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
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-43
- 0.46%
$110.75 - $119.78 $4.76K - $5.15K
9.32K $1.08M
TSCO
Tractor Supply CO

Consumer Cyclical
-7
- 0.16%
$51.66 - $57.94 $362 - $406
4.45K $245K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.02K
- 3.43%
$41.61 - $44.72 $42.4K - $45.6K
28.7K $1.24M
RTX
Raytheon Technologies Corp

Industrials
-1.51K
- 11.79%
$114.1 - $135.66 $173K - $205K
11.3K $1.5M
PM
Philip Morris International Inc.

Consumer Defensive
-1.05K
- 21.96%
$117.15 - $158.79 $122K - $166K
3.71K $589K
AMGN
Amgen Inc

Healthcare
-893
- 15.33%
$258.59 - $327.36 $231K - $292K
4.93K $1.54M
EOG
Eog Resources Inc

Energy
-10
- 0.29%
$120.54 - $138.05 $1.21K - $1.38K
3.39K $434K
EEM
Ishares Msci Emerging Markets

ETFs
-596
- 2.38%
$40.81 - $45.34 $24.3K - $27K
24.5K $1.07M
PAGP
Plains Gp Holdings LP

Energy
-1.92K
- 8.49%
$18.52 - $22.13 $35.5K - $42.4K
20.7K $441K
SO
Southern CO

Utilities
-187
- 3.91%
$80.96 - $92.96 $15.1K - $17.4K
4.59K $422K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.95K
- 1.94%
$42.5 - $46.71 $82.9K - $91.1K
98.4K $4.45M
NFLX
Netflix Inc

Communication Services
-39
- 2.21%
$828.4 - $1058.6 $32.3K - $41.3K
1.73K $1.61M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-360
- 6.14%
$46.15 - $63.53 $16.6K - $22.9K
5.51K $339K
MMM
3 M CO

Industrials
-158
- 3.89%
$129.7 - $155.12 $20.5K - $24.5K
3.91K $573K
UL
Unilever PLC

Consumer Defensive
-77
- 0.41%
$54.72 - $60.29 $4.21K - $4.64K
18.8K $1.12M
KO
Coca Cola CO

Consumer Defensive
-3.76K
- 10.95%
$60.81 - $72.32 $228K - $272K
30.5K $2.19M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-105
- 0.62%
$48.65 - $53.06 $5.11K - $5.57K
16.9K $877K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-15.4K
- 3.53%
$47.08 - $50.67 $725K - $780K
420K $21.1M
SBUX
Starbucks Corp

Consumer Cyclical
-5
- 0.04%
$91.75 - $115.81 $459 - $579
11.3K $1.1M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-414
- 0.28%
$27.01 - $28.54 $11.2K - $11.8K
146K $4.09M
ED
Consolidated Edison Inc

Utilities
-44
- 0.54%
$88.0 - $110.59 $3.87K - $4.87K
8.1K $895K
IYE
Ishares Tr

ETFs
-763
- 1.36%
$45.23 - $49.95 $34.5K - $38.1K
55.5K $2.73M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.35K
- 2.62%
$56.51 - $62.98 $189K - $211K
124K $7.54M
MBB
Ishares Tr

ETFs
-11.5K
- 1.71%
$90.37 - $94.08 $1.04M - $1.08M
659K $61.8M
VEA
Vanguard Ftse Developed Market

ETFs
-1.68K
- 1.08%
$47.4 - $52.99 $79.7K - $89.1K
154K $7.84M
XOM
Exxon Mobil Corp

Energy
-438
- 0.21%
$105.44 - $118.93 $46.2K - $52.1K
205K $24.4M
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
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email