Avidian Wealth Solutions, LLC Reduced Holdings in Q2 2025

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TQQQ
Proshares Ultrapro Qqq

ETFs
-266K
- 72.57%
$38.9 - $83.0 $10.3M - $22.1M
101K $8.34M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-223K
- 22.57%
$58.41 - $72.69 $13M - $16.2M
763K $55.5M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-160K
- 27.37%
$50.52 - $50.92 $8.1M - $8.16M
425K $21.7M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-70.7K
- 52.52%
$90.85 - $102.31 $6.42M - $7.23M
63.9K $6.44M
AAPL
Apple Inc.

Technology
-18.9K
- 10.76%
$172.42 - $223.89 $3.26M - $4.23M
157K $32.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-143K
- 64.85%
$20.42 - $25.3 $2.93M - $3.63M
77.7K $1.97M
XOM
Exxon Mobil Corp

Energy
-4.22K
- 2.06%
$99.93 - $119.04 $422K - $503K
201K $21.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-32.2K
- 2.93%
$48.13 - $49.85 $1.55M - $1.6M
1.07M $52.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-67.8K
- 70.02%
$22.92 - $28.05 $1.55M - $1.9M
29K $814K
CVX
Chevron Corp

Energy
-511
- 1.19%
$133.73 - $168.51 $68.3K - $86.1K
42.3K $6.06M
UNH
Unitedhealth Group Inc

Healthcare
-713
- 29.11%
$274.35 - $599.47 $196K - $427K
1.74K $541K
VB
Vanguard Small Cap ETF

ETFs
-3.34K
- 57.01%
$193.73 - $237.37 $648K - $794K
2.52K $597K
BXSL
Blackstone Secured Lending Fund

Financial Services
-18.6K
- 24.83%
$26.88 - $32.74 $501K - $610K
56.4K $1.74M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-13.7K
- 22.69%
$50.48 - $50.71 $689K - $692K
46.5K $2.36M
BP
Bp PLC

Energy
-17.2K
- 38.94%
$26.11 - $33.81 $450K - $583K
27K $808K
IYE
Ishares Tr

ETFs
-9.92K
- 17.88%
$40.36 - $49.67 $400K - $493K
45.5K $2.06M
ABBV
Abb Vie Inc.

Healthcare
-1.03K
- 6.06%
$170.16 - $206.27 $175K - $212K
16K $2.97M
LLY
Eli Lilly & CO

Healthcare
-360
- 6.97%
$713.71 - $898.95 $257K - $324K
4.81K $3.75M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.09K
- 17.91%
$100.35 - $100.71 $511K - $513K
23.3K $2.35M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-7.02K
- 1.66%
$43.63 - $45.4 $306K - $319K
416K $18.6M
MRK
Merck & Co., Inc.

Healthcare
-3.04K
- 18.13%
$73.47 - $87.12 $223K - $265K
13.7K $1.09M
PEP
Pepsico Inc

Consumer Defensive
-713
- 4.14%
$128.02 - $151.37 $91.3K - $108K
16.5K $2.18M
HEFA
Ishares Currency Hedged Msci E

ETFs
-21.6K
- 8.58%
$32.11 - $38.21 $694K - $826K
230K $8.74M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-8.42K
- 23.3%
$52.31 - $63.72 $440K - $536K
27.7K $1.77M
SLB
Schlumberger Limited

Energy
-6.25K
- 29.06%
$31.95 - $42.2 $200K - $264K
15.3K $515K
CMCSA
Comcast Corp

Communication Services
-9.15K
- 48.05%
$32.84 - $36.72 $300K - $336K
9.89K $353K
NKE
Nike, Inc.

Consumer Cyclical
-6.06K
- 52.98%
$53.27 - $72.04 $323K - $437K
5.38K $382K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3.78K
- 40.55%
$104.23 - $134.39 $394K - $508K
5.54K $744K
MUB
Ishares National Muni Bond ETF

ETFs
-2.74K
- 6.47%
$102.31 - $105.8 $280K - $289K
39.6K $4.13M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-4.15K
- 25.25%
$72.02 - $73.82 $299K - $306K
12.3K $904K
FNDX
Schwab Fundamental U S Large C

ETFs
-19.8K
- 9.59%
$20.84 - $24.54 $412K - $485K
187K $4.58M
JNJ
Johnson & Johnson

Healthcare
-201
- 1.07%
$146.36 - $159.82 $29.4K - $32.1K
18.6K $2.84M
VTI
Vanguard Total Stock Market Et

ETFs
-1.75K
- 19.2%
$243.75 - $303.93 $426K - $531K
7.35K $2.23M
OKE
Oneok Inc

Energy
-443
- 3.92%
$78.71 - $100.37 $34.9K - $44.5K
10.9K $887K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-239
- 18.09%
$390.26 - $489.06 $93.3K - $117K
1.08K $438K
TGT
Target Corp

Consumer Defensive
-1.76K
- 29.61%
$88.76 - $105.77 $156K - $186K
4.17K $411K
UPS
United Parcel Service Inc

Industrials
-730
- 5.25%
$91.92 - $110.2 $67.1K - $80.4K
13.2K $1.33M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-2.47K
- 0.82%
$24.14 - $25.43 $59.6K - $62.8K
299K $7.42M
ITM
Vaneck Intermediate Muni ETF

ETFs
-3.96K
- 1.23%
$44.27 - $45.82 $175K - $181K
318K $14.5M
PG
Procter & Gamble CO

Consumer Defensive
-38
- 0.23%
$157.66 - $172.39 $5.99K - $6.55K
16.5K $2.62M
XLE
Energy Sector Spdr

ETFs
-120
- 0.66%
$76.44 - $94.13 $9.17K - $11.3K
18.1K $1.53M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.94K
- 8.61%
$114.78 - $133.31 $223K - $258K
20.6K $2.74M
ET
Energy Transfer LP

Energy
-6.05K
- 5.62%
$15.65 - $18.93 $94.7K - $115K
102K $1.84M
KMI
Kinder Morgan, Inc.

Energy
-6.88K
- 13.57%
$25.21 - $29.4 $173K - $202K
43.8K $1.29M
GLDM
World Gold Trust

ETFs
-2.69K
- 24.06%
$58.96 - $67.97 $159K - $183K
8.5K $556K
WSO
Watsco Inc

Industrials
-106
- 8.72%
$421.84 - $520.66 $44.7K - $55.2K
1.11K $489K
VLO
Valero Energy Corp

Energy
-1.08K
- 13.97%
$104.69 - $141.77 $113K - $153K
6.65K $894K
UNP
Union Pacific Corp

Industrials
-422
- 13.49%
$208.27 - $238.46 $87.9K - $101K
2.71K $622K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.16K
- 22.33%
$83.97 - $92.85 $97.2K - $107K
4.03K $355K
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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