Avidian Wealth Solutions, LLC Purchases in Q2 2025

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
546
+ 7.93%
$141.37 - $228.57 $77.2K - $125K
7.43K $1.68M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10.6K
New
$49.98 - $50.26 $529K - $532K
10.6K $530K
DGRO
Ishares Core Dividend Growth E

ETFs
4.21K
+ 3.73%
$55.22 - $63.94 $232K - $269K
117K $7.49M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
9.91K
New
$50.29 - $50.56 $498K - $501K
9.91K $500K
PULS
Pgim ETF Tr

ETFs
10.1K
New
$49.39 - $49.76 $497K - $501K
10.1K $500K
INDA
Ishares Msci India Index Fund

ETFs
720
+ 0.66%
$49.13 - $55.86 $35.4K - $40.2K
110K $6.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.19K
New
$171.4 - $227.1 $375K - $497K
2.19K $496K
SCHO
Schwab Short Term Us Treasury

ETFs
18.9K
+ 3.47%
$24.19 - $24.45 $458K - $462K
563K $13.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.05K
+ 1.46%
$43.53 - $54.46 $45.8K - $57.3K
73.1K $3.98M
AMD
Advanced Micro Devices Inc

Technology
2.39K
+ 85.63%
$78.21 - $143.81 $187K - $344K
5.18K $735K
BITO
Proshares Tr Bitcoin Strategy

ETFs
19.4K
New
$16.69 - $23.43 $324K - $455K
19.4K $418K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11K
+ 73.28%
$29.52 - $35.31 $326K - $390K
26.1K $920K
ETN
Eaton Corp PLC

Industrials
95
+ 2.28%
$246.52 - $356.99 $23.4K - $33.9K
4.25K $1.52M
INTU
Intuit Inc

Technology
484
New
$544.07 - $787.63 $263K - $381K
484 $381K
IVE
Ishares S&P 500 Value ETF

ETFs
867
+ 2.02%
$168.34 - $195.42 $146K - $169K
43.9K $8.57M
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.06K
New
$53.23 - $70.65 $323K - $428K
6.06K $350K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
16.2K
+ 70.04%
$22.18 - $23.36 $359K - $378K
39.3K $878K
LHX
L3 Harris Technologies, Inc.

Industrials
1.33K
New
$200.21 - $256.99 $267K - $343K
1.33K $334K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.86K
+ 46.57%
$45.07 - $52.57 $354K - $413K
24.7K $1.21M
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
5.69K
New
$46.22 - $57.51 $263K - $327K
5.69K $326K
STX
Seagate Technology Holdings PLC

Technology
242
+ 4.98%
$66.54 - $144.33 $16.1K - $34.9K
5.1K $736K
MPC
Marathon Petroleum Corp

Energy
262
+ 1.91%
$118.55 - $170.08 $31.1K - $44.6K
14K $2.32M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
27
+ 0.59%
$179.95 - $278.88 $4.86K - $7.53K
4.59K $1.28M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.4K
+ 5.33%
$75.29 - $91.16 $106K - $128K
27.7K $2.5M
DOW
Dow Inc.

Basic Materials
11.8K
New
$25.81 - $34.89 $303K - $410K
11.8K $311K
CAT
Caterpillar Inc

Industrials
193
+ 4.89%
$273.94 - $388.21 $52.9K - $74.9K
4.14K $1.61M
VST
Vistra Corp.

Utilities
1.57K
New
$98.07 - $195.04 $154K - $305K
1.57K $303K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
12.4K
New
$22.57 - $23.23 $281K - $289K
12.4K $288K
RWO
Spdr Dow Jones Global Real Est

ETFs
4.95K
+ 3.57%
$38.85 - $45.0 $192K - $223K
144K $6.34M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.12K
+ 34.89%
$55.54 - $69.09 $173K - $216K
12.1K $833K
CARR
Carrier Global Corp

Industrials
3.74K
New
$55.55 - $75.83 $208K - $284K
3.74K $273K
MELI
Mercadolibre Inc

Consumer Cyclical
103
New
$1794.73 - $2613.63 $185K - $269K
103 $269K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
168
+ 0.6%
$49.85 - $64.51 $8.37K - $10.8K
28.3K $1.83M
AVB
Avalonbay Communities Inc

Real Estate
1.28K
New
$187.23 - $215.61 $239K - $276K
1.28K $260K
MCO
Moodys Corp

Financial Services
477
+ 94.08%
$396.7 - $501.59 $189K - $239K
984 $493K
TMUS
T Mobile Us, Inc.

Communication Services
1.24K
+ 89.31%
$220.99 - $268.54 $273K - $332K
2.62K $624K
EOG
Eog Resources Inc

Energy
2.35K
+ 69.42%
$104.61 - $129.97 $246K - $306K
5.75K $687K
APH
Amphenol Corp

Technology
326
+ 5.01%
$59.09 - $98.75 $19.3K - $32.2K
6.84K $675K
ACWI
Ishares Msci Acwi ETF

ETFs
240
+ 1.35%
$103.59 - $128.6 $24.9K - $30.9K
18K $2.32M
SPOT
Spotify Technology S.A.

Communication Services
323
New
$503.3 - $775.9 $163K - $251K
323 $247K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11K
New
$22.3 - $22.57 $245K - $248K
11K $246K
PH
Parker Hannifin Corp

Industrials
352
New
$517.23 - $700.54 $182K - $247K
352 $245K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.7K
New
$22.81 - $22.97 $244K - $246K
10.7K $245K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.25K
New
$57.41 - $74.81 $187K - $243K
3.25K $241K
SSO
Proshares Ultra S&P 500

ETFs
1.18K
+ 14.23%
$64.8 - $97.72 $76.7K - $116K
9.5K $928K
SNV
Synovus Financial Corp

Financial Services
4.63K
New
$38.27 - $51.75 $177K - $240K
4.63K $239K
GS
Goldman Sachs Group Inc

Financial Services
338
New
$462.22 - $707.75 $156K - $239K
338 $239K
IXN
Ishares Global Information Tec

ETFs
58
+ 0.42%
$65.81 - $92.34 $3.82K - $5.36K
14K $1.29M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.81K
+ 84.56%
$47.89 - $48.65 $230K - $234K
10.5K $510K
Activity Summary
Buys All Purchases 301 New Holdings 57 Increased Positions 244 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 0 Puts 0
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