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
GLD
Spdr Gold Trust

ETFs
348
+ 4.66%
$273.71 - $316.29 $95.3K - $110K
7.81K $2.38M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.72K
New
$105.69 - $140.64 $181K - $241K
1.72K $226K
NDAQ
Nasdaq, Inc.

Financial Services
2.5K
New
$66.4 - $89.42 $166K - $224K
2.5K $223K
CRWD
Crowd Strike Holdings, Inc.

Technology
207
+ 28.2%
$321.63 - $509.31 $66.6K - $105K
941 $479K
IBMO
Ishares Tr Ibonds December 202

ETFs
8.55K
New
$25.32 - $25.63 $217K - $219K
8.55K $219K
IBMP
Ishares Tr Ibonds December 202

ETFs
8.66K
New
$24.98 - $25.35 $216K - $219K
8.66K $219K
SRE
Sempra Energy

Utilities
2.9K
New
$63.78 - $78.91 $185K - $229K
2.9K $219K
IRM
Iron Mountain Inc

Real Estate
2.11K
New
$76.93 - $105.25 $162K - $222K
2.11K $216K
APP
App Lovin Corp

Technology
616
New
$219.37 - $417.89 $135K - $257K
616 $215K
OMAB
Central North Airport Group

Industrials
2.02K
New
$72.48 - $106.35 $147K - $215K
2.02K $213K
CVS
Cvs Health Corp

Healthcare
3.04K
+ 100.16%
$60.04 - $70.18 $182K - $213K
6.07K $418K
TT
Trane Technologies PLC

Industrials
486
New
$315.21 - $437.41 $153K - $213K
486 $212K
BA
Boeing CO

Industrials
253
+ 6.19%
$136.59 - $217.51 $34.6K - $55K
4.34K $909K
KKR
Kkr & Co. Inc.

Financial Services
1.58K
New
$92.79 - $134.29 $147K - $213K
1.58K $210K
MEAR
Blackrock Short Maturity Munic

ETFs
4.18K
New
$49.74 - $50.27 $208K - $210K
4.18K $210K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.28K
+ 24.78%
$44.8 - $53.97 $147K - $177K
16.5K $889K
V
Visa Inc.

Financial Services
487
+ 6.22%
$308.27 - $373.31 $150K - $182K
8.32K $2.95M
CTAS
Cintas Corp

Industrials
937
New
$190.11 - $227.66 $178K - $213K
937 $208K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.93K
New
$35.77 - $42.27 $176K - $208K
4.93K $208K
ECL
Ecolab Inc.

Basic Materials
772
New
$225.65 - $270.95 $174K - $209K
772 $208K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6.87K
New
$26.18 - $30.91 $180K - $212K
6.87K $206K
MSTR
Microstrategy Inc

Technology
227
+ 23.45%
$237.95 - $421.61 $54K - $95.7K
1.2K $483K
FAST
Fastenal CO

Industrials
4.82K
New
$40.65 - $83.16 $196K - $401K
4.82K $202K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.02K
+ 59.37%
$25.04 - $25.18 $201K - $202K
21.5K $541K
FMC
Fmc Corp

Basic Materials
4.83K
New
$33.98 - $44.06 $164K - $213K
4.83K $201K
RTX
Raytheon Technologies Corp

Industrials
320
+ 2.82%
$113.75 - $148.48 $36.4K - $47.5K
11.7K $1.7M
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4.96K
New
$33.13 - $40.67 $164K - $202K
4.96K $201K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.92K
+ 19.06%
$50.36 - $50.68 $198K - $199K
24.5K $1.24M
AXP
American Express CO

Financial Services
323
+ 16.71%
$231.39 - $318.98 $74.7K - $103K
2.26K $719K
ZTS
Zoetis Inc.

Healthcare
1.49K
+ 39.19%
$144.41 - $170.3 $215K - $254K
5.3K $825K
NEM
Newmont Corp

Basic Materials
779
+ 5.2%
$44.18 - $59.46 $34.4K - $46.3K
15.8K $918K
CAH
Cardinal Health Inc

Healthcare
23
+ 0.37%
$125.0 - $168.0 $2.88K - $3.86K
6.22K $1.04M
DASH
Door Dash, Inc.

Communication Services
255
+ 13.32%
$163.16 - $246.51 $41.6K - $62.9K
2.17K $534K
HD
Home Depot, Inc.

Consumer Cyclical
499
+ 3.88%
$335.24 - $380.78 $167K - $190K
13.4K $4.9M
XLY
Select Sector Spdr Consumer Di

ETFs
53
+ 0.61%
$176.34 - $218.59 $9.35K - $11.6K
8.69K $1.89M
GE
General Electric CO

Industrials
49
+ 1.73%
$166.81 - $257.39 $8.17K - $12.6K
2.88K $741K
YMAR
First Tr Ex Tr Viii Cboe Vest
6.12K
+ 54.93%
$22.43 - $25.58 $137K - $157K
17.3K $440K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.86K
+ 59.87%
$91.43 - $91.74 $170K - $171K
4.98K $456K
EPD
Enterprise Products Partners L.P.

Energy
11.8K
+ 18.57%
$28.95 - $34.22 $341K - $404K
75.3K $2.33M
WFC
Wells Fargo & Company

Financial Services
1.24K
+ 16.43%
$60.98 - $80.12 $75.6K - $99.3K
8.79K $704K
MA
Mastercard Inc

Financial Services
236
+ 11.69%
$479.92 - $590.74 $113K - $139K
2.26K $1.27M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.66K
+ 35.38%
$97.29 - $105.63 $161K - $175K
6.34K $644K
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.7K
+ 5.14%
$25.48 - $27.78 $297K - $324K
239K $6.34M
OEF
Ishares S&P 100 ETF

ETFs
576
+ 34.47%
N/A
2.25K $597K
PM
Philip Morris International Inc.

Consumer Defensive
365
+ 9.83%
$149.23 - $184.95 $54.5K - $67.5K
4.08K $742K
PAVE
Global X Fds Us Infrastructure

ETFs
901
+ 4.62%
$33.78 - $43.68 $30.4K - $39.4K
20.4K $889K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
21
+ 0.13%
$57.14 - $72.68 $1.2K - $1.53K
16.4K $1.19M
MO
Altria Group, Inc.

Consumer Defensive
2.76K
+ 20.0%
$55.56 - $60.91 $153K - $168K
16.6K $970K
ASML
Asml Holding Nv

Technology
7
+ 0.72%
$595.37 - $815.24 $4.17K - $5.71K
983 $787K
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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