 | $1K–$15K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 31 | $1K–$15K | SH |
| SEIC | SEI INVTS CO | 57 | $1K–$15K | SH |
| MRNA | MODERNA INC | 136 | $1K–$15K | SH |
| DECK | DECKERS OUTDOOR CORP | 40 | $1K–$15K | SH |
| WRB | BERKLEY W R CORP | 59 | $1K–$15K | SH |
| CCI | CROWN CASTLE INC | 50 | $1K–$15K | SH |
| CCAP | CRESCENT CAP BDC INC | 327 | $1K–$15K | SH |
| SAR | SARATOGA INVT CORP | 204 | $1K–$15K | SH |
| ROP | ROPER TECHNOLOGIES INC | 9 | $1K–$15K | SH |
| TER | TERADYNE INC | 23 | $1K–$15K | SH |
| VKTX | VIKING THERAPEUTICS INC | 121 | $1K–$15K | SH |
| RLI | RLI CORP | 64 | $1K–$15K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 232 | $1K–$15K | SH |
| REYN | REYNOLDS CONSUMER PRODS INC | 205 | $1K–$15K | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 64 | $1K–$15K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 157 | $1K–$15K | SH |
| TRP | TC ENERGY CORP | 81 | $1K–$15K | SH |
| VTRS | VIATRIS INC | 369 | $1K–$15K | SH |
| LULU | LULULEMON ATHLETICA INC | 23 | $1K–$15K | SH |
| RBA | RB GLOBAL INC | 40 | $1K–$15K | SH |
| COLB | COLUMBIA BKG SYS INC | 147 | $1K–$15K | SH |
| OGIG | ALPS ETF TR | 95 | $1K–$15K | SH |
| HUM | HUMANA INC | 18 | $1K–$15K | SH |
| LSPD | LIGHTSPEED COMMERCE INC | 410 | $1K–$15K | SH |
| HUBB | HUBBELL INC | 10 | $1K–$15K | SH |
| LEN | LENNAR CORP | 42 | $1K–$15K | SH |
| TEAM | ATLASSIAN CORPORATION | 26 | $1K–$15K | SH |
| EL | LAUDER ESTEE COS INC | 44 | $1K–$15K | SH |
| TROW | PRICE T ROWE GROUP INC | 45 | $1K–$15K | SH |
| STE | STERIS PLC | 16 | $1K–$15K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 277 | $1K–$15K | SH |
| CC | CHEMOURS CO | 404 | $1K–$15K | SH |
| STNE | STONECO LTD | 300 | $1K–$15K | SH |
| CNP | CENTERPOINT ENERGY INC | 115 | $1K–$15K | SH |
| OXLC | OXFORD LANE CAP CORP | 316 | $1K–$15K | SH |
| JAAA | JANUS DETROIT STR TR | 84 | $1K–$15K | SH |
| THRM | GENTHERM INC | 113 | $1K–$15K | SH |
| RWO | SPDR INDEX SHS FDS | 110 | $1K–$15K | SH |
| OTIS | OTIS WORLDWIDE CORP | 50 | $1K–$15K | SH |
| OUST | OUSTER INC | 222 | $1K–$15K | SH |
| GRMN | GARMIN LTD | 24 | $1K–$15K | SH |
| ARCC | ARES CAPITAL CORP | 200 | $1K–$15K | SH |
| CG | CARLYLE GROUP INC | 79 | $1K–$15K | SH |
| MSTR | STRATEGY INC | 31 | $1K–$15K | SH |
| IJK | ISHARES TR | 48 | $1K–$15K | SH |
| FITB | FIFTH THIRD BANCORP | 93 | $1K–$15K | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | 93 | $1K–$15K | SH |
| SITM | SITIME CORP | 14 | $1K–$15K | SH |
| ZS | ZSCALER INC | 19 | $1K–$15K | SH |