Avidian Wealth Solutions, LLC Closed Holding Positions

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
VFF
Village Farms International, Inc.

Consumer Defensive
Q1 2022 Filed on May 10, 2022
10,000
$4.19 - $7.08 $41.9K - $70.8K
AKTS
Akoustis Technologies, Inc.

Technology
Q1 2022 Filed on May 10, 2022
41,000
$4.84 - $7.01 $198K - $287K
MBSD
Flexshares Tr Disciplined Dura

ETFs
Q1 2022 Filed on May 10, 2022
12,634
$21.87 - $23.12 $276K - $292K
PNR
Pentair PLC

Industrials
Q1 2022 Filed on May 10, 2022
3,584
$53.68 - $71.86 $192K - $258K
CE
Celanese Corp

Basic Materials
Q1 2022 Filed on May 10, 2022
1,237
$133.62 - $173.82 $165K - $215K
SKLZ
Skillz Inc.

Communication Services
Q1 2022 Filed on May 10, 2022
19,000
$2.15 - $7.66 $40.9K - $146K
VHT
Vanguard Health Care ETF

ETFs
Q1 2022 Filed on May 10, 2022
1,672
$235.27 - $264.71 $393K - $443K
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
20,425
$16.89 - $19.56 $345K - $400K
AGCO
Agco Corp

Industrials
Q1 2022 Filed on May 10, 2022
1,892
$113.35 - $148.65 $214K - $281K
ALGN
Align Technology Inc

Healthcare
Q1 2022 Filed on May 10, 2022
719
$378.09 - $648.05 $272K - $466K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on May 10, 2022
3,084
$50.93 - $72.96 $157K - $225K
GPRO
Go Pro, Inc.

Technology
Q1 2022 Filed on May 10, 2022
38,000
$7.44 - $10.91 $283K - $415K
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on May 10, 2022
5
$13.3 - $36.3 $66.5 - $182
ABCL
Ab Cellera Biologics Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
12,600
$7.46 - $14.14 $94K - $178K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
7,500
$39.9 - $61.33 $299K - $460K
NWLI
National Western Life Group, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
1,065
$206.39 - $221.0 $220K - $235K
ZEN
Zendesk, Inc.

Technology
Q1 2022 Filed on May 10, 2022
2,165
$90.52 - $124.19 $196K - $269K
SGFY
Signify Health, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
10,000
$11.42 - $18.39 $114K - $184K
NVTA
Invitae Corp

Healthcare
Q1 2022 Filed on May 10, 2022
43,000
$6.28 - $15.59 $270K - $670K
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on May 10, 2022
21,600
$13.3 - $36.3 $287K - $784K
Draftkings Inc
Q1 2022 Filed on May 10, 2022
26,000
N/A
AI
C3.Ai, Inc.

Technology
Q1 2022 Filed on May 10, 2022
21,000
$16.91 - $32.3 $355K - $678K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
13,778
$15.38 - $23.72 $212K - $327K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 10, 2022
17,549
$44.64 - $55.71 $783K - $978K
EPM
Evolution Petroleum Corp

Energy
Q1 2022 Filed on May 10, 2022
70,000
$5.18 - $7.89 $363K - $552K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2022 Filed on May 10, 2022
4,796
$47.38 - $51.33 $227K - $246K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
18,057
$6.27 - $7.7 $113K - $139K
TTE
Total Energies Se

Energy
Q1 2022 Filed on May 10, 2022
6,032
$48.81 - $60.03 $294K - $362K
TD
Toronto Dominion Bank

Financial Services
Q1 2022 Filed on May 10, 2022
2,714
$74.69 - $85.0 $203K - $231K
EMF
Templeton Emerging Markets Fund

Financial Services
Q1 2022 Filed on May 10, 2022
15,550
$12.5 - $16.66 $194K - $259K
TDG
Trans Digm Group Inc

Industrials
Q1 2022 Filed on May 10, 2022
418
$591.97 - $684.29 $247K - $286K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
134
$1313.6 - $1690.67 $176K - $227K
TRMB
Trimble Inc.

Technology
Q1 2022 Filed on May 10, 2022
3,051
$63.54 - $86.68 $194K - $264K
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
Q1 2022 Filed on May 10, 2022
6,822
$41.02 - $63.33 $280K - $432K
UMC
United Microelectronics Corp

Technology
Q1 2022 Filed on May 10, 2022
18,978
$8.76 - $11.69 $166K - $222K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
Q1 2022 Filed on May 10, 2022
2,060
$97.11 - $118.28 $200K - $244K
PHR
Phreesia, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
7,000
$39.92 - $74.89 $279K - $524K
VICR
Vicor Corp

Technology
Q4 2021 Filed on Feb 14, 2022
4,000
$114.68 - $162.93 $459K - $652K
FLR
Fluor Corp

Industrials
Q4 2021 Filed on Feb 14, 2022
22,064
$15.9 - $24.77 $351K - $547K
MSGM
Motorsport Games Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
25,855
$3.1 - $15.6 $80.2K - $403K
LAB
Standard Biotools Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
59,000
$3.63 - $6.13 $214K - $362K
ILMN
Illumina, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
693
$347.28 - $421.83 $241K - $292K
KOMP
Spdr S&P Kensho New Economies

ETFs
Q4 2021 Filed on Feb 14, 2022
82,222
$56.76 - $68.61 $4.67M - $5.64M
LGHL
Lion Group Holding LTD

Financial Services
Q4 2021 Filed on Feb 14, 2022
55,332
$1.2 - $2.41 $66.4K - $133K
Landmark Infrastrctur Partr
Q4 2021 Filed on Feb 14, 2022
10,700
N/A
WDC
Western Digital Corp

Technology
Q4 2021 Filed on Feb 14, 2022
38,000
$52.29 - $66.13 $1.99M - $2.51M
LCID
Lucid Group, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
15,395
$22.59 - $55.52 $348K - $855K
UP
Wheels Up Experience Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
10,010
$4.15 - $8.1 $41.5K - $81.1K
BAB
Invesco ETF Tr Ii Taxable Mun

ETFs
Q4 2021 Filed on Feb 14, 2022
87,211
$32.62 - $33.45 $2.84M - $2.92M
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