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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
849
+ 2.51%
$78.96 - $80.04 $67K - $68K
34.7K $2.77M
PNC
Pnc Financial Services Group, Inc.

Financial Services
267
+ 13.91%
$185.88 - $207.44 $49.6K - $55.4K
2.19K $439K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.59K
+ 13.1%
$45.72 - $47.27 $72.6K - $75K
13.7K $643K
AEE
Ameren Corp

Utilities
168
+ 2.2%
$95.0 - $104.38 $16K - $17.5K
7.82K $815K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
324
+ 12.78%
$89.32 - $107.82 $28.9K - $34.9K
2.86K $308K
CSCO
Cisco Systems, Inc.

Technology
1.5K
+ 6.04%
$66.2 - $71.79 $99.1K - $107K
26.3K $1.8M
NVS
Novartis Ag

Healthcare
178
+ 2.3%
$113.5 - $129.73 $20.2K - $23.1K
7.93K $1.02M
SCHW
Schwab Charles Corp

Financial Services
570
+ 10.53%
$91.03 - $98.69 $51.9K - $56.3K
5.98K $571K
ES
Eversource Energy

Utilities
419
+ 6.78%
$62.86 - $71.14 $26.3K - $29.8K
6.6K $469K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
125
+ 0.48%
$35.42 - $38.65 $4.43K - $4.83K
26.2K $996K
DFAT
Dimensional ETF Tr U S Target

ETFs
17
+ 0.1%
$53.36 - $59.69 $907 - $1.01K
16.5K $960K
BK
Bank Of New York Mellon Corp

Financial Services
241
+ 9.91%
$90.65 - $109.75 $21.8K - $26.4K
2.67K $291K
RGLD
Royal Gold Inc

Basic Materials
59
+ 2.29%
$151.42 - $200.58 $8.93K - $11.8K
2.64K $528K
PANW
Palo Alto Networks Inc

Technology
364
+ 8.61%
$167.06 - $208.19 $60.8K - $75.8K
4.59K $934K
WELL
Welltower Inc.

Real Estate
188
+ 13.63%
$150.71 - $178.14 $28.3K - $33.5K
1.57K $279K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.53K
+ 7.87%
$30.67 - $32.13 $46.9K - $49.1K
21K $662K
WFC
Wells Fargo & Company

Financial Services
414
+ 4.71%
$77.05 - $85.16 $31.9K - $35.3K
9.2K $771K
VT
Vanguard Total World Stk Index

ETFs
182
+ 4.11%
$128.41 - $138.03 $23.4K - $25.1K
4.61K $635K
PKG
Packaging Corp Of America

Consumer Cyclical
114
+ 8.14%
$191.41 - $220.25 $21.8K - $25.1K
1.52K $330K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
1.35K
+ 18.15%
$44.97 - $45.88 $60.7K - $61.9K
8.79K $403K
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.06%
$276.51 - $305.12 $553 - $610
3.1K $922K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.01K
+ 3.64%
$55.61 - $57.37 $56.2K - $57.9K
28.7K $1.64M
HCA
Hca Healthcare, Inc.

Healthcare
68
+ 8.65%
$334.32 - $426.2 $22.7K - $29K
854 $363K
FAST
Fastenal CO

Industrials
582
+ 12.08%
$42.47 - $50.39 $24.7K - $29.3K
5.4K $264K
AMAT
Applied Materials Inc

Technology
91
+ 4.7%
$156.25 - $204.95 $14.2K - $18.7K
2.03K $415K
GILD
Gilead Sciences, Inc.

Healthcare
510
+ 5.08%
$108.22 - $120.47 $55.2K - $61.4K
10.6K $1.17M
EPD
Enterprise Products Partners L.P.

Energy
1.19K
+ 1.58%
$30.74 - $32.14 $36.6K - $38.3K
76.5K $2.39M
FANG
Diamondback Energy, Inc.

Energy
269
+ 8.52%
$134.53 - $152.5 $36.2K - $41K
3.43K $490K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
39
+ 0.48%
$80.0 - $88.06 $3.12K - $3.43K
8.22K $716K
AFL
Aflac Inc

Financial Services
126
+ 1.93%
$98.09 - $111.7 $12.4K - $14.1K
6.66K $744K
CVS
Cvs Health Corp

Healthcare
214
+ 3.52%
$58.75 - $76.5 $12.6K - $16.4K
6.29K $473K
TSCO
Tractor Supply CO

Consumer Cyclical
638
+ 14.21%
$54.08 - $62.65 $34.5K - $40K
5.13K $291K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
140
+ 2.17%
$68.27 - $75.58 $9.56K - $10.6K
6.58K $489K
ABT
Abbott Laboratories

Healthcare
517
+ 5.89%
$120.51 - $136.62 $62.3K - $70.6K
9.3K $1.25M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
105
+ 6.5%
$301.44 - $365.84 $31.7K - $38.4K
1.72K $556K
PFE
Pfizer Inc

Healthcare
956
+ 4.79%
$23.29 - $25.88 $22.3K - $24.7K
20.9K $532K
EVEX
Eve Holding, Inc.

Industrials
12.9K
New
$3.66 - $7.51 $47.3K - $97K
12.9K $49K
TRGP
Targa Resources Corp.

Energy
346
+ 23.51%
$160.52 - $174.4 $55.5K - $60.3K
1.82K $304K
FAB
First Tr Multi Cap Value Alpha

ETFs
24
+ 0.33%
$81.15 - $88.6 $1.95K - $2.13K
7.24K $632K
XEL
Xcel Energy Inc

Utilities
87
+ 2.86%
$67.56 - $80.65 $5.88K - $7.02K
3.13K $252K
PAGP
Plains Gp Holdings LP

Energy
3.87K
+ 18.42%
$18.12 - $20.08 $70.1K - $77.7K
24.9K $453K
SLB
Schlumberger Limited

Energy
1.06K
+ 6.97%
$32.37 - $37.31 $34.4K - $39.7K
16.3K $560K
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 17.5%
$5364.25 - $5815.92 $75.1K - $81.4K
94 $507K
UBER
Uber Technologies, Inc

Technology
161
+ 2.62%
$86.91 - $99.57 $14K - $16K
6.32K $618K
PRF
Invesco Exchange Traded Fd Tr

ETFs
626
+ 12.7%
$42.04 - $45.23 $26.3K - $28.3K
5.55K $251K
HYG
Ishares Tr

ETFs
461
+ 6.37%
$79.85 - $81.32 $36.8K - $37.5K
7.7K $624K
MUSA
Murphy Usa Inc.

Consumer Cyclical
143
+ 18.01%
$361.83 - $435.43 $51.7K - $62.3K
937 $363K
NXPI
Nxp Semiconductors N.V.

Technology
56
+ 1.9%
$205.16 - $239.07 $11.5K - $13.4K
3.01K $685K
TMUS
T Mobile Us, Inc.

Communication Services
157
+ 5.99%
$226.02 - $259.01 $35.5K - $40.7K
2.78K $664K
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
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email