Avidian Wealth Solutions, LLC Purchases in Q3 2024

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CEF
Sprott Physical Gold & Silver Trust

Financial Services
8.82K
New
$21.72 - $25.05 $192K - $221K
8.82K $215K
PAVE
Global X Fds Us Infrastructure

ETFs
3.69K
+ 25.03%
$36.39 - $41.16 $134K - $152K
18.4K $758K
SPGI
S&P Global Inc.

Financial Services
411
New
$446.32 - $527.38 $183K - $217K
411 $212K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.57K
New
$54.38 - $59.77 $194K - $213K
3.57K $211K
PRF
Invesco Exchange Traded Fd Tr

ETFs
5.18K
New
$37.33 - $40.63 $193K - $210K
5.18K $210K
VGT
Vanguard Information Technolog

ETFs
239
+ 3.38%
$514.43 - $606.85 $123K - $145K
7.31K $4.28M
CRM
Salesforce, Inc.

Technology
673
+ 44.02%
$238.42 - $276.53 $160K - $186K
2.2K $602K
HEFA
Ishares Currency Hedged Msci E

ETFs
6.8K
+ 2.9%
$32.34 - $35.85 $220K - $244K
242K $8.55M
SCHC
Schwab Strategic Tr Intl Small

ETFs
5.38K
New
$34.48 - $38.87 $186K - $209K
5.38K $207K
CARR
Carrier Global Corp

Industrials
2.55K
New
$61.9 - $80.88 $158K - $206K
2.55K $205K
XEL
Xcel Energy Inc

Utilities
3.09K
New
$52.11 - $65.3 $161K - $202K
3.09K $202K
VDE
Vanguard Energy ETF

ETFs
1.65K
New
$117.44 - $131.06 $194K - $216K
1.65K $202K
SLV
I Shares Silver Trust

ETFs
7.08K
New
$24.33 - $29.38 $172K - $208K
7.08K $201K
ON
On Semiconductor Corp

Technology
2.76K
New
$66.39 - $78.74 $183K - $218K
2.76K $200K
XLY
Select Sector Spdr Consumer Di

ETFs
130
+ 1.38%
$170.05 - $200.86 $22.1K - $26.1K
9.58K $1.92M
V
Visa Inc.

Financial Services
316
+ 3.82%
$253.74 - $291.56 $80.2K - $92.1K
8.59K $2.36M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
743
+ 6.08%
$113.45 - $126.18 $84.3K - $93.8K
13K $1.64M
AFL
Aflac Inc

Financial Services
264
+ 4.13%
$88.52 - $111.8 $23.4K - $29.5K
6.65K $743K
FNDF
Schwab Fundamental Intl Large

ETFs
658
+ 1.07%
$33.67 - $37.71 $22.2K - $24.8K
62K $2.32M
ED
Consolidated Edison Inc

Utilities
147
+ 1.46%
$88.42 - $104.97 $13K - $15.4K
10.2K $1.06M
NOW
Service Now, Inc.

Technology
138
+ 39.43%
$730.87 - $937.36 $101K - $129K
488 $436K
MPLX
Mplx LP

Energy
3.13K
+ 34.68%
$40.44 - $45.07 $127K - $141K
12.2K $540K
PAYX
Paychex Inc

Industrials
491
+ 8.67%
$116.17 - $135.19 $57K - $66.4K
6.16K $826K
COST
Costco Wholesale Corp

Consumer Defensive
103
+ 5.91%
$801.83 - $917.05 $82.6K - $94.5K
1.85K $1.64M
GILD
Gilead Sciences, Inc.

Healthcare
310
+ 3.73%
$66.59 - $83.99 $20.6K - $26K
8.61K $721K
NKE
Nike, Inc.

Consumer Cyclical
713
+ 10.5%
$71.09 - $89.44 $50.7K - $63.8K
7.5K $662K
ET
Energy Transfer LP

Energy
10.5K
+ 9.65%
$15.43 - $16.44 $161K - $172K
119K $1.91M
PG
Procter & Gamble CO

Consumer Defensive
86
+ 0.54%
$160.76 - $177.82 $13.8K - $15.3K
16K $2.77M
ACN
Accenture PLC

Technology
4
+ 0.14%
$295.44 - $355.81 $1.18K - $1.42K
2.89K $1.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.62K
+ 21.54%
$71.45 - $75.64 $116K - $123K
9.15K $686K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.84K
+ 15.62%
$54.98 - $59.51 $101K - $109K
13.6K $810K
XLE
Energy Sector Spdr

ETFs
2.22K
+ 13.14%
$84.35 - $93.39 $187K - $207K
19.1K $1.68M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
2.18K
+ 7.11%
$23.66 - $26.53 $51.7K - $57.9K
32.9K $861K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
11
+ 0.28%
$72.18 - $107.33 $794 - $1.18K
3.99K $423K
MA
Mastercard Inc

Financial Services
104
+ 6.45%
$429.6 - $500.99 $44.7K - $52.1K
1.72K $847K
DFAI
Dimensional ETF Tr

ETFs
338
+ 0.59%
$28.69 - $32.06 $9.7K - $10.8K
58K $1.84M
SO
Southern CO

Utilities
523
+ 7.77%
$77.0 - $90.52 $40.3K - $47.3K
7.25K $654K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
383
+ 4.01%
$112.99 - $126.45 $43.3K - $48.4K
9.94K $1.25M
AEE
Ameren Corp

Utilities
68
+ 0.91%
$70.45 - $87.46 $4.79K - $5.95K
7.51K $656K
IEV
Ishares Tr Europe ETF

ETFs
1.73K
+ 30.13%
$53.25 - $58.78 $91.9K - $101K
7.46K $434K
XLU
Utilities Sector Spdr

ETFs
900
+ 27.26%
$67.67 - $80.78 $60.9K - $72.7K
4.2K $339K
MSD
Morgan Stanley Emerging Markets Debt Fund Inc

Financial Services
14.5K
New
$7.33 - $8.15 $106K - $118K
14.5K $114K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4
+ 0.02%
$75.47 - $83.18 $302 - $333
21K $1.74M
SCHV
Schwab Strategic Tr Us Large C

ETFs
149
+ 0.94%
$73.43 - $80.37 $10.9K - $12K
15.9K $1.28M
MUB
Ishares National Muni Bond ETF

ETFs
232
+ 0.57%
$106.13 - $108.7 $24.6K - $25.2K
40.7K $4.42M
MO
Altria Group, Inc.

Consumer Defensive
272
+ 1.64%
$45.95 - $54.71 $12.5K - $14.9K
16.8K $859K
IYW
Ishares Dj Us Tech ETF

ETFs
480
+ 1.71%
$133.16 - $158.73 $63.9K - $76.2K
28.6K $4.33M
CAH
Cardinal Health Inc

Healthcare
269
+ 4.6%
$93.74 - $114.66 $25.2K - $30.8K
6.11K $675K
ABT
Abbott Laboratories

Healthcare
157
+ 1.95%
$100.07 - $118.13 $15.7K - $18.5K
8.21K $936K
Activity Summary
Buys All Purchases 293 New Holdings 41 Increased Positions 252 Sells All Sells 156 Reductions 156 Sold out 0 Options Calls 0 Puts 0
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