Avidian Wealth Solutions, LLC Sells in Q3 2024

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-108K
- 11.51%
$60.84 - $67.51 $6.58M - $7.3M
832K $56.1M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-27.4K
- 43.3%
$50.32 - $50.75 $1.38M - $1.39M
35.9K $1.82M
UPS
United Parcel Service Inc

Industrials
-7.81K
- 34.28%
$123.32 - $147.38 $963K - $1.15M
15K $2.04M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-19.4K
- 30.77%
$50.61 - $50.96 $980K - $987K
43.6K $2.22M
SUB
Ishares Short Term National Mu

ETFs
-9.84K
- 19.3%
$104.3 - $106.3 $1.03M - $1.05M
41.1K $4.37M
GOOGL
Alphabet Inc.

Communication Services
-839
- 2.79%
$148.65 - $191.18 $125K - $160K
29.3K $4.85M
MLN
Vaneck Long Muni ETF

ETFs
-36.1K
- 36.91%
$17.77 - $18.32 $642K - $662K
61.7K $1.13M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-26K
- 35.88%
$23.57 - $24.19 $612K - $628K
46.4K $1.12M
IEMG
Ishares Inc

ETFs
-10.2K
- 9.22%
$53.64 - $53.64 $546K - $546K
100K $5.37M
PSX
Phillips 66

Energy
-2.18K
- 21.32%
$125.0 - $147.17 $272K - $321K
8.04K $1.06M
INTC
Intel Corp

Technology
-7.95K
- 42.23%
$18.9 - $34.87 $150K - $277K
10.9K $255K
GOOG
Alphabet Inc.

Communication Services
-274
- 1.63%
$149.54 - $192.66 $41K - $52.8K
16.6K $2.77M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.86K
- 9.52%
$84.77 - $97.13 $412K - $472K
46.2K $4.42M
MPC
Marathon Petroleum Corp

Energy
-1.01K
- 8.81%
$158.61 - $180.75 $160K - $182K
10.4K $1.7M
NVO
Novo Nordisk A S

Healthcare
-151
- 1.49%
$119.07 - $145.42 $18K - $22K
10K $1.19M
FANG
Diamondback Energy, Inc.

Energy
-838
- 21.18%
$168.46 - $210.94 $141K - $177K
3.12K $537K
MRO
Marathon Oil Corp

Energy
-6.22K
- 23.43%
$25.87 - $29.26 $161K - $182K
20.3K $541K
EFG
Msci Eafe Growth ETF

ETFs
-3.62K
- 11.21%
$96.84 - $108.77 $351K - $394K
28.7K $3.09M
VLO
Valero Energy Corp

Energy
-32
- 0.34%
$132.81 - $163.48 $4.25K - $5.23K
9.3K $1.26M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.54K
- 28.1%
$61.47 - $67.36 $218K - $239K
9.07K $609K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-494
- 8.75%
$434.77 - $502.96 $215K - $248K
5.15K $2.52M
WM
Waste Management Inc

Industrials
-820
- 22.33%
$196.96 - $223.45 $162K - $183K
2.85K $592K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-4.85K
- 9.46%
$51.02 - $52.74 $247K - $256K
46.4K $2.44M
SHEL
Shell PLC

Energy
-103
- 0.38%
$65.65 - $73.28 $6.76K - $7.55K
27.3K $1.8M
VEU
Vanguard Ftse All World Ex Us

ETFs
-12.9K
- 8.83%
$56.47 - $63.69 $729K - $822K
133K $8.39M
QCOM
Qualcomm Inc

Technology
-35
- 0.6%
$156.12 - $209.64 $5.46K - $7.34K
5.77K $980K
EOG
Eog Resources Inc

Energy
-1.27K
- 24.86%
$117.9 - $132.65 $149K - $168K
3.83K $470K
SUN
Sunoco LP

Energy
-2.47K
- 25.93%
$50.23 - $58.53 $124K - $144K
7.04K $378K
IMKTA
Ingles Markets Inc

Consumer Defensive
-2.78K
- 27.62%
$67.82 - $81.05 $189K - $226K
7.29K $544K
IYE
Ishares Tr

ETFs
-493
- 0.85%
$44.44 - $49.18 $21.9K - $24.2K
57.5K $2.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.36K
- 14.54%
$50.25 - $50.74 $119K - $120K
13.9K $703K
HAL
Halliburton CO

Energy
-119
- 0.52%
$27.81 - $36.44 $3.31K - $4.34K
22.6K $656K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
-2.54K
- 34.1%
$43.7 - $45.66 $111K - $116K
4.9K $223K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-1.47K
- 29.24%
$71.19 - $76.59 $104K - $112K
3.55K $271K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.65K
- 14.36%
$89.91 - $101.33 $149K - $167K
9.86K $967K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.48K
- 19.27%
$31.18 - $33.5 $108K - $116K
14.6K $483K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-741
- 19.32%
$175.0 - $190.72 $130K - $141K
3.1K $590K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
-2.03K
- 19.3%
$46.58 - $50.48 $94.5K - $102K
8.48K $422K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.76K
- 26.22%
$82.97 - $98.97 $146K - $174K
4.95K $482K
HON
Honeywell International Inc

Industrials
-91
- 1.46%
$196.73 - $220.21 $17.9K - $20K
6.12K $1.27M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-111
- 8.86%
$460.0 - $505.78 $51.1K - $56.1K
1.14K $531K
RIO
Rio Tinto PLC

Basic Materials
-1.29K
- 18.71%
$59.71 - $71.21 $77K - $91.9K
5.6K $398K
USB
Us Bancorp \De\

Financial Services
-2.47K
- 22.86%
$39.04 - $47.23 $96.6K - $117K
8.35K $381K
DE
Deere & CO

Industrials
-246
- 18.68%
$344.84 - $418.0 $84.8K - $103K
1.07K $446K
IEF
Ishares Barclays

ETFs
-691
- 13.14%
$92.67 - $99.14 $64K - $68.5K
4.57K $448K
ELV
Elevance Health, Inc.

Healthcare
-46
- 5.54%
$500.12 - $562.29 $23K - $25.9K
784 $407K
DUK
Duke Energy Corp

Utilities
-715
- 25.54%
$99.35 - $117.71 $71K - $84.2K
2.08K $240K
CTVA
Corteva, Inc.

Basic Materials
-964
- 18.09%
$50.72 - $58.78 $48.9K - $56.7K
4.36K $256K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-146
- 2.36%
$147.95 - $191.05 $21.6K - $27.9K
6.05K $1.05M
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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