Avion Wealth
Top Portfolio Positions
1,305 positions ·
$69,866,645 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
13,648 | $5,872,597 | 8.41% |
| NVDA |
Nvidia Corp
Technology
|
29,683 | $5,176,715 | 7.41% |
| AAPL |
Apple Inc.
Technology
|
17,921 | $4,548,170 | 6.51% |
| SCI |
Service Corp International
Consumer Cyclical
|
47,089 | $3,885,313 | 5.56% |
| KMI |
Kinder Morgan, Inc.
Energy
|
102,289 | $3,429,750 | 4.91% |
| XOM |
Exxon Mobil Corp
Energy
|
14,970 | $2,539,810 | 3.64% |
| BA |
Boeing Co
Industrials
|
12,658 | $2,519,321 | 3.61% |
| HAL |
Halliburton Co
Energy
|
64,401 | $2,510,994 | 3.59% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,381 | $2,372,136 | 3.40% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,164 | $2,116,856 | 3.03% |
Holdings in CARG
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $715 | 21 | Shares | Sole | 2026-05-01 | |
| No quarters match your search. | ||||||