Avidian Wealth Solutions, LLC Reduced Holdings in Q1 2025

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-3.06K
- 0.35%
$106.98 - $149.43 $328K - $458K
879K $95.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-207K
- 18.88%
$57.21 - $65.8 $11.9M - $13.7M
892K $52M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-167K
- 90.58%
$91.76 - $103.26 $15.3M - $17.2M
17.3K $1.6M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-247K
- 94.32%
$36.63 - $37.45 $9.03M - $9.23M
14.8K $546K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-306K
- 57.38%
$25.54 - $27.64 $7.81M - $8.45M
227K $6.19M
IEFA
Ishares Tr

ETFs
-250K
- 11.79%
$69.57 - $78.65 $17.4M - $19.7M
1.87M $142M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.06K
- 3.07%
$360.07 - $417.26 $1.46M - $1.69M
128K $46.2M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-113K
- 10.68%
$54.25 - $57.64 $6.11M - $6.5M
942K $51.9M
AAPL
Apple Inc.

Technology
-3.79K
- 2.11%
$209.68 - $247.1 $794K - $935K
176K $39M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-27.6K
- 9.99%
$102.49 - $119.96 $2.83M - $3.31M
249K $26M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-179K
- 37.24%
$25.12 - $26.05 $4.5M - $4.67M
302K $7.61M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-229K
- 10.75%
$24.05 - $24.86 $5.5M - $5.69M
1.9M $47.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-81.7K
- 84.45%
$44.41 - $45.98 $3.63M - $3.75M
15K $686K
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.53K
- 11.66%
$551.42 - $612.93 $2.5M - $2.77M
34.3K $19.2M
MSFT
Microsoft Corp

Technology
-745
- 1.89%
$375.39 - $447.2 $280K - $333K
38.8K $14.6M
INDA
Ishares Msci India Index Fund

ETFs
-34.2K
- 23.9%
$47.8 - $53.4 $1.63M - $1.82M
109K $5.6M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-23.8K
- 3.44%
$55.41 - $60.74 $1.32M - $1.45M
667K $37.7M
IFRA
Ishares Tr

ETFs
-30.8K
- 47.72%
$44.8 - $49.25 $1.38M - $1.52M
33.7K $1.52M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-7.94K
- 43.89%
$169.43 - $182.84 $1.34M - $1.45M
10.1K $1.76M
EFG
Msci Eafe Growth ETF

ETFs
-15.1K
- 43.43%
$96.1 - $106.37 $1.45M - $1.6M
19.6K $1.96M
GOOGL
Alphabet Inc.

Communication Services
-712
- 2.38%
$154.33 - $206.19 $110K - $147K
29.2K $4.51M
IWM
Ishares Russell 2000 ETF

ETFs
-1.72K
- 4.9%
$198.1 - $229.79 $341K - $395K
33.4K $6.66M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-18.6K
- 7.77%
$23.16 - $27.04 $432K - $504K
221K $5.18M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-413
- 1.49%
$254.58 - $302.92 $105K - $125K
27.2K $6.96M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-16.8K
- 18.45%
$74.85 - $84.89 $1.26M - $1.43M
74.3K $6.07M
SUB
Ishares Short Term National Mu

ETFs
-7.16K
- 17.72%
$105.3 - $106.24 $754K - $761K
33.3K $3.51M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-199
- 1.0%
$307.43 - $357.48 $61.2K - $71.1K
19.7K $6.08M
BX
Blackstone Inc.

Financial Services
-1.06K
- 6.57%
$136.53 - $186.74 $145K - $199K
15.1K $2.11M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.63K
- 2.34%
$21.75 - $24.28 $209K - $234K
401K $8.86M
EWW
Ishares Inc Msci Mexico ETF

ETFs
-11.4K
- 9.28%
N/A
112K $6.36M
VGT
Vanguard Information Technolog

ETFs
-92
- 1.32%
$542.38 - $646.34 $49.9K - $59.5K
6.87K $3.72M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.34K
- 3.35%
$96.3 - $112.23 $129K - $151K
38.7K $3.77M
VO
Vanguard Mid Cap ETF

ETFs
-903
- 1.63%
$251.87 - $277.95 $227K - $251K
54.6K $14.1M
IYW
Ishares Dj Us Tech ETF

ETFs
-9
- 0.03%
$140.44 - $166.79 $1.26K - $1.5K
28.1K $3.95M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.02K
- 53.74%
$85.29 - $92.57 $513K - $557K
5.18K $471K
DGRO
Ishares Core Dividend Growth E

ETFs
-8.3K
- 6.84%
$60.46 - $64.42 $502K - $534K
113K $6.98M
IVW
Ishares S&P 500 Growth ETF

ETFs
-583
- 1.29%
$92.45 - $106.69 $53.9K - $62.2K
44.4K $4.13M
XLK
Technology Sector Spdr

ETFs
-1.04K
- 12.22%
$206.38 - $242.18 $215K - $252K
7.48K $1.54M
VBR
Vanguard Small Cap Value ETF

ETFs
-559
- 2.12%
$183.02 - $207.75 $102K - $116K
25.8K $4.8M
ORCL
Oracle Corp

Technology
-604
- 5.03%
$139.81 - $186.47 $84.4K - $113K
11.4K $1.59M
CAT
Caterpillar Inc

Industrials
-697
- 15.01%
$326.75 - $407.63 $228K - $284K
3.95K $1.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-4.08K
- 56.75%
$91.45 - $91.75 $373K - $375K
3.11K $285K
EFV
Msci Eafe Value ETF

ETFs
-13K
- 21.25%
$51.88 - $60.73 $674K - $789K
48.1K $2.84M
CSX
Csx Corp

Industrials
-9.17K
- 28.89%
$29.11 - $33.67 $267K - $309K
22.6K $664K
BK
Bank Of New York Mellon Corp

Financial Services
-4.45K
- 61.17%
$75.42 - $88.95 $335K - $396K
2.82K $236K
XLY
Select Sector Spdr Consumer Di

ETFs
-400
- 4.42%
$192.6 - $233.2 $77K - $93.3K
8.64K $1.71M
UPS
United Parcel Service Inc

Industrials
-526
- 3.64%
$109.66 - $136.26 $57.7K - $71.7K
13.9K $1.53M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-156
- 0.29%
$108.02 - $120.45 $16.9K - $18.8K
53.2K $5.86M
UAL
United Airlines Holdings, Inc.

Industrials
-639
- 7.63%
$69.05 - $110.52 $44.1K - $70.6K
7.73K $533K
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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