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
Seagate Technology PLC
Q2 2021 Filed on Aug 09, 2021
4,900
N/A
Triterras Inc
Q2 2021 Filed on Aug 09, 2021
108,000
N/A
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q2 2021 Filed on Aug 09, 2021
26,672
$141.9 - $151.95 $3.78M - $4.05M
RIDE
Lordstown Motors Corp.

Consumer Cyclical
Q2 2021 Filed on Aug 09, 2021
17,000
$6.98 - $13.4 $119K - $228K
Advanced Micro Devices Inc
Q2 2021 Filed on Aug 09, 2021
24,700
N/A
Ishares Gold Tr
Q2 2021 Filed on Aug 09, 2021
13,852
N/A
Teradyne Inc
Q2 2021 Filed on Aug 09, 2021
16,000
N/A
Spdr S&P 500 ETF Tr
Q2 2021 Filed on Aug 09, 2021
19,200
N/A
Invitae Corp
Q2 2021 Filed on Aug 09, 2021
29,500
N/A
GPS
Gap Inc

Consumer Cyclical
Q2 2021 Filed on Aug 09, 2021
13,022
$29.95 - $36.33 $390K - $473K
PSFE
Paysafe LTD

Technology
Q2 2021 Filed on Aug 09, 2021
11,200
$10.37 - $14.6 $116K - $164K
Piedmont Lithium LTD
Q2 2021 Filed on Aug 09, 2021
6,000
N/A
WKHS
Workhorse Group Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 09, 2021
22,000
$7.48 - $17.2 $165K - $378K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
Q2 2021 Filed on Aug 09, 2021
4,417
$47.92 - $67.93 $212K - $300K
SPRU
Spruce Pwr Hldg Corp Com
Q2 2021 Filed on Aug 09, 2021
27,000
N/A
Alussa Energy Acquisition CO
Q2 2021 Filed on Aug 09, 2021
10,794
N/A
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q2 2021 Filed on Aug 09, 2021
3,700
$118.29 - $130.39 $438K - $482K
EXPD
Expeditors International Of Washington Inc

Industrials
Q1 2021 Filed on May 05, 2021
3,066
$89.52 - $108.4 $274K - $332K
DG
Dollar General Corp

Consumer Defensive
Q1 2021 Filed on May 05, 2021
964
$178.14 - $218.38 $172K - $211K
Datto Hldg Corp
Q1 2021 Filed on May 05, 2021
19,000
N/A
BSY
Bentley Systems Inc

Technology
Q1 2021 Filed on May 05, 2021
13,007
$39.29 - $53.29 $511K - $693K
BPMC
Blueprint Medicines Corp

Healthcare
Q1 2021 Filed on May 05, 2021
19,000
$90.71 - $108.28 $1.72M - $2.06M
BVN
Buenaventura Mining CO Inc

Basic Materials
Q1 2021 Filed on May 05, 2021
10,500
$9.93 - $12.35 $104K - $130K
Virgin Galactic Holdings Inc
Q1 2021 Filed on May 05, 2021
110,500
N/A
Pulte Group Inc
Q1 2021 Filed on May 05, 2021
35,000
N/A
Peloton Interactive Inc
Q1 2021 Filed on May 05, 2021
7,000
N/A
Spdr Dow Jones Indl Average
Q1 2021 Filed on May 05, 2021
80,000
N/A
Netapp Inc
Q1 2021 Filed on May 05, 2021
20,000
N/A
Freeport Mcmoran Inc
Q1 2021 Filed on May 05, 2021
75,000
N/A
Draftkings Inc
Q1 2021 Filed on May 05, 2021
24,000
N/A
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
Q1 2021 Filed on May 05, 2021
5,942
$44.0 - $46.31 $261K - $275K
Stmicroelectronics N V
Q1 2021 Filed on May 05, 2021
20,000
N/A
D R Horton Inc
Q1 2021 Filed on May 05, 2021
31,000
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q1 2021 Filed on May 05, 2021
12,669
N/A
SDGR
Schrodinger, Inc.

Healthcare
Q1 2021 Filed on May 05, 2021
13,500
$64.61 - $113.09 $872K - $1.53M
SMB
Vaneck Short Muni ETF

ETFs
Q1 2021 Filed on May 05, 2021
27,639
$17.96 - $18.19 $496K - $503K
SPCE
Virgin Galactic Holdings, Inc

Industrials
Q1 2021 Filed on May 05, 2021
45,037
$23.21 - $59.41 $1.05M - $2.68M
CLVS
Clovis Oncology, Inc.

Healthcare
Q1 2021 Filed on May 05, 2021
75,000
$4.81 - $10.34 $361K - $776K
SPOT
Spotify Technology S.A.

Communication Services
Q1 2021 Filed on May 05, 2021
666
$252.59 - $364.59 $168K - $243K
JYNT
Joint Corp

Healthcare
Q1 2021 Filed on May 05, 2021
12,571
$27.27 - $49.0 $343K - $616K
EXEL
Exelixis, Inc.

Healthcare
Q1 2021 Filed on May 05, 2021
21,020
$20.53 - $25.22 $432K - $530K
Livongo Health Inc
Q4 2020 Filed on Feb 09, 2021
8,800
N/A
PLXS
Plexus Corp

Technology
Q4 2020 Filed on Feb 09, 2021
3,308
$68.3 - $80.43 $226K - $266K
Invesco Qqq Tr
Q4 2020 Filed on Feb 09, 2021
7,400
N/A
IUSV
Ishares Core S&P U.S. Value Et

ETFs
Q4 2020 Filed on Feb 09, 2021
5,624
$53.17 - $62.19 $299K - $350K
Cognizant Technology Solutio
Q4 2020 Filed on Feb 09, 2021
40,000
N/A
Immunomedics Inc
Q4 2020 Filed on Feb 09, 2021
14,000
N/A
Unilever N V
Q4 2020 Filed on Feb 09, 2021
7,877
N/A
Conocophillips
Q4 2020 Filed on Feb 09, 2021
1,300
N/A
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