Avidian Wealth Solutions, LLC Incresed Positions in Q1 2025

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock Inc
23
+ 2.89%
N/A
818 $0
Jacobs Solutions Inc
87
+ 4.3%
N/A
2.11K $0
GIGB
Goldman Sachs ETF Access Invt
1.2K
+ 20.27%
N/A
7.13K $0
Vanguard Wellington Fd
497
+ 17.46%
N/A
3.34K $0
J P Morgan Exchange Traded F
9
+ 0.19%
N/A
4.83K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.2K
+ 3.51%
N/A
35.5K $0
ETF Ser Solutions
82.2K
+ 540.95%
N/A
97.4K $0
KALU
Kaiser Aluminum Corp

Basic Materials
561
+ 15.77%
$60.62 - $74.84 $34K - $42K
4.12K $249K
Noble Corp PLC
22.6K
+ 1.72%
N/A
1.33M $0
USA
Liberty All Star Equity Fund

Financial Services
461
+ 2.91%
$6.41 - $7.32 $2.96K - $3.37K
16.3K $106K
FANG
Diamondback Energy, Inc.

Energy
27
+ 0.88%
$139.9 - $180.18 $3.78K - $4.86K
3.1K $494K
OKE
Oneok Inc

Energy
54
+ 0.48%
$89.57 - $109.85 $4.84K - $5.93K
11.3K $1.12M
PANW
Palo Alto Networks Inc

Technology
216
+ 5.19%
$167.82 - $208.28 $36.2K - $45K
4.38K $747K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 4.29%
$4295.4 - $5141.88 $12.9K - $15.4K
73 $336K
ET
Energy Transfer LP

Energy
4.96K
+ 4.83%
$17.26 - $21.08 $85.6K - $105K
108K $2M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.02%
$59.61 - $66.71 $59.6 - $66.7
4.12K $249K
PLUG
Plug Power Inc

Industrials
80
+ 0.49%
$1.34 - $3.15 $107 - $252
16.5K $22K
PKG
Packaging Corp Of America

Consumer Cyclical
75
+ 6.08%
$192.03 - $242.13 $14.4K - $18.2K
1.31K $259K
FAB
First Tr Multi Cap Value Alpha

ETFs
13
+ 0.18%
$77.33 - $86.01 $1.01K - $1.12K
7.2K $572K
AMP
Ameriprise Financial Inc

Financial Services
3
+ 0.68%
$472.29 - $575.13 $1.42K - $1.73K
446 $215K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
18
+ 0.14%
$32.42 - $36.13 $584 - $650
12.5K $412K
SHOP
Shopify Inc.

Technology
116
+ 3.39%
$90.59 - $129.31 $10.5K - $15K
3.53K $337K
PRU
Prudential Financial Inc

Financial Services
54
+ 0.94%
$105.04 - $122.33 $5.67K - $6.61K
5.82K $649K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2
+ 0.01%
$32.49 - $37.99 $65 - $76
15.1K $504K
META
Meta Platforms, Inc.

Communication Services
270
+ 1.83%
$576.36 - $736.67 $156K - $199K
15K $8.64M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
4
+ 0.1%
$121.0 - $142.28 $484 - $569
4.17K $518K
AXP
American Express CO

Financial Services
22
+ 1.15%
$255.39 - $325.87 $5.62K - $7.17K
1.93K $520K
EBS
Emergent Bio Solutions Inc.

Healthcare
59
+ 0.56%
$4.66 - $11.66 $275 - $688
10.6K $51K
ITOT
Ishares Core S&P Total U.S. St

ETFs
39
+ 0.45%
$120.29 - $134.6 $4.69K - $5.25K
8.71K $1.06M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
87
+ 0.18%
$21.23 - $23.75 $1.85K - $2.07K
49.7K $1.07M
BAC
Bank Of America Corp

Financial Services
248
+ 0.79%
$39.61 - $47.74 $9.82K - $11.8K
31.7K $1.32M
MS
Morgan Stanley

Financial Services
274
+ 2.64%
$111.68 - $141.08 $30.6K - $38.7K
10.6K $1.24M
TROW
Price T Rowe Group Inc

Financial Services
170
+ 4.19%
$91.57 - $116.93 $15.6K - $19.9K
4.23K $388K
NKE
Nike, Inc.

Consumer Cyclical
906
+ 8.6%
$63.29 - $81.72 $57.3K - $74K
11.4K $726K
NVO
Novo Nordisk A S

Healthcare
1.21K
+ 12.31%
$69.3 - $90.95 $83.6K - $110K
11K $763K
WMT
Walmart Inc.

Consumer Defensive
243
+ 0.6%
$84.5 - $105.05 $20.5K - $25.5K
40.8K $3.58M
IXN
Ishares Global Information Tec

ETFs
499
+ 3.72%
$75.73 - $88.4 $37.8K - $44.1K
13.9K $1.06M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
482
+ 0.42%
$78.0 - $84.37 $37.6K - $40.7K
115K $9.22M
NOW
Service Now, Inc.

Technology
26
+ 5.23%
$783.83 - $1170.39 $20.4K - $30.4K
523 $416K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
88
+ 1.97%
$211.47 - $267.17 $18.6K - $23.5K
4.56K $964K
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
71
+ 0.25%
$54.9 - $62.36 $3.9K - $4.43K
28.2K $1.57M
TGT
Target Corp

Consumer Defensive
163
+ 2.83%
$103.65 - $142.5 $16.9K - $23.2K
5.93K $618K
DFAS
Dimensional ETF Tr U S Small C

ETFs
339
+ 0.95%
$58.81 - $68.2 $19.9K - $23.1K
36.1K $2.16M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
132
+ 1.96%
$165.25 - $224.62 $21.8K - $29.6K
6.88K $1.14M
ETN
Eaton Corp PLC

Industrials
70
+ 1.71%
$271.83 - $371.23 $19K - $26K
4.16K $1.13M
HD
Home Depot, Inc.

Consumer Cyclical
39
+ 0.3%
$347.25 - $424.87 $13.5K - $16.6K
12.9K $4.71M
IWB
Ishares Tr Russell 1000 ETF

ETFs
210
+ 0.81%
$302.31 - $337.54 $63.5K - $70.9K
26.2K $8.02M
VUG
Vanguard Growth ETF

ETFs
164
+ 1.52%
$369.1 - $427.61 $60.5K - $70.1K
11K $4.07M
TSLA
Tesla, Inc.

Consumer Cyclical
2.83K
+ 32.28%
$222.15 - $428.22 $629K - $1.21M
11.6K $3.01M
Activity Summary
Buys All Purchases 301 New Holdings 44 Increased Positions 257 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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