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 251–300 of 1,557
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ADBE | ADOBE INC | 105 | $15K–$50K | SH |
| IXUS | ISHARES TR | 426 | $15K–$50K | SH |
| PH | PARKER-HANNIFIN CORP | 42 | $15K–$50K | SH |
| SHYG | ISHARES TR | 825 | $15K–$50K | SH |
| EVRG | EVERGY INC | 485 | $15K–$50K | SH |
| XLK | SELECT SECTOR SPDR TR | 246 | $15K–$50K | SH |
| XLI | SELECT SECTOR SPDR TR | 219 | $15K–$50K | SH |
| CRM | SALESFORCE INC | 129 | $15K–$50K | SH |
| CB | CHUBB LIMITED | 109 | $15K–$50K | SH |
| SDY | SPDR SERIES TRUST | 248 | $15K–$50K | SH |
| BTI | BRITISH AMERN TOB PLC | 598 | $15K–$50K | SH |
| INTU | INTUIT | 50 | $15K–$50K | SH |
| IWP | ISHARES TR | 248 | $15K–$50K | SH |
| ITB | ISHARES TR | 345 | $15K–$50K | SH |
| ANET | ARISTA NETWORKS INC | 253 | $15K–$50K | SH |
| XLRE | SELECT SECTOR SPDR TR | 828 | $15K–$50K | SH |
| OWLT | OWLET INC | 2K | $15K–$50K | SH |
| HON | HONEYWELL INTL INC | 169 | $15K–$50K | SH |
| UBOT | DIREXION SHS ETF TR | 1K | $15K–$50K | SH |
| AKRE | PROFESIONALLY MANAGED PORTFO | 475 | $15K–$50K | SH |
| WDC | WESTERN DIGITAL CORP | 182 | $15K–$50K | SH |
| EQR | EQUITY RESIDENTIAL | 488 | $15K–$50K | SH |
| IWD | ISHARES TR | 144 | $15K–$50K | SH |
| COHR | COHERENT CORP | 165 | $15K–$50K | SH |
| SPOT | SPOTIFY TECHNOLOGY S A | 50 | $15K–$50K | SH |
| ROKU | ROKU INC | 270 | $15K–$50K | SH |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | 2K | $15K–$50K | SH |
| VB | VANGUARD INDEX FDS | 116 | $15K–$50K | SH |
| PM | PHILIP MORRIS INTL INC | 182 | $15K–$50K | SH |
| DUK | DUKE ENERGY CORP NEW | 254 | $15K–$50K | SH |
| VLO | VALERO ENERGY CORP | 174 | $15K–$50K | SH |
| O | REALTY INCOME CORP | 502 | $15K–$50K | SH |
| PGR | PROGRESSIVE CORP | 126 | $15K–$50K | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 490 | $15K–$50K | SH |
| SSSS | SURO CAPITAL CORP | 3K | $15K–$50K | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 102 | $15K–$50K | SH |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 316 | $15K–$50K | SH |
| IVE | ISHARES TR | 130 | $15K–$50K | SH |
| GENI | GENIUS SPORTS LIMITED | 3K | $15K–$50K | SH |
| FSSL | FS SPECIALTY LENDING FD | 2K | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP | 271 | $15K–$50K | SH |
| NOW | SERVICENOW INC | 178 | $15K–$50K | SH |
| IWS | ISHARES TR | 192 | $15K–$50K | SH |
| GM | GENERAL MTRS CO | 330 | $15K–$50K | SH |
| NBIS | NEBIUS GROUP N.V. | 300 | $15K–$50K | SH |
| RKLB | ROCKET LAB CORP | 360 | $15K–$50K | SH |
| OXY | OCCIDENTAL PETE CORP | 618 | $15K–$50K | SH |
| DELL | DELL TECHNOLOGIES INC | 200 | $15K–$50K | PRN |
| IEI | ISHARES TR | 216 | $15K–$50K | SH |
| CEG | CONSTELLATION ENERGY CORP | 73 | $15K–$50K | SH |