Avidian Wealth Solutions, LLC Purchases in Q4 2024

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
36.5K
+ 6.96%
$570.51 - $610.59 $20.8M - $22.3M
560K $330M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
332K
New
$44.33 - $49.55 $14.7M - $16.4M
332K $14.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
7
+ 0.01%
$370.24 - $418.94 $2.59K - $2.93K
132K $53.1M
AAPL
Apple Inc.

Technology
642
+ 0.36%
$221.69 - $259.02 $142K - $166K
180K $45M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
46.5K
+ 4.42%
$61.68 - $67.87 $2.87M - $3.16M
1.1M $68.5M
AMZN
Amazon Com Inc

Consumer Cyclical
779
+ 1.1%
$180.88 - $232.93 $141K - $181K
71.4K $15.7M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
34K
+ 5.18%
$55.86 - $60.21 $1.9M - $2.05M
691K $39.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
22.9K
+ 9.03%
$113.92 - $127.38 $2.61M - $2.92M
276K $31.8M
AVGO
Broadcom Inc.

Technology
2.71K
+ 13.01%
$159.67 - $250.0 $432K - $677K
23.5K $5.45M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
11.6K
+ 6.7%
$89.97 - $98.59 $1.04M - $1.14M
184K $17.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
29.4K
+ 81.76%
$50.35 - $50.69 $1.48M - $1.49M
65.3K $3.29M
TSLA
Tesla, Inc.

Consumer Cyclical
259
+ 3.04%
$213.65 - $479.86 $55.3K - $124K
8.77K $3.54M
USFR
Wisdomtree Floating Rate Treas

ETFs
24.2K
+ 68.31%
$50.23 - $50.46 $1.22M - $1.22M
59.7K $3.01M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
67.6K
+ 6.96%
$50.14 - $52.56 $3.39M - $3.55M
1.04M $52.2M
META
Meta Platforms, Inc.

Communication Services
1.21K
+ 8.96%
$554.08 - $632.68 $670K - $766K
14.7K $8.68M
PLTR
Palantir Technologies Inc.

Technology
4.98K
+ 39.51%
$36.46 - $82.38 $181K - $410K
17.6K $1.33M
SPY
Spdr S&P 500 ETF Trust

ETFs
658
+ 1.72%
$567.81 - $607.81 $374K - $400K
38.8K $22.7M
GOOG
Alphabet Inc.

Communication Services
2.42K
+ 14.61%
$163.08 - $198.16 $395K - $480K
19K $3.62M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
13.3K
+ 13.05%
$80.93 - $85.66 $1.07M - $1.14M
115K $9.3M
GOOGL
Alphabet Inc.

Communication Services
631
+ 2.16%
$161.86 - $196.66 $102K - $124K
29.9K $5.66M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
10.6K
+ 45.24%
$77.86 - $79.27 $822K - $836K
33.9K $2.64M
DFIV
Dimensional ETF Tr

ETFs
18.8K
New
$34.86 - $37.97 $656K - $715K
18.8K $667K
JPM
Jpmorgan Chase & CO

Financial Services
228
+ 1.16%
$205.18 - $250.29 $46.8K - $57.1K
19.9K $4.77M
CHRD
Oasis Petroleum Inc.

Energy
5.15K
New
$110.83 - $137.78 $570K - $709K
5.15K $599K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
10.5K
+ 24.2%
$50.67 - $50.9 $534K - $537K
54.1K $2.75M
APP
App Lovin Corp

Technology
1.54K
New
$130.67 - $401.5 $201K - $617K
1.54K $497K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.32K
+ 9.13%
$442.29 - $483.08 $582K - $636K
15.7K $7.13M
WMT
Walmart Inc.

Consumer Defensive
1.04K
+ 2.63%
$79.1 - $95.7 $82.3K - $99.5K
40.6K $3.66M
V
Visa Inc.

Financial Services
310
+ 3.61%
$273.87 - $320.91 $84.9K - $99.5K
8.9K $2.81M
EWW
Ishares Inc Msci Mexico ETF

ETFs
7.81K
+ 6.78%
N/A
123K $7.01M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12.5K
New
$33.92 - $36.6 $424K - $457K
12.5K $432K
COP
Conocophillips

Energy
5.08K
+ 40.83%
$95.12 - $114.72 $483K - $583K
17.5K $1.74M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.74K
+ 63.44%
$238.25 - $261.28 $414K - $454K
4.48K $1.08M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.11K
+ 20.88%
$100.16 - $100.7 $412K - $414K
23.8K $2.39M
XCEM
Columbia ETF Tr Ii

ETFs
13.1K
New
$29.6 - $32.67 $389K - $429K
13.1K $388K
AEP
American Electric Power CO Inc

Utilities
4.04K
New
$90.91 - $102.21 $367K - $413K
4.04K $372K
NFLX
Netflix Inc

Communication Services
69
+ 4.07%
$687.65 - $936.56 $47.4K - $64.6K
1.77K $1.57M
DXPE
Dxp Enterprises Inc

Industrials
4.49K
New
$48.51 - $83.32 $218K - $374K
4.49K $371K
KMI
Kinder Morgan, Inc.

Energy
4.5K
+ 9.74%
$22.59 - $28.54 $102K - $128K
50.7K $1.39M
XLF
Financial Sector Spdr

ETFs
6.53K
+ 47.59%
$44.89 - $51.34 $293K - $335K
20.3K $979K
SCHO
Schwab Short Term Us Treasury

ETFs
209K
+ 111.15%
$24.06 - $48.88 $5.04M - $10.2M
398K $9.57M
ASML
Asml Holding Nv

Technology
545
+ 219.76%
$658.43 - $872.27 $359K - $475K
793 $549K
NEAR
Blackrock Short Maturity Bond

ETFs
6.76K
New
$50.28 - $51.08 $340K - $345K
6.76K $341K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.3K
New
$100.24 - $101.35 $331K - $334K
3.3K $331K
BX
Blackstone Inc.

Financial Services
59
+ 0.37%
$148.45 - $199.05 $8.76K - $11.7K
16.2K $2.79M
BXSL
Blackstone Secured Lending Fund

Financial Services
4.89K
+ 8.99%
$29.25 - $33.27 $143K - $163K
59.3K $1.91M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.11M
+ 109.56%
$24.19 - $50.58 $26.9M - $56.3M
2.13M $51.7M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
10.1K
+ 2.83%
$42.95 - $45.72 $433K - $461K
367K $15.8M
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.67K
+ 41.63%
$57.53 - $60.83 $326K - $345K
19.3K $1.11M
Activity Summary
Buys All Purchases 300 New Holdings 45 Increased Positions 255 Sells All Sells 158 Reductions 158 Sold out 0 Options Calls 0 Puts 0
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