Avidian Wealth Solutions, LLC Purchases in Q3 2025

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1.64K
+ 94.41%
$237.77 - $353.61 $390K - $580K
3.38K $1.17M
AVEM
American Centy ETF Tr Avantis

ETFs
8.29K
New
$68.33 - $75.41 $566K - $625K
8.29K $622K
DFIV
Dimensional ETF Tr

ETFs
8.26K
+ 11.78%
$42.66 - $46.53 $352K - $384K
78.3K $3.61M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
782
+ 10.53%
$224.68 - $282.71 $176K - $221K
8.21K $2.29M
VEA
Vanguard Ftse Developed Market

ETFs
3.27K
+ 2.31%
$56.02 - $60.3 $183K - $197K
145K $8.68M
QUAL
Ishares Msci Usa Quality Facto

ETFs
899
+ 2.45%
$182.33 - $194.5 $164K - $175K
37.6K $7.32M
FPE
First Tr Pfd Secs & Income ETF

ETFs
14K
+ 1.94%
$17.81 - $18.39 $249K - $257K
736K $13.4M
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 0.96%
$357.4 - $423.42 $45.7K - $54.2K
13.5K $5.47M
APP
App Lovin Corp

Technology
470
+ 76.3%
$335.1 - $718.54 $157K - $338K
1.09K $780K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.8K
+ 51.54%
$46.51 - $50.07 $593K - $639K
37.5K $1.76M
STX
Seagate Technology Holdings PLC

Technology
169
+ 3.31%
$142.01 - $236.06 $24K - $39.9K
5.27K $1.24M
META
Meta Platforms, Inc.

Communication Services
763
+ 4.99%
$695.21 - $791.73 $530K - $604K
16.1K $11.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
874
+ 16.5%
$103.83 - $179.9 $90.7K - $157K
6.17K $1.1M
AEM
Agnico Eagle Mines LTD

Basic Materials
2K
+ 64.49%
$116.14 - $168.56 $233K - $338K
5.11K $861K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19.7K
+ 21.93%
$22.9 - $23.58 $450K - $464K
109K $2.57M
VLO
Valero Energy Corp

Energy
1.38K
+ 20.77%
$131.77 - $175.63 $182K - $243K
8.04K $1.37M
ICSH
Blackrock Ultra Short Term Bon

ETFs
9.21K
+ 19.8%
$50.52 - $50.75 $465K - $467K
55.7K $2.83M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.85K
+ 36.13%
$50.47 - $50.74 $447K - $449K
33.3K $1.69M
ITM
Vaneck Intermediate Muni ETF

ETFs
1.93K
+ 0.61%
$45.2 - $46.71 $87.2K - $90.1K
320K $14.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
13K
+ 5.46%
$25.67 - $27.21 $334K - $354K
252K $6.78M
RTX
Raytheon Technologies Corp

Industrials
1.06K
+ 9.06%
$144.19 - $167.33 $152K - $177K
12.7K $2.13M
SLV
I Shares Silver Trust

ETFs
9.53K
New
$32.73 - $42.5 $312K - $405K
9.53K $403K
CAT
Caterpillar Inc

Industrials
70
+ 1.69%
$390.92 - $477.15 $27.4K - $33.4K
4.21K $2.01M
PSLV
Sprott Physical Silver Trust

Financial Services
13.9K
+ 26.81%
$12.24 - $15.73 $170K - $219K
65.8K $1.03M
MPC
Marathon Petroleum Corp

Energy
92
+ 0.66%
$158.59 - $198.69 $14.6K - $18.3K
14.1K $2.71M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.24K
+ 105.29%
$85.01 - $90.35 $360K - $383K
8.26K $738K
SCHO
Schwab Short Term Us Treasury

ETFs
14.5K
+ 2.57%
$24.23 - $24.42 $350K - $353K
578K $14.1M
MU
Micron Technology Inc

Technology
2.17K
New
$104.88 - $168.89 $227K - $366K
2.17K $362K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.78K
+ 10.47%
$110.74 - $122.12 $197K - $217K
18.8K $2.27M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.03K
+ 10.12%
$53.81 - $57.52 $217K - $232K
43.9K $2.52M
FNDX
Schwab Fundamental U S Large C

ETFs
1.03K
+ 0.55%
$24.38 - $26.34 $25K - $27.1K
188K $4.93M
AIQ
Global X Funds Global X Artifi

ETFs
7.02K
New
$43.2 - $49.66 $303K - $349K
7.02K $346K
ETN
Eaton Corp PLC

Industrials
715
+ 16.81%
$342.99 - $392.76 $245K - $281K
4.97K $1.86M
RWO
Spdr Dow Jones Global Real Est

ETFs
2.34K
+ 1.63%
$43.53 - $46.27 $102K - $108K
146K $6.68M
FCX
Freeport Mcmoran Inc

Basic Materials
8.63K
New
$35.34 - $47.21 $305K - $408K
8.63K $338K
BX
Blackstone Inc.

Financial Services
104
+ 0.69%
$152.77 - $188.68 $15.9K - $19.6K
15.2K $2.59M
MS
Morgan Stanley

Financial Services
901
+ 8.56%
$139.09 - $161.16 $125K - $145K
11.4K $1.82M
PEP
Pepsico Inc

Consumer Defensive
1.36K
+ 8.23%
$133.81 - $152.16 $182K - $206K
17.9K $2.51M
WMT
Walmart Inc.

Consumer Defensive
1.12K
+ 2.87%
$94.4 - $104.27 $106K - $117K
40.3K $4.15M
ORI
Old Republic International Corp

Financial Services
6.41K
+ 58.28%
$35.74 - $42.47 $229K - $272K
17.4K $739K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.34K
+ 3.24%
$72.01 - $74.44 $240K - $248K
106K $7.82M
DUK
Duke Energy Corp

Utilities
2.2K
+ 48.53%
$116.31 - $125.93 $256K - $277K
6.74K $833K
VIG
Vanguard Dividend Appreciation

ETFs
1.63K
+ 46.88%
N/A
5.11K $931K
BA
Boeing CO

Industrials
1.24K
+ 28.6%
$209.79 - $237.38 $261K - $295K
5.58K $1.21M
LLY
Eli Lilly & CO

Healthcare
479
+ 9.97%
$625.65 - $812.69 $300K - $389K
5.29K $4.03M
PRI
Primerica, Inc.

Financial Services
1.03K
New
$255.46 - $285.58 $264K - $295K
1.03K $286K
MA
Mastercard Inc

Financial Services
451
+ 20.0%
$550.18 - $598.96 $248K - $270K
2.71K $1.54M
IEMG
Ishares Inc

ETFs
5.04K
+ 3.98%
N/A
132K $7.07M
VTI
Vanguard Total Stock Market Et

ETFs
276
+ 3.75%
$303.93 - $329.86 $83.9K - $91K
7.63K $2.5M
Activity Summary
Buys All Purchases 390 New Holdings 54 Increased Positions 336 Sells All Sells 142 Reductions 142 Sold out 0 Options Calls 0 Puts 0
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