Avidian Wealth Solutions, LLC Incresed Positions in Q3 2024

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XLC
Select Sector Spdr Tr Communic

ETFs
4.46K
+ 73.95%
$82.16 - $90.4 $367K - $403K
10.5K $949K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.5K
+ 94.11%
$49.7 - $56.11 $373K - $421K
15.5K $850K
PHYS
Sprott Physical Gold Trust

Financial Services
9.72K
+ 11.86%
$18.12 - $20.72 $176K - $201K
91.7K $1.87M
RTX
Raytheon Technologies Corp

Industrials
572
+ 3.99%
$99.55 - $123.34 $56.9K - $70.6K
14.9K $1.8M
AVGO
Broadcom Inc.

Technology
18.8K
+ 932.8%
$136.27 - $1745.86 $2.56M - $32.8M
20.8K $3.59M
PM
Philip Morris International Inc.

Consumer Defensive
2.29K
+ 59.4%
$101.25 - $127.45 $232K - $291K
6.14K $744K
KO
Coca Cola CO

Consumer Defensive
1.17K
+ 3.59%
$62.69 - $73.01 $73.6K - $85.7K
33.9K $2.44M
JNJ
Johnson & Johnson

Healthcare
452
+ 2.77%
$145.48 - $167.38 $65.8K - $75.7K
16.7K $2.71M
FNDX
Schwab Fundamental U S Large C

ETFs
159
+ 0.24%
$65.36 - $71.76 $10.4K - $11.4K
66.9K $4.8M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
120
+ 0.23%
$101.72 - $112.94 $12.2K - $13.6K
52.8K $5.96M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
252
+ 0.57%
$77.02 - $85.06 $19.4K - $21.4K
44.4K $3.75M
RSP
Invesco S&P 500 Equal Weight E

ETFs
203
+ 1.15%
$162.83 - $179.16 $33.1K - $36.4K
17.8K $3.19M
SCHO
Schwab Short Term Us Treasury

ETFs
2.82K
+ 1.52%
$47.93 - $49.06 $135K - $138K
188K $9.23M
GLD
Spdr Gold Trust

ETFs
25
+ 0.26%
$215.56 - $246.98 $5.39K - $6.17K
9.61K $2.34M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
12.1K
+ 23.52%
$17.02 - $18.39 $205K - $222K
63.3K $1.16M
PSA
Public Storage

Real Estate
81
+ 2.62%
$283.13 - $365.01 $22.9K - $29.6K
3.18K $1.16M
MDT
Medtronic PLC

Healthcare
1.27K
+ 10.3%
$76.84 - $91.03 $97.8K - $116K
13.6K $1.23M
VTI
Vanguard Total Stock Market Et

ETFs
525
+ 8.54%
$255.18 - $283.2 $134K - $149K
6.67K $1.89M
OKE
Oneok Inc

Energy
1.69K
+ 18.99%
$78.62 - $95.27 $133K - $161K
10.6K $963K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.03K
+ 59.93%
$211.47 - $281.27 $217K - $289K
2.74K $672K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
51
+ 0.23%
$117.9 - $128.2 $6.01K - $6.54K
22.5K $2.89M
DFAS
Dimensional ETF Tr U S Small C

ETFs
745
+ 2.14%
$59.25 - $65.33 $44.1K - $48.7K
35.6K $2.31M
PAVE
Global X Fds Us Infrastructure

ETFs
3.69K
+ 25.03%
$36.39 - $41.16 $134K - $152K
18.4K $758K
VGT
Vanguard Information Technolog

ETFs
239
+ 3.38%
$514.43 - $606.85 $123K - $145K
7.31K $4.28M
CRM
Salesforce, Inc.

Technology
673
+ 44.02%
$238.42 - $276.53 $160K - $186K
2.2K $602K
HEFA
Ishares Currency Hedged Msci E

ETFs
6.8K
+ 2.9%
$32.34 - $35.85 $220K - $244K
242K $8.55M
ALL
Allstate Corp

Financial Services
247
+ 4.73%
$158.43 - $192.86 $39.1K - $47.6K
5.47K $1.04M
XLY
Select Sector Spdr Consumer Di

ETFs
130
+ 1.38%
$170.05 - $200.86 $22.1K - $26.1K
9.58K $1.92M
V
Visa Inc.

Financial Services
316
+ 3.82%
$253.74 - $291.56 $80.2K - $92.1K
8.59K $2.36M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
743
+ 6.08%
$113.45 - $126.18 $84.3K - $93.8K
13K $1.64M
AFL
Aflac Inc

Financial Services
264
+ 4.13%
$88.52 - $111.8 $23.4K - $29.5K
6.65K $743K
FNDF
Schwab Fundamental Intl Large

ETFs
658
+ 1.07%
$33.67 - $37.71 $22.2K - $24.8K
62K $2.32M
ED
Consolidated Edison Inc

Utilities
147
+ 1.46%
$88.42 - $104.97 $13K - $15.4K
10.2K $1.06M
NOW
Service Now, Inc.

Technology
138
+ 39.43%
$730.87 - $937.36 $101K - $129K
488 $436K
MPLX
Mplx LP

Energy
3.13K
+ 34.68%
$40.44 - $45.07 $127K - $141K
12.2K $540K
PAYX
Paychex Inc

Industrials
491
+ 8.67%
$116.17 - $135.19 $57K - $66.4K
6.16K $826K
COST
Costco Wholesale Corp

Consumer Defensive
103
+ 5.91%
$801.83 - $917.05 $82.6K - $94.5K
1.85K $1.64M
GILD
Gilead Sciences, Inc.

Healthcare
310
+ 3.73%
$66.59 - $83.99 $20.6K - $26K
8.61K $721K
NKE
Nike, Inc.

Consumer Cyclical
713
+ 10.5%
$71.09 - $89.44 $50.7K - $63.8K
7.5K $662K
ET
Energy Transfer LP

Energy
10.5K
+ 9.65%
$15.43 - $16.44 $161K - $172K
119K $1.91M
PG
Procter & Gamble CO

Consumer Defensive
86
+ 0.54%
$160.76 - $177.82 $13.8K - $15.3K
16K $2.77M
ACN
Accenture PLC

Technology
4
+ 0.14%
$295.44 - $355.81 $1.18K - $1.42K
2.89K $1.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.62K
+ 21.54%
$71.45 - $75.64 $116K - $123K
9.15K $686K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.84K
+ 15.62%
$54.98 - $59.51 $101K - $109K
13.6K $810K
XLE
Energy Sector Spdr

ETFs
2.22K
+ 13.14%
$84.35 - $93.39 $187K - $207K
19.1K $1.68M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
11
+ 0.28%
$72.18 - $107.33 $794 - $1.18K
3.99K $423K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
2.18K
+ 7.11%
$23.66 - $26.53 $51.7K - $57.9K
32.9K $861K
MA
Mastercard Inc

Financial Services
104
+ 6.45%
$429.6 - $500.99 $44.7K - $52.1K
1.72K $847K
DFAI
Dimensional ETF Tr

ETFs
338
+ 0.59%
$28.69 - $32.06 $9.7K - $10.8K
58K $1.84M
Activity Summary
Buys All Purchases 293 New Holdings 41 Increased Positions 252 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 0 Puts 0
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