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
GHYB
Gs ETF Tr Access High Yield CO

ETFs
1.11K
+ 22.62%
$44.45 - $45.41 $49.3K - $50.3K
6.01K $267K
PAVE
Global X Fds Us Infrastructure

ETFs
1.35K
+ 7.32%
$40.41 - $45.95 $54.5K - $61.9K
19.8K $799K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.65K
+ 8.51%
$29.77 - $30.19 $49.1K - $49.8K
21K $627K
LOW
Lowes Companies Inc

Consumer Cyclical
324
+ 18.5%
$244.52 - $284.07 $79.2K - $92K
2.08K $512K
ETN
Eaton Corp PLC

Industrials
103
+ 2.58%
$326.96 - $377.52 $33.7K - $38.9K
4.09K $1.36M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
25
+ 0.19%
$124.61 - $133.96 $3.12K - $3.35K
13K $1.67M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
5.78K
+ 9.13%
$17.21 - $18.41 $99.5K - $106K
69.1K $1.19M
CMI
Cummins Inc

Industrials
52
+ 7.33%
$324.93 - $383.42 $16.9K - $19.9K
761 $265K
PLUG
Plug Power Inc

Industrials
16.4K
New
$1.87 - $2.67 $30.7K - $43.9K
16.4K $35K
XEL
Xcel Energy Inc

Utilities
402
+ 12.99%
$62.16 - $72.92 $25K - $29.3K
3.5K $236K
TMUS
T Mobile Us, Inc.

Communication Services
69
+ 5.71%
$206.1 - $246.94 $14.2K - $17K
1.28K $281K
CME
Cme Group Inc.

Financial Services
45
+ 2.61%
$221.17 - $246.02 $9.95K - $11.1K
1.77K $410K
AON
Aon PLC

Financial Services
26
+ 1.68%
$344.14 - $393.31 $8.95K - $10.2K
1.58K $566K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
33.2K
+ 200.88%
$22.01 - $66.82 $730K - $2.22M
49.7K $1.13M
IBM
International Business Machines Corp

Technology
179
+ 2.35%
$204.9 - $238.04 $36.7K - $42.6K
7.81K $1.72M
RE
Everest Re Group LTD

Financial Services
76
+ 3.27%
N/A
2.4K $890K
AZO
Autozone Inc

Consumer Cyclical
6
+ 3.19%
$2981.19 - $3370.27 $17.9K - $20.2K
194 $621K
DE
Deere & CO

Industrials
48
+ 4.48%
$389.45 - $466.0 $18.7K - $22.4K
1.12K $474K
MET
Metlife Inc

Financial Services
367
+ 7.6%
$78.15 - $88.25 $28.7K - $32.4K
5.2K $425K
AEE
Ameren Corp

Utilities
158
+ 2.1%
$85.81 - $94.98 $13.6K - $15K
7.67K $683K
SPGI
S&P Global Inc.

Financial Services
66
+ 16.06%
$480.36 - $529.17 $31.7K - $34.9K
477 $237K
IEF
Ishares Barclays

ETFs
537
+ 11.76%
$92.08 - $98.18 $49.4K - $52.7K
5.1K $471K
SYK
Stryker Corp

Healthcare
73
+ 2.8%
$345.14 - $392.15 $25.2K - $28.6K
2.68K $964K
NLOK
Norton Life Lock Inc.

Technology
975
+ 9.98%
N/A
10.7K $230K
PNW
Pinnacle West Capital Corp

Utilities
371
+ 12.31%
$84.03 - $94.52 $31.2K - $35.1K
3.38K $286K
ACN
Accenture PLC

Technology
65
+ 2.25%
$343.9 - $376.86 $22.4K - $24.5K
2.95K $1.04M
DFAS
Dimensional ETF Tr U S Small C

ETFs
165
+ 0.46%
$63.58 - $71.15 $10.5K - $11.7K
35.8K $2.33M
JCI
Johnson Controls International PLC

Industrials
150
+ 4.58%
$74.23 - $86.6 $11.1K - $13K
3.43K $270K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
23
+ 4.76%
$563.99 - $620.12 $13K - $14.3K
506 $288K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
167
+ 1.42%
$100.22 - $100.73 $16.7K - $16.8K
11.9K $1.2M
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
459
+ 2.28%
$14.04 - $14.76 $6.44K - $6.77K
20.5K $294K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.34K
+ 13.62%
$87.1 - $98.49 $117K - $132K
11.2K $978K
VB
Vanguard Small Cap ETF

ETFs
6
+ 0.29%
$233.76 - $261.58 $1.4K - $1.57K
2.09K $503K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.07K
+ 26.83%
$82.28 - $117.52 $88.1K - $126K
5.06K $429K
YMAR
First Tr Ex Tr Viii Cboe Vest
1.02K
+ 8.68%
$22.79 - $24.1 $23.2K - $24.5K
12.7K $290K
LAMR
Lamar Advertising CO

Real Estate
230
+ 11.45%
$121.37 - $138.11 $27.9K - $31.8K
2.24K $272K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
319
+ 3.47%
$22.39 - $23.45 $7.14K - $7.48K
9.52K $218K
AVUV
American Centy ETF Tr Avantis

ETFs
5
+ 0.11%
$94.37 - $106.41 $472 - $532
4.54K $438K
BDX
Becton Dickinson & CO

Healthcare
92
+ 7.24%
$220.02 - $243.75 $20.2K - $22.4K
1.36K $309K
SCHA
Schwab Strategic Tr Us Small C

ETFs
119K
+ 99.22%
$25.33 - $51.16 $3.02M - $6.11M
240K $6.2M
CTVA
Corteva, Inc.

Basic Materials
157
+ 3.6%
$55.21 - $64.13 $8.67K - $10.1K
4.52K $257K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
41.9K
+ 200.02%
$27.54 - $83.04 $1.16M - $3.48M
62.9K $1.74M
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
80.4K
New
N/A
80.4K $0
Ishares Bitcoin Trust ETF
12.4K
+ 62.0%
N/A
32.3K $0
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.01%
$54.54 - $61.04 $54.5 - $61
13.2K $735K
J P Morgan Exchange Traded F
4.82K
New
N/A
4.82K $0
Jacobs Solutions Inc
106
+ 5.53%
N/A
2.02K $0
VUSB
Vanguard Bd Index Fds
29.8K
+ 82.56%
N/A
66K $0
ETF Ser Solutions
15.2K
New
N/A
15.2K $0
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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