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
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.02K
New
$168.84 - $202.89 $340K - $409K
2.02K $354K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
13.5K
New
$25.05 - $25.16 $338K - $340K
13.5K $339K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
4.77K
+ 114.35%
$58.01 - $64.46 $277K - $308K
8.95K $555K
AMCR
Amcor PLC

Consumer Cyclical
32K
New
$9.33 - $10.39 $298K - $332K
32K $310K
SLB
Schlumberger Limited

Energy
6.14K
+ 39.97%
$38.4 - $43.74 $236K - $269K
21.5K $898K
BNDX
Vanguard Total International B

ETFs
5.97K
New
$48.33 - $49.5 $288K - $295K
5.97K $291K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.5K
New
$24.79 - $25.26 $285K - $290K
11.5K $290K
WTTR
Select Energy Services, Inc.

Energy
27.5K
New
$9.37 - $14.56 $258K - $400K
27.5K $288K
MSTR
Microstrategy Inc

Technology
968
New
$239.27 - $396.5 $232K - $384K
968 $279K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.69K
New
$47.59 - $48.35 $271K - $275K
5.69K $275K
A
Agilent Technologies, Inc.

Healthcare
2.34K
New
$116.69 - $152.6 $272K - $356K
2.34K $273K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
164
+ 3.24%
$80.53 - $147.57 $13.2K - $24.2K
5.23K $691K
RWO
Spdr Dow Jones Global Real Est

ETFs
3.63K
+ 2.69%
$41.41 - $45.24 $150K - $164K
139K $6.05M
SPG
Simon Property Group Inc

Real Estate
1.54K
New
$159.48 - $187.78 $245K - $288K
1.54K $255K
PGR
Progressive Corp

Financial Services
901
New
$235.61 - $291.22 $212K - $262K
901 $254K
BCO
Brinks CO

Industrials
2.94K
New
$83.39 - $96.29 $245K - $283K
2.94K $253K
CI
Cigna Corp

Healthcare
184
+ 5.06%
$274.49 - $329.0 $50.5K - $60.5K
3.82K $1.26M
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
35K
New
$5.57 - $7.6 $195K - $266K
35K $249K
INTC
Intel Corp

Technology
10.9K
New
$19.1 - $27.39 $208K - $298K
10.9K $247K
NUE
Nucor Corp

Basic Materials
2.05K
New
$114.48 - $142.52 $234K - $291K
2.05K $246K
FNDF
Schwab Fundamental Intl Large

ETFs
1.61K
+ 2.5%
$32.9 - $37.45 $52.9K - $60.2K
65.8K $2.38M
PLD
Prologis, Inc.

Real Estate
2.18K
New
$103.59 - $124.04 $226K - $271K
2.18K $243K
COP
Conocophillips

Energy
1.31K
+ 7.47%
$88.6 - $105.85 $116K - $138K
18.8K $1.98M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.75K
+ 8.52%
$168.16 - $186.21 $462K - $512K
35K $5.99M
GILD
Gilead Sciences, Inc.

Healthcare
504
+ 5.49%
$89.14 - $117.41 $44.9K - $59.2K
9.68K $1.08M
EMN
Eastman Chemical CO

Basic Materials
2.68K
New
$87.05 - $103.47 $233K - $278K
2.68K $236K
HES
Hess Corp

Energy
1.48K
New
$135.42 - $160.52 $200K - $237K
1.48K $235K
EPD
Enterprise Products Partners L.P.

Energy
1.76K
+ 2.84%
$31.75 - $34.14 $55.8K - $59.9K
63.5K $2.17M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.82K
New
$126.86 - $146.45 $231K - $267K
1.82K $231K
IAU
Ishares Gold Trust

ETFs
1.83K
+ 14.2%
$49.74 - $58.96 $90.9K - $108K
14.7K $866K
MCK
Mckesson Corp

Healthcare
339
New
$566.21 - $672.99 $192K - $228K
339 $228K
AJG
Arthur J. Gallagher & Co.

Financial Services
658
New
$275.89 - $345.24 $182K - $227K
658 $227K
OEF
Ishares S&P 100 ETF

ETFs
845
+ 102.3%
N/A
1.67K $444K
RC
Ready Capital Corp

Real Estate
43.2K
New
$4.9 - $7.05 $212K - $305K
43.2K $219K
ETR
Entergy Corp

Utilities
2.56K
New
$75.26 - $87.89 $193K - $225K
2.56K $218K
APH
Amphenol Corp

Technology
3.46K
+ 113.51%
$61.62 - $78.55 $213K - $272K
6.51K $427K
WEC
Wec Energy Group, Inc.

Utilities
1.98K
New
$92.12 - $108.98 $182K - $216K
1.98K $215K
ABT
Abbott Laboratories

Healthcare
337
+ 3.87%
$111.1 - $140.22 $37.4K - $47.3K
9.04K $1.2M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.87K
New
$23.9 - $24.18 $212K - $214K
8.87K $214K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.19K
+ 35.86%
$50.48 - $51.04 $211K - $214K
15.9K $804K
IWV
Ishares Russell 3000 ETF

ETFs
789
+ 30.63%
$313.1 - $349.83 $247K - $276K
3.37K $1.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
184
+ 0.32%
$182.82 - $196.21 $33.6K - $36.1K
57.2K $10.8M
CTRA
Coterra Energy Inc.

Energy
7.16K
New
$25.51 - $29.83 $183K - $214K
7.16K $206K
TRV
Travelers Companies, Inc.

Financial Services
776
New
$232.43 - $265.13 $180K - $206K
776 $205K
CVS
Cvs Health Corp

Healthcare
3.03K
New
$44.22 - $68.64 $134K - $208K
3.03K $205K
AMT
American Tower Corp

Real Estate
921
New
$173.46 - $217.6 $160K - $200K
921 $200K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.81K
+ 62.92%
$97.25 - $104.79 $176K - $190K
4.68K $485K
F
Ford Motor CO

Consumer Cyclical
18.8K
New
$9.12 - $10.43 $172K - $196K
18.8K $188K
PFF
Ishares Trust Ishares Pfd And

ETFs
6.35K
+ 48.26%
$30.73 - $32.26 $195K - $205K
19.5K $599K
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