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
IEF
Ishares Barclays

ETFs
356
+ 5.44%
$93.91 - $97.26 $33.4K - $34.6K
6.9K $665K
F
Ford Motor CO

Consumer Cyclical
1.23K
+ 6.32%
$10.82 - $12.09 $13.3K - $14.9K
20.7K $247K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
21
+ 0.17%
$36.04 - $38.78 $757 - $814
12.6K $484K
ETR
Entergy Corp

Utilities
70
+ 2.5%
$80.93 - $93.55 $5.67K - $6.55K
2.87K $267K
CME
Cme Group Inc.

Financial Services
158
+ 8.67%
$258.83 - $287.1 $40.9K - $45.4K
1.98K $535K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
3
+ 0.08%
$131.47 - $143.64 $394 - $431
3.91K $552K
SHW
Sherwin Williams CO

Basic Materials
89
+ 9.28%
$330.88 - $375.23 $29.4K - $33.4K
1.05K $362K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
220
+ 3.03%
$30.13 - $33.37 $6.63K - $7.34K
7.48K $249K
VCR
Vanguard Consumer Discretionar

ETFs
4
+ 0.45%
$359.61 - $401.35 $1.44K - $1.61K
890 $352K
FDX
Fedex Corp

Industrials
81
+ 6.61%
$217.1 - $243.2 $17.6K - $19.7K
1.31K $308K
TRV
Travelers Companies, Inc.

Financial Services
63
+ 6.84%
$250.62 - $279.43 $15.8K - $17.6K
984 $274K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
2K
+ 20.0%
$11.51 - $12.4 $23K - $24.8K
12K $147K
CMCSA
Comcast Corp

Communication Services
2.23K
+ 22.55%
$31.41 - $36.33 $70.1K - $81.1K
12.1K $380K
SUB
Ishares Short Term National Mu

ETFs
111
+ 0.34%
$106.17 - $107.3 $11.8K - $11.9K
33K $3.53M
MELI
Mercadolibre Inc

Consumer Cyclical
24
+ 23.3%
$2292.04 - $2514.05 $55K - $60.3K
127 $296K
WM
Waste Management Inc

Industrials
228
+ 7.5%
$213.88 - $237.1 $48.8K - $54.1K
3.27K $721K
PLUG
Plug Power Inc

Industrials
2.07K
+ 8.63%
$1.37 - $2.65 $2.84K - $5.49K
26.1K $60K
LQD
Ishares Iboxx $ Investment Gra

ETFs
147
+ 3.07%
$107.66 - $112.36 $15.8K - $16.5K
4.93K $549K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
155
+ 2.44%
$98.52 - $103.93 $15.3K - $16.1K
6.5K $669K
FNF
Fidelity National Financial, Inc.

Financial Services
40
+ 0.89%
$51.22 - $61.07 $2.05K - $2.44K
4.55K $275K
LNG
Cheniere Energy, Inc.

Energy
160
+ 8.74%
$222.68 - $244.28 $35.6K - $39.1K
1.99K $467K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.02%
$67.01 - $72.84 $67 - $72.8
4.12K $298K
IBMP
Ishares Tr Ibonds December 202

ETFs
825
+ 9.53%
$25.3 - $25.56 $20.9K - $21.1K
9.48K $241K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2
+ 0.14%
$148.97 - $165.88 $298 - $332
1.44K $237K
IBMO
Ishares Tr Ibonds December 202

ETFs
819
+ 9.57%
$25.58 - $25.72 $21K - $21.1K
9.37K $240K
WEC
Wec Energy Group, Inc.

Utilities
6
+ 0.3%
$103.66 - $114.59 $622 - $688
1.97K $226K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
99
+ 1.45%
$73.94 - $78.51 $7.32K - $7.77K
6.92K $537K
ECL
Ecolab Inc.

Basic Materials
60
+ 7.77%
$259.39 - $285.47 $15.6K - $17.1K
832 $227K
IYG
Ishares Tr

ETFs
1
+ 0.02%
$85.16 - $90.57 $85.2 - $90.6
4.66K $417K
BND
Vanguard Bd Index Fd Inc Total

ETFs
122
+ 0.99%
$72.57 - $74.72 $8.85K - $9.12K
12.4K $922K
ORCC
Owl Rock Capital Corp

Financial Services
1.24K
+ 2.29%
N/A
55.2K $738K
ET
Energy Transfer LP

Energy
6.73K
+ 6.62%
$17.11 - $18.16 $115K - $122K
108K $1.86M
SQ
Block, Inc.

Technology
291
+ 6.54%
N/A
4.74K $271K
BSM
Black Stone Minerals, L.P.

Energy
1K
+ 3.45%
$11.92 - $13.41 $11.9K - $13.4K
30K $394K
KKR
Kkr & Co. Inc.

Financial Services
138
+ 8.71%
$129.95 - $152.16 $17.9K - $21K
1.72K $223K
PSA
Public Storage

Real Estate
85
+ 3.03%
$271.94 - $298.09 $23.1K - $25.3K
2.89K $835K
EMR
Emerson Electric CO

Industrials
136
+ 4.42%
$128.6 - $149.63 $17.5K - $20.3K
3.22K $421K
SPGI
S&P Global Inc.

Financial Services
62
+ 12.81%
$484.94 - $564.15 $30.1K - $35K
546 $265K
ED
Consolidated Edison Inc

Utilities
81
+ 0.99%
$95.57 - $105.36 $7.74K - $8.53K
8.3K $834K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
350
+ 3.71%
$25.24 - $25.56 $8.83K - $8.95K
9.78K $249K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
371
+ 1.72%
$25.09 - $25.19 $9.31K - $9.35K
21.9K $551K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.25%
$136.48 - $142.97 $682 - $715
1.99K $278K
AMCR
Amcor PLC

Consumer Cyclical
5.12K
+ 15.54%
$7.97 - $9.94 $40.8K - $50.9K
38K $311K
AON
Aon PLC

Financial Services
26
+ 1.6%
$350.91 - $375.27 $9.12K - $9.76K
1.66K $590K
BSX
Boston Scientific Corp

Healthcare
433
+ 12.72%
$97.03 - $108.14 $42K - $46.8K
3.84K $374K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
364
+ 2.37%
N/A
15.7K $373K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
171
+ 1.65%
$9.82 - $10.65 $1.68K - $1.82K
10.5K $111K
IRM
Iron Mountain Inc

Real Estate
71
+ 3.37%
$89.46 - $104.46 $6.35K - $7.42K
2.18K $222K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
199
+ 1.91%
$22.64 - $23.22 $4.51K - $4.62K
10.6K $245K
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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