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
DRI
Darden Restaurants Inc

Consumer Cyclical
54
+ 3.63%
$186.58 - $225.78 $10.1K - $12.2K
1.54K $335K
ICF
Ishares Tr

ETFs
521
+ 2.46%
$54.56 - $62.47 $28.4K - $32.5K
21.7K $1.33M
AMP
Ameriprise Financial Inc

Financial Services
2
+ 0.45%
$422.19 - $533.73 $844 - $1.07K
448 $239K
F
Ford Motor CO

Consumer Cyclical
645
+ 3.43%
$8.69 - $10.85 $5.61K - $7K
19.5K $211K
DVY
Ishares Tr

ETFs
188
+ 8.53%
$118.37 - $134.86 $22.3K - $25.4K
2.39K $317K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
940
+ 9.92%
$22.54 - $23.17 $21.2K - $21.8K
10.4K $239K
ES
Eversource Energy

Utilities
176
+ 2.93%
$54.25 - $65.89 $9.55K - $11.6K
6.18K $393K
PFE
Pfizer Inc

Healthcare
1.71K
+ 9.39%
$21.59 - $24.84 $37K - $42.5K
19.9K $483K
ADP
Automatic Data Processing Inc

Industrials
56
+ 3.84%
$276.76 - $326.81 $15.5K - $18.3K
1.52K $467K
WM
Waste Management Inc

Industrials
123
+ 4.22%
$216.47 - $242.1 $26.6K - $29.8K
3.04K $695K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
529
+ 0.59%
$22.68 - $23.28 $12K - $12.3K
89.7K $2.08M
AVUV
American Centy ETF Tr Avantis

ETFs
3
+ 0.07%
$75.17 - $91.21 $226 - $274
4.19K $381K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
188
+ 2.59%
$42.62 - $45.37 $8.01K - $8.53K
7.44K $337K
GPC
Genuine Parts CO

Consumer Cyclical
82
+ 3.29%
$105.54 - $129.09 $8.65K - $10.6K
2.58K $312K
SPGI
S&P Global Inc.

Financial Services
10
+ 2.11%
$438.31 - $527.29 $4.38K - $5.27K
484 $255K
ETR
Entergy Corp

Utilities
243
+ 9.49%
$79.01 - $86.61 $19.2K - $21K
2.8K $233K
CMI
Cummins Inc

Industrials
15
+ 1.99%
$267.12 - $336.65 $4.01K - $5.05K
768 $251K
FAB
First Tr Multi Cap Value Alpha

ETFs
21
+ 0.29%
$68.87 - $81.27 $1.45K - $1.71K
7.22K $586K
PLUG
Plug Power Inc

Industrials
7.5K
+ 45.4%
$0.7 - $1.49 $5.25K - $11.2K
24K $35K
ENB
Enbridge Inc

Energy
99
+ 1.37%
$41.09 - $47.16 $4.07K - $4.67K
7.33K $332K
LOW
Lowes Companies Inc

Consumer Cyclical
164
+ 7.41%
$210.83 - $235.28 $34.6K - $38.6K
2.38K $527K
ELV
Elevance Health, Inc.

Healthcare
98
+ 16.47%
$372.27 - $452.69 $36.5K - $44.4K
693 $269K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
436
+ 2.07%
$13.7 - $14.3 $5.97K - $6.23K
21.5K $306K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3
+ 0.02%
$75.05 - $77.34 $225 - $232
12.9K $1M
SO
Southern CO

Utilities
106
+ 2.31%
$84.91 - $92.56 $9K - $9.81K
4.7K $431K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
1
+ 0.03%
$54.27 - $63.01 $54.3 - $63
3.37K $211K
FDX
Fedex Corp

Industrials
117
+ 10.55%
$198.07 - $245.17 $23.2K - $28.7K
1.23K $278K
EMB
Ishares Tr

ETFs
7
+ 0.22%
$86.54 - $92.62 $606 - $648
3.19K $295K
MET
Metlife Inc

Financial Services
68
+ 1.28%
$68.42 - $82.49 $4.65K - $5.61K
5.4K $434K
USA
Liberty All Star Equity Fund

Financial Services
216
+ 1.33%
$5.9 - $6.81 $1.27K - $1.47K
16.5K $112K
VZ
Verizon Communications Inc

Communication Services
795
+ 5.86%
$41.67 - $45.62 $33.1K - $36.3K
14.4K $621K
ORI
Old Republic International Corp

Financial Services
374
+ 3.52%
$35.25 - $39.79 $13.2K - $14.9K
11K $422K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
73
+ 0.49%
$44.68 - $45.96 $3.26K - $3.36K
15.1K $691K
PKG
Packaging Corp Of America

Consumer Cyclical
93
+ 7.11%
$175.97 - $201.36 $16.4K - $18.7K
1.4K $264K
CB
Chubb LTD

Financial Services
85
+ 5.16%
$274.32 - $302.46 $23.3K - $25.7K
1.73K $502K
RE
Everest Re Group LTD

Financial Services
10
+ 0.45%
N/A
2.23K $828K
PRU
Prudential Financial Inc

Financial Services
262
+ 4.5%
$95.12 - $112.71 $24.9K - $29.5K
6.08K $653K
FFIN
First Financial Bankshares Inc

Financial Services
55
+ 0.4%
$31.3 - $37.48 $1.72K - $2.06K
13.9K $499K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
16
+ 0.22%
$85.42 - $94.39 $1.37K - $1.51K
7.4K $694K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
6
+ 0.3%
$121.58 - $136.74 $729 - $820
1.99K $269K
TSI
Tcw Strategic Income Fund Inc

Financial Services
41
+ 0.41%
$4.73 - $4.96 $194 - $203
10.1K $49K
Perimeter Solutions Inc
14.7K
New
N/A
14.7K $0
Bunge Global Sa
2.77K
New
N/A
2.77K $0
CGMU
Capital Group Core Plus Income
20K
New
N/A
20K $0
Landbridge Company LLC
3.99K
New
N/A
3.99K $0
LQDW
Ishares Tr Invt Grade Corporat
8.79K
New
N/A
8.79K $0
Linde PLC
31
+ 0.9%
N/A
3.46K $0
J P Morgan Exchange Traded F
414
+ 8.57%
N/A
5.24K $0
Tidal Tr Ii
1.5K
+ 0.72%
N/A
210K $0
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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