Avidian Wealth Solutions, LLC Portfolio Holdings
Avidian Wealth Solutions, LLC
- $2.18 Billion
- Q1 2025
Avidian Wealth Solutions, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.18 Billion distributed in 519 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $322M, Ishares Tr with a value of $142M, Nvidia Corp with a value of $95.2M, Ishares Tr Broad Usd Inbd Etfv with a value of $65.1M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $64.8M.
Examining the 13F form we can see an increase of $26.3M in the current position value, from $2.16B to 2.18B.
Below you can find more details about Avidian Wealth Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.18 Billion
ETFs: $1.77 Billion
Technology: $172 Million
Energy: $55.8 Million
Financial Services: $42.7 Million
Consumer Cyclical: $30.7 Million
Healthcare: $30.1 Million
Communication Services: $23.5 Million
Consumer Defensive: $21.4 Million
Other: $31.7 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 519
- Current Value $2.18 Billion
- Prior Value $2.16 Billion
- Filing
- Period Q1 2025
- Filing Date April 25, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 44 stocks
- Additional Purchases 257 stocks
- Sold out of 0 stocks
- Reduced holdings in 177 stocks