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
DUK
Duke Energy Corp

Utilities
1.1K
+ 31.04%
$105.87 - $121.97 $117K - $135K
4.66K $567K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
7.99K
+ 52.96%
$22.83 - $23.75 $182K - $190K
23.1K $531K
NEM
Newmont Corp

Basic Materials
175
+ 1.18%
$37.79 - $48.39 $6.61K - $8.47K
15K $723K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.1K
+ 68.0%
N/A
17.5K $416K
PLTR
Palantir Technologies Inc.

Technology
175
+ 1.0%
$64.98 - $124.62 $11.4K - $21.8K
17.8K $1.5M
FDL
First Tr Morningstar Dividend

ETFs
92
+ 0.18%
$39.69 - $43.83 $3.65K - $4.03K
51.3K $2.23M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
1.09K
+ 12.03%
$34.58 - $45.97 $37.7K - $50.1K
10.1K $466K
ITW
Illinois Tool Works Inc

Industrials
669
+ 50.87%
$244.9 - $274.48 $164K - $184K
1.98K $492K
NOC
Northrop Grumman Corp

Industrials
252
+ 38.07%
$433.45 - $513.82 $109K - $129K
914 $467K
XLE
Energy Sector Spdr

ETFs
129
+ 0.71%
$85.7 - $93.96 $11.1K - $12.1K
18.2K $1.7M
AEP
American Electric Power CO Inc

Utilities
646
+ 16.01%
$90.32 - $109.27 $58.3K - $70.6K
4.68K $511K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
732
+ 2.86%
$78.97 - $85.82 $57.8K - $62.8K
26.3K $2.18M
DE
Deere & CO

Industrials
180
+ 16.09%
$408.57 - $509.27 $73.5K - $91.7K
1.3K $609K
WMB
Williams Companies, Inc.

Energy
613
+ 3.65%
$54.02 - $61.09 $33.1K - $37.4K
17.4K $1.04M
CL
Colgate Palmolive CO

Consumer Defensive
1.19K
+ 15.81%
$85.68 - $97.5 $102K - $116K
8.69K $814K
NVS
Novartis Ag

Healthcare
200
+ 2.68%
$97.14 - $115.57 $19.4K - $23.1K
7.66K $853K
AES
Aes Corp

Utilities
10.8K
+ 71.45%
$9.93 - $13.23 $108K - $143K
26K $323K
CSCO
Cisco Systems, Inc.

Technology
1.08K
+ 4.49%
$58.74 - $64.87 $63.6K - $70.2K
25.2K $1.55M
PG
Procter & Gamble CO

Consumer Defensive
482
+ 3.01%
$158.56 - $176.26 $76.4K - $85K
16.5K $2.81M
CAH
Cardinal Health Inc

Healthcare
32
+ 0.52%
$118.02 - $137.77 $3.78K - $4.41K
6.2K $853K
JPM
Jpmorgan Chase & CO

Financial Services
54
+ 0.27%
$225.19 - $279.95 $12.2K - $15.1K
20K $4.9M
AEM
Agnico Eagle Mines LTD

Basic Materials
271
+ 8.77%
$79.66 - $108.41 $21.6K - $29.4K
3.36K $364K
XLC
Select Sector Spdr Tr Communic

ETFs
1.27K
+ 12.18%
$94.84 - $105.31 $120K - $133K
11.7K $1.12M
VZ
Verizon Communications Inc

Communication Services
1.1K
+ 8.81%
$37.81 - $46.49 $41.6K - $51.1K
13.6K $615K
IEF
Ishares Barclays

ETFs
1.07K
+ 20.95%
$91.17 - $95.39 $97.5K - $102K
6.17K $588K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.41K
+ 3.97%
$22.91 - $25.71 $32.3K - $36.2K
36.8K $935K
FDLO
Fidelity Covington Tr Low Vola

ETFs
1.89K
+ 24.2%
$59.43 - $63.22 $112K - $119K
9.7K $587K
FSLR
First Solar, Inc.

Technology
1.57K
+ 90.13%
$126.34 - $197.73 $198K - $311K
3.31K $418K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
8.63K
+ 12.49%
$16.76 - $17.69 $145K - $153K
77.7K $1.3M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
25
+ 2.08%
$402.49 - $513.76 $10.1K - $12.8K
1.23K $593K
PSLV
Sprott Physical Silver Trust

Financial Services
1.2K
+ 2.43%
$9.86 - $11.68 $11.8K - $14K
50.7K $587K
MA
Mastercard Inc

Financial Services
125
+ 6.6%
$504.67 - $576.31 $63.1K - $72K
2.02K $1.11M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
1.01K
+ 41.7%
$119.87 - $145.05 $121K - $146K
3.43K $428K
CME
Cme Group Inc.

Financial Services
156
+ 8.82%
$225.82 - $266.54 $35.2K - $41.6K
1.93K $510K
PAA
Plains All American Pipeline LP

Energy
911
+ 3.26%
$17.32 - $20.96 $15.8K - $19.1K
28.9K $577K
VTV
Vanguard Value ETF

ETFs
133
+ 0.61%
$167.73 - $179.21 $22.3K - $23.8K
22K $3.79M
ASML
Asml Holding Nv

Technology
183
+ 23.08%
$662.63 - $776.99 $121K - $142K
976 $646K
CMCSA
Comcast Corp

Communication Services
2.83K
+ 17.45%
$33.19 - $38.23 $93.9K - $108K
19K $702K
MPC
Marathon Petroleum Corp

Energy
50
+ 0.37%
$134.72 - $159.03 $6.74K - $7.95K
13.7K $2M
AEE
Ameren Corp

Utilities
61
+ 0.8%
$86.87 - $103.67 $5.3K - $6.32K
7.73K $775K
WM
Waste Management Inc

Industrials
20
+ 0.69%
$200.54 - $233.78 $4.01K - $4.68K
2.92K $675K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
1.83K
+ 39.54%
$60.91 - $71.4 $111K - $131K
6.46K $401K
TMUS
T Mobile Us, Inc.

Communication Services
107
+ 8.38%
$211.3 - $272.83 $22.6K - $29.2K
1.38K $369K
IXJ
Ishares Global Healthcare ETF

ETFs
391
+ 4.07%
$86.01 - $94.19 $33.6K - $36.8K
10K $912K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.56K
+ 8.21%
$50.39 - $50.66 $78.7K - $79.1K
20.6K $1.04M
AON
Aon PLC

Financial Services
53
+ 3.36%
$348.44 - $409.32 $18.5K - $21.7K
1.63K $650K
PSX
Phillips 66

Energy
4
+ 0.05%
$113.93 - $131.55 $456 - $526
8.64K $1.07M
HESM
Hess Midstream LP

Energy
1.08K
+ 15.65%
$37.59 - $43.88 $40.4K - $47.2K
7.94K $335K
SHW
Sherwin Williams CO

Basic Materials
210
+ 33.28%
$330.16 - $365.55 $69.3K - $76.8K
841 $293K
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