Avidian Wealth Solutions, LLC New Holdings in Q2 2025

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
103K
New
$68.13 - $74.77 $7.02M - $7.7M
103K $7.5M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
17.4K
New
$50.09 - $51.09 $870K - $887K
17.4K $886K
ORCC
Owl Rock Capital Corp

Financial Services
53.9K
New
N/A
53.9K $721K
COF
Capital One Financial Corp

Financial Services
2.73K
New
$150.57 - $212.76 $411K - $581K
2.73K $580K
SVOL
Simplify ETF Simplify Volatili

ETFs
31.1K
New
$13.97 - $19.98 $434K - $621K
31.1K $571K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
10.6K
New
$49.98 - $50.26 $529K - $532K
10.6K $530K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
9.91K
New
$50.29 - $50.56 $498K - $501K
9.91K $500K
PULS
Pgim ETF Tr

ETFs
10.1K
New
$49.39 - $49.76 $497K - $501K
10.1K $500K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.19K
New
$171.4 - $227.1 $375K - $497K
2.19K $496K
BITO
Proshares Tr Bitcoin Strategy

ETFs
19.4K
New
$16.69 - $23.43 $324K - $455K
19.4K $418K
LYB
Lyondell Basell Industries N.V.

Basic Materials
6.06K
New
$53.23 - $70.65 $323K - $428K
6.06K $350K
LHX
L3 Harris Technologies, Inc.

Industrials
1.33K
New
$200.21 - $256.99 $267K - $343K
1.33K $334K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
5.69K
New
$46.22 - $57.51 $263K - $327K
5.69K $326K
DOW
Dow Inc.

Basic Materials
11.8K
New
$25.81 - $34.89 $303K - $410K
11.8K $311K
VST
Vistra Corp.

Utilities
1.57K
New
$98.07 - $195.04 $154K - $305K
1.57K $303K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
12.4K
New
$22.57 - $23.23 $281K - $289K
12.4K $288K
CARR
Carrier Global Corp

Industrials
3.74K
New
$55.55 - $75.83 $208K - $284K
3.74K $273K
MELI
Mercadolibre Inc

Consumer Cyclical
103
New
$1794.73 - $2613.63 $185K - $269K
103 $269K
AVB
Avalonbay Communities Inc

Real Estate
1.28K
New
$187.23 - $215.61 $239K - $276K
1.28K $260K
SPOT
Spotify Technology S.A.

Communication Services
323
New
$503.3 - $775.9 $163K - $251K
323 $247K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
11K
New
$22.3 - $22.57 $245K - $248K
11K $246K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.7K
New
$22.81 - $22.97 $244K - $246K
10.7K $245K
PH
Parker Hannifin Corp

Industrials
352
New
$517.23 - $700.54 $182K - $247K
352 $245K
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.25K
New
$57.41 - $74.81 $187K - $243K
3.25K $241K
SNV
Synovus Financial Corp

Financial Services
4.63K
New
$38.27 - $51.75 $177K - $240K
4.63K $239K
GS
Goldman Sachs Group Inc

Financial Services
338
New
$462.22 - $707.75 $156K - $239K
338 $239K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.72K
New
$105.69 - $140.64 $181K - $241K
1.72K $226K
NDAQ
Nasdaq, Inc.

Financial Services
2.5K
New
$66.4 - $89.42 $166K - $224K
2.5K $223K
SRE
Sempra Energy

Utilities
2.9K
New
$63.78 - $78.91 $185K - $229K
2.9K $219K
IBMO
Ishares Tr Ibonds December 202

ETFs
8.55K
New
$25.32 - $25.63 $217K - $219K
8.55K $219K
IBMP
Ishares Tr Ibonds December 202

ETFs
8.66K
New
$24.98 - $25.35 $216K - $219K
8.66K $219K
IRM
Iron Mountain Inc

Real Estate
2.11K
New
$76.93 - $105.25 $162K - $222K
2.11K $216K
APP
App Lovin Corp

Technology
616
New
$219.37 - $417.89 $135K - $257K
616 $215K
IYY
Ishares Tr

ETFs
1.41K
New
$120.9 - $150.87 $171K - $213K
1.41K $213K
OMAB
Central North Airport Group

Industrials
2.02K
New
$72.48 - $106.35 $147K - $215K
2.02K $213K
TT
Trane Technologies PLC

Industrials
486
New
$315.21 - $437.41 $153K - $213K
486 $212K
KKR
Kkr & Co. Inc.

Financial Services
1.58K
New
$92.79 - $134.29 $147K - $213K
1.58K $210K
MEAR
Blackrock Short Maturity Munic

ETFs
4.18K
New
$49.74 - $50.27 $208K - $210K
4.18K $210K
CTAS
Cintas Corp

Industrials
937
New
$190.11 - $227.66 $178K - $213K
937 $208K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.93K
New
$35.77 - $42.27 $176K - $208K
4.93K $208K
ECL
Ecolab Inc.

Basic Materials
772
New
$225.65 - $270.95 $174K - $209K
772 $208K
CEF
Sprott Physical Gold & Silver Trust

Financial Services
6.87K
New
$26.18 - $30.91 $180K - $212K
6.87K $206K
FAST
Fastenal CO

Industrials
4.82K
New
$40.65 - $83.16 $196K - $401K
4.82K $202K
FMC
Fmc Corp

Basic Materials
4.83K
New
$33.98 - $44.06 $164K - $213K
4.83K $201K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
4.96K
New
$33.13 - $40.67 $164K - $202K
4.96K $201K
Bunge Global Sa
2.77K
New
N/A
2.77K $0
Fidelity Merrimack Str Tr
11.8K
New
N/A
11.8K $0
Arm Holdings PLC
1.86K
New
N/A
1.86K $0
Perimeter Solutions Inc
14.7K
New
N/A
14.7K $0
Activity Summary
Buys All Purchases 301 New Holdings 57 Increased Positions 244 Sells All Sells 205 Reductions 205 Sold out 0 Options Calls 0 Puts 0
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