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
AMD
Advanced Micro Devices Inc

Technology
2.39K
+ 85.63%
$78.21 - $143.81 $187K - $344K
5.18K $735K
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.3K
+ 33.2%
$40.94 - $52.1 $258K - $328K
25.3K $1.32M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11K
+ 73.28%
$29.52 - $35.31 $326K - $390K
26.1K $920K
ETN
Eaton Corp PLC

Industrials
95
+ 2.28%
$246.52 - $356.99 $23.4K - $33.9K
4.25K $1.52M
IVE
Ishares S&P 500 Value ETF

ETFs
867
+ 2.02%
$168.34 - $195.42 $146K - $169K
43.9K $8.57M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
16.2K
+ 70.04%
$22.18 - $23.36 $359K - $378K
39.3K $878K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.86K
+ 46.57%
$45.07 - $52.57 $354K - $413K
24.7K $1.21M
STX
Seagate Technology Holdings PLC

Technology
242
+ 4.98%
$66.54 - $144.33 $16.1K - $34.9K
5.1K $736K
MPC
Marathon Petroleum Corp

Energy
262
+ 1.91%
$118.55 - $170.08 $31.1K - $44.6K
14K $2.32M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
27
+ 0.59%
$179.95 - $278.88 $4.86K - $7.53K
4.59K $1.28M
CAT
Caterpillar Inc

Industrials
193
+ 4.89%
$273.94 - $388.21 $52.9K - $74.9K
4.14K $1.61M
RWO
Spdr Dow Jones Global Real Est

ETFs
4.95K
+ 3.57%
$38.85 - $45.0 $192K - $223K
144K $6.34M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.12K
+ 34.89%
$55.54 - $69.09 $173K - $216K
12.1K $833K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
168
+ 0.6%
$49.85 - $64.51 $8.37K - $10.8K
28.3K $1.83M
MCO
Moodys Corp

Financial Services
477
+ 94.08%
$396.7 - $501.59 $189K - $239K
984 $493K
TMUS
T Mobile Us, Inc.

Communication Services
1.24K
+ 89.31%
$220.99 - $268.54 $273K - $332K
2.62K $624K
EOG
Eog Resources Inc

Energy
2.35K
+ 69.42%
$104.61 - $129.97 $246K - $306K
5.75K $687K
ACWI
Ishares Msci Acwi ETF

ETFs
240
+ 1.35%
$103.59 - $128.6 $24.9K - $30.9K
18K $2.32M
APH
Amphenol Corp

Technology
326
+ 5.01%
$59.09 - $98.75 $19.3K - $32.2K
6.84K $675K
SSO
Proshares Ultra S&P 500

ETFs
1.18K
+ 14.23%
$64.8 - $97.72 $76.7K - $116K
9.5K $928K
IXN
Ishares Global Information Tec

ETFs
58
+ 0.42%
$65.81 - $92.34 $3.82K - $5.36K
14K $1.29M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.81K
+ 84.56%
$47.89 - $48.65 $230K - $234K
10.5K $510K
GLD
Spdr Gold Trust

ETFs
348
+ 4.66%
$273.71 - $316.29 $95.3K - $110K
7.81K $2.38M
CRWD
Crowd Strike Holdings, Inc.

Technology
207
+ 28.2%
$321.63 - $509.31 $66.6K - $105K
941 $479K
CVS
Cvs Health Corp

Healthcare
3.04K
+ 100.16%
$60.04 - $70.18 $182K - $213K
6.07K $418K
BA
Boeing CO

Industrials
253
+ 6.19%
$136.59 - $217.51 $34.6K - $55K
4.34K $909K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.28K
+ 24.78%
$44.8 - $53.97 $147K - $177K
16.5K $889K
V
Visa Inc.

Financial Services
487
+ 6.22%
$308.27 - $373.31 $150K - $182K
8.32K $2.95M
MSTR
Microstrategy Inc

Technology
227
+ 23.45%
$237.95 - $421.61 $54K - $95.7K
1.2K $483K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.02K
+ 59.37%
$25.04 - $25.18 $201K - $202K
21.5K $541K
RTX
Raytheon Technologies Corp

Industrials
320
+ 2.82%
$113.75 - $148.48 $36.4K - $47.5K
11.7K $1.7M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
3.92K
+ 19.06%
$50.36 - $50.68 $198K - $199K
24.5K $1.24M
ZTS
Zoetis Inc.

Healthcare
1.49K
+ 39.19%
$144.41 - $170.3 $215K - $254K
5.3K $825K
AXP
American Express CO

Financial Services
323
+ 16.71%
$231.39 - $318.98 $74.7K - $103K
2.26K $719K
NEM
Newmont Corp

Basic Materials
779
+ 5.2%
$44.18 - $59.46 $34.4K - $46.3K
15.8K $918K
CAH
Cardinal Health Inc

Healthcare
23
+ 0.37%
$125.0 - $168.0 $2.88K - $3.86K
6.22K $1.04M
HD
Home Depot, Inc.

Consumer Cyclical
499
+ 3.88%
$335.24 - $380.78 $167K - $190K
13.4K $4.9M
DASH
Door Dash, Inc.

Communication Services
255
+ 13.32%
$163.16 - $246.51 $41.6K - $62.9K
2.17K $534K
XLY
Select Sector Spdr Consumer Di

ETFs
53
+ 0.61%
$176.34 - $218.59 $9.35K - $11.6K
8.69K $1.89M
GE
General Electric CO

Industrials
49
+ 1.73%
$166.81 - $257.39 $8.17K - $12.6K
2.88K $741K
YMAR
First Tr Ex Tr Viii Cboe Vest
6.12K
+ 54.93%
$22.43 - $25.58 $137K - $157K
17.3K $440K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.86K
+ 59.87%
$91.43 - $91.74 $170K - $171K
4.98K $456K
EPD
Enterprise Products Partners L.P.

Energy
11.8K
+ 18.57%
$28.95 - $34.22 $341K - $404K
75.3K $2.33M
WFC
Wells Fargo & Company

Financial Services
1.24K
+ 16.43%
$60.98 - $80.12 $75.6K - $99.3K
8.79K $704K
MA
Mastercard Inc

Financial Services
236
+ 11.69%
$479.92 - $590.74 $113K - $139K
2.26K $1.27M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.66K
+ 35.38%
$97.29 - $105.63 $161K - $175K
6.34K $644K
SPTL
Spdr Portfolio Long Term Treas

ETFs
11.7K
+ 5.14%
$25.48 - $27.78 $297K - $324K
239K $6.34M
PM
Philip Morris International Inc.

Consumer Defensive
365
+ 9.83%
$149.23 - $184.95 $54.5K - $67.5K
4.08K $742K
OEF
Ishares S&P 100 ETF

ETFs
576
+ 34.47%
N/A
2.25K $597K
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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