Avidian Wealth Solutions, LLC Purchases in Q3 2024

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
15.6K
+ 3.06%
$520.18 - $576.82 $8.09M - $8.98M
524K $302M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
167K
+ 2578.47%
$83.76 - $91.82 $14M - $15.3M
174K $15.9M
IEFA
Ishares Tr

ETFs
36.1K
+ 1.8%
$70.09 - $78.74 $2.53M - $2.84M
2.04M $159M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
46.1K
+ 4.58%
$57.32 - $62.65 $2.64M - $2.89M
1.05M $65.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
47.4K
+ 4.74%
$56.04 - $62.99 $2.66M - $2.99M
1.05M $64M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
33.9K
+ 3.62%
$49.82 - $52.8 $1.69M - $1.79M
971K $51.1M
MBB
Ishares Tr

ETFs
13K
+ 2.05%
$90.85 - $96.66 $1.18M - $1.26M
646K $61.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10.8K
+ 4.44%
$105.53 - $118.34 $1.14M - $1.27M
253K $29.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
22.3K
+ 3.52%
$51.29 - $56.57 $1.15M - $1.26M
657K $37.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
43.2K
+ 6.03%
$44.83 - $47.42 $1.94M - $2.05M
760K $35.8M
SCHR
Schwab Intermediate Term Us Tr

ETFs
20.8K
+ 2.09%
$48.4 - $50.91 $1.01M - $1.06M
1.02M $51.4M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
2.64K
+ 0.61%
$44.07 - $50.57 $116K - $133K
436K $22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
20.7K
+ 3.24%
$36.98 - $41.55 $767K - $862K
661K $27.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
34.5K
+ 40.2%
$46.9 - $51.96 $1.62M - $1.79M
120K $6.2M
EFV
Msci Eafe Value ETF

ETFs
33.2K
+ 117.15%
$51.72 - $57.96 $1.72M - $1.92M
61.5K $3.54M
USFR
Wisdomtree Floating Rate Treas

ETFs
35.5K
New
$50.2 - $50.48 $1.78M - $1.79M
35.5K $1.78M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
13.6K
+ 8.56%
$79.58 - $91.64 $1.08M - $1.25M
173K $15.6M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3.22K
+ 2.49%
$95.1 - $106.76 $306K - $343K
132K $14.1M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
12.9K
+ 14.51%
$75.88 - $83.21 $977K - $1.07M
102K $8.46M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
12.8K
+ 3.73%
$39.66 - $43.57 $509K - $559K
357K $15.5M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.98K
+ 1.14%
$79.92 - $88.19 $158K - $175K
177K $15.6M
XOM
Exxon Mobil Corp

Energy
8.54K
+ 4.51%
$109.72 - $119.0 $937K - $1.02M
198K $23.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
296
+ 0.67%
$475.2 - $527.7 $141K - $156K
44.5K $23.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
13.1K
+ 199.12%
$100.3 - $100.74 $1.31M - $1.32M
19.7K $1.98M
SPTL
Spdr Portfolio Long Term Treas

ETFs
10.5K
+ 2.08%
$26.69 - $29.87 $281K - $315K
517K $15M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
16K
+ 4.5%
$45.6 - $46.83 $728K - $747K
371K $17.4M
META
Meta Platforms, Inc.

Communication Services
392
+ 2.99%
$453.41 - $572.44 $178K - $224K
13.5K $7.73M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.01K
+ 3.54%
$50.85 - $53.88 $458K - $486K
263K $14.2M
TQQQ
Proshares Ultrapro Qqq

ETFs
17K
+ 8.8%
$53.19 - $84.93 $905K - $1.45M
210K $15.3M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
18.2K
+ 3.96%
$25.38 - $26.27 $461K - $477K
477K $12.5M
RWO
Spdr Dow Jones Global Real Est

ETFs
596
+ 0.44%
$41.23 - $48.48 $24.6K - $28.9K
136K $6.45M
VV
Vanguard Large Cap ETF

ETFs
2.91K
New
$236.92 - $263.4 $690K - $768K
2.91K $767K
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3.19K
+ 1.67%
$52.27 - $60.45 $167K - $193K
195K $11.5M
TSLA
Tesla, Inc.

Consumer Cyclical
919
+ 12.1%
$191.76 - $263.26 $176K - $242K
8.51K $2.23M
DGRO
Ishares Core Dividend Growth E

ETFs
1.6K
+ 1.35%
$57.47 - $62.76 $92K - $100K
120K $7.55M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
9.21K
+ 3.84%
$36.06 - $37.66 $332K - $347K
249K $9.37M
ITM
Vaneck Intermediate Muni ETF

ETFs
3.65K
+ 0.81%
$45.67 - $47.0 $167K - $171K
455K $21.3M
VEA
Vanguard Ftse Developed Market

ETFs
3.2K
+ 2.33%
$47.6 - $53.31 $152K - $170K
140K $7.41M
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.21K
+ 0.77%
$17.35 - $18.22 $90.5K - $95K
681K $12.3M
INDA
Ishares Msci India Index Fund

ETFs
3.79K
+ 2.84%
$54.86 - $59.22 $208K - $224K
137K $8.01M
IAU
Ishares Gold Trust

ETFs
11.5K
New
$44.06 - $50.5 $506K - $580K
11.5K $571K
VTV
Vanguard Value ETF

ETFs
1.41K
+ 6.91%
$159.75 - $174.57 $225K - $246K
21.8K $3.81M
NEE
Nextera Energy Inc

Utilities
5.05K
+ 66.15%
$69.9 - $84.97 $353K - $429K
12.7K $1.07M
BXSL
Blackstone Secured Lending Fund

Financial Services
19K
+ 53.78%
$28.75 - $31.59 $547K - $601K
54.4K $1.59M
XLK
Technology Sector Spdr

ETFs
2.25K
+ 35.9%
$197.34 - $237.68 $444K - $535K
8.52K $1.92M
EFA
Ishares Tr Msci Eafe ETF

ETFs
182
+ 0.2%
$75.32 - $84.37 $13.7K - $15.4K
92.5K $7.73M
FDLO
Fidelity Covington Tr Low Vola

ETFs
8.17K
New
$56.38 - $61.35 $461K - $501K
8.17K $501K
EWW
Ishares Inc Msci Mexico ETF

ETFs
7.8K
+ 7.27%
$57.0 - $57.0 $445K - $445K
115K $6.56M
BX
Blackstone Inc.

Financial Services
120
+ 0.75%
$120.77 - $159.66 $14.5K - $19.2K
16.1K $2.47M
Activity Summary
Buys All Purchases 293 New Holdings 41 Increased Positions 252 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 0 Puts 0
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