AVION WEALTH
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KMI | 102K | $3.43M |
 | HAL | 64K | $2.51M |
 | EPD | 48K | $1.80M |
 | SCI | 47K | $3.88M |
 | ET | 31K | $592.00K |
 | NVDA | 30K | $5.18M |
 | AAPL | 18K | $4.55M |
 | XOM | 15K | $2.54M |
 | BA | 13K | $2.52M |
 | SOFI | 11K | $175.00K |
 | AMZN | 10K | $2.12M |
 | ESPR | 10K | $27.00K |
 | OPAD | 8K | $5.00K |
 | SLB | 7K | $365.00K |
 | DVN | 7K | $342.00K |
 | TCBX | 7K | $257.00K |
 | UAL | 6K | $592.00K |
 | WPC | 6K | $436.00K |
 | TSLA | 6K | $2.37M |
 | CVGW | 6K | $159.00K |
Kinder Morgan, Inc.
KMI
Shares Held
102K
Value
$3.43M
Halliburton Company
HAL
Shares Held
64K
Value
$2.51M
Enterprise Products Partners L.P.
EPD
Shares Held
48K
Value
$1.80M
Service Corporation International
SCI
Shares Held
47K
Value
$3.88M
Energy Transfer LP
ET
Shares Held
31K
Value
$592.00K
NVIDIA Corporation
NVDA
Shares Held
30K
Value
$5.18M
Apple Inc.
AAPL
Shares Held
18K
Value
$4.55M
Exxon Mobil Corporation
XOM
Shares Held
15K
Value
$2.54M
The Boeing Company
BA
Shares Held
13K
Value
$2.52M
SoFi Technologies, Inc.
SOFI
Shares Held
11K
Value
$175.00K
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.12M
Esperion Therapeutics, Inc.
ESPR
Shares Held
10K
Value
$27.00K
Offerpad Solutions Inc.
OPAD
Shares Held
8K
Value
$5.00K
SLB N.V.
SLB
Shares Held
7K
Value
$365.00K
Devon Energy Corporation
DVN
Shares Held
7K
Value
$342.00K
Third Coast Bancshares, Inc.
TCBX
Shares Held
7K
Value
$257.00K
United Airlines Holdings, Inc.
UAL
Shares Held
6K
Value
$592.00K
W. P. Carey Inc.
WPC
Shares Held
6K
Value
$436.00K
Tesla, Inc.
TSLA
Shares Held
6K
Value
$2.37M
Calavo Growers, Inc.
CVGW
Shares Held
6K
Value
$159.00K