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
BTI
British American Tobacco P.L.C.

Consumer Defensive
309
+ 2.4%
$35.35 - $42.74 $10.9K - $13.2K
13.2K $544K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
107
+ 0.99%
$47.66 - $57.45 $5.1K - $6.15K
10.9K $592K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.32K
+ 10.18%
$120.24 - $134.3 $159K - $178K
14.3K $1.75M
CB
Chubb LTD

Financial Services
106
+ 6.87%
$257.71 - $301.99 $27.3K - $32K
1.65K $497K
FNF
Fidelity National Financial, Inc.

Financial Services
478
+ 11.1%
$54.25 - $65.27 $25.9K - $31.2K
4.79K $311K
EMB
Ishares Tr

ETFs
712
+ 28.83%
$88.64 - $92.03 $63.1K - $65.5K
3.18K $288K
TMO
Thermo Fisher Scientific Inc.

Healthcare
188
+ 16.59%
$497.6 - $606.74 $93.5K - $114K
1.32K $657K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
435
+ 1.28%
$77.7 - $78.94 $33.8K - $34.3K
34.3K $2.71M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
124
+ 11.31%
$208.48 - $244.03 $25.9K - $30.3K
1.22K $297K
ICE
Intercontinental Exchange, Inc.

Financial Services
109
+ 5.68%
$142.8 - $176.36 $15.6K - $19.2K
2.03K $349K
UNH
Unitedhealth Group Inc

Healthcare
39
+ 1.62%
$461.52 - $548.18 $18K - $21.4K
2.45K $1.28M
C
Citigroup Inc

Financial Services
821
+ 12.47%
$67.23 - $84.63 $55.2K - $69.5K
7.41K $525K
ALL
Allstate Corp

Financial Services
59
+ 1.69%
$180.99 - $210.18 $10.7K - $12.4K
3.55K $735K
AFL
Aflac Inc

Financial Services
92
+ 1.44%
$100.99 - $111.19 $9.29K - $10.2K
6.48K $720K
LNG
Cheniere Energy, Inc.

Energy
124
+ 6.61%
$209.32 - $253.66 $26K - $31.5K
2K $463K
LQD
Ishares Iboxx $ Investment Gra

ETFs
496
+ 15.19%
$105.1 - $109.61 $52.1K - $54.4K
3.76K $408K
KMI
Kinder Morgan, Inc.

Energy
10
+ 0.02%
$26.1 - $31.22 $261 - $312
50.7K $1.45M
GHYB
Gs ETF Tr Access High Yield CO

ETFs
1.24K
+ 20.66%
$44.26 - $45.22 $54.9K - $56.1K
7.25K $322K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
362
+ 22.39%
$128.74 - $138.67 $46.6K - $50.2K
1.98K $268K
CRWD
Crowd Strike Holdings, Inc.

Technology
137
+ 22.95%
$308.86 - $455.36 $42.3K - $62.4K
734 $258K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
6
+ 3.3%
$1187.71 - $1432.58 $7.13K - $8.6K
188 $269K
WSO
Watsco Inc

Industrials
19
+ 1.59%
$463.86 - $530.75 $8.81K - $10.1K
1.22K $617K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
590
+ 7.21%
$49.08 - $52.44 $29K - $30.9K
8.78K $453K
XLF
Financial Sector Spdr

ETFs
409
+ 2.02%
$47.32 - $52.19 $19.4K - $21.3K
20.7K $1.03M
CWB
Spdr Bloomberg Convertible Sec

ETFs
700
+ 17.11%
$75.99 - $81.58 $53.2K - $57.1K
4.79K $367K
SYK
Stryker Corp

Healthcare
42
+ 1.57%
$355.18 - $399.9 $14.9K - $16.8K
2.72K $1.01M
TSI
Tcw Strategic Income Fund Inc

Financial Services
10K
New
$4.76 - $4.93 $47.7K - $49.4K
10K $48K
SUN
Sunoco LP

Energy
24
+ 0.35%
$51.29 - $59.25 $1.23K - $1.42K
6.86K $398K
ZTS
Zoetis Inc.

Healthcare
241
+ 6.76%
$156.48 - $175.67 $37.7K - $42.3K
3.81K $626K
BSX
Boston Scientific Corp

Healthcare
90
+ 2.88%
$89.38 - $106.18 $8.04K - $9.56K
3.21K $324K
MLN
Vaneck Long Muni ETF

ETFs
3.53K
+ 10.62%
$17.22 - $18.0 $60.7K - $63.5K
36.7K $638K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
276
+ 2.18%
$73.78 - $76.59 $20.4K - $21.1K
12.9K $990K
SNY
Sanofi

Healthcare
43
+ 0.75%
$48.15 - $59.42 $2.07K - $2.56K
5.75K $319K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
107
+ 0.48%
$126.11 - $135.06 $13.5K - $14.5K
22.5K $2.9M
BSM
Black Stone Minerals, L.P.

Energy
1.5K
+ 5.45%
$14.48 - $15.59 $21.7K - $23.4K
29K $442K
TRGP
Targa Resources Corp.

Energy
26
+ 1.61%
$178.44 - $217.22 $4.64K - $5.65K
1.64K $328K
MSI
Motorola Solutions, Inc.

Technology
150
+ 14.62%
$411.73 - $482.1 $61.8K - $72.3K
1.18K $514K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
53
+ 0.72%
$87.68 - $94.52 $4.65K - $5.01K
7.39K $691K
ADI
Analog Devices Inc

Technology
258
+ 22.3%
$201.56 - $243.82 $52K - $62.9K
1.42K $285K
DRI
Darden Restaurants Inc

Consumer Cyclical
41
+ 2.84%
$180.02 - $208.56 $7.38K - $8.55K
1.49K $308K
MPLX
Mplx LP

Energy
109
+ 1.94%
$47.88 - $54.65 $5.22K - $5.96K
5.72K $306K
ORI
Old Republic International Corp

Financial Services
142
+ 1.35%
$33.46 - $39.22 $4.75K - $5.57K
10.6K $416K
VCIT
Vanguard Intermediate Term Cor

ETFs
236
+ 2.14%
$79.17 - $82.04 $18.7K - $19.4K
11.3K $922K
HPQ
Hp Inc

Technology
2.61K
+ 34.48%
$27.69 - $34.72 $72.2K - $90.5K
10.2K $281K
SCHW
Schwab Charles Corp

Financial Services
154
+ 2.91%
$71.24 - $83.64 $11K - $12.9K
5.44K $425K
QCOM
Qualcomm Inc

Technology
221
+ 3.61%
$151.94 - $175.86 $33.6K - $38.9K
6.34K $973K
MCO
Moodys Corp

Financial Services
80
+ 18.74%
$437.8 - $527.48 $35K - $42.2K
507 $236K
ADP
Automatic Data Processing Inc

Industrials
50
+ 3.55%
$286.85 - $318.64 $14.3K - $15.9K
1.46K $446K
NEAR
Blackrock Short Maturity Bond

ETFs
555
+ 8.21%
$50.4 - $50.89 $28K - $28.2K
7.31K $371K
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
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