Avidian Wealth Solutions, LLC Portfolio Holdings
Avidian Wealth Solutions, LLC
- $2.51 Billion
- Q3 2025
Avidian Wealth Solutions, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.51 Billion distributed in 580 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 $414M, Ishares Tr with a value of $170M, Nvidia Corp with a value of $123M, Spdr Portfolio S&P 500 ETF (Ma with a value of $81.4M, and Ishares Tr Broad Usd Inbd Etfv with a value of $74.8M.
Examining the 13F form we can see an increase of $135M in the current position value, from $2.37B to 2.51B.
Below you can find more details about Avidian Wealth Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.51 Billion
ETFs: $2.01 Billion
Technology: $227 Million
Energy: $53.4 Million
Financial Services: $51.5 Million
Consumer Cyclical: $41.1 Million
Communication Services: $34.6 Million
Healthcare: $30.3 Million
Industrials: $27 Million
Other: $36.4 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 580
- Current Value $2.51 Billion
- Prior Value $2.37 Billion
- Filing
- Period Q3 2025
- Filing Date October 30, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 54 stocks
- Additional Purchases 336 stocks
- Sold out of 0 stocks
- Reduced holdings in 142 stocks