Avidian Wealth Solutions, LLC Incresed Positions in Q3 2025

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
12.4K
+ 2.05%
$620.67 - $670.08 $7.71M - $8.33M
619K $414M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
276K
+ 36.15%
$72.65 - $78.68 $20M - $21.7M
1.04M $81.4M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
447K
+ 1139.91%
$21.89 - $23.17 $9.79M - $10.4M
487K $11.2M
AAPL
Apple Inc.

Technology
9.54K
+ 6.08%
$202.38 - $256.87 $1.93M - $2.45M
166K $42.4M
IEFA
Ishares Tr

ETFs
23.8K
+ 1.24%
$81.7 - $87.53 $1.95M - $2.09M
1.94M $170M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
49.2K
+ 4.97%
$62.09 - $66.51 $3.06M - $3.27M
1.04M $67.9M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
72K
+ 5.3%
$50.73 - $52.47 $3.65M - $3.78M
1.43M $74.8M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
34.4K
+ 3.58%
$44.14 - $47.9 $1.52M - $1.65M
996K $47.3M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.14K
+ 0.54%
$62.54 - $68.42 $322K - $352K
952K $64.2M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
19.4K
+ 2.77%
$59.61 - $63.09 $1.16M - $1.23M
721K $45.3M
MBB
Ishares Tr

ETFs
23.5K
+ 3.42%
$92.46 - $95.73 $2.17M - $2.25M
709K $67.5M
GOOGL
Alphabet Inc.

Communication Services
3.61K
+ 11.49%
$174.36 - $254.72 $629K - $919K
35K $8.52M
MSFT
Microsoft Corp

Technology
3.48K
+ 8.29%
$491.09 - $535.64 $1.71M - $1.86M
45.4K $23.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.21K
+ 3.25%
$617.65 - $666.84 $744K - $804K
38.3K $25.5M
TSLA
Tesla, Inc.

Consumer Cyclical
1.98K
+ 15.43%
$293.94 - $444.72 $583K - $882K
14.8K $6.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
251
+ 0.48%
$567.77 - $614.76 $143K - $154K
52K $31.9M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
32.8K
+ 44.92%
$54.35 - $59.32 $1.78M - $1.95M
106K $6.27M
JCPB
J P Morgan Exchange Traded Fd

ETFs
41.4K
+ 6.75%
$46.37 - $47.77 $1.92M - $1.98M
654K $31.1M
SCHR
Schwab Intermediate Term Us Tr

ETFs
77.1K
+ 3.91%
$24.69 - $25.26 $1.9M - $1.95M
2.05M $51.6M
AVGO
Broadcom Inc.

Technology
2.2K
+ 9.21%
$264.74 - $369.57 $581K - $812K
26K $8.59M
XLG
Invesco Exchange Traded Fd Tr

ETFs
28.2K
+ 111.68%
$51.78 - $57.89 $1.46M - $1.63M
53.5K $3.08M
GOOG
Alphabet Inc.

Communication Services
1.2K
+ 5.82%
$175.16 - $255.24 $210K - $306K
21.8K $5.3M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
8.92K
+ 7.56%
$84.28 - $89.46 $752K - $798K
127K $11.3M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
9.83K
+ 2.25%
$47.56 - $49.7 $468K - $489K
447K $22.1M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.91K
+ 17.94%
$108.97 - $121.65 $753K - $841K
45.5K $5.49M
PLTR
Palantir Technologies Inc.

Technology
1.59K
+ 7.75%
$130.68 - $186.97 $207K - $297K
22K $4.02M
CVX
Chevron Corp

Energy
4.49K
+ 10.61%
$145.57 - $161.83 $653K - $726K
46.8K $7.27M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
14.5K
+ 1.45%
$45.6 - $46.92 $663K - $682K
1.02M $47.4M
GLD
Spdr Gold Trust

ETFs
2.06K
+ 26.32%
$300.96 - $355.47 $618K - $730K
9.86K $3.51M
PHYS
Sprott Physical Gold Trust

Financial Services
24.6K
+ 26.62%
$25.02 - $29.62 $616K - $729K
117K $3.47M
XOM
Exxon Mobil Corp

Energy
832
+ 0.41%
$105.83 - $117.22 $88.1K - $97.5K
201K $22.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.44K
+ 8.23%
$459.11 - $506.91 $659K - $727K
18.9K $9.49M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.14K
+ 0.56%
$59.11 - $67.35 $67.1K - $76.5K
206K $13.6M
ABBV
Abb Vie Inc.

Healthcare
1.16K
+ 7.25%
$184.85 - $231.54 $214K - $268K
17.1K $3.97M
AMZN
Amazon Com Inc

Consumer Cyclical
4.49K
+ 5.91%
$211.65 - $238.24 $951K - $1.07M
80.5K $17.7M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.34K
+ 152.51%
$225.11 - $247.9 $751K - $827K
5.53K $1.37M
JPM
Jpmorgan Chase & CO

Financial Services
1.12K
+ 5.64%
$282.78 - $316.06 $316K - $354K
20.9K $6.61M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
9.96K
+ 2.43%
$49.09 - $50.58 $489K - $504K
419K $21.2M
JNJ
Johnson & Johnson

Healthcare
1.23K
+ 6.63%
$155.17 - $185.42 $191K - $228K
19.8K $3.68M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
8.71K
+ 2.35%
$52.55 - $54.37 $458K - $474K
380K $20.6M
RDVY
First Trust Rising Dividend Ac

ETFs
2.81K
+ 2.2%
$62.38 - $67.29 $175K - $189K
130K $8.76M
OEF
Ishares S&P 100 ETF

ETFs
2.72K
+ 121.18%
N/A
4.97K $1.32M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
14.9K
+ 98.91%
$45.26 - $46.63 $676K - $697K
30.1K $1.39M
UNH
Unitedhealth Group Inc

Healthcare
1.64K
+ 94.41%
$237.77 - $353.61 $390K - $580K
3.38K $1.17M
DFIV
Dimensional ETF Tr

ETFs
8.26K
+ 11.78%
$42.66 - $46.53 $352K - $384K
78.3K $3.61M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
782
+ 10.53%
$224.68 - $282.71 $176K - $221K
8.21K $2.29M
VEA
Vanguard Ftse Developed Market

ETFs
3.27K
+ 2.31%
$56.02 - $60.3 $183K - $197K
145K $8.68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
899
+ 2.45%
$182.33 - $194.5 $164K - $175K
37.6K $7.32M
FPE
First Tr Pfd Secs & Income ETF

ETFs
14K
+ 1.94%
$17.81 - $18.39 $249K - $257K
736K $13.4M
Activity Summary
Buys All Purchases 390 New Holdings 54 Increased Positions 336 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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