Avidian Wealth Solutions, LLC Reduced Holdings in Q3 2024

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TMO
Thermo Fisher Scientific Inc.

Healthcare
-67
- 5.61%
$531.86 - $624.21 $35.6K - $41.8K
1.13K $697K
NFLX
Netflix Inc

Communication Services
-31
- 1.79%
$598.55 - $722.26 $18.6K - $22.4K
1.7K $1.2M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-1.71K
- 6.22%
$80.13 - $88.89 $137K - $152K
25.7K $2.27M
FSLR
First Solar, Inc.

Technology
-4
- 0.23%
$205.36 - $255.78 $821 - $1.02K
1.77K $441K
AEM
Agnico Eagle Mines LTD

Basic Materials
-77
- 2.43%
$65.04 - $84.24 $5.01K - $6.49K
3.09K $249K
PEP
Pepsico Inc

Consumer Defensive
-287
- 1.58%
$161.9 - $179.3 $46.5K - $51.5K
17.8K $3.03M
SNY
Sanofi

Healthcare
-127
- 2.16%
$48.54 - $58.53 $6.16K - $7.43K
5.74K $330K
CB
Chubb LTD

Financial Services
-9
- 0.59%
$252.51 - $292.2 $2.27K - $2.63K
1.52K $437K
CCI
Crown Castle International Corp

Real Estate
-175
- 5.02%
$95.29 - $120.24 $16.7K - $21K
3.31K $393K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-29
- 0.19%
$50.02 - $54.5 $1.45K - $1.58K
15K $817K
VBK
Vanguard Small Cap Growth ETF

ETFs
-52
- 1.24%
$240.48 - $267.94 $12.5K - $13.9K
4.15K $1.11M
NOC
Northrop Grumman Corp

Industrials
-2
- 0.29%
$423.73 - $533.14 $847 - $1.07K
686 $362K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-285
- 6.64%
$85.44 - $110.36 $24.4K - $31.5K
4.01K $442K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-148
- 1.1%
$31.07 - $39.36 $4.6K - $5.83K
13.3K $485K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-255
- 1.26%
$285.48 - $330.24 $72.8K - $84.2K
20K $6.44M
ACWI
Ishares Msci Acwi ETF

ETFs
-448
- 2.46%
$107.24 - $119.84 $48K - $53.7K
17.8K $2.12M
KMI
Kinder Morgan, Inc.

Energy
-1.19K
- 2.51%
$19.72 - $22.22 $23.4K - $26.4K
46.2K $1.02M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-2K
- 6.55%
$256.4 - $289.78 $512K - $578K
28.5K $8.08M
LOW
Lowes Companies Inc

Consumer Cyclical
-5
- 0.28%
$213.3 - $270.78 $1.07K - $1.35K
1.75K $474K
MMM
3 M CO

Industrials
-445
- 9.94%
$99.69 - $139.42 $44.4K - $62K
4.03K $551K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.71K
- 2.28%
$44.24 - $49.47 $75.7K - $84.7K
73.5K $3.64M
VUG
Vanguard Growth ETF

ETFs
-5
- 0.05%
$341.08 - $391.94 $1.71K - $1.96K
10.9K $4.2M
SBUX
Starbucks Corp

Consumer Cyclical
-1.42K
- 11.27%
$72.51 - $98.6 $103K - $140K
11.1K $1.09M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.53K
- 1.55%
$44.65 - $47.21 $68.1K - $72K
97.2K $4.55M
UL
Unilever PLC

Consumer Defensive
-1.5K
- 7.28%
$54.7 - $65.59 $82.2K - $98.5K
19.1K $1.24M
BMY
Bristol Myers Squibb CO

Healthcare
-106
- 0.87%
$39.66 - $51.75 $4.2K - $5.49K
12.1K $625K
CSCO
Cisco Systems, Inc.

Technology
-376
- 1.5%
$44.74 - $53.22 $16.8K - $20K
24.7K $1.32M
T
At&T Inc.

Communication Services
-2.16K
- 3.59%
$18.21 - $22.28 $39.2K - $48K
57.9K $1.27M
ICF
Ishares Tr

ETFs
-1.42K
- 5.34%
$56.77 - $67.33 $80.4K - $95.3K
25.1K $1.66M
FDL
First Tr Morningstar Dividend

ETFs
-1.56K
- 2.96%
$37.66 - $42.06 $58.6K - $65.5K
51.1K $2.14M
NEM
Newmont Corp

Basic Materials
-152
- 1.06%
$41.65 - $55.85 $6.33K - $8.49K
14.3K $761K
JPM
Jpmorgan Chase & CO

Financial Services
-33
- 0.17%
$194.9 - $224.8 $6.43K - $7.42K
19.7K $4.15M
IFRA
Ishares Tr

ETFs
-3.79K
- 5.33%
$41.55 - $46.97 $157K - $178K
67.3K $3.16M
K
Kellogg CO

Consumer Defensive
-88
- 1.15%
$56.19 - $80.81 $4.94K - $7.11K
7.55K $609K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.42K
- 5.53%
$95.81 - $109.03 $232K - $264K
41.4K $4.45M
CAT
Caterpillar Inc

Industrials
-182
- 3.95%
$316.8 - $391.12 $57.7K - $71.2K
4.42K $1.73M
UNH
Unitedhealth Group Inc

Healthcare
-74
- 2.32%
$488.01 - $604.18 $36.1K - $44.7K
3.12K $1.83M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-370
- 1.16%
$162.64 - $179.3 $60.2K - $66.3K
31.7K $5.67M
LMT
Lockheed Martin Corp

Industrials
-81
- 3.63%
$460.3 - $584.56 $37.3K - $47.3K
2.15K $1.26M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.59K
- 4.25%
$41.9 - $48.26 $192K - $221K
103K $4.94M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-663
- 0.85%
$96.25 - $101.98 $63.8K - $67.6K
77.6K $7.86M
MCD
Mcdonalds Corp

Consumer Cyclical
-263
- 3.72%
$245.82 - $304.51 $64.7K - $80.1K
6.81K $2.07M
ORCL
Oracle Corp

Technology
-277
- 2.13%
$125.9 - $170.35 $34.9K - $47.2K
12.7K $2.16M
VBR
Vanguard Small Cap Value ETF

ETFs
-616
- 2.23%
$179.99 - $201.6 $111K - $124K
27K $5.42M
IWM
Ishares Russell 2000 ETF

ETFs
-1.2K
- 3.21%
$200.87 - $224.6 $240K - $268K
36K $7.96M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-165
- 0.13%
$49.13 - $54.55 $8.11K - $9K
130K $7.01M
WMT
Walmart Inc.

Consumer Defensive
-1.39K
- 3.41%
$66.91 - $81.4 $93.3K - $113K
39.5K $3.19M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.75K
- 2.04%
$332.02 - $382.76 $911K - $1.05M
132K $49.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-297
- 0.21%
$61.11 - $67.85 $18.1K - $20.2K
138K $9.36M
Activity Summary
Buys All Purchases 293 New Holdings 41 Increased Positions 252 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 0 Puts 0
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