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
VDC
Vanguard Consumer Staples ETF

ETFs
89
+ 6.75%
$206.54 - $226.16 $18.4K - $20.1K
1.41K $307K
HON
Honeywell International Inc

Industrials
513
+ 9.01%
$202.75 - $226.52 $104K - $116K
6.21K $1.31M
GPC
Genuine Parts CO

Consumer Cyclical
179
+ 7.73%
$115.91 - $129.02 $20.7K - $23.1K
2.5K $297K
TJX
Tjx Companies Inc

Consumer Cyclical
173
+ 2.95%
$112.81 - $126.16 $19.5K - $21.8K
6.03K $734K
ALC
Alcon Inc

Healthcare
12
+ 0.5%
$82.73 - $96.8 $993 - $1.16K
2.42K $229K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
47
+ 0.25%
$76.94 - $78.28 $3.62K - $3.68K
18.9K $1.48M
VNQ
Vanguard Specialized Funds Van

ETFs
173
+ 3.61%
$85.55 - $94.34 $14.8K - $16.3K
4.96K $449K
FPE
First Tr Pfd Secs & Income ETF

ETFs
5.63K
+ 0.82%
$17.53 - $17.87 $98.7K - $101K
694K $12.2M
DVY
Ishares Tr

ETFs
118
+ 5.66%
$128.58 - $138.1 $15.2K - $16.3K
2.2K $295K
ISRG
Intuitive Surgical Inc

Healthcare
87
+ 9.66%
$476.63 - $610.45 $41.5K - $53.1K
988 $489K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
356
+ 4.1%
$65.27 - $71.18 $23.2K - $25.3K
9.03K $599K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
294
+ 1.92%
$50.87 - $51.09 $15K - $15K
15.6K $797K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
101
+ 8.37%
$196.12 - $229.48 $19.8K - $23.2K
1.31K $264K
APD
Air Products & Chemicals, Inc.

Basic Materials
32
+ 4.39%
$283.24 - $338.07 $9.06K - $10.8K
761 $224K
BHP
Bhp Group LTD

Basic Materials
304
+ 3.87%
$48.18 - $52.11 $14.6K - $15.8K
8.16K $396K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
23
+ 0.7%
$100.59 - $103.47 $2.31K - $2.38K
3.32K $343K
FNDX
Schwab Fundamental U S Large C

ETFs
1.02K
+ 0.5%
$23.03 - $25.01 $23.5K - $25.5K
206K $4.87M
DFS
Discover Financial Services

Financial Services
70
+ 5.54%
$152.99 - $203.25 $10.7K - $14.2K
1.33K $227K
AMAT
Applied Materials Inc

Technology
275
+ 14.87%
$145.06 - $195.51 $39.9K - $53.8K
2.12K $308K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
135
+ 0.73%
$24.6 - $24.99 $3.32K - $3.37K
18.7K $466K
ARCC
Ares Capital Corp

Financial Services
207
+ 2.15%
$21.28 - $23.81 $4.4K - $4.93K
9.85K $218K
BOND
Pimco Active Bond Exchange Tra

ETFs
5
+ 0.18%
$89.27 - $92.9 $446 - $465
2.74K $253K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
44
+ 0.41%
$20.2 - $22.24 $889 - $979
10.7K $231K
EMR
Emerson Electric CO

Industrials
461
+ 13.91%
$108.64 - $131.17 $50.1K - $60.5K
3.78K $414K
LOW
Lowes Companies Inc

Consumer Cyclical
139
+ 6.7%
$222.66 - $268.42 $30.9K - $37.3K
2.21K $516K
HYG
Ishares Tr

ETFs
24
+ 0.33%
$78.51 - $80.11 $1.88K - $1.92K
7.29K $574K
IYG
Ishares Tr

ETFs
1
+ 0.02%
$74.6 - $84.81 $74.6 - $84.8
4.65K $365K
CHRD
Oasis Petroleum Inc.

Energy
200
+ 3.89%
$101.34 - $127.78 $20.3K - $25.6K
5.35K $602K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
103
+ 1.02%
$10.44 - $10.89 $1.08K - $1.12K
10.2K $107K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
66
+ 0.11%
N/A
57.5K $1.81M
MET
Metlife Inc

Financial Services
133
+ 2.56%
$77.7 - $87.0 $10.3K - $11.6K
5.33K $427K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
468
+ 2.28%
$14.03 - $14.65 $6.57K - $6.86K
21K $296K
GIGB
Goldman Sachs ETF Access Invt
1.2K
+ 20.27%
N/A
7.13K $0
Linde PLC
200
+ 6.19%
N/A
3.43K $0
Noble Corp PLC
22.6K
+ 1.72%
N/A
1.33M $0
Ge Vernova Inc
146
+ 23.51%
N/A
767 $0
Tidal Tr Ii
137K
+ 193.79%
N/A
208K $0
First Tr Exchng Traded Fd Vi
577
+ 6.99%
N/A
8.83K $0
Ishares Bitcoin Trust ETF
3.83K
+ 11.86%
N/A
36.1K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.2K
+ 3.51%
N/A
35.5K $0
J P Morgan Exchange Traded F
9
+ 0.19%
N/A
4.83K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
15.4K
New
N/A
15.4K $0
ETF Ser Solutions
82.2K
+ 540.95%
N/A
97.4K $0
Jacobs Solutions Inc
87
+ 4.3%
N/A
2.11K $0
KALU
Kaiser Aluminum Corp

Basic Materials
561
+ 15.77%
$60.62 - $74.84 $34K - $42K
4.12K $249K
Ultimus Managers Tr
7.85K
New
N/A
7.85K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
3.15K
New
N/A
3.15K $0
Blackrock Inc
23
+ 2.89%
N/A
818 $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
68.8K
+ 85.5%
N/A
149K $0
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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