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
TXN
Texas Instruments Inc

Technology
853
+ 18.2%
N/A
5.54K $1.08M
TMO
Thermo Fisher Scientific Inc.

Healthcare
159
+ 14.7%
$404.94 - $499.99 $64.4K - $79.5K
1.24K $601K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
793
+ 0.45%
$26.38 - $27.95 $20.9K - $22.2K
176K $4.82M
LOW
Lowes Companies Inc

Consumer Cyclical
362
+ 15.22%
$215.01 - $273.02 $77.8K - $98.8K
2.74K $688K
NOC
Northrop Grumman Corp

Industrials
78
+ 8.39%
$498.9 - $609.32 $38.9K - $47.5K
1.01K $614K
DFAS
Dimensional ETF Tr U S Small C

ETFs
219
+ 0.79%
$63.41 - $69.69 $13.9K - $15.3K
27.9K $1.91M
VV
Vanguard Large Cap ETF

ETFs
126
+ 2.64%
$285.05 - $309.14 $35.9K - $39K
4.89K $1.51M
UAL
United Airlines Holdings, Inc.

Industrials
139
+ 1.78%
$80.05 - $109.36 $11.1K - $15.2K
7.95K $767K
NGD
New Gold Inc.

Basic Materials
20.1K
New
$4.13 - $7.18 $82.8K - $144K
20.1K $143K
COP
Conocophillips

Energy
459
+ 2.25%
$91.0 - $98.99 $41.8K - $45.4K
20.8K $1.97M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.76K
+ 9.1%
$78.11 - $79.07 $137K - $139K
21.1K $1.66M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.7K
+ 15.54%
$50.85 - $51.35 $137K - $139K
20.1K $1.03M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
16
+ 0.12%
$134.94 - $145.86 $2.16K - $2.33K
13.3K $1.93M
SSO
Proshares Ultra S&P 500

ETFs
4
+ 0.04%
$97.48 - $112.71 $390 - $451
9.51K $1.07M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.2K
+ 27.9%
$25.0 - $25.33 $130K - $132K
23.9K $603K
KMI
Kinder Morgan, Inc.

Energy
6.35K
+ 14.5%
$26.23 - $28.5 $167K - $181K
50.2K $1.42M
UNP
Union Pacific Corp

Industrials
481
+ 17.77%
$214.91 - $237.16 $103K - $114K
3.19K $753K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.59K
+ 24.63%
$48.31 - $48.93 $125K - $127K
13.1K $639K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
777
+ 2.17%
$55.15 - $58.11 $42.9K - $45.2K
36.5K $2.1M
V
Visa Inc.

Financial Services
704
+ 8.46%
$332.09 - $358.86 $234K - $253K
9.02K $3.08M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.48K
+ 11.43%
$76.16 - $78.59 $113K - $116K
14.4K $1.13M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
969
+ 8.03%
$68.24 - $73.73 $66.1K - $71.4K
13K $957K
SAN
Banco Santander, S.A.

Financial Services
11.4K
New
$8.27 - $10.48 $94K - $119K
11.4K $119K
AXP
American Express CO

Financial Services
264
+ 11.7%
$294.27 - $342.31 $77.7K - $90.4K
2.52K $837K
CWB
Spdr Bloomberg Convertible Sec

ETFs
865
+ 17.48%
$82.29 - $90.77 $71.2K - $78.5K
5.81K $526K
IFRA
Ishares Tr

ETFs
6
+ 0.02%
$49.77 - $52.82 $299 - $317
32.2K $1.7M
GS
Goldman Sachs Group Inc

Financial Services
106
+ 31.36%
$696.56 - $806.32 $73.8K - $85.5K
444 $353K
BTI
British American Tobacco P.L.C.

Consumer Defensive
663
+ 4.86%
$46.69 - $59.27 $31K - $39.3K
14.3K $759K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.14K
+ 11.76%
$50.53 - $50.82 $108K - $109K
20.4K $1.03M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3.08K
+ 3.69%
$17.13 - $17.98 $52.7K - $55.3K
86.4K $1.54M
ADI
Analog Devices Inc

Technology
406
+ 33.58%
$220.68 - $255.63 $89.6K - $104K
1.62K $396K
AMGN
Amgen Inc

Healthcare
325
+ 5.58%
$271.18 - $309.22 $88.1K - $100K
6.15K $1.73M
ENB
Enbridge Inc

Energy
1.39K
+ 18.89%
$43.79 - $50.46 $60.6K - $69.9K
8.72K $439K
XLV
Select Sector Spdr Fund Health

ETFs
641
+ 20.93%
$129.01 - $139.72 $82.7K - $89.6K
3.7K $515K
SO
Southern CO

Utilities
937
+ 19.95%
$90.83 - $96.0 $85.1K - $90K
5.63K $533K
CMI
Cummins Inc

Industrials
67
+ 8.72%
$327.85 - $426.39 $22K - $28.6K
835 $352K
HAL
Halliburton CO

Energy
1.18K
+ 6.9%
$20.5 - $25.11 $24.1K - $29.5K
18.2K $447K
ADM
Archer Daniels Midland CO

Consumer Defensive
114
+ 0.87%
$53.54 - $64.21 $6.1K - $7.32K
13.2K $790K
DASH
Door Dash, Inc.

Communication Services
152
+ 7.01%
$234.5 - $272.5 $35.6K - $41.4K
2.32K $631K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
4.06K
+ 32.67%
$23.09 - $23.43 $93.8K - $95.2K
16.5K $385K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
937
+ 8.64%
$100.16 - $100.7 $93.8K - $94.4K
11.8K $1.19M
LHX
L3 Harris Technologies, Inc.

Industrials
66
+ 4.95%
$252.18 - $305.41 $16.6K - $20.2K
1.4K $427K
SPG
Simon Property Group Inc

Real Estate
271
+ 17.54%
$159.93 - $187.67 $43.3K - $50.9K
1.82K $340K
MCO
Moodys Corp

Financial Services
245
+ 24.9%
$472.69 - $521.32 $116K - $128K
1.23K $585K
USB
Us Bancorp \De\

Financial Services
1.07K
+ 8.78%
$43.94 - $50.41 $47.2K - $54.1K
13.3K $643K
AEP
American Electric Power CO Inc

Utilities
412
+ 8.85%
$103.26 - $115.0 $42.5K - $47.4K
5.07K $570K
PH
Parker Hannifin Corp

Industrials
85
+ 24.15%
$697.13 - $769.67 $59.3K - $65.4K
437 $331K
T
At&T Inc.

Communication Services
4.72K
+ 6.85%
$26.94 - $29.62 $127K - $140K
73.6K $2.08M
GPC
Genuine Parts CO

Consumer Cyclical
276
+ 10.71%
$122.23 - $142.77 $33.7K - $39.4K
2.85K $395K
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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