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
IXJ
Ishares Global Healthcare ETF

ETFs
23
+ 0.23%
$91.63 - $101.25 $2.11K - $2.33K
9.91K $973K
PSLV
Sprott Physical Silver Trust

Financial Services
2.5K
+ 4.54%
$9.17 - $10.84 $22.9K - $27.1K
57.5K $601K
SHOP
Shopify Inc.

Technology
12
+ 0.31%
$52.26 - $80.75 $627 - $969
3.87K $309K
CMCSA
Comcast Corp

Communication Services
327
+ 2.08%
$37.33 - $41.78 $12.2K - $13.7K
16.1K $670K
BSX
Boston Scientific Corp

Healthcare
269
+ 6.05%
$72.96 - $84.0 $19.6K - $22.6K
4.71K $394K
ICE
Intercontinental Exchange, Inc.

Financial Services
47
+ 2.57%
$136.93 - $162.81 $6.44K - $7.65K
1.87K $301K
ACGL
Arch Capital Group Ltd.

Financial Services
183
+ 6.61%
$94.47 - $114.25 $17.3K - $20.9K
2.95K $330K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2
+ 0.02%
$33.89 - $41.64 $67.8 - $83.3
8.68K $345K
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.01%
$51.0 - $57.07 $51 - $57.1
13.2K $735K
ISRG
Intuitive Surgical Inc

Healthcare
43
+ 7.01%
$416.14 - $494.01 $17.9K - $21.2K
656 $322K
ENB
Enbridge Inc

Energy
69
+ 0.78%
$35.27 - $41.18 $2.43K - $2.84K
8.88K $360K
GD
General Dynamics Corp

Industrials
12
+ 0.34%
$279.51 - $308.09 $3.35K - $3.7K
3.57K $1.08M
PFE
Pfizer Inc

Healthcare
897
+ 4.19%
$27.7 - $31.39 $24.8K - $28.2K
22.3K $645K
AN
Autonation, Inc.

Consumer Cyclical
4
+ 0.18%
$156.14 - $190.72 $625 - $763
2.26K $404K
FAB
First Tr Multi Cap Value Alpha

ETFs
29
+ 0.41%
$77.64 - $85.16 $2.25K - $2.47K
7.15K $603K
VDC
Vanguard Consumer Staples ETF

ETFs
108
+ 8.93%
$201.77 - $221.32 $21.8K - $23.9K
1.32K $287K
PNW
Pinnacle West Capital Corp

Utilities
45
+ 1.52%
$75.52 - $91.31 $3.4K - $4.11K
3.01K $266K
BHP
Bhp Group LTD

Basic Materials
8
+ 0.1%
$51.32 - $62.11 $411 - $497
7.92K $491K
TRGP
Targa Resources Corp.

Energy
38
+ 2.16%
$127.86 - $156.46 $4.86K - $5.95K
1.8K $265K
PRU
Prudential Financial Inc

Financial Services
89
+ 1.22%
$105.53 - $127.32 $9.39K - $11.3K
7.36K $890K
AZO
Autozone Inc

Consumer Cyclical
1
+ 0.53%
$2815.0 - $3212.87 $2.82K - $3.21K
188 $592K
JCI
Johnson Controls International PLC

Industrials
4
+ 0.12%
$65.52 - $77.61 $262 - $310
3.28K $254K
WSO
Watsco Inc

Industrials
7
+ 0.6%
$448.73 - $519.89 $3.14K - $3.64K
1.18K $577K
SPSB
Spdr Portfolio Short Term Corp

ETFs
792
+ 4.26%
$29.58 - $30.31 $23.4K - $24K
19.4K $586K
LQD
Ishares Iboxx $ Investment Gra

ETFs
141
+ 4.29%
$106.11 - $113.72 $15K - $16K
3.43K $386K
AES
Aes Corp

Utilities
304
+ 2.57%
$16.18 - $20.07 $4.92K - $6.1K
12.1K $243K
BAC
Bank Of America Corp

Financial Services
924
+ 3.12%
$36.65 - $44.13 $33.9K - $40.8K
30.5K $1.21M
STX
Seagate Technology Holdings PLC

Technology
38
+ 0.8%
$92.1 - $110.76 $3.5K - $4.21K
4.81K $526K
ADBE
Adobe Inc.

Technology
198
+ 10.99%
$508.13 - $586.55 $101K - $116K
2K $1.04M
AMD
Advanced Micro Devices Inc

Technology
141
+ 2.38%
$128.67 - $183.96 $18.1K - $25.9K
6.06K $993K
LAMR
Lamar Advertising CO

Real Estate
42
+ 2.14%
$110.9 - $135.58 $4.66K - $5.69K
2.01K $268K
SQ
Block, Inc.

Technology
331
+ 8.04%
$57.21 - $72.07 $18.9K - $23.9K
4.45K $298K
HSY
Hershey CO

Consumer Defensive
5
+ 0.13%
$182.45 - $203.25 $912 - $1.02K
3.97K $760K
DOW
Dow Inc.

Basic Materials
392
+ 6.4%
$50.15 - $55.41 $19.7K - $21.7K
6.51K $355K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
208
+ 2.24%
$25.45 - $29.53 $5.29K - $6.14K
9.49K $276K
DVY
Ishares Tr

ETFs
4
+ 0.19%
$119.99 - $135.74 $480 - $543
2.08K $281K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
189
+ 1.77%
$44.9 - $47.55 $8.49K - $8.99K
10.8K $511K
IYG
Ishares Tr

ETFs
1
+ 0.02%
$64.2 - $71.76 $64.2 - $71.8
4.65K $330K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
318
+ 6.13%
$42.87 - $45.76 $13.6K - $14.6K
5.5K $248K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
241
+ 2.09%
$100.09 - $100.69 $24.1K - $24.3K
11.8K $1.19M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
203
+ 4.83%
$81.31 - $83.29 $16.5K - $16.9K
4.4K $366K
EDV
Vanguard Extended Duration Tre

ETFs
35
+ 1.08%
$70.73 - $83.52 $2.48K - $2.92K
3.27K $260K
KMB
Kimberly Clark Corp

Consumer Defensive
46
+ 1.19%
$135.05 - $148.35 $6.21K - $6.82K
3.92K $557K
HYG
Ishares Tr

ETFs
36
+ 0.61%
$76.72 - $80.36 $2.76K - $2.89K
5.89K $473K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
25
+ 0.87%
$100.75 - $111.62 $2.52K - $2.79K
2.9K $316K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.59%
$3305.62 - $4268.05 $3.31K - $4.27K
64 $269K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
400
+ 2.45%
$50.63 - $51.11 $20.3K - $20.4K
16.7K $853K
WFC
Wells Fargo & Company

Financial Services
720
+ 9.68%
$51.58 - $60.97 $37.1K - $43.9K
8.16K $460K
HPQ
Hp Inc

Technology
316
+ 4.26%
$32.02 - $38.11 $10.1K - $12K
7.73K $277K
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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