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
ADM
Archer Daniels Midland CO

Consumer Defensive
-559
- 4.25%
$45.22 - $52.17 $25.3K - $29.2K
12.6K $605K
SLG
Sl Green Realty Corp

Real Estate
-5
- 0.09%
$55.58 - $68.38 $278 - $342
5.57K $321K
USB
Us Bancorp \De\

Financial Services
-27
- 0.27%
$40.92 - $50.9 $1.1K - $1.37K
9.94K $419K
ACWI
Ishares Msci Acwi ETF

ETFs
-256
- 1.42%
$115.16 - $124.13 $29.5K - $31.8K
17.8K $2.07M
BMY
Bristol Myers Squibb CO

Healthcare
-1.72K
- 13.89%
$53.9 - $63.11 $92.8K - $109K
10.7K $651K
MCD
Mcdonalds Corp

Consumer Cyclical
-634
- 9.2%
$279.74 - $321.29 $177K - $204K
6.26K $1.95M
HCA
Hca Healthcare, Inc.

Healthcare
-243
- 25.8%
$296.7 - $345.55 $72.1K - $84K
699 $241K
RDVY
First Trust Rising Dividend Ac

ETFs
-637
- 11.3%
$57.22 - $63.39 $36.4K - $40.4K
5K $292K
JCI
Johnson Controls International PLC

Industrials
-523
- 15.26%
$76.12 - $90.6 $39.8K - $47.4K
2.9K $232K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.34K
- 7.6%
$59.28 - $66.1 $79.6K - $88.8K
16.3K $1.04M
HAL
Halliburton CO

Energy
-71
- 0.43%
$24.15 - $29.9 $1.71K - $2.12K
16.3K $413K
DXPE
Dxp Enterprises Inc

Industrials
-335
- 7.45%
$76.67 - $107.03 $25.7K - $35.9K
4.16K $342K
CMI
Cummins Inc

Industrials
-8
- 1.05%
$312.92 - $386.07 $2.5K - $3.09K
753 $236K
VOYA
Voya Financial, Inc.

Financial Services
-334
- 6.47%
$65.1 - $75.67 $21.7K - $25.3K
4.83K $327K
GD
General Dynamics Corp

Industrials
-225
- 6.19%
$241.94 - $272.58 $54.4K - $61.3K
3.41K $929K
EQH
Equitable Holdings, Inc.

Financial Services
-1.11K
- 16.84%
$47.64 - $55.68 $52.9K - $61.9K
5.49K $285K
YMAR
First Tr Ex Tr Viii Cboe Vest
-1.6K
- 12.53%
$22.77 - $24.61 $36.3K - $39.3K
11.1K $267K
DASH
Door Dash, Inc.

Communication Services
-294
- 13.32%
$168.37 - $213.38 $49.5K - $62.7K
1.91K $349K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-209
- 5.87%
$94.86 - $97.12 $19.8K - $20.3K
3.35K $319K
XLV
Select Sector Spdr Fund Health

ETFs
-280
- 8.32%
$137.61 - $149.68 $38.5K - $41.9K
3.09K $450K
XLP
Consumer Staples Sector Spdr

ETFs
-155
- 1.89%
N/A
8.07K $613K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-276
- 3.76%
$73.11 - $77.43 $20.2K - $21.4K
7.06K $536K
IBB
Ishares Biotechnology ETF

ETFs
-2
- 0.08%
$127.9 - $140.56 $256 - $281
2.5K $319K
HSY
Hershey CO

Consumer Defensive
-104
- 2.64%
$144.74 - $186.36 $15.1K - $19.4K
3.84K $656K
TXN
Texas Instruments Inc

Technology
-51
- 1.0%
N/A
5.02K $977K
STX
Seagate Technology Holdings PLC

Technology
-24
- 0.49%
$84.92 - $108.42 $2.04K - $2.6K
4.86K $412K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-116
- 0.97%
$100.32 - $100.76 $11.6K - $11.7K
11.8K $1.19M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-35
- 0.88%
$96.18 - $109.82 $3.37K - $3.84K
3.96K $405K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-360
- 3.11%
$20.64 - $20.73 $7.43K - $7.46K
11.2K $231K
VT
Vanguard Total World Stk Index

ETFs
-4
- 0.09%
$115.08 - $123.97 $460 - $496
4.43K $513K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-200
- 5.6%
$58.32 - $65.09 $11.7K - $13K
3.37K $202K
LUV
Southwest Airlines CO

Industrials
-145
- 2.1%
$28.18 - $34.84 $4.09K - $5.05K
6.75K $226K
YJUN
First Tr Exchange Traded Fd Vi
-914
- 6.11%
$21.51 - $23.37 $19.7K - $21.4K
14K $318K
XEL
Xcel Energy Inc

Utilities
-203
- 5.81%
$63.37 - $72.1 $12.9K - $14.6K
3.29K $233K
ENB
Enbridge Inc

Energy
-365
- 4.8%
$41.54 - $45.45 $15.2K - $16.6K
7.23K $320K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-226
- 1.08%
$29.82 - $30.1 $6.74K - $6.8K
20.8K $625K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-40
- 0.42%
$22.25 - $23.0 $890 - $920
9.48K $217K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-1K
- 6.01%
N/A
15.6K $0
VUSB
Vanguard Bd Index Fds
-5.15K
- 7.81%
N/A
60.8K $0
Blackrock ETF Trust Ii
-37
- 0.16%
N/A
23.4K $0
First Tr Exchng Traded Fd Vi
-1.76K
- 8.13%
N/A
19.8K $0
First Tr Exchng Traded Fd Vi
-3.69K
- 22.35%
N/A
12.8K $0
First Tr Exchng Traded Fd Vi
-1.31K
- 11.78%
N/A
9.83K $0
CTVA
Corteva, Inc.

Basic Materials
-390
- 8.63%
$55.94 - $66.15 $21.8K - $25.8K
4.13K $259K
SPGI
S&P Global Inc.

Financial Services
-3
- 0.63%
$478.26 - $543.77 $1.43K - $1.63K
474 $240K
K
Kellogg CO

Consumer Defensive
-108
- 1.44%
$81.06 - $82.9 $8.75K - $8.95K
7.39K $609K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-304
- 2.75%
$25.69 - $26.89 $7.81K - $8.17K
10.7K $288K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-57
- 0.68%
$69.15 - $74.69 $3.94K - $4.26K
8.33K $596K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-77
- 0.83%
$44.68 - $46.49 $3.44K - $3.58K
9.15K $423K
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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