Avidian Wealth Solutions, LLC New Holdings in Q3 2025

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HYD
Vaneck High Yield Muni ETF

ETFs
63.2K
New
$48.85 - $50.94 $3.09M - $3.22M
63.2K $3.22M
AXON
Axon Enterprise, Inc.

Industrials
1.41K
New
$698.02 - $870.97 $986K - $1.23M
1.41K $1.01M
ITA
Ishares Tr

ETFs
4.69K
New
$184.73 - $209.26 $865K - $980K
4.69K $980K
URA
Global X Uranium ETF

ETFs
16.4K
New
$36.45 - $50.4 $599K - $828K
16.4K $783K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
28.4K
New
$22.45 - $23.2 $637K - $659K
28.4K $655K
AWK
American Water Works Company, Inc.

Utilities
4.67K
New
$135.05 - $147.0 $631K - $686K
4.67K $649K
AVEM
American Centy ETF Tr Avantis

ETFs
8.29K
New
$68.33 - $75.41 $566K - $625K
8.29K $622K
SLV
I Shares Silver Trust

ETFs
9.53K
New
$32.73 - $42.5 $312K - $405K
9.53K $403K
MU
Micron Technology Inc

Technology
2.17K
New
$104.88 - $168.89 $227K - $366K
2.17K $362K
AIQ
Global X Funds Global X Artifi

ETFs
7.02K
New
$43.2 - $49.66 $303K - $349K
7.02K $346K
PRI
Primerica, Inc.

Financial Services
1.03K
New
$255.46 - $285.58 $264K - $295K
1.03K $286K
GM
General Motors CO

Consumer Cyclical
4.27K
New
$48.89 - $61.24 $209K - $261K
4.27K $260K
COIN
Coinbase Global, Inc.

Technology
750
New
$297.99 - $419.78 $223K - $315K
750 $253K
TRN
Trinity Industries Inc

Industrials
8.72K
New
$23.3 - $29.03 $203K - $253K
8.72K $244K
URI
United Rentals, Inc.

Industrials
255
New
$774.14 - $975.23 $197K - $249K
255 $243K
HRI
Herc Holdings Inc

Industrials
2.09K
New
$110.5 - $149.88 $231K - $313K
2.09K $243K
CEG
Constellation Energy Corp

Utilities
730
New
$298.82 - $354.89 $218K - $259K
730 $240K
ARCC
Ares Capital Corp

Financial Services
11.8K
New
$20.41 - $23.25 $240K - $274K
11.8K $240K
MCK
Mckesson Corp

Healthcare
307
New
$659.01 - $772.54 $202K - $237K
307 $237K
HOOD
Robinhood Markets, Inc.

Technology
1.6K
New
$91.27 - $143.18 $146K - $229K
1.6K $228K
SKYY
First Trust Cloud Computing Et

ETFs
1.68K
New
$118.24 - $138.53 $199K - $233K
1.68K $225K
POWL
Powell Industries Inc

Industrials
743
New
$205.47 - $304.3 $153K - $226K
743 $225K
PLD
Prologis, Inc.

Real Estate
1.94K
New
$104.08 - $115.35 $202K - $224K
1.94K $222K
KLAC
Kla Corp

Technology
191
New
$843.9 - $1078.6 $161K - $206K
191 $206K
BITQ
Exchange Traded Concepts Tr Bi

ETFs
8.21K
New
$18.9 - $25.14 $155K - $206K
8.21K $205K
FVAL
Fidelity Covington Tr Value Fa

ETFs
2.97K
New
$63.74 - $69.18 $189K - $205K
2.97K $204K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.66K
New
$39.37 - $44.24 $183K - $206K
4.66K $203K
AVDV
American Centy ETF Tr Avantis

ETFs
2.28K
New
$79.24 - $89.03 $181K - $203K
2.28K $202K
TROW
Price T Rowe Group Inc

Financial Services
1.98K
New
$98.67 - $111.52 $195K - $220K
1.98K $202K
DCI
Donaldson CO Inc

Industrials
2.45K
New
$69.82 - $82.14 $171K - $201K
2.45K $200K
SCHC
Schwab Strategic Tr Intl Small

ETFs
4.4K
New
$42.28 - $45.71 $186K - $201K
4.4K $200K
CVE
Cenovus Energy Inc.

Energy
11.2K
New
$13.87 - $17.81 $155K - $200K
11.2K $190K
NGD
New Gold Inc.

Basic Materials
20.1K
New
$4.13 - $7.18 $82.8K - $144K
20.1K $143K
SAN
Banco Santander, S.A.

Financial Services
11.4K
New
$8.27 - $10.48 $94K - $119K
11.4K $119K
EVEX
Eve Holding, Inc.

Industrials
12.9K
New
$3.66 - $7.51 $47.3K - $97K
12.9K $49K
Bitmine Immersion Tecnologie
4.31K
New
N/A
4.31K $0
Aim ETF Products Trust
18.3K
New
N/A
18.3K $0
Celestica Inc
915
New
N/A
915 $0
Capital Grp Fixed Incm ETF T
8K
New
N/A
8K $0
Arista Networks Inc
2.27K
New
N/A
2.27K $0
Bullish
3.36K
New
N/A
3.36K $0
Tidal Trust Ii
26.3K
New
N/A
26.3K $0
Goldman Sachs ETF Tr
14.4K
New
N/A
14.4K $0
QTUM
ETF Ser Solutions Defiance Qua
2.09K
New
N/A
2.09K $0
Goldman Sachs ETF Tr
14.5K
New
N/A
14.5K $0
Global X Fds
13.3K
New
N/A
13.3K $0
Fidelity Merrimack Str Tr
8K
New
N/A
8K $0
Fidelity Wise Origin Bitcoin
3.6K
New
N/A
3.6K $0
Fidelity Merrimack Str Tr
12K
New
N/A
12K $0
Activity Summary
Buys All Purchases 390 New Holdings 54 Increased Positions 336 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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