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
DIS
Walt Disney CO

Communication Services
-466
- 2.56%
$96.87 - $114.0 $45.1K - $53.1K
17.8K $1.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-88
- 1.66%
$468.34 - $539.52 $41.2K - $47.5K
5.22K $2.45M
GLD
Spdr Gold Trust

ETFs
-2.42K
- 24.48%
$243.19 - $288.14 $588K - $697K
7.46K $2.15M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-5.09K
- 7.79%
$50.44 - $50.7 $256K - $258K
60.2K $3.05M
CRM
Salesforce, Inc.

Technology
-244
- 9.64%
$268.36 - $359.95 $65.5K - $87.8K
2.29K $614K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-337
- 0.48%
$24.91 - $29.02 $8.39K - $9.78K
70.5K $1.77M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-310
- 0.43%
$48.06 - $53.73 $14.9K - $16.7K
72.1K $3.51M
AZO
Autozone Inc

Consumer Cyclical
-81
- 41.75%
$3193.96 - $3828.11 $259K - $310K
113 $430K
MRK
Merck & Co., Inc.

Healthcare
-272
- 1.6%
$83.01 - $101.02 $22.6K - $27.5K
16.8K $1.5M
PSA
Public Storage

Real Estate
-594
- 17.48%
$288.99 - $313.98 $172K - $187K
2.81K $839K
UNP
Union Pacific Corp

Industrials
-807
- 20.5%
$225.21 - $254.42 $182K - $205K
3.13K $739K
AMD
Advanced Micro Devices Inc

Technology
-841
- 23.16%
$96.63 - $129.55 $81.3K - $109K
2.79K $286K
MUB
Ishares National Muni Bond ETF

ETFs
-835
- 1.94%
$104.71 - $107.69 $87.4K - $89.9K
42.3K $4.46M
NEE
Nextera Energy Inc

Utilities
-1.78K
- 14.18%
$66.96 - $76.16 $119K - $136K
10.8K $764K
PAYX
Paychex Inc

Industrials
-1.43K
- 22.54%
$136.06 - $154.52 $194K - $221K
4.9K $756K
SQ
Block, Inc.

Technology
-58
- 1.28%
$54.04 - $92.95 $3.13K - $5.39K
4.46K $255K
ICF
Ishares Tr

ETFs
-2.56K
- 10.79%
$57.98 - $63.8 $149K - $164K
21.2K $1.3M
VBK
Vanguard Small Cap Growth ETF

ETFs
-84
- 2.24%
$247.97 - $296.33 $20.8K - $24.9K
3.67K $924K
COST
Costco Wholesale Corp

Consumer Defensive
-192
- 10.06%
$890.62 - $1076.86 $171K - $207K
1.72K $1.62M
MO
Altria Group, Inc.

Consumer Defensive
-4.37K
- 24.07%
$50.81 - $60.02 $222K - $262K
13.8K $827K
ACN
Accenture PLC

Technology
-8
- 0.27%
$300.91 - $398.25 $2.41K - $3.19K
2.94K $918K
DHR
Danaher Corp

Healthcare
-226
- 8.63%
$201.62 - $250.59 $45.6K - $56.6K
2.39K $490K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.62K
- 3.57%
$95.85 - $99.25 $251K - $260K
70.7K $7M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-286
- 14.83%
$203.38 - $274.79 $58.2K - $78.6K
1.64K $337K
PEP
Pepsico Inc

Consumer Defensive
-464
- 2.63%
$142.64 - $156.42 $66.2K - $72.6K
17.2K $2.58M
VLO
Valero Energy Corp

Energy
-1.46K
- 15.87%
$121.76 - $142.99 $178K - $209K
7.73K $1.02M
DFAI
Dimensional ETF Tr

ETFs
-7.05K
- 12.28%
$28.88 - $32.4 $204K - $228K
50.3K $1.57M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-27
- 0.65%
$161.27 - $192.3 $4.35K - $5.19K
4.16K $670K
FDX
Fedex Corp

Industrials
-204
- 15.54%
$230.33 - $281.53 $47K - $57.4K
1.11K $270K
NXPI
Nxp Semiconductors N.V.

Technology
-215
- 6.79%
$189.99 - $245.86 $40.8K - $52.9K
2.95K $561K
LMT
Lockheed Martin Corp

Industrials
-19
- 0.87%
$423.19 - $506.29 $8.04K - $9.62K
2.17K $970K
VMI
Valmont Industries Inc

Industrials
-105
- 4.39%
$285.37 - $376.98 $30K - $39.6K
2.29K $652K
IMKTA
Ingles Markets Inc

Consumer Defensive
-1.3K
- 17.47%
$59.95 - $67.47 $77.9K - $87.7K
6.14K $400K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-107
- 21.15%
$522.96 - $601.18 $56K - $64.3K
399 $212K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-5.16K
- 5.47%
$22.46 - $23.26 $116K - $120K
89.1K $2.06M
WFC
Wells Fargo & Company

Financial Services
-1.22K
- 13.88%
$66.78 - $81.42 $81.2K - $99K
7.55K $541K
PFE
Pfizer Inc

Healthcare
-2.01K
- 9.92%
$25.01 - $27.13 $50.2K - $54.4K
18.2K $462K
AVUV
American Centy ETF Tr Avantis

ETFs
-352
- 7.75%
$84.95 - $100.62 $29.9K - $35.4K
4.19K $365K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.95K
- 4.32%
$51.52 - $52.37 $100K - $102K
43.1K $2.26M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.51K
- 10.08%
$49.22 - $51.73 $74.5K - $78.3K
13.5K $681K
WELL
Welltower Inc.

Real Estate
-880
- 37.34%
$124.05 - $156.86 $109K - $138K
1.48K $226K
CCL
Carnival Corp

Consumer Cyclical
-653
- 6.1%
$19.08 - $28.49 $12.5K - $18.6K
10K $196K
V
Visa Inc.

Financial Services
-1.07K
- 12.02%
$306.92 - $362.71 $328K - $388K
7.83K $2.74M
RE
Everest Re Group LTD

Financial Services
-177
- 7.37%
N/A
2.22K $824K
BDX
Becton Dickinson & CO

Healthcare
-295
- 21.64%
$222.79 - $249.08 $65.7K - $73.5K
1.07K $244K
PAVE
Global X Fds Us Infrastructure

ETFs
-260
- 1.31%
$37.31 - $43.82 $9.7K - $11.4K
19.5K $736K
DEO
Diageo PLC

Consumer Defensive
-83
- 3.52%
$104.79 - $126.12 $8.7K - $10.5K
2.28K $238K
BA
Boeing CO

Industrials
-191
- 4.46%
$148.15 - $186.25 $28.3K - $35.6K
4.09K $697K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.8K
- 23.43%
$56.12 - $68.15 $101K - $122K
5.87K $397K
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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