Avidian Wealth Solutions, LLC Portfolio Holdings
Avidian Wealth Solutions, LLC
- $2.37 Billion
- Q2 2025
Avidian Wealth Solutions, LLC has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.37 Billion distributed in 550 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 $376M, Ishares Tr with a value of $160M, Nvidia Corp with a value of $116M, Ishares Tr Broad Usd Inbd Etfv with a value of $70M, and Ishares Tr with a value of $64.4M.
Examining the 13F form we can see an increase of $193M in the current position value, from $2.18B to 2.37B.
Below you can find more details about Avidian Wealth Solutions, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.37 Billion
ETFs: $1.93 Billion
Technology: $200 Million
Energy: $49.3 Million
Financial Services: $46.1 Million
Consumer Cyclical: $35.4 Million
Communication Services: $29.3 Million
Healthcare: $27.5 Million
Industrials: $22.7 Million
Other: $34 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 550
- Current Value $2.37 Billion
- Prior Value $2.18 Billion
- Filing
- Period Q2 2025
- Filing Date July 30, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 57 stocks
- Additional Purchases 244 stocks
- Sold out of 0 stocks
- Reduced holdings in 205 stocks