Avidian Wealth Solutions, LLC Portfolio Holdings by Sector
Avidian Wealth Solutions, LLC
- $2.51 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV IEFA SPLG USIG IJH MBB EMXC IWF 235 stocks |
$2 Million
79.82% of portfolio
|
129
|
85
|
13
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM QCOM TXN AMD NXPI INTC 10 stocks |
$138,782
5.53% of portfolio
|
9
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$42,374
1.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL PANW ADBE CRWD SQ HOOD 8 stocks |
$32,951
1.31% of portfolio
|
6
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP CVE 5 stocks |
$32,808
1.31% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG DASH SPOT 5 stocks |
$26,448
1.05% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA MELI 3 stocks |
$19,073
0.76% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ AMGN MRK GILD NVS BMY 10 stocks |
$18,283
0.73% of portfolio
|
10
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS BX BXSL PSLV NFJ HPI RMM BSL 21 stocks |
$12,123
0.48% of portfolio
|
13
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ORI 2 stocks |
$10,230
0.41% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC WFC C SAN 5 stocks |
$9,781
0.39% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
EPD ET KMI WMB OKE PAA LNG PAGP 10 stocks |
$9,685
0.39% of portfolio
|
8
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX BA GD LMT AXON NOC LHX EVEX 8 stocks |
$7,676
0.31% of portfolio
|
7
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM F 3 stocks |
$7,109
0.28% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA AXP ORCC COF 5 stocks |
$6,802
0.27% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$6,168
0.25% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$6,154
0.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE ED DUK AEE AEP SO ES ETR 10 stocks |
$5,740
0.23% of portfolio
|
10
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC VLO PSX SUN 4 stocks |
$5,681
0.23% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL CL KMB 4 stocks |
$4,997
0.2% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE ITW EMR CMI PH DCI 7 stocks |
$4,568
0.18% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$4,541
0.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$4,363
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT ABT SYK BSX ATEC 5 stocks |
$4,306
0.17% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP CHRD EOG FANG BSM 5 stocks |
$4,201
0.17% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ TMUS CMCSA 4 stocks |
$3,815
0.15% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP UBER CRM SHOP NOW INTU MSTR COIN 8 stocks |
$3,687
0.15% of portfolio
|
6
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX DRI 3 stocks |
$3,528
0.14% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IXJ 2 stocks |
$3,305
0.13% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN 2 stocks |
$2,969
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON VMI MMM 3 stocks |
$2,757
0.11% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS SCHW GS 3 stocks |
$2,740
0.11% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO BTI PM 3 stocks |
$2,642
0.11% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE 2 stocks |
$2,625
0.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS 3 stocks |
$2,465
0.1% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
AEM NEM RGLD NGD 4 stocks |
$2,301
0.09% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$2,255
0.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB FFIN PNC CFR SNV 5 stocks |
$2,099
0.08% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL PRU MET PRI 4 stocks |
$2,001
0.08% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AZO GPC MUSA ORLY TSCO 5 stocks |
$1,996
0.08% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MCO CME ICE SPGI NDAQ 5 stocks |
$1,918
0.08% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS CHRW FDX 3 stocks |
$1,855
0.07% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX UNP TRN 3 stocks |
$1,758
0.07% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL CB TRV PGR 4 stocks |
$1,652
0.07% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC 3 stocks |
$1,603
0.06% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL BKNG CCL 3 stocks |
$1,360
0.05% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX 2 stocks |
$1,314
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
DXPE WSO FAST 3 stocks |
$1,282
0.05% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
STX 1 stocks |
$1,243
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
CAH MCK 2 stocks |
$1,224
0.05% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$1,164
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO DHR 2 stocks |
$1,127
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PSA PLD 2 stocks |
$1,057
0.04% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
PAYX ADP 2 stocks |
$1,023
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB HAL 2 stocks |
$1,007
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO BHP 2 stocks |
$997
0.04% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL LUV 2 stocks |
$991
0.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$966
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY MDLZ 2 stocks |
$955
0.04% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
APH 1 stocks |
$893
0.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW LYB ECL 3 stocks |
$867
0.03% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON MMC 2 stocks |
$827
0.03% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Reinsurance | Financial Services
RE 1 stocks |
$826
0.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
JCI CARR TT 3 stocks |
$801
0.03% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
ZTS EBS 2 stocks |
$791
0.03% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ADM 1 stocks |
$790
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
FSLR 1 stocks |
$741
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$721
0.03% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$649
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
PKG AMCR 2 stocks |
$641
0.03% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
K 1 stocks |
$603
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
HRI URI 2 stocks |
$486
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG RVP 2 stocks |
$475
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
IMKTA 1 stocks |
$394
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$363
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$340
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$338
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$316
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
SLG 1 stocks |
$308
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$305
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
POWL PLUG 2 stocks |
$285
0.01% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$279
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$277
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FNF 1 stocks |
$275
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Financial Conglomerates | Financial Services
VOYA 1 stocks |
$274
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$267
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$247
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$240
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$222
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
DLY 1 stocks |
$211
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$207
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$206
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$205
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
RC 1 stocks |
$170
0.01% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|