Avidian Wealth Solutions, LLC Sells in Q2 2025

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-997
- 29.11%
$105.8 - $131.55 $105K - $131K
2.43K $312K
WTTR
Select Energy Services, Inc.

Energy
-7.5K
- 27.27%
$7.3 - $10.83 $54.8K - $81.2K
20K $172K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-3.37K
- 16.22%
$29.82 - $30.19 $101K - $102K
17.4K $525K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-977
- 8.26%
$100.04 - $100.54 $97.7K - $98.2K
10.8K $1.09M
SBUX
Starbucks Corp

Consumer Cyclical
-162
- 1.44%
$79.69 - $99.41 $12.9K - $16.1K
11.1K $1.02M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-926
- 9.13%
$152.93 - $181.74 $142K - $168K
9.22K $1.68M
JHML
John Hancock Multifactor Large

ETFs
-1.47K
- 29.85%
$59.74 - $73.35 $87.8K - $108K
3.46K $253K
MSI
Motorola Solutions, Inc.

Technology
-133
- 11.31%
$394.72 - $440.39 $52.5K - $58.6K
1.04K $438K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-1.09K
- 18.53%
$63.54 - $68.5 $69.1K - $74.5K
4.78K $322K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-2.34K
- 4.07%
N/A
55.2K $1.74M
FNDF
Schwab Fundamental Intl Large

ETFs
-8.12K
- 12.34%
$32.25 - $40.02 $262K - $325K
57.7K $2.31M
AON
Aon PLC

Financial Services
-1
- 0.06%
$335.85 - $398.81 $336 - $399
1.63K $581K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.73K
- 10.43%
$272.36 - $339.57 $743K - $926K
23.4K $7.96M
BTO
John Hancock Financial Opportunities Fund

Financial Services
-2.24K
- 24.44%
$28.44 - $35.42 $63.6K - $79.2K
6.91K $244K
VBK
Vanguard Small Cap Growth ETF

ETFs
-574
- 15.63%
$219.76 - $276.94 $126K - $159K
3.1K $857K
TXN
Texas Instruments Inc

Technology
-337
- 6.71%
N/A
4.69K $912K
PAA
Plains All American Pipeline LP

Energy
-911
- 3.16%
$16.03 - $20.28 $14.6K - $18.5K
28K $512K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-5.49K
- 10.31%
$97.68 - $121.38 $536K - $666K
47.7K $5.79M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-1.99K
- 13.39%
$35.3 - $37.51 $70.2K - $74.6K
12.9K $482K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-33
- 2.69%
$421.16 - $509.5 $13.9K - $16.8K
1.19K $530K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-2.39K
- 23.53%
$41.45 - $54.46 $98.9K - $130K
7.75K $403K
FNF
Fidelity National Financial, Inc.

Financial Services
-279
- 5.83%
$53.62 - $66.59 $15K - $18.6K
4.51K $252K
NEE
Nextera Energy Inc

Utilities
-598
- 5.55%
$64.11 - $75.0 $38.3K - $44.9K
10.2K $706K
KO
Coca Cola CO

Consumer Defensive
-457
- 1.5%
$68.37 - $73.9 $31.2K - $33.8K
30.1K $2.13M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.37K
- 3.53%
$83.54 - $100.04 $114K - $137K
37.3K $3.71M
CI
Cigna Corp

Healthcare
-182
- 4.76%
$301.89 - $340.04 $54.9K - $61.9K
3.64K $1.2M
PAYX
Paychex Inc

Industrials
-60
- 1.22%
$137.01 - $159.78 $8.22K - $9.59K
4.84K $704K
IBB
Ishares Biotechnology ETF

ETFs
-384
- 15.38%
$112.02 - $129.0 $43K - $49.5K
2.11K $267K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-2.16K
- 12.32%
N/A
15.4K $365K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.06K
- 17.92%
$24.94 - $25.42 $51.4K - $52.3K
9.43K $239K
ACN
Accenture PLC

Technology
-37
- 1.26%
$279.23 - $323.21 $10.3K - $12K
2.91K $868K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.27K
- 2.94%
$51.68 - $52.76 $65.6K - $67K
41.9K $2.21M
SGOL
Abrdn Gold ETF Trust

ETFs
-2.75K
- 11.6%
$28.39 - $32.75 $78.1K - $90.1K
21K $660K
MDT
Medtronic PLC

Healthcare
-40
- 0.27%
$80.68 - $88.86 $3.23K - $3.55K
14.6K $1.27M
SNY
Sanofi

Healthcare
-17
- 0.3%
$47.62 - $55.44 $810 - $942
5.74K $277K
AEE
Ameren Corp

Utilities
-77
- 1.0%
$94.23 - $101.68 $7.26K - $7.83K
7.65K $734K
XLV
Select Sector Spdr Fund Health

ETFs
-24
- 0.78%
$128.77 - $144.3 $3.09K - $3.46K
3.06K $412K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-27
- 2.21%
$212.1 - $244.27 $5.73K - $6.6K
1.19K $260K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-706
- 4.52%
$50.1 - $51.02 $35.4K - $36K
14.9K $761K
VCIT
Vanguard Intermediate Term Cor

ETFs
-599
- 5.31%
$79.56 - $82.92 $47.7K - $49.7K
10.7K $886K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.26K
- 11.72%
$26.18 - $26.93 $33K - $33.9K
9.49K $253K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-470
- 1.67%
$51.14 - $57.0 $24K - $26.8K
27.7K $1.58M
SUN
Sunoco LP

Energy
-79
- 1.15%
$50.38 - $59.13 $3.98K - $4.67K
6.79K $363K
ALL
Allstate Corp

Financial Services
-66
- 1.86%
$180.53 - $212.64 $11.9K - $14K
3.49K $701K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-85
- 2.14%
$86.97 - $102.82 $7.39K - $8.74K
3.88K $372K
DUK
Duke Energy Corp

Utilities
-119
- 2.56%
$112.46 - $124.05 $13.4K - $14.8K
4.54K $535K
XLP
Consumer Staples Sector Spdr

ETFs
-377
- 4.67%
N/A
7.69K $584K
AEP
American Electric Power CO Inc

Utilities
-27
- 0.58%
$98.59 - $109.11 $2.66K - $2.95K
4.66K $483K
XEL
Xcel Energy Inc

Utilities
-253
- 7.68%
$65.65 - $72.39 $16.6K - $18.3K
3.04K $207K
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
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