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
VOYA
Voya Financial, Inc.

Financial Services
-561
- 11.62%
$54.27 - $71.0 $30.4K - $39.8K
4.27K $302K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-874
- 3.04%
$38.18 - $45.52 $33.4K - $39.8K
27.8K $1.22M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-394
- 11.53%
$83.8 - $101.39 $33K - $39.9K
3.02K $305K
K
Kellogg CO

Consumer Defensive
-17
- 0.23%
$77.85 - $82.88 $1.32K - $1.41K
7.37K $586K
PNW
Pinnacle West Capital Corp

Utilities
-37
- 1.11%
$88.3 - $95.43 $3.27K - $3.53K
3.3K $295K
VNQ
Vanguard Specialized Funds Van

ETFs
-174
- 3.51%
$79.79 - $91.42 $13.9K - $15.9K
4.79K $426K
DEO
Diageo PLC

Consumer Defensive
-119
- 5.23%
$99.86 - $115.75 $11.9K - $13.8K
2.16K $217K
ICE
Intercontinental Exchange, Inc.

Financial Services
-230
- 11.34%
$151.62 - $183.47 $34.9K - $42.2K
1.8K $329K
ITW
Illinois Tool Works Inc

Industrials
-74
- 3.73%
$218.41 - $252.43 $16.2K - $18.7K
1.91K $472K
NUE
Nucor Corp

Basic Materials
-296
- 14.47%
$103.22 - $131.43 $30.6K - $38.9K
1.75K $226K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-242
- 3.43%
$72.12 - $76.23 $17.5K - $18.4K
6.82K $517K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-333
- 0.3%
N/A
111K $6.34M
LNG
Cheniere Energy, Inc.

Energy
-170
- 8.5%
$197.25 - $244.33 $33.5K - $41.5K
1.83K $445K
AJG
Arthur J. Gallagher & Co.

Financial Services
-4
- 0.61%
$310.86 - $348.77 $1.24K - $1.4K
654 $209K
ALC
Alcon Inc

Healthcare
-11
- 0.46%
$82.88 - $98.3 $912 - $1.08K
2.41K $212K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-206
- 2.72%
$116.93 - $119.39 $24.1K - $24.6K
7.37K $877K
PGR
Progressive Corp

Financial Services
-7
- 0.78%
$255.27 - $288.74 $1.79K - $2.02K
894 $238K
IMKTA
Ingles Markets Inc

Consumer Defensive
-70
- 1.14%
$59.82 - $65.64 $4.19K - $4.59K
6.07K $384K
BK
Bank Of New York Mellon Corp

Financial Services
-390
- 13.82%
$73.31 - $91.62 $28.6K - $35.7K
2.43K $221K
WELL
Welltower Inc.

Real Estate
-98
- 6.64%
$136.49 - $155.22 $13.4K - $15.2K
1.38K $211K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-380
- 20.86%
$113.67 - $150.4 $43.2K - $57.2K
1.44K $216K
RIO
Rio Tinto PLC

Basic Materials
-30
- 0.43%
$52.32 - $62.75 $1.57K - $1.88K
6.97K $406K
WEC
Wec Energy Group, Inc.

Utilities
-12
- 0.61%
$102.24 - $109.76 $1.23K - $1.32K
1.97K $205K
SUB
Ishares Short Term National Mu

ETFs
-323
- 0.97%
$104.77 - $106.34 $33.8K - $34.3K
32.9K $3.5M
CRM
Salesforce, Inc.

Technology
-63
- 2.75%
$236.26 - $291.15 $14.9K - $18.3K
2.23K $606K
CME
Cme Group Inc.

Financial Services
-102
- 5.3%
$252.37 - $290.71 $25.7K - $29.7K
1.82K $502K
MMM
3 M CO

Industrials
-186
- 4.76%
$126.09 - $154.15 $23.5K - $28.7K
3.72K $566K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-190
- 1.7%
$20.66 - $20.74 $3.93K - $3.94K
11K $227K
USFR
Wisdomtree Floating Rate Treas

ETFs
-39
- 0.05%
$50.28 - $50.47 $1.96K - $1.97K
83.7K $4.21M
EMR
Emerson Electric CO

Industrials
-697
- 18.46%
$94.15 - $133.33 $65.6K - $92.9K
3.08K $410K
ABT
Abbott Laboratories

Healthcare
-252
- 2.79%
$123.95 - $138.08 $31.2K - $34.8K
8.78K $1.19M
PFF
Ishares Trust Ishares Pfd And

ETFs
-79
- 0.41%
$29.0 - $30.68 $2.29K - $2.42K
19.4K $595K
SQ
Block, Inc.

Technology
-13
- 0.29%
N/A
4.45K $254K
Ultimus Managers Tr
-39
- 0.5%
N/A
7.82K $0
VUSB
Vanguard Bd Index Fds
-13.8K
- 22.78%
N/A
47K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
-2.78K
- 7.83%
N/A
32.8K $0
ETF Ser Solutions
-25.1K
- 25.78%
N/A
72.3K $0
Lam Research Corp
-705
- 10.94%
N/A
5.74K $0
Jacobs Solutions Inc
-183
- 8.67%
N/A
1.93K $0
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
-35
- 0.4%
$45.67 - $52.02 $1.6K - $1.82K
8.74K $454K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-263
- 6.31%
$108.87 - $133.04 $28.6K - $35K
3.9K $519K
ADI
Analog Devices Inc

Technology
-206
- 14.56%
$164.6 - $238.02 $33.9K - $49K
1.21K $287K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-40
- 0.21%
$24.66 - $25.17 $986 - $1.01K
18.6K $469K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-96
- 4.76%
$149.76 - $186.42 $14.4K - $17.9K
1.92K $357K
WMB
Williams Companies, Inc.

Energy
-789
- 4.53%
$54.33 - $62.87 $42.9K - $49.6K
16.6K $1.04M
UL
Unilever PLC

Consumer Defensive
-431
- 2.29%
$57.9 - $65.43 $25K - $28.2K
18.4K $1.12M
AEM
Agnico Eagle Mines LTD

Basic Materials
-256
- 7.61%
$99.48 - $124.46 $25.5K - $31.9K
3.11K $369K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-442
- 5.74%
$24.38 - $30.18 $10.8K - $13.3K
7.26K $218K
HYG
Ishares Tr

ETFs
-50
- 0.69%
$75.75 - $80.65 $3.79K - $4.03K
7.24K $583K
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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