Avidian Wealth Solutions, LLC Portfolio Holdings

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

Avidian Wealth Solutions, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.18 Billion distributed in 519 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 $322M, Ishares Tr with a value of $142M, Nvidia Corp with a value of $95.2M, Ishares Tr Broad Usd Inbd Etfv with a value of $65.1M, and Spdr Portfolio S&P 500 ETF (Ma with a value of $64.8M.

Examining the 13F form we can see an increase of $26.3M in the current position value, from $2.16B to 2.18B.

Below you can find more details about Avidian Wealth Solutions, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.18 Billion
ETFs: $1.77 Billion
Technology: $172 Million
Energy: $55.8 Million
Financial Services: $42.7 Million
Consumer Cyclical: $30.7 Million
Healthcare: $30.1 Million
Communication Services: $23.5 Million
Consumer Defensive: $21.4 Million
Other: $31.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$272B
$7.16 Million 0.33% of portfolio
42,821
Q1 2025 Added 3.03%
$0
$6.96 Million 0.32% of portfolio
27,229
Q1 2025 Reduced 1.49%
$0
$7 Million 0.32% of portfolio
70,726
Q1 2025 Reduced 3.57%
$0
$6.98 Million 0.32% of portfolio
113,004
Q1 2025 Reduced 6.84%
$0
$6.66 Million 0.31% of portfolio
33,381
Q1 2025 Reduced 4.9%
$0
$6.51 Million 0.3% of portfolio
118,207
Q1 2025 Added 0.04%
$0
$6.36 Million 0.29% of portfolio
111,565
Q1 2025 Reduced 9.28%
$0
$6.19 Million 0.28% of portfolio
227,031
Q1 2025 Reduced 57.38%
$0
$6.05 Million 0.28% of portfolio
138,641
Q1 2025 Added 2.69%
$0
$6.08 Million 0.28% of portfolio
19,689
Q1 2025 Reduced 1.0%
$0
$6.07 Million 0.28% of portfolio
74,287
Q1 2025 Reduced 18.45%
$0
$5.86 Million 0.27% of portfolio
53,230
Q1 2025 Reduced 0.29%
$0
$5.99 Million 0.27% of portfolio
35,031
Q1 2025 Added 8.52%
$0
$5.76 Million 0.26% of portfolio
107,308
Q1 2025 Added 7.82%
$0
$5.6 Million 0.26% of portfolio
108,807
Q1 2025 Reduced 23.9%
$0
$5.18 Million 0.24% of portfolio
221,143
Q1 2025 Reduced 7.77%
$366B
$4.71 Million 0.22% of portfolio
12,863
Q1 2025 Added 0.3%
$0
$4.8 Million 0.22% of portfolio
25,754
Q1 2025 Reduced 2.12%
$0
$4.87 Million 0.22% of portfolio
206,337
Q1 2025 Added 0.5%
$967B
$4.51 Million 0.21% of portfolio
29,182
Q1 2025 Reduced 2.38%
$0
$4.45 Million 0.2% of portfolio
98,396
Q1 2025 Reduced 1.94%
$840B
$4.27 Million 0.2% of portfolio
5,166
Q1 2025 Added 4.94%
$0
$4.46 Million 0.2% of portfolio
42,302
Q1 2025 Reduced 1.94%
$0
$4.07 Million 0.19% of portfolio
10,964
Q1 2025 Added 1.52%
$0
$4.13 Million 0.19% of portfolio
44,439
Q1 2025 Reduced 1.29%
$0
$4.22 Million 0.19% of portfolio
83,759
Q1 2025 Added 40.22%
$77.9B
$4.1 Million 0.19% of portfolio
24,472
Q1 2025 Added 4.06%
$0
$4.09 Million 0.19% of portfolio
146,328
Q1 2025 Reduced 0.28%
$0
$3.95 Million 0.18% of portfolio
28,115
Q1 2025 Reduced 0.03%
$0
$3.79 Million 0.17% of portfolio
21,954
Q1 2025 Added 0.61%
$0
$3.77 Million 0.17% of portfolio
38,680
Q1 2025 Reduced 3.35%
$0
$3.72 Million 0.17% of portfolio
6,865
Q1 2025 Reduced 1.32%
$0
$3.51 Million 0.16% of portfolio
72,050
Q1 2025 Reduced 0.43%
$0
$3.51 Million 0.16% of portfolio
33,252
Q1 2025 Reduced 17.72%
$329B
$3.56 Million 0.16% of portfolio
17,007
Q1 2025 Added 4.35%
$258B
$3.58 Million 0.16% of portfolio
40,802
Q1 2025 Added 0.6%
$997B
$3.08 Million 0.14% of portfolio
19,683
Q1 2025 Added 3.66%
$900B
$3.01 Million 0.14% of portfolio
11,602
Q1 2025 Added 32.28%
$404B
$3.12 Million 0.14% of portfolio
18,790
Q1 2025 Added 9.93%
$0
$3.05 Million 0.14% of portfolio
60,165
Q1 2025 Reduced 7.79%
$0
$2.86 Million 0.13% of portfolio
28,407
Q1 2025 Added 19.4%
$382B
$2.81 Million 0.13% of portfolio
16,496
Q1 2025 Added 3.01%
$0
$2.89 Million 0.13% of portfolio
73,353
Q1 2025 Added 289.53%
$548B
$2.74 Million 0.13% of portfolio
7,830
Q1 2025 Reduced 12.02%
$0
$2.73 Million 0.13% of portfolio
55,465
Q1 2025 Reduced 1.36%
$0
$2.9 Million 0.13% of portfolio
22,517
Q1 2025 Added 0.48%
$0
$2.84 Million 0.13% of portfolio
48,133
Q1 2025 Reduced 21.25%
$184B
$2.58 Million 0.12% of portfolio
17,209
Q1 2025 Reduced 2.63%
$0
$2.71 Million 0.12% of portfolio
34,309
Q1 2025 Added 1.28%

Summary

  • Portfolio
  • No. of Stocks 519
  • Current Value $2.18 Billion
  • Prior Value $2.16 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 44 stocks
  • Additional Purchases 257 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 177 stocks
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