Avidian Wealth Solutions, LLC Closed Holding Positions

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FLT
Fleetcor Technologies Inc

Technology
Q1 2022 Filed on May 10, 2022
1,155
$219.13 - $252.0 $253K - $291K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
3,343
$74.28 - $107.31 $248K - $359K
RVLV
Revolve Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
7,500
$39.9 - $61.33 $299K - $460K
GXO
Gxo Logistics, Inc.

Industrials
Q1 2022 Filed on May 10, 2022
2,704
$64.28 - $91.3 $174K - $247K
HAS
Hasbro, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
2,878
$81.92 - $103.92 $236K - $299K
IRT
Independence Realty Trust, Inc.

Real Estate
Q1 2022 Filed on May 10, 2022
22,046
$21.99 - $26.84 $485K - $592K
MBSD
Flexshares Tr Disciplined Dura

ETFs
Q1 2022 Filed on May 10, 2022
12,634
$21.87 - $23.12 $276K - $292K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on May 10, 2022
13,488
$72.45 - $85.55 $977K - $1.15M
TTE
Total Energies Se

Energy
Q1 2022 Filed on May 10, 2022
6,032
$48.81 - $60.03 $294K - $362K
NVTA
Invitae Corp

Healthcare
Q1 2022 Filed on May 10, 2022
43,000
$6.28 - $15.59 $270K - $670K
SGFY
Signify Health, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
10,000
$11.42 - $18.39 $114K - $184K
EBND
Spdr Bloomberg Emerging Market

ETFs
Q1 2022 Filed on May 10, 2022
73,103
$22.05 - $24.55 $1.61M - $1.79M
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 10, 2022
17,549
$44.64 - $55.71 $783K - $978K
SKLZ
Skillz Inc.

Communication Services
Q1 2022 Filed on May 10, 2022
19,000
$2.15 - $7.66 $40.9K - $146K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
7,453
$44.77 - $54.33 $334K - $405K
PNR
Pentair PLC

Industrials
Q1 2022 Filed on May 10, 2022
3,584
$53.68 - $71.86 $192K - $258K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
Q1 2022 Filed on May 10, 2022
31,463
$13.13 - $14.91 $413K - $469K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
13,778
$15.38 - $23.72 $212K - $327K
Draftkings Inc
Q1 2022 Filed on May 10, 2022
2,417
N/A
FBCG
Fidelity Covington Tr Blue Chi

ETFs
Q1 2022 Filed on May 10, 2022
7,800
$26.34 - $35.01 $205K - $273K
SRNE
Sorrento Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
106,000
$2.0 - $4.9 $212K - $519K
AI
C3.Ai, Inc.

Technology
Q1 2022 Filed on May 10, 2022
21,000
$16.91 - $32.3 $355K - $678K
EPM
Evolution Petroleum Corp

Energy
Q1 2022 Filed on May 10, 2022
70,000
$5.18 - $7.89 $363K - $552K
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on May 10, 2022
21,600
$13.3 - $36.3 $287K - $784K
ABCL
Ab Cellera Biologics Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
12,600
$7.46 - $14.14 $94K - $178K
ECL
Ecolab Inc.

Basic Materials
Q1 2022 Filed on May 10, 2022
1,579
$156.73 - $233.51 $247K - $369K
GH
Guardant Health, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
2,800
$48.25 - $100.49 $135K - $281K
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
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
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q1 2022 Filed on May 10, 2022
4,796
$47.38 - $51.33 $227K - $246K
ZEN
Zendesk, Inc.

Technology
Q1 2022 Filed on May 10, 2022
2,165
$90.52 - $124.19 $196K - $269K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
18,057
$6.27 - $7.7 $113K - $139K
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
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
Landmark Infrastrctur Partr
Q4 2021 Filed on Feb 14, 2022
10,700
N/A
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
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
PHR
Phreesia, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
7,000
$39.92 - $74.89 $279K - $524K
PARA
Paramount Global

Communication Services
Q4 2021 Filed on Feb 14, 2022
7,067
$49.94 - $66.29 $353K - $468K
LGHL
Lion Group Holding LTD

Financial Services
Q4 2021 Filed on Feb 14, 2022
55,332
$1.2 - $2.41 $66.4K - $133K
MSGM
Motorsport Games Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
25,855
$3.1 - $15.6 $80.2K - $403K
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
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