Avidian Wealth Solutions, LLC Portfolio Holdings
Avidian Wealth Solutions, LLC
- $2.13 Billion
- Q3 2024
Avidian Wealth Solutions, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.13 Billion distributed in 499 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 $302M, Ishares Tr with a value of $159M, Nvidia Corp with a value of $123M, Ishares Core S&P Mid Cap ETF with a value of $65.6M, and Ishares Inc Msci Emerging Mkts with a value of $64M.
Examining the 13F form we can see an decrease of $197M in the current position value, from $2.33B to 2.13B.
Below you can find more details about Avidian Wealth Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.13 Billion
ETFs: $1.7 Billion
Technology: $205 Million
Energy: $50.2 Million
Financial Services: $38.9 Million
Healthcare: $29.4 Million
Consumer Cyclical: $29.1 Million
Consumer Defensive: $23 Million
Industrials: $22.1 Million
Other: $33.7 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 499
- Current Value $2.13 Billion
- Prior Value $2.33 Billion
- Filing
- Period Q3 2024
- Filing Date October 30, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 41 stocks
- Additional Purchases 252 stocks
- Sold out of 0 stocks
- Reduced holdings in 156 stocks