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
$0
$2.54 Million 0.12% of portfolio
96,806
Q1 2025 Added 53.88%
$0
$2.45 Million 0.11% of portfolio
5,224
Q1 2025 Reduced 1.66%
$0
$2.5 Million 0.11% of portfolio
9,100
Q1 2025 Added 31.01%
$5.27B
$2.43 Million 0.11% of portfolio
75,059
Q1 2025 Added 26.64%
$0
$2.38 Million 0.11% of portfolio
65,817
Q1 2025 Added 2.5%
$312B
$2.19 Million 0.1% of portfolio
30,536
Q1 2025 Reduced 10.95%
$67.1B
$2.17 Million 0.1% of portfolio
63,495
Q1 2025 Added 2.84%
$0
$2.23 Million 0.1% of portfolio
51,295
Q1 2025 Added 0.18%
$105B
$2.15 Million 0.1% of portfolio
7,461
Q1 2025 Reduced 24.48%
$232B
$2.08 Million 0.1% of portfolio
8,349
Q1 2025 Added 6.97%
$0
$2.18 Million 0.1% of portfolio
26,323
Q1 2025 Added 2.86%
$0
$2.21 Million 0.1% of portfolio
91,682
Q3 2024 Added 11.86%
$98.4B
$2.11 Million 0.1% of portfolio
15,120
Q1 2025 Reduced 6.57%
$0
$2.26 Million 0.1% of portfolio
43,135
Q1 2025 Reduced 4.32%
$0
$2.16 Million 0.1% of portfolio
36,139
Q1 2025 Added 0.95%
$0
$2.07 Million 0.09% of portfolio
17,779
Q1 2025 Reduced 1.42%
$231B
$1.95 Million 0.09% of portfolio
6,258
Q1 2025 Reduced 9.2%
$0
$1.96 Million 0.09% of portfolio
19,649
Q1 2025 Reduced 43.43%
$54B
$2 Million 0.09% of portfolio
107,728
Q1 2025 Added 4.83%
$0
$2.06 Million 0.09% of portfolio
89,127
Q1 2025 Reduced 5.47%
$109B
$1.98 Million 0.09% of portfolio
18,829
Q1 2025 Added 7.47%
$198B
$1.86 Million 0.09% of portfolio
65,906
Q1 2025 Added 15.58%
$0
$1.9 Million 0.09% of portfolio
34,769
Q1 2025 Added 235.64%
$0
$1.77 Million 0.08% of portfolio
70,493
Q1 2025 Reduced 0.48%
$0
$1.71 Million 0.08% of portfolio
8,641
Q1 2025 Reduced 4.42%
$0
$1.76 Million 0.08% of portfolio
10,145
Q1 2025 Reduced 43.89%
$0
$1.7 Million 0.08% of portfolio
18,211
Q1 2025 Added 0.71%
$236B
$1.72 Million 0.08% of portfolio
23,455
Q1 2025 Added 7.87%
$0
$1.81 Million 0.08% of portfolio
57,529
Q1 2025 Added 0.11%
$0
$1.75 Million 0.08% of portfolio
14,314
Q1 2025 Added 10.18%
$206B
$1.75 Million 0.08% of portfolio
17,754
Q1 2025 Reduced 2.56%
$0
$1.57 Million 0.07% of portfolio
50,325
Q1 2025 Reduced 12.28%
$0
$1.61 Million 0.07% of portfolio
28,196
Q1 2025 Added 46.21%
$0
$1.57 Million 0.07% of portfolio
28,181
Q1 2025 Added 0.25%
$201B
$1.5 Million 0.07% of portfolio
11,330
Q1 2025 Reduced 11.79%
$71.2B
$1.53 Million 0.07% of portfolio
13,915
Q1 2025 Reduced 3.64%
$89.2B
$1.5 Million 0.07% of portfolio
44,257
Q1 2025 Added 52.91%
$460B
$1.62 Million 0.07% of portfolio
1,717
Q1 2025 Reduced 10.06%
$259B
$1.55 Million 0.07% of portfolio
25,184
Q1 2025 Added 4.49%
$0
$1.54 Million 0.07% of portfolio
7,482
Q1 2025 Reduced 12.22%
$0
$1.52 Million 0.07% of portfolio
33,733
Q1 2025 Reduced 47.72%
$0
$1.52 Million 0.07% of portfolio
29,387
Q1 2025 Added 47.85%
$259B
$1.5 Million 0.07% of portfolio
17,750
Q1 2025 Added 1.0%
$537B
$1.61 Million 0.07% of portfolio
1,727
Q1 2025 Reduced 2.21%
$0
$1.6 Million 0.07% of portfolio
17,339
Q1 2025 Reduced 90.58%
$195B
$1.5 Million 0.07% of portfolio
16,758
Q1 2025 Reduced 1.6%
$63B
$1.45 Million 0.07% of portfolio
50,699
Q1 2025 Added 0.02%
$446B
$1.59 Million 0.07% of portfolio
11,404
Q1 2025 Reduced 5.03%
$0
$1.48 Million 0.07% of portfolio
18,922
Q1 2025 Added 0.25%

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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