Avidian Wealth Solutions, LLC Incresed Positions in Q2 2025

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
32.5K
+ 5.67%
$498.8 - $620.9 $16.2M - $20.2M
606K $376M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
432K
+ 81.46%
$36.14 - $44.23 $15.6M - $19.1M
962K $42.5M
IEFA
Ishares Tr

ETFs
45.9K
+ 2.45%
$67.83 - $84.09 $3.11M - $3.86M
1.92M $160M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
99.1K
+ 11.11%
$51.16 - $62.02 $5.07M - $6.15M
991K $61.5M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
205K
+ 59.95%
$35.35 - $42.68 $7.25M - $8.76M
547K $23.3M
IWF
Ishares Russell 1000 Gr ETF

ETFs
191
+ 0.15%
$320.42 - $424.58 $61.2K - $81.1K
128K $54.5M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.25K
+ 0.45%
$50.08 - $63.14 $213K - $268K
947K $59.8M
RDVY
First Trust Rising Dividend Ac

ETFs
122K
+ 2449.42%
$51.6 - $62.74 $6.32M - $7.68M
127K $8M
MSFT
Microsoft Corp

Technology
3.17K
+ 8.19%
$354.56 - $497.45 $1.13M - $1.58M
41.9K $20.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.77K
+ 15.04%
$456.74 - $568.03 $3.09M - $3.84M
51.8K $29.4M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
86.7K
+ 6.81%
$49.73 - $51.44 $4.31M - $4.46M
1.36M $70M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
33.9K
+ 5.08%
$50.39 - $60.05 $1.71M - $2.04M
701K $42.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.8K
+ 8.15%
$496.48 - $617.85 $1.39M - $1.73M
37.1K $22.9M
AMZN
Amazon Com Inc

Consumer Cyclical
3.77K
+ 5.21%
$167.32 - $223.3 $630K - $841K
76K $16.7M
META
Meta Platforms, Inc.

Communication Services
312
+ 2.08%
$484.66 - $738.09 $151K - $230K
15.3K $11.3M
MBB
Ishares Tr

ETFs
27.4K
+ 4.16%
$91.41 - $94.22 $2.5M - $2.58M
686K $64.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
53.1K
+ 14.9%
$48.46 - $50.2 $2.57M - $2.66M
409K $20.3M
VUG
Vanguard Growth ETF

ETFs
3.65K
+ 33.33%
$329.49 - $438.4 $1.2M - $1.6M
14.6K $6.41M
SCHR
Schwab Intermediate Term Us Tr

ETFs
75K
+ 3.95%
$24.54 - $25.07 $1.84M - $1.88M
1.97M $49.4M
VLUE
Ishares Msci Usa Value Factor

ETFs
6.18K
+ 3.36%
$93.5 - $113.21 $578K - $700K
190K $21.5M
JCPB
J P Morgan Exchange Traded Fd

ETFs
36.4K
+ 6.32%
$45.9 - $47.2 $1.67M - $1.72M
613K $28.8M
IYW
Ishares Dj Us Tech ETF

ETFs
4.27K
+ 15.19%
$122.57 - $173.27 $523K - $740K
32.4K $5.61M
EFV
Msci Eafe Value ETF

ETFs
21.7K
+ 45.13%
$52.4 - $64.65 $1.14M - $1.4M
69.9K $4.43M
SCHX
Schwab Strategic Tr Us Large C

ETFs
25.2K
+ 6.28%
$19.6 - $24.44 $494K - $616K
426K $10.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
28.7K
+ 2.95%
$45.12 - $46.23 $1.3M - $1.33M
1M $46.3M
PLTR
Palantir Technologies Inc.

Technology
2.71K
+ 15.25%
$74.01 - $144.25 $200K - $390K
20.5K $2.79M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
18.6K
+ 5.27%
$51.1 - $53.29 $949K - $990K
371K $19.8M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.13K
+ 0.56%
$50.27 - $62.05 $56.9K - $70.2K
205K $12.6M
TSLA
Tesla, Inc.

Consumer Cyclical
1.26K
+ 10.86%
$221.86 - $362.89 $280K - $457K
12.9K $4.09M
IEMG
Ishares Inc

ETFs
19.5K
+ 18.13%
N/A
127K $6.8M
GOOGL
Alphabet Inc.

Communication Services
2.24K
+ 7.66%
$144.7 - $178.6 $324K - $399K
31.4K $5.54M
VGT
Vanguard Information Technolog

ETFs
269
+ 3.92%
$470.37 - $663.28 $127K - $178K
7.13K $4.73M
QQQ
Invesco Qqq Trust, Series 1

ETFs
879
+ 16.83%
$416.06 - $551.64 $366K - $485K
6.1K $3.37M
VEU
Vanguard Ftse All World Ex Us

ETFs
339
+ 0.27%
$54.19 - $67.22 $18.4K - $22.8K
125K $8.38M
NFLX
Netflix Inc

Communication Services
80
+ 4.63%
$855.86 - $1339.13 $68.5K - $107K
1.81K $2.42M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.7K
+ 4.84%
$152.42 - $182.82 $258K - $310K
36.7K $6.71M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
3.24K
+ 2.74%
$49.55 - $60.46 $161K - $196K
121K $7.23M
IWV
Ishares Russell 3000 ETF

ETFs
1.63K
+ 48.47%
$281.67 - $351.0 $459K - $572K
5K $1.75M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.55K
+ 2.21%
$71.28 - $83.74 $182K - $214K
118K $9.88M
FPE
First Tr Pfd Secs & Income ETF

ETFs
28.2K
+ 4.06%
$16.93 - $17.81 $477K - $502K
722K $12.9M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
10.5K
+ 35.56%
$45.88 - $54.4 $479K - $568K
39.8K $2.17M
EFA
Ishares Tr Msci Eafe ETF

ETFs
774
+ 1.04%
$72.96 - $90.39 $56.5K - $70K
75.1K $6.71M
GOOG
Alphabet Inc.

Communication Services
876
+ 4.45%
$146.58 - $180.01 $128K - $158K
20.6K $3.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
29.3K
+ 20.03%
$24.32 - $27.87 $713K - $817K
176K $4.65M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
546
+ 7.93%
$141.37 - $228.57 $77.2K - $125K
7.43K $1.68M
DGRO
Ishares Core Dividend Growth E

ETFs
4.21K
+ 3.73%
$55.22 - $63.94 $232K - $269K
117K $7.49M
INDA
Ishares Msci India Index Fund

ETFs
720
+ 0.66%
$49.13 - $55.86 $35.4K - $40.2K
110K $6.1M
SCHO
Schwab Short Term Us Treasury

ETFs
18.9K
+ 3.47%
$24.19 - $24.45 $458K - $462K
563K $13.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.05K
+ 1.46%
$43.53 - $54.46 $45.8K - $57.3K
73.1K $3.98M
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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