Avidian Wealth Solutions, LLC New Holdings in Q1 2025

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JCPB
J P Morgan Exchange Traded Fd

ETFs
576K
New
$45.56 - $47.23 $26.3M - $27.2M
576K $27.1M
VLUE
Ishares Msci Usa Value Factor

ETFs
184K
New
$104.89 - $113.56 $19.3M - $20.9M
184K $19.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
356K
New
$49.69 - $50.76 $17.7M - $18.1M
356K $17.8M
FVAL
Fidelity Covington Tr Value Fa

ETFs
252K
New
$58.79 - $65.0 $14.8M - $16.4M
252K $15M
XLG
Invesco Exchange Traded Fd Tr

ETFs
19K
New
$45.72 - $51.73 $867K - $981K
19K $872K
SSO
Proshares Ultra S&P 500

ETFs
8.32K
New
$80.57 - $100.21 $670K - $834K
8.32K $688K
UBER
Uber Technologies, Inc

Technology
6.33K
New
$63.17 - $81.49 $400K - $516K
6.33K $461K
ES
Eversource Energy

Utilities
6K
New
$55.63 - $63.8 $334K - $383K
6K $372K
RGLD
Royal Gold Inc

Basic Materials
2.24K
New
$132.55 - $163.51 $296K - $366K
2.24K $365K
PNC
Pnc Financial Services Group, Inc.

Financial Services
2.02K
New
$168.84 - $202.89 $340K - $409K
2.02K $354K
AMCR
Amcor PLC

Consumer Cyclical
32K
New
$9.33 - $10.39 $298K - $332K
32K $310K
BNDX
Vanguard Total International B

ETFs
5.97K
New
$48.33 - $49.5 $288K - $295K
5.97K $291K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
11.5K
New
$24.79 - $25.26 $285K - $290K
11.5K $290K
WTTR
Select Energy Services, Inc.

Energy
27.5K
New
$9.37 - $14.56 $258K - $400K
27.5K $288K
MSTR
Microstrategy Inc

Technology
968
New
$239.27 - $396.5 $232K - $384K
968 $279K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
5.69K
New
$47.59 - $48.35 $271K - $275K
5.69K $275K
A
Agilent Technologies, Inc.

Healthcare
2.34K
New
$116.69 - $152.6 $272K - $356K
2.34K $273K
SPG
Simon Property Group Inc

Real Estate
1.54K
New
$159.48 - $187.78 $245K - $288K
1.54K $255K
PGR
Progressive Corp

Financial Services
901
New
$235.61 - $291.22 $212K - $262K
901 $254K
BCO
Brinks CO

Industrials
2.94K
New
$83.39 - $96.29 $245K - $283K
2.94K $253K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
35K
New
$5.57 - $7.6 $195K - $266K
35K $249K
INTC
Intel Corp

Technology
10.9K
New
$19.1 - $27.39 $208K - $298K
10.9K $247K
NUE
Nucor Corp

Basic Materials
2.05K
New
$114.48 - $142.52 $234K - $291K
2.05K $246K
PLD
Prologis, Inc.

Real Estate
2.18K
New
$103.59 - $124.04 $226K - $271K
2.18K $243K
EMN
Eastman Chemical CO

Basic Materials
2.68K
New
$87.05 - $103.47 $233K - $278K
2.68K $236K
HES
Hess Corp

Energy
1.48K
New
$135.42 - $160.52 $200K - $237K
1.48K $235K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.82K
New
$126.86 - $146.45 $231K - $267K
1.82K $231K
MCK
Mckesson Corp

Healthcare
339
New
$566.21 - $672.99 $192K - $228K
339 $228K
AJG
Arthur J. Gallagher & Co.

Financial Services
658
New
$275.89 - $345.24 $182K - $227K
658 $227K
RC
Ready Capital Corp

Real Estate
43.2K
New
$4.9 - $7.05 $212K - $305K
43.2K $219K
ETR
Entergy Corp

Utilities
2.56K
New
$75.26 - $87.89 $193K - $225K
2.56K $218K
WEC
Wec Energy Group, Inc.

Utilities
1.98K
New
$92.12 - $108.98 $182K - $216K
1.98K $215K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
8.87K
New
$23.9 - $24.18 $212K - $214K
8.87K $214K
CTRA
Coterra Energy Inc.

Energy
7.16K
New
$25.51 - $29.83 $183K - $214K
7.16K $206K
CVS
Cvs Health Corp

Healthcare
3.03K
New
$44.22 - $68.64 $134K - $208K
3.03K $205K
TRV
Travelers Companies, Inc.

Financial Services
776
New
$232.43 - $265.13 $180K - $206K
776 $205K
AMT
American Tower Corp

Real Estate
921
New
$173.46 - $217.6 $160K - $200K
921 $200K
F
Ford Motor CO

Consumer Cyclical
18.8K
New
$9.12 - $10.43 $172K - $196K
18.8K $188K
TSI
Tcw Strategic Income Fund Inc

Financial Services
10K
New
$4.76 - $4.93 $47.7K - $49.4K
10K $48K
XTEN
Bondbloxx ETF Tr Bloomberg 10
15.4K
New
N/A
15.4K $0
Ultimus Managers Tr
7.85K
New
N/A
7.85K $0
Vaneck Bitcoin ETF
17.9K
New
N/A
17.9K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
3.15K
New
N/A
3.15K $0
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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