Avidian Wealth Solutions, LLC Incresed Positions in Q4 2024

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
375
+ 4.32%
$33.77 - $44.09 $12.7K - $16.5K
9.05K $306K
RIO
Rio Tinto PLC

Basic Materials
476
+ 8.5%
$58.59 - $71.15 $27.9K - $33.9K
6.08K $357K
QCOM
Qualcomm Inc

Technology
351
+ 6.09%
$150.4 - $178.04 $52.8K - $62.5K
6.12K $939K
SCHY
Schwab Strategic Tr Intl Divid

ETFs
2.52K
+ 7.66%
$23.01 - $26.06 $58K - $65.7K
35.4K $819K
CAT
Caterpillar Inc

Industrials
224
+ 5.07%
$360.37 - $416.88 $80.7K - $93.4K
4.65K $1.69M
SWK
Stanley Black & Decker, Inc.

Industrials
357
+ 14.64%
$79.07 - $109.36 $28.2K - $39K
2.8K $224K
FCX
Freeport Mcmoran Inc

Basic Materials
389
+ 7.68%
$38.08 - $50.82 $14.8K - $19.8K
5.45K $207K
SCHV
Schwab Strategic Tr Us Large C

ETFs
31.4K
+ 197.2%
$25.79 - $80.4 $811K - $2.53M
47.4K $1.23M
ACGL
Arch Capital Group Ltd.

Financial Services
132
+ 4.47%
$88.71 - $114.86 $11.7K - $15.2K
3.08K $284K
AES
Aes Corp

Utilities
3.03K
+ 24.93%
$12.44 - $20.24 $37.7K - $61.3K
15.2K $195K
SBUX
Starbucks Corp

Consumer Cyclical
122
+ 1.1%
$87.44 - $102.5 $10.7K - $12.5K
11.3K $1.03M
CMCSA
Comcast Corp

Communication Services
155
+ 0.97%
$37.39 - $45.14 $5.8K - $7K
16.2K $608K
IMKTA
Ingles Markets Inc

Consumer Defensive
150
+ 2.06%
$60.85 - $75.3 $9.13K - $11.3K
7.44K $479K
MSFT
Microsoft Corp

Technology
639
+ 1.64%
$406.35 - $454.46 $260K - $290K
39.5K $16.7M
PSX
Phillips 66

Energy
592
+ 7.36%
$110.35 - $138.93 $65.3K - $82.2K
8.63K $983K
MCD
Mcdonalds Corp

Consumer Cyclical
85
+ 1.25%
$288.47 - $316.54 $24.5K - $26.9K
6.89K $2M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.31K
+ 64.05%
$25.74 - $53.78 $111K - $232K
11K $285K
NXPI
Nxp Semiconductors N.V.

Technology
92
+ 2.99%
$207.27 - $255.58 $19.1K - $23.5K
3.17K $658K
FDL
First Tr Morningstar Dividend

ETFs
129
+ 0.25%
$39.59 - $43.95 $5.11K - $5.67K
51.2K $2.06M
PG
Procter & Gamble CO

Consumer Defensive
25
+ 0.16%
$161.05 - $179.7 $4.03K - $4.49K
16K $2.68M
EEM
Ishares Msci Emerging Markets

ETFs
360
+ 1.46%
$41.82 - $47.36 $15.1K - $17K
25.1K $1.05M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
47.4K
+ 101.29%
$22.63 - $47.53 $1.07M - $2.26M
94.3K $2.14M
LLY
Eli Lilly & CO

Healthcare
536
+ 12.22%
$727.2 - $932.06 $390K - $500K
4.92K $3.8M
CVX
Chevron Corp

Energy
82
+ 0.2%
$141.15 - $162.53 $11.6K - $13.3K
41.6K $6.02M
ADM
Archer Daniels Midland CO

Consumer Defensive
548
+ 4.34%
$49.38 - $59.52 $27.1K - $32.6K
13.2K $664K
MDLZ
Mondelez International, Inc.

Consumer Defensive
19
+ 0.25%
$59.25 - $72.99 $1.13K - $1.39K
7.66K $457K
STX
Seagate Technology Holdings PLC

Technology
71
+ 1.48%
$86.31 - $112.64 $6.13K - $8K
4.88K $421K
TMO
Thermo Fisher Scientific Inc.

Healthcare
6
+ 0.53%
$501.29 - $612.85 $3.01K - $3.68K
1.13K $589K
DGRO
Ishares Core Dividend Growth E

ETFs
881
+ 0.73%
$60.73 - $64.94 $53.5K - $57.2K
121K $7.44M
VTV
Vanguard Value ETF

ETFs
23
+ 0.11%
$168.32 - $181.87 $3.87K - $4.18K
21.8K $3.69M
GD
General Dynamics Corp

Industrials
65
+ 1.82%
$260.28 - $314.03 $16.9K - $20.4K
3.63K $957K
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.63K
+ 1.12%
$17.65 - $18.18 $135K - $139K
688K $12.2M
PSA
Public Storage

Real Estate
221
+ 6.95%
$289.33 - $360.21 $63.9K - $79.6K
3.4K $1.02M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
5.95K
+ 1.61%
$45.38 - $46.88 $270K - $279K
377K $17.2M
FNDF
Schwab Fundamental Intl Large

ETFs
2.23K
+ 3.6%
$32.92 - $37.15 $73.4K - $82.8K
64.2K $2.13M
LMT
Lockheed Martin Corp

Industrials
41
+ 1.91%
$479.66 - $614.62 $19.7K - $25.2K
2.19K $1.07M
IWD
Ishares Russell 1000 Val ETF

ETFs
328
+ 0.58%
$183.23 - $199.79 $60.1K - $65.5K
57.1K $10.6M
NEM
Newmont Corp

Basic Materials
554
+ 3.89%
$37.0 - $58.68 $20.5K - $32.5K
14.8K $551K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
4.01K
+ 0.84%
$25.3 - $26.31 $101K - $105K
481K $12.3M
JNJ
Johnson & Johnson

Healthcare
343
+ 2.05%
$143.34 - $165.86 $49.2K - $56.9K
17.1K $2.47M
ABBV
Abb Vie Inc.

Healthcare
276
+ 1.72%
$164.99 - $203.87 $45.5K - $56.3K
16.3K $2.9M
KO
Coca Cola CO

Consumer Defensive
372
+ 1.1%
$61.74 - $71.71 $23K - $26.7K
34.3K $2.13M
INDA
Ishares Msci India Index Fund

ETFs
6.05K
+ 4.41%
$52.64 - $58.16 $318K - $352K
143K $7.53M
MBB
Ishares Tr

ETFs
23.7K
+ 3.67%
$91.26 - $95.82 $2.16M - $2.27M
670K $61.4M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
4.8K
+ 2.46%
$54.29 - $59.49 $260K - $285K
199K $10.9M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16.9K
+ 2.22%
$45.07 - $47.1 $760K - $794K
777K $35.1M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.13K
+ 0.39%
$49.79 - $51.14 $206K - $211K
1.06M $53M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
333
+ 0.25%
$99.2 - $108.47 $33K - $36.1K
133K $13.2M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
131
+ 0.03%
$47.77 - $51.75 $6.26K - $6.78K
436K $21M
Activity Summary
Buys All Purchases 300 New Holdings 45 Increased Positions 255 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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