Avion Wealth
Top Portfolio Positions
1,308 positions ·
$72,303,155 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
13,648 | $5,872,597 | 8.12% | |
| NVDA |
Nvidia Corp
Technology
|
29,683 | $5,176,715 | 7.16% | |
| AAPL |
Apple Inc.
Technology
|
17,921 | $4,548,170 | 6.29% | |
| SCI |
Service Corp International
Consumer Cyclical
|
47,089 | $3,885,313 | 5.37% | |
| KMI |
Kinder Morgan, Inc.
Energy
|
102,289 | $3,429,750 | 4.74% | |
| XOM |
Exxon Mobil Corp
Energy
|
14,970 | $2,539,810 | 3.51% | |
| BA |
Boeing Co
Industrials
|
12,658 | $2,519,321 | 3.48% | |
| HAL |
Halliburton Co
Energy
|
64,401 | $2,510,994 | 3.47% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
5,070 | $2,429,544 | 3.36% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,381 | $2,372,136 | 3.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTMD
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,975 | 48 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,686 | 48 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,022 | 48 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,244 | 57 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $448 | 8 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $468 | 7 | Shares | Sole | 2024-10-18 | |
| No 13F history on record for this holder in this stock. | ||||||