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
EQH
Equitable Holdings, Inc.

Financial Services
-151
- 2.75%
$43.98 - $56.1 $6.64K - $8.47K
5.34K $299K
BAC
Bank Of America Corp

Financial Services
-3.36K
- 10.58%
$34.39 - $47.46 $115K - $159K
28.4K $1.34M
FDLO
Fidelity Covington Tr Low Vola

ETFs
-29
- 0.3%
$54.44 - $62.8 $1.58K - $1.82K
9.67K $607K
SLG
Sl Green Realty Corp

Real Estate
-47
- 0.84%
$47.9 - $65.94 $2.25K - $3.1K
5.53K $342K
COST
Costco Wholesale Corp

Consumer Defensive
-49
- 2.85%
$908.13 - $1056.85 $44.5K - $51.8K
1.67K $1.65M
C
Citigroup Inc

Financial Services
-865
- 11.68%
$58.13 - $85.12 $50.3K - $73.6K
6.54K $556K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-63
- 1.14%
$58.52 - $71.7 $3.69K - $4.52K
5.44K $374K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-15
- 0.23%
$54.28 - $67.95 $814 - $1.02K
6.44K $437K
NOW
Service Now, Inc.

Technology
-81
- 15.49%
$721.65 - $1040.18 $58.5K - $84.3K
442 $454K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-35
- 2.68%
$180.84 - $240.32 $6.33K - $8.41K
1.27K $305K
DE
Deere & CO

Industrials
-13
- 1.0%
$412.99 - $531.48 $5.37K - $6.91K
1.29K $653K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.08K
- 7.52%
$108.06 - $135.3 $116K - $146K
13.2K $1.79M
CTVA
Corteva, Inc.

Basic Materials
-34
- 0.82%
$55.52 - $74.53 $1.89K - $2.53K
4.1K $305K
AMAT
Applied Materials Inc

Technology
-187
- 8.8%
$126.95 - $183.52 $23.7K - $34.3K
1.94K $354K
GD
General Dynamics Corp

Industrials
-55
- 1.61%
$247.68 - $291.66 $13.6K - $16K
3.35K $978K
SYK
Stryker Corp

Healthcare
-24
- 0.88%
$337.37 - $395.63 $8.1K - $9.5K
2.7K $1.07M
IFRA
Ishares Tr

ETFs
-1.56K
- 4.61%
$40.97 - $49.19 $63.7K - $76.5K
32.2K $1.58M
SHOP
Shopify Inc.

Technology
-50
- 1.42%
$76.89 - $115.35 $3.84K - $5.77K
3.48K $401K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-150
- 1.8%
$65.42 - $80.7 $9.81K - $12.1K
8.18K $660K
SCHW
Schwab Charles Corp

Financial Services
-25
- 0.46%
$69.06 - $91.24 $1.73K - $2.28K
5.41K $493K
VTV
Vanguard Value ETF

ETFs
-33
- 0.15%
$153.67 - $176.74 $5.07K - $5.83K
21.9K $3.87M
HON
Honeywell International Inc

Industrials
-90
- 1.45%
$182.86 - $232.88 $16.5K - $21K
6.12K $1.42M
EEM
Ishares Msci Emerging Markets

ETFs
-24
- 0.1%
$38.52 - $48.28 $924 - $1.16K
24.5K $1.18M
UBER
Uber Technologies, Inc

Technology
-176
- 2.78%
$64.62 - $93.3 $11.4K - $16.4K
6.16K $574K
DFIV
Dimensional ETF Tr

ETFs
-3.27K
- 4.46%
$34.67 - $43.21 $114K - $141K
70.1K $3M
PANW
Palo Alto Networks Inc

Technology
-152
- 3.47%
$152.44 - $204.64 $23.2K - $31.1K
4.23K $864K
IVW
Ishares S&P 500 Growth ETF

ETFs
-5.9K
- 13.27%
$82.96 - $110.1 $489K - $649K
38.5K $4.24M
XLC
Select Sector Spdr Tr Communic

ETFs
-171
- 1.47%
$86.13 - $108.53 $14.7K - $18.6K
11.5K $1.25M
BX
Blackstone Inc.

Financial Services
-69
- 0.46%
$120.07 - $151.11 $8.28K - $10.4K
15.1K $2.25M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-21
- 0.5%
$139.8 - $197.22 $2.94K - $4.14K
4.14K $816K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.24K
- 5.32%
$39.89 - $49.46 $209K - $259K
93.2K $4.61M
CSCO
Cisco Systems, Inc.

Technology
-395
- 1.57%
$53.19 - $69.38 $21K - $27.4K
24.8K $1.72M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-26
- 1.58%
$177.93 - $313.14 $4.63K - $8.14K
1.62K $506K
VBR
Vanguard Small Cap Value ETF

ETFs
-149
- 0.58%
$162.76 - $195.77 $24.3K - $29.2K
25.6K $4.99M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-2.67K
- 3.79%
$22.27 - $29.21 $59.5K - $78.1K
67.8K $1.98M
EFG
Msci Eafe Growth ETF

ETFs
-175
- 0.89%
$89.8 - $112.0 $15.7K - $19.6K
19.5K $2.18M
VEA
Vanguard Ftse Developed Market

ETFs
-12.6K
- 8.16%
$45.65 - $57.01 $574K - $717K
142K $8.07M
DIS
Walt Disney CO

Communication Services
-1.7K
- 9.58%
$81.72 - $124.01 $139K - $211K
16.1K $1.99M
MS
Morgan Stanley

Financial Services
-115
- 1.08%
$99.83 - $140.86 $11.5K - $16.2K
10.5K $1.48M
WMT
Walmart Inc.

Consumer Defensive
-1.67K
- 4.1%
$81.79 - $99.98 $137K - $167K
39.1K $3.83M
IWD
Ishares Russell 1000 Val ETF

ETFs
-271
- 0.47%
$166.82 - $194.23 $45.2K - $52.6K
57K $11.1M
IBM
International Business Machines Corp

Technology
-289
- 3.46%
$221.03 - $294.78 $63.9K - $85.2K
8.06K $2.38M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-364
- 2.1%
$82.32 - $112.47 $30K - $40.9K
17K $1.91M
XLK
Technology Sector Spdr

ETFs
-150
- 2.0%
$179.73 - $253.23 $27K - $38K
7.33K $1.86M
IWM
Ishares Russell 2000 ETF

ETFs
-342
- 1.02%
$174.82 - $215.79 $59.8K - $73.8K
33K $7.13M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-546
- 2.01%
$224.16 - $285.86 $122K - $156K
26.7K $7.63M
ORCL
Oracle Corp

Technology
-675
- 5.92%
$122.82 - $218.63 $82.9K - $148K
10.7K $2.35M
JPM
Jpmorgan Chase & CO

Financial Services
-147
- 0.74%
$210.28 - $289.91 $30.9K - $42.6K
19.8K $5.75M
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.37K
- 1.33%
$74.88 - $91.97 $177K - $218K
175K $16.1M
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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