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
PAVE
Global X Fds Us Infrastructure

ETFs
901
+ 4.62%
$33.78 - $43.68 $30.4K - $39.4K
20.4K $889K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
21
+ 0.13%
$57.14 - $72.68 $1.2K - $1.53K
16.4K $1.19M
MO
Altria Group, Inc.

Consumer Defensive
2.76K
+ 20.0%
$55.56 - $60.91 $153K - $168K
16.6K $970K
ASML
Asml Holding Nv

Technology
7
+ 0.72%
$595.37 - $815.24 $4.17K - $5.71K
983 $787K
PHYS
Sprott Physical Gold Trust

Financial Services
772
+ 0.84%
$22.82 - $26.29 $17.6K - $20.3K
92.5K $2.34M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
2.97K
+ 32.45%
$45.2 - $46.6 $134K - $138K
12.1K $561K
FSLR
First Solar, Inc.

Technology
27
+ 0.81%
$120.38 - $192.98 $3.25K - $5.21K
3.34K $553K
USB
Us Bancorp \De\

Financial Services
2.3K
+ 23.1%
$36.4 - $45.76 $83.6K - $105K
12.2K $553K
T
At&T Inc.

Communication Services
2.97K
+ 4.5%
$26.33 - $28.94 $78.1K - $85.9K
68.9K $1.99M
BKNG
Booking Holdings Inc.

Consumer Cyclical
7
+ 9.59%
$4164.15 - $5789.24 $29.1K - $40.5K
80 $463K
ITOT
Ishares Core S&P Total U.S. St

ETFs
69
+ 0.79%
$108.12 - $135.04 $7.46K - $9.32K
8.78K $1.19M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.36K
+ 14.9%
$49.79 - $50.75 $118K - $120K
18.2K $925K
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.02K
+ 27.19%
$105.23 - $109.61 $108K - $112K
4.79K $524K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
39
+ 0.08%
$19.1 - $23.83 $745 - $929
49.8K $1.19M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.12K
+ 33.84%
$102.02 - $103.5 $115K - $116K
4.45K $457K
XLF
Financial Sector Spdr

ETFs
1.17K
+ 5.65%
$43.92 - $52.37 $51.3K - $61.2K
21.8K $1.14M
ADBE
Adobe Inc.

Technology
270
+ 15.38%
$340.0 - $420.68 $91.8K - $114K
2.03K $783K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.24K
+ 3.37%
$23.14 - $27.82 $28.8K - $34.6K
38.1K $1.04M
JCI
Johnson Controls International PLC

Industrials
303
+ 10.43%
$71.14 - $105.62 $21.6K - $32K
3.21K $338K
BTI
British American Tobacco P.L.C.

Consumer Defensive
480
+ 3.64%
$39.43 - $49.34 $18.9K - $23.7K
13.7K $646K
CCL
Carnival Corp

Consumer Cyclical
571
+ 5.68%
$16.43 - $28.12 $9.38K - $16.1K
10.6K $298K
RGLD
Royal Gold Inc

Basic Materials
340
+ 15.21%
$155.48 - $186.71 $52.9K - $63.5K
2.58K $458K
IAU
Ishares Gold Trust

ETFs
656
+ 4.46%
$56.1 - $64.74 $36.8K - $42.5K
15.4K $957K
UAL
United Airlines Holdings, Inc.

Industrials
79
+ 1.02%
$56.15 - $84.23 $4.44K - $6.65K
7.81K $622K
AMGN
Amgen Inc

Healthcare
887
+ 17.98%
$262.28 - $309.85 $233K - $275K
5.82K $1.63M
DHR
Danaher Corp

Healthcare
538
+ 22.48%
$174.64 - $205.16 $94K - $110K
2.93K $578K
ADM
Archer Daniels Midland CO

Consumer Defensive
510
+ 4.05%
$41.79 - $54.16 $21.3K - $27.6K
13.1K $692K
PSX
Phillips 66

Energy
1.03K
+ 11.97%
$92.87 - $125.73 $96K - $130K
9.67K $1.15M
CSX
Csx Corp

Industrials
393
+ 1.74%
$26.69 - $32.91 $10.5K - $12.9K
23K $749K
MCD
Mcdonalds Corp

Consumer Cyclical
718
+ 11.47%
$285.55 - $321.23 $205K - $231K
6.98K $2.04M
NVS
Novartis Ag

Healthcare
90
+ 1.18%
$101.96 - $121.01 $9.18K - $10.9K
7.75K $937K
DXPE
Dxp Enterprises Inc

Industrials
596
+ 14.33%
$71.8 - $92.02 $42.8K - $54.8K
4.76K $416K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
251
+ 2.31%
$48.22 - $60.41 $12.1K - $15.2K
11.1K $665K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
957
+ 2.75%
$47.46 - $55.3 $45.4K - $52.9K
35.7K $1.97M
YJUN
First Tr Exchange Traded Fd Vi
1.44K
+ 10.27%
$21.32 - $24.75 $30.7K - $35.7K
15.5K $379K
NVO
Novo Nordisk A S

Healthcare
947
+ 8.61%
$58.08 - $81.05 $55K - $76.8K
11.9K $824K
HCA
Hca Healthcare, Inc.

Healthcare
87
+ 12.45%
$317.61 - $387.52 $27.6K - $33.7K
786 $301K
ISRG
Intuitive Surgical Inc

Healthcare
22
+ 2.23%
$451.58 - $565.94 $9.93K - $12.5K
1.01K $548K
NEAR
Blackrock Short Maturity Bond

ETFs
950
+ 12.99%
$50.41 - $51.17 $47.9K - $48.6K
8.26K $422K
PSLV
Sprott Physical Silver Trust

Financial Services
1.2K
+ 2.37%
$9.98 - $12.51 $12K - $15K
51.9K $634K
QCOM
Qualcomm Inc

Technology
46
+ 0.73%
$124.66 - $159.48 $5.73K - $7.34K
6.39K $1.02M
CWB
Spdr Bloomberg Convertible Sec

ETFs
157
+ 3.28%
$71.86 - $82.66 $11.3K - $13K
4.95K $409K
AMT
American Tower Corp

Real Estate
176
+ 19.11%
$203.96 - $228.19 $35.9K - $40.2K
1.1K $242K
LMT
Lockheed Martin Corp

Industrials
10
+ 0.46%
$430.82 - $486.45 $4.31K - $4.86K
2.18K $1.01M
TRV
Travelers Companies, Inc.

Financial Services
145
+ 18.69%
$233.83 - $276.34 $33.9K - $40.1K
921 $246K
BSX
Boston Scientific Corp

Healthcare
190
+ 5.91%
$89.7 - $107.41 $17K - $20.4K
3.4K $365K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
395
+ 2.09%
$77.74 - $78.78 $30.7K - $31.1K
19.3K $1.52M
IEF
Ishares Barclays

ETFs
370
+ 5.99%
$93.15 - $96.56 $34.5K - $35.7K
6.54K $626K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23
+ 0.18%
$29.12 - $35.84 $670 - $824
12.5K $449K
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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