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
UAL
United Airlines Holdings, Inc.

Industrials
-2K
- 18.97%
$37.88 - $58.85 $75.7K - $118K
8.54K $487K
DEO
Diageo PLC

Consumer Defensive
-464
- 15.61%
$120.02 - $140.77 $55.7K - $65.3K
2.51K $351K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-662
- 8.95%
$51.58 - $53.79 $34.1K - $35.6K
6.74K $361K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-41
- 16.14%
$1015.62 - $1159.62 $41.6K - $47.5K
213 $245K
RE
Everest Re Group LTD

Financial Services
-49
- 2.06%
N/A
2.33K $861K
ADM
Archer Daniels Midland CO

Consumer Defensive
-153
- 1.2%
$57.96 - $65.72 $8.87K - $10.1K
12.6K $753K
TXN
Texas Instruments Inc

Technology
-57
- 1.1%
$194.6 - $194.6 $11.1K - $11.1K
5.13K $998K
ETN
Eaton Corp PLC

Industrials
-254
- 5.99%
$272.52 - $333.02 $69.2K - $84.6K
3.99K $1.32M
PAGP
Plains Gp Holdings LP

Energy
-233
- 1.94%
$17.93 - $19.98 $4.18K - $4.66K
11.8K $218K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-132
- 2.12%
$50.52 - $50.95 $6.67K - $6.73K
6.1K $310K
FCX
Freeport Mcmoran Inc

Basic Materials
-263
- 4.94%
$39.52 - $51.92 $10.4K - $13.7K
5.06K $252K
ITW
Illinois Tool Works Inc

Industrials
-176
- 11.03%
$233.14 - $263.97 $41K - $46.5K
1.42K $371K
VIG
Vanguard Dividend Appreciation

ETFs
-24
- 0.67%
$182.15 - $182.15 $4.37K - $4.37K
3.56K $647K
ORCC
Owl Rock Capital Corp

Financial Services
-275
- 2.26%
N/A
11.9K $159K
MPWR
Monolithic Power Systems Inc

Technology
-33
- 12.55%
$757.04 - $947.16 $25K - $31.3K
230 $212K
EBS
Emergent Bio Solutions Inc.

Healthcare
-2.7K
- 20.4%
$5.72 - $14.77 $15.4K - $39.9K
10.5K $87K
ARTNA
Artesian Resources Corp

Utilities
-519
- 6.07%
$35.06 - $40.86 $18.2K - $21.2K
8.03K $298K
Ark 21 Shares Bitcoin ETF
-1.02K
- 21.72%
N/A
3.68K $0
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-517
- 6.69%
$74.85 - $82.2 $38.7K - $42.5K
7.22K $586K
VUSB
Vanguard Bd Index Fds
-28K
- 43.68%
N/A
36.1K $0
CGMS
Capital Grp Core Plus Income E
-5.99K
- 4.05%
N/A
142K $0
GIGB
Goldman Sachs ETF Access Invt
-2.38K
- 33.64%
N/A
4.7K $0
PANW
Palo Alto Networks Inc

Technology
-15
- 0.77%
$294.18 - $368.01 $4.41K - $5.52K
1.95K $664K
ALC
Alcon Inc

Healthcare
-292
- 10.83%
$88.07 - $100.79 $25.7K - $29.4K
2.4K $240K
LUV
Southwest Airlines CO

Industrials
-226
- 3.17%
$23.7 - $29.93 $5.36K - $6.76K
6.89K $204K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-67
- 1.58%
$152.9 - $180.39 $10.2K - $12.1K
4.19K $730K
CL
Colgate Palmolive CO

Consumer Defensive
-510
- 6.27%
$95.54 - $108.77 $48.7K - $55.5K
7.63K $791K
TSCO
Tractor Supply CO

Consumer Cyclical
-50
- 5.54%
$251.95 - $290.93 $12.6K - $14.5K
852 $247K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-199
- 7.62%
$97.66 - $119.74 $19.4K - $23.8K
2.41K $269K
MS
Morgan Stanley

Financial Services
-680
- 6.33%
$92.07 - $106.96 $62.6K - $72.7K
10.1K $1.05M
LNG
Cheniere Energy, Inc.

Energy
-21
- 1.11%
$172.24 - $186.09 $3.62K - $3.91K
1.87K $335K
EPD
Enterprise Products Partners L.P.

Energy
-59
- 0.09%
$27.88 - $30.0 $1.64K - $1.77K
62.7K $1.83M
IVE
Ishares S&P 500 Value ETF

ETFs
-3.28K
- 7.61%
$181.06 - $197.17 $594K - $647K
39.9K $7.86M
HRL
Hormel Foods Corp

Consumer Defensive
-132
- 1.32%
$30.04 - $33.14 $3.97K - $4.37K
9.9K $313K
SHW
Sherwin Williams CO

Basic Materials
-149
- 19.08%
$294.65 - $384.0 $43.9K - $57.2K
632 $241K
SYK
Stryker Corp

Healthcare
-128
- 4.68%
$315.94 - $371.96 $40.4K - $47.6K
2.61K $941K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-400
- 4.66%
$39.47 - $49.4 $15.8K - $19.8K
8.19K $389K
CME
Cme Group Inc.

Financial Services
-134
- 7.21%
$193.43 - $220.62 $25.9K - $29.6K
1.72K $380K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-159
- 1.96%
$114.73 - $120.23 $18.2K - $19.1K
7.94K $949K
RDVY
First Trust Rising Dividend Ac

ETFs
-169
- 2.82%
$53.68 - $59.24 $9.07K - $10K
5.82K $344K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-200
- 1.1%
$76.38 - $78.87 $15.3K - $15.8K
17.9K $1.41M
DHR
Danaher Corp

Healthcare
-193
- 6.64%
$239.25 - $280.76 $46.2K - $54.2K
2.71K $753K
ADP
Automatic Data Processing Inc

Industrials
-82
- 6.0%
$233.44 - $279.45 $19.1K - $22.9K
1.29K $355K
VMI
Valmont Industries Inc

Industrials
-30
- 1.17%
$260.22 - $302.59 $7.81K - $9.08K
2.53K $733K
VT
Vanguard Total World Stk Index

ETFs
-8
- 0.18%
$107.72 - $119.96 $862 - $960
4.43K $530K
VZ
Verizon Communications Inc

Communication Services
-500
- 3.38%
$38.89 - $45.0 $19.4K - $22.5K
14.3K $642K
CSX
Csx Corp

Industrials
-4
- 0.01%
$32.48 - $35.45 $130 - $142
31.9K $1.1M
EEM
Ishares Msci Emerging Markets

ETFs
-1.06K
- 4.09%
$40.42 - $46.7 $42.6K - $49.3K
24.7K $1.13M
VOYA
Voya Financial, Inc.

Financial Services
-100
- 1.77%
$64.58 - $79.22 $6.46K - $7.92K
5.57K $440K
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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