Avidian Wealth Solutions, LLC Portfolio Holdings
Avidian Wealth Solutions, LLC
- $2.16 Billion
- Q4 2024
Avidian Wealth Solutions, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.16 Billion distributed in 507 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 $330M, Ishares Tr with a value of $149M, Nvidia Corp with a value of $118M, Ishares Core S&P Mid Cap ETF with a value of $68.5M, and Ishares Tr with a value of $61.4M.
Examining the 13F form we can see an increase of $22.9M in the current position value, from $2.13B to 2.16B.
Below you can find more details about Avidian Wealth Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.16 Billion
ETFs: $1.72 Billion
Technology: $205 Million
Energy: $49.2 Million
Financial Services: $40.2 Million
Consumer Cyclical: $33.1 Million
Healthcare: $26.5 Million
Communication Services: $24.6 Million
Consumer Defensive: $21.9 Million
Other: $31.4 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 507
- Current Value $2.16 Billion
- Prior Value $2.13 Billion
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 45 stocks
- Additional Purchases 255 stocks
- Sold out of 0 stocks
- Reduced holdings in 158 stocks