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 151–200 of 1,557
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTR | VENTAS INC | 1K | $50K–$100K | SH |
| LRCX | LAM RESEARCH CORP | 534 | $50K–$100K | SH |
| DRI | DARDEN RESTAURANTS INC | 490 | $50K–$100K | SH |
| FELC | FIDELITY COVINGTON TRUST | 2K | $50K–$100K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 1K | $50K–$100K | SH |
| PGF | INVESCO EXCHANGE TRADED FD T | 6K | $50K–$100K | SH |
| SBUX | STARBUCKS CORP | 1K | $50K–$100K | SH |
| RWL | INVESCO EXCH TRADED FD TR II | 771 | $50K–$100K | SH |
| ETV | EATON VANCE TAX-MANAGED BUY- | 6K | $50K–$100K | SH |
| KBR | KBR INC | 2K | $50K–$100K | SH |
| LRGF | ISHARES TR | 1K | $50K–$100K | SH |
| INTC | INTEL CORP | 2K | $50K–$100K | SH |
| DE | DEERE & CO | 183 | $50K–$100K | SH |
| TXN | TEXAS INSTRS INC | 494 | $50K–$100K | SH |
| SHEL | SHELL PLC | 1K | $50K–$100K | SH |
| LNG | CHENIERE ENERGY INC | 429 | $50K–$100K | SH |
| GE | GE AEROSPACE | 250 | $50K–$100K | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 2K | $50K–$100K | SH |
| VXUS | VANGUARD STAR FDS | 985 | $50K–$100K | SH |
| SCHX | SCHWAB STRATEGIC TR | 3K | $50K–$100K | SH |
| VTV | VANGUARD INDEX FDS | 380 | $50K–$100K | SH |
| XLY | SELECT SECTOR SPDR TR | 601 | $50K–$100K | SH |
| IDU | ISHARES TR | 660 | $50K–$100K | SH |
| BINC | BLACKROCK ETF TRUST II | 1K | $50K–$100K | SH |
| IAU | ISHARES GOLD TR | 871 | $50K–$100K | SH |
| APH | AMPHENOL CORP NEW | 504 | $50K–$100K | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 2K | $50K–$100K | SH |
| CSX | CSX CORP | 2K | $50K–$100K | SH |
| IDEV | ISHARES TR | 835 | $50K–$100K | SH |
| USMV | ISHARES TR | 726 | $50K–$100K | SH |
| UBER | UBER TECHNOLOGIES INC | 839 | $50K–$100K | SH |
| REMX | VANECK ETF TRUST | 900 | $50K–$100K | SH |
| OKE | ONEOK INC NEW | 882 | $50K–$100K | SH |
| ELM | SERIES PORTFOLIOS TR | 2K | $50K–$100K | SH |
| CMCSA | COMCAST CORP NEW | 2K | $50K–$100K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 289 | $50K–$100K | SH |
| NUE | NUCOR CORP | 375 | $50K–$100K | SH |
| MAIN | MAIN STR CAP CORP | 1K | $50K–$100K | SH |
| CME | CME GROUP INC | 221 | $50K–$100K | SH |
| PG | PROCTER AND GAMBLE CO | 414 | $50K–$100K | SH |
| FHN | FIRST HORIZON CORPORATION | 2K | $50K–$100K | SH |
| WM | WASTE MGMT INC DEL | 257 | $50K–$100K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 1K | $50K–$100K | SH |
| GS | GOLDMAN SACHS GROUP INC | 62 | $50K–$100K | SH |
| LUV | SOUTHWEST AIRLS CO | 1K | $50K–$100K | SH |
| AMAT | APPLIED MATLS INC | 208 | $50K–$100K | SH |
| IMCB | ISHARES TR | 643 | $50K–$100K | SH |
| TRGP | TARGA RES CORP | 282 | $50K–$100K | SH |
| IRM | IRON MTN INC DEL | 630 | $50K–$100K | SH |
| VHI | VALHI INC NEW | 4K | $50K–$100K | SH |