Avidian Wealth Solutions, LLC Purchases in Q4 2024

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
5.5K
New
$50.76 - $55.23 $279K - $304K
5.5K $285K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
702
+ 11.61%
$172.07 - $207.36 $121K - $146K
6.75K $1.33M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.58K
+ 91.43%
$50.62 - $50.97 $282K - $284K
11.7K $592K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
6.22K
+ 136.45%
$47.63 - $52.63 $296K - $327K
10.8K $519K
EFG
Msci Eafe Growth ETF

ETFs
6.05K
+ 21.11%
$96.83 - $106.88 $586K - $647K
34.7K $3.36M
GPC
Genuine Parts CO

Consumer Cyclical
2.32K
New
$113.11 - $143.63 $262K - $333K
2.32K $270K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.4K
+ 28.43%
$53.94 - $58.15 $237K - $256K
19.9K $1.12M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.45K
New
$155.96 - $188.66 $225K - $273K
1.45K $269K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.12K
New
$61.52 - $66.5 $254K - $274K
4.12K $262K
ENOV
Enovis Corp

Industrials
5.98K
New
$38.5 - $49.33 $230K - $295K
5.98K $262K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
102K
+ 230.76%
$26.93 - $84.95 $2.76M - $8.7M
147K $4.01M
MS
Morgan Stanley

Financial Services
305
+ 3.03%
$104.42 - $134.99 $31.8K - $41.2K
10.4K $1.3M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.14K
+ 37.07%
$50.37 - $50.6 $259K - $260K
19K $957K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
12.6K
+ 5.07%
$36.54 - $37.53 $461K - $473K
261K $9.62M
KALU
Kaiser Aluminum Corp

Basic Materials
3.56K
New
$67.31 - $86.2 $239K - $307K
3.56K $249K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.21K
New
$201.32 - $217.44 $243K - $262K
1.21K $249K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.4K
New
N/A
10.4K $247K
CRM
Salesforce, Inc.

Technology
330
+ 14.99%
$270.87 - $367.87 $89.4K - $121K
2.53K $846K
AMP
Ameriprise Financial Inc

Financial Services
443
New
$473.15 - $574.01 $210K - $254K
443 $235K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.74K
New
$77.25 - $91.3 $212K - $250K
2.74K $233K
PH
Parker Hannifin Corp

Industrials
366
New
$621.74 - $709.46 $228K - $260K
366 $232K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.21K
+ 68.47%
$56.06 - $61.35 $236K - $258K
10.4K $585K
EEFT
Euronet Worldwide, Inc.

Technology
2.25K
New
$96.0 - $106.61 $216K - $239K
2.25K $230K
VST
Vistra Corp.

Utilities
1.64K
New
$115.74 - $166.61 $190K - $274K
1.64K $226K
CMC
Commercial Metals CO

Basic Materials
4.44K
New
$49.22 - $63.32 $218K - $281K
4.44K $220K
DFS
Discover Financial Services

Financial Services
1.26K
New
$136.3 - $182.67 $172K - $231K
1.26K $218K
KHC
Kraft Heinz CO

Consumer Defensive
6.92K
New
$30.1 - $36.02 $208K - $249K
6.92K $212K
APH
Amphenol Corp

Technology
3.05K
New
$62.07 - $75.35 $189K - $230K
3.05K $211K
ARCC
Ares Capital Corp

Financial Services
9.65K
New
$20.74 - $22.27 $200K - $215K
9.65K $211K
MPC
Marathon Petroleum Corp

Energy
3.24K
+ 31.1%
$131.65 - $174.84 $427K - $567K
13.7K $1.91M
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.07K
New
$40.06 - $45.21 $203K - $229K
5.07K $206K
CRWD
Crowd Strike Holdings, Inc.

Technology
597
New
$275.15 - $388.2 $164K - $232K
597 $204K
RMD
Resmed Inc

Healthcare
892
New
$228.69 - $256.07 $204K - $228K
892 $203K
MCO
Moodys Corp

Financial Services
427
New
$454.04 - $500.88 $194K - $214K
427 $202K
QQQ
Invesco Qqq Trust, Series 1

ETFs
158
+ 3.07%
$481.22 - $538.17 $76K - $85K
5.31K $2.72M
TROW
Price T Rowe Group Inc

Financial Services
1.65K
+ 68.7%
$106.48 - $124.69 $176K - $206K
4.06K $459K
PAGP
Plains Gp Holdings LP

Energy
10.8K
+ 91.44%
$17.2 - $20.02 $186K - $216K
22.6K $415K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
15K
+ 5.71%
$51.33 - $53.74 $772K - $808K
278K $14.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
614
+ 1.16%
$111.85 - $120.71 $68.7K - $74.1K
53.4K $6.15M
IWV
Ishares Russell 3000 ETF

ETFs
513
+ 24.87%
$323.08 - $349.08 $166K - $179K
2.58K $861K
MUB
Ishares National Muni Bond ETF

ETFs
2.47K
+ 6.08%
$105.78 - $108.7 $262K - $269K
43.1K $4.6M
BAC
Bank Of America Corp

Financial Services
949
+ 3.11%
$39.22 - $47.77 $37.2K - $45.3K
31.5K $1.38M
OKE
Oneok Inc

Energy
691
+ 6.54%
$92.28 - $117.05 $63.8K - $80.9K
11.3K $1.13M
SCHX
Schwab Strategic Tr Us Large C

ETFs
273K
+ 197.88%
$22.4 - $68.28 $6.11M - $18.6M
411K $9.52M
WFC
Wells Fargo & Company

Financial Services
603
+ 7.39%
$54.98 - $77.35 $33.2K - $46.6K
8.76K $615K
MA
Mastercard Inc

Financial Services
177
+ 10.31%
$491.3 - $536.15 $87K - $94.9K
1.89K $997K
ISRG
Intuitive Surgical Inc

Healthcare
245
+ 37.35%
$471.27 - $550.62 $115K - $135K
901 $470K
DUK
Duke Energy Corp

Utilities
1.47K
+ 70.49%
$105.76 - $120.76 $155K - $177K
3.55K $382K
NKE
Nike, Inc.

Consumer Cyclical
3.04K
+ 40.47%
$73.36 - $89.13 $223K - $271K
10.5K $797K
Activity Summary
Buys All Purchases 300 New Holdings 45 Increased Positions 255 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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