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
SO
Southern CO

Utilities
523
+ 7.77%
$77.0 - $90.52 $40.3K - $47.3K
7.25K $654K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
383
+ 4.01%
$112.99 - $126.45 $43.3K - $48.4K
9.94K $1.25M
AEE
Ameren Corp

Utilities
68
+ 0.91%
$70.45 - $87.46 $4.79K - $5.95K
7.51K $656K
IEV
Ishares Tr Europe ETF

ETFs
1.73K
+ 30.13%
$53.25 - $58.78 $91.9K - $101K
7.46K $434K
XLU
Utilities Sector Spdr

ETFs
900
+ 27.26%
$67.67 - $80.78 $60.9K - $72.7K
4.2K $339K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4
+ 0.02%
$75.47 - $83.18 $302 - $333
21K $1.74M
SCHV
Schwab Strategic Tr Us Large C

ETFs
149
+ 0.94%
$73.43 - $80.37 $10.9K - $12K
15.9K $1.28M
MUB
Ishares National Muni Bond ETF

ETFs
232
+ 0.57%
$106.13 - $108.7 $24.6K - $25.2K
40.7K $4.42M
MO
Altria Group, Inc.

Consumer Defensive
272
+ 1.64%
$45.95 - $54.71 $12.5K - $14.9K
16.8K $859K
IYW
Ishares Dj Us Tech ETF

ETFs
480
+ 1.71%
$133.16 - $158.73 $63.9K - $76.2K
28.6K $4.33M
ABT
Abbott Laboratories

Healthcare
157
+ 1.95%
$100.07 - $118.13 $15.7K - $18.5K
8.21K $936K
VCIT
Vanguard Intermediate Term Cor

ETFs
735
+ 7.9%
$79.29 - $84.02 $58.3K - $61.8K
10K $840K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
138
+ 0.3%
$45.2 - $47.87 $6.24K - $6.61K
46.8K $2.23M
GE
General Electric CO

Industrials
160
+ 7.34%
$156.66 - $189.66 $25.1K - $30.3K
2.34K $441K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
567
+ 2.49%
$76.94 - $79.54 $43.6K - $45.1K
23.3K $1.85M
XLF
Financial Sector Spdr

ETFs
869
+ 6.76%
$40.84 - $45.74 $35.5K - $39.7K
13.7K $622K
VB
Vanguard Small Cap ETF

ETFs
243
+ 13.17%
$214.77 - $237.72 $52.2K - $57.8K
2.09K $495K
INTU
Intuit Inc

Technology
177
+ 36.12%
$602.97 - $670.49 $107K - $119K
667 $414K
BK
Bank Of New York Mellon Corp

Financial Services
137
+ 1.99%
$59.54 - $72.17 $8.16K - $9.89K
7.02K $504K
AON
Aon PLC

Financial Services
34
+ 2.24%
$293.16 - $351.06 $9.97K - $11.9K
1.55K $536K
HCA
Hca Healthcare, Inc.

Healthcare
16
+ 1.71%
$315.12 - $406.43 $5.04K - $6.5K
951 $386K
SCHG
Schwab Strategic Tr Us Large C

ETFs
263
+ 1.51%
$92.63 - $105.69 $24.4K - $27.8K
17.7K $1.85M
DIS
Walt Disney CO

Communication Services
1.47K
+ 7.47%
$85.6 - $98.61 $126K - $145K
21.1K $2.03M
XLV
Select Sector Spdr Fund Health

ETFs
326
+ 8.93%
$143.3 - $157.24 $46.7K - $51.3K
3.98K $612K
NVS
Novartis Ag

Healthcare
102
+ 1.31%
$106.13 - $120.89 $10.8K - $12.3K
7.91K $910K
WMB
Williams Companies, Inc.

Energy
527
+ 3.12%
$41.24 - $46.22 $21.7K - $24.4K
17.4K $794K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
430
+ 3.4%
$74.26 - $78.84 $31.9K - $33.9K
13.1K $1.03M
SLG
Sl Green Realty Corp

Real Estate
10
+ 0.18%
$54.99 - $72.21 $550 - $722
5.67K $394K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
796
+ 16.03%
$91.42 - $91.82 $72.8K - $73.1K
5.76K $529K
MDLZ
Mondelez International, Inc.

Consumer Defensive
163
+ 2.18%
$64.35 - $75.71 $10.5K - $12.3K
7.64K $562K
ZTS
Zoetis Inc.

Healthcare
111
+ 5.02%
$172.58 - $196.48 $19.2K - $21.8K
2.32K $453K
AMGN
Amgen Inc

Healthcare
33
+ 0.57%
$309.38 - $337.38 $10.2K - $11.1K
5.86K $1.89M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
200
+ 11.96%
$138.85 - $182.81 $27.8K - $36.6K
1.87K $332K
BDX
Becton Dickinson & CO

Healthcare
244
+ 23.76%
$221.47 - $242.41 $54K - $59.1K
1.27K $306K
AVUV
American Centy ETF Tr Avantis

ETFs
415
+ 10.07%
$88.24 - $99.7 $36.6K - $41.4K
4.54K $435K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
86
+ 0.52%
$59.93 - $66.52 $5.15K - $5.72K
16.5K $1.1M
CI
Cigna Corp

Healthcare
57
+ 2.0%
$319.12 - $367.1 $18.2K - $20.9K
2.91K $1.01M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
47
+ 0.56%
$64.0 - $72.54 $3.01K - $3.41K
8.43K $609K
ITOT
Ishares Core S&P Total U.S. St

ETFs
24
+ 0.27%
$113.41 - $125.62 $2.72K - $3.01K
9K $1.13M
LNT
Alliant Energy Corp

Utilities
152
+ 2.79%
$50.74 - $60.74 $7.71K - $9.23K
5.59K $339K
TGT
Target Corp

Consumer Defensive
193
+ 4.72%
$133.47 - $159.25 $25.8K - $30.7K
4.28K $667K
IBB
Ishares Biotechnology ETF

ETFs
300
+ 13.65%
$135.09 - $149.47 $40.5K - $44.8K
2.5K $363K
LLY
Eli Lilly & CO

Healthcare
163
+ 3.86%
$772.14 - $960.02 $126K - $156K
4.39K $3.89M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
732
+ 13.51%
$53.41 - $57.9 $39.1K - $42.4K
6.15K $355K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.14K
+ 11.19%
$19.78 - $23.53 $22.5K - $26.7K
11.3K $261K
TJX
Tjx Companies Inc

Consumer Cyclical
154
+ 2.88%
$107.93 - $120.23 $16.6K - $18.5K
5.5K $646K
MSI
Motorola Solutions, Inc.

Technology
4
+ 0.46%
$385.65 - $450.49 $1.54K - $1.8K
872 $392K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
295
+ 2.0%
$32.65 - $36.69 $9.63K - $10.8K
15.1K $547K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
54
+ 0.86%
$58.35 - $66.29 $3.15K - $3.58K
6.34K $420K
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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