Avidian Wealth Solutions, LLC Purchases in Q1 2025

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
576K
New
$45.56 - $47.23 $26.3M - $27.2M
576K $27.1M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
532K
+ 981.89%
$50.72 - $50.92 $27M - $27.1M
586K $29.8M
VLUE
Ishares Msci Usa Value Factor

ETFs
184K
New
$104.89 - $113.56 $19.3M - $20.9M
184K $19.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
356K
New
$49.69 - $50.76 $17.7M - $18.1M
356K $17.8M
FVAL
Fidelity Covington Tr Value Fa

ETFs
252K
New
$58.79 - $65.0 $14.8M - $16.4M
252K $15M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
235K
+ 22.63%
$49.67 - $51.43 $11.7M - $12.1M
1.27M $65.1M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
195K
+ 25.06%
$44.72 - $46.25 $8.71M - $9.01M
972K $44.8M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
146K
+ 17.32%
$64.88 - $72.1 $9.44M - $10.5M
986K $64.8M
TQQQ
Proshares Ultrapro Qqq

ETFs
187K
+ 103.88%
$57.3 - $90.39 $10.7M - $16.9M
366K $21M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
163K
+ 44.54%
$40.87 - $45.28 $6.67M - $7.4M
530K $22M
SCHO
Schwab Short Term Us Treasury

ETFs
147K
+ 36.9%
$24.1 - $24.34 $3.54M - $3.57M
544K $13.3M
DFIV
Dimensional ETF Tr

ETFs
54.5K
+ 289.53%
$35.33 - $40.77 $1.93M - $2.22M
73.4K $2.89M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.6K
+ 0.91%
$18.36 - $20.51 $231K - $258K
1.39M $27.6M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
46.4K
+ 12.32%
$44.81 - $46.22 $2.08M - $2.15M
423K $19.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
41.7K
+ 3.94%
$49.25 - $50.66 $2.05M - $2.11M
1.1M $54.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
234
+ 1.49%
$442.66 - $534.52 $104K - $125K
16K $8.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
24.4K
+ 235.64%
$53.6 - $58.97 $1.31M - $1.44M
34.8K $1.9M
USFR
Wisdomtree Floating Rate Treas

ETFs
24K
+ 40.22%
$50.29 - $50.5 $1.21M - $1.21M
83.8K $4.22M
CVX
Chevron Corp

Energy
1.26K
+ 3.03%
$146.71 - $167.97 $185K - $211K
42.8K $7.16M
XLG
Invesco Exchange Traded Fd Tr

ETFs
19K
New
$45.72 - $51.73 $867K - $981K
19K $872K
VB
Vanguard Small Cap ETF

ETFs
3.77K
+ 180.13%
$217.89 - $252.64 $822K - $953K
5.87K $1.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
33.9K
+ 53.88%
$25.58 - $29.24 $867K - $991K
96.8K $2.54M
SSO
Proshares Ultra S&P 500

ETFs
8.32K
New
$80.57 - $100.21 $670K - $834K
8.32K $688K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
51
+ 0.04%
$49.06 - $56.82 $2.5K - $2.9K
118K $6.51M
ABBV
Abb Vie Inc.

Healthcare
709
+ 4.35%
$169.2 - $216.66 $120K - $154K
17K $3.56M
IVE
Ishares S&P 500 Value ETF

ETFs
3.49K
+ 8.83%
$185.78 - $198.58 $648K - $693K
43K $8.19M
JNJ
Johnson & Johnson

Healthcare
1.7K
+ 9.93%
$142.06 - $167.7 $241K - $285K
18.8K $3.12M
BP
Bp PLC

Energy
15.3K
+ 52.91%
$29.93 - $35.31 $458K - $541K
44.3K $1.5M
HEFA
Ishares Currency Hedged Msci E

ETFs
6.69K
+ 2.73%
$34.83 - $37.52 $233K - $251K
252K $9.14M
T
At&T Inc.

Communication Services
8.88K
+ 15.58%
$21.56 - $28.28 $191K - $251K
65.9K $1.86M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
2.1K
+ 1.59%
$97.38 - $104.52 $205K - $220K
135K $13.8M
BXSL
Blackstone Secured Lending Fund

Financial Services
15.8K
+ 26.64%
$31.3 - $34.5 $494K - $545K
75.1K $2.43M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.91K
+ 46.21%
$56.17 - $59.71 $501K - $532K
28.2K $1.61M
VTI
Vanguard Total Stock Market Et

ETFs
2.15K
+ 31.01%
$271.18 - $303.12 $584K - $653K
9.1K $2.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.62K
+ 19.4%
$100.34 - $100.68 $463K - $465K
28.4K $2.86M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.91K
+ 1.96%
$53.35 - $58.68 $208K - $229K
203K $11.4M
LLY
Eli Lilly & CO

Healthcare
243
+ 4.94%
$725.72 - $929.72 $176K - $226K
5.17K $4.27M
UBER
Uber Technologies, Inc

Technology
6.33K
New
$63.17 - $81.49 $400K - $516K
6.33K $461K
VV
Vanguard Large Cap ETF

ETFs
1.85K
+ 63.59%
$253.32 - $282.66 $469K - $524K
4.77K $1.23M
IEMG
Ishares Inc

ETFs
7.78K
+ 7.82%
N/A
107K $5.76M
MDT
Medtronic PLC

Healthcare
3.39K
+ 30.18%
$79.84 - $94.5 $270K - $320K
14.6K $1.31M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.33K
+ 48.01%
$71.17 - $73.66 $379K - $393K
16.4K $1.21M
GLDM
World Gold Trust

ETFs
5.68K
+ 103.31%
$52.19 - $61.89 $297K - $352K
11.2K $692K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.51K
+ 47.85%
$51.45 - $58.51 $489K - $556K
29.4K $1.52M
KMB
Kimberly Clark Corp

Consumer Defensive
2.44K
+ 62.72%
$124.46 - $147.4 $304K - $360K
6.33K $900K
ES
Eversource Energy

Utilities
6K
New
$55.63 - $63.8 $334K - $383K
6K $372K
RGLD
Royal Gold Inc

Basic Materials
2.24K
New
$132.55 - $163.51 $296K - $366K
2.24K $365K
IBM
International Business Machines Corp

Technology
544
+ 6.97%
$217.4 - $264.74 $118K - $144K
8.35K $2.08M
SHEL
Shell PLC

Energy
1.71K
+ 7.87%
$62.84 - $73.29 $108K - $125K
23.5K $1.72M
Activity Summary
Buys All Purchases 301 New Holdings 44 Increased Positions 257 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email