Avidian Wealth Solutions, LLC New Holdings in Q3 2024

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
USFR
Wisdomtree Floating Rate Treas

ETFs
35.5K
New
$50.2 - $50.48 $1.78M - $1.79M
35.5K $1.78M
VV
Vanguard Large Cap ETF

ETFs
2.91K
New
$236.92 - $263.4 $690K - $768K
2.91K $767K
IAU
Ishares Gold Trust

ETFs
11.5K
New
$44.06 - $50.5 $506K - $580K
11.5K $571K
FDLO
Fidelity Covington Tr Low Vola

ETFs
8.17K
New
$56.38 - $61.35 $461K - $501K
8.17K $501K
AXP
American Express CO

Financial Services
1.79K
New
$225.92 - $271.17 $403K - $484K
1.79K $484K
PLTR
Palantir Technologies Inc.

Technology
12.6K
New
$24.09 - $37.95 $303K - $478K
12.6K $468K
EMR
Emerson Electric CO

Industrials
3.11K
New
$98.19 - $118.87 $305K - $370K
3.11K $340K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
4.99K
New
$60.1 - $66.57 $300K - $332K
4.99K $331K
FNF
Fidelity National Financial, Inc.

Financial Services
5.27K
New
$48.08 - $62.04 $254K - $327K
5.27K $327K
HESM
Hess Midstream LP

Energy
9.12K
New
$34.91 - $38.61 $319K - $352K
9.12K $321K
WELL
Welltower Inc.

Real Estate
2.47K
New
$104.0 - $129.74 $257K - $321K
2.47K $316K
DASH
Door Dash, Inc.

Communication Services
2.21K
New
$100.28 - $143.99 $222K - $319K
2.21K $315K
APD
Air Products & Chemicals, Inc.

Basic Materials
1K
New
$247.34 - $300.11 $247K - $300K
1K $297K
UBER
Uber Technologies, Inc

Technology
3.88K
New
$58.48 - $77.47 $227K - $301K
3.88K $291K
DELL
Dell Technologies Inc.

Technology
2.39K
New
$87.89 - $145.97 $210K - $349K
2.39K $283K
SWK
Stanley Black & Decker, Inc.

Industrials
2.44K
New
$77.75 - $110.17 $190K - $269K
2.44K $268K
TMUS
T Mobile Us, Inc.

Communication Services
1.21K
New
$175.14 - $206.36 $212K - $249K
1.21K $249K
PLD
Prologis, Inc.

Real Estate
1.9K
New
$111.95 - $132.43 $212K - $251K
1.9K $239K
CMI
Cummins Inc

Industrials
709
New
$266.63 - $326.4 $189K - $231K
709 $229K
POOL
Pool Corp

Industrials
605
New
$296.17 - $376.8 $179K - $228K
605 $227K
PKG
Packaging Corp Of America

Consumer Cyclical
1.06K
New
$176.32 - $215.7 $187K - $228K
1.06K $227K
FFIN
First Financial Bankshares Inc

Financial Services
6.12K
New
$28.56 - $39.46 $175K - $242K
6.12K $226K
IRM
Iron Mountain Inc

Real Estate
1.87K
New
$89.69 - $119.32 $168K - $223K
1.87K $222K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
570
New
$320.55 - $412.94 $183K - $235K
570 $221K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.54K
New
$125.95 - $142.04 $194K - $219K
1.54K $218K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.2K
New
$22.38 - $23.66 $206K - $218K
9.2K $215K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8.82K
New
$21.72 - $25.05 $192K - $221K
8.82K $215K
SPGI
S&P Global Inc.

Financial Services
411
New
$446.32 - $527.38 $183K - $217K
411 $212K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.57K
New
$54.38 - $59.77 $194K - $213K
3.57K $211K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.18K
New
$37.33 - $40.63 $193K - $210K
5.18K $210K
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.38K
New
$34.48 - $38.87 $186K - $209K
5.38K $207K
CARR
Carrier Global Corp

Industrials
2.55K
New
$61.9 - $80.88 $158K - $206K
2.55K $205K
VDE
Vanguard Energy ETF

ETFs
1.65K
New
$117.44 - $131.06 $194K - $216K
1.65K $202K
XEL
Xcel Energy Inc

Utilities
3.09K
New
$52.11 - $65.3 $161K - $202K
3.09K $202K
SLV
I Shares Silver Trust

ETFs
7.08K
New
$24.33 - $29.38 $172K - $208K
7.08K $201K
ON
On Semiconductor Corp

Technology
2.76K
New
$66.39 - $78.74 $183K - $218K
2.76K $200K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
14.5K
New
$7.33 - $8.15 $106K - $118K
14.5K $114K
QBTS
D Wave Quantum Inc.

Technology
11.6K
New
$0.8 - $1.33 $9.3K - $15.5K
11.6K $11K
KPTI
Karyopharm Therapeutics Inc.

Healthcare
10.1K
New
$0.7 - $1.06 $7.07K - $10.7K
10.1K $8K
First Tr Exchng Traded Fd Vi
11.1K
New
N/A
11.1K $0
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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