Avidian Wealth Solutions, LLC Incresed Positions in Q4 2024

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
330
+ 14.99%
$270.87 - $367.87 $89.4K - $121K
2.53K $846K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.21K
+ 68.47%
$56.06 - $61.35 $236K - $258K
10.4K $585K
MPC
Marathon Petroleum Corp

Energy
3.24K
+ 31.1%
$131.65 - $174.84 $427K - $567K
13.7K $1.91M
QQQ
Invesco Qqq Trust, Series 1

ETFs
158
+ 3.07%
$481.22 - $538.17 $76K - $85K
5.31K $2.72M
PAGP
Plains Gp Holdings LP

Energy
10.8K
+ 91.44%
$17.2 - $20.02 $186K - $216K
22.6K $415K
TROW
Price T Rowe Group Inc

Financial Services
1.65K
+ 68.7%
$106.48 - $124.69 $176K - $206K
4.06K $459K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
15K
+ 5.71%
$51.33 - $53.74 $772K - $808K
278K $14.3M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
614
+ 1.16%
$111.85 - $120.71 $68.7K - $74.1K
53.4K $6.15M
IWV
Ishares Russell 3000 ETF

ETFs
513
+ 24.87%
$323.08 - $349.08 $166K - $179K
2.58K $861K
MUB
Ishares National Muni Bond ETF

ETFs
2.47K
+ 6.08%
$105.78 - $108.7 $262K - $269K
43.1K $4.6M
OKE
Oneok Inc

Energy
691
+ 6.54%
$92.28 - $117.05 $63.8K - $80.9K
11.3K $1.13M
SCHX
Schwab Strategic Tr Us Large C

ETFs
273K
+ 197.88%
$22.4 - $68.28 $6.11M - $18.6M
411K $9.52M
WFC
Wells Fargo & Company

Financial Services
603
+ 7.39%
$54.98 - $77.35 $33.2K - $46.6K
8.76K $615K
MA
Mastercard Inc

Financial Services
177
+ 10.31%
$491.3 - $536.15 $87K - $94.9K
1.89K $997K
ISRG
Intuitive Surgical Inc

Healthcare
245
+ 37.35%
$471.27 - $550.62 $115K - $135K
901 $470K
DUK
Duke Energy Corp

Utilities
1.47K
+ 70.49%
$105.76 - $120.76 $155K - $177K
3.55K $382K
NKE
Nike, Inc.

Consumer Cyclical
3.04K
+ 40.47%
$73.36 - $89.13 $223K - $271K
10.5K $797K
BA
Boeing CO

Industrials
171
+ 4.16%
$138.14 - $180.72 $23.6K - $30.9K
4.28K $757K
SCHG
Schwab Strategic Tr Us Large C

ETFs
53.1K
+ 299.94%
$25.93 - $105.3 $1.38M - $5.59M
70.8K $1.97M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.43K
+ 24.87%
$91.29 - $91.8 $131K - $132K
7.2K $657K
ZTS
Zoetis Inc.

Healthcare
1.24K
+ 53.49%
$162.24 - $194.42 $202K - $241K
3.56K $580K
GILD
Gilead Sciences, Inc.

Healthcare
561
+ 6.51%
$83.95 - $97.9 $47.1K - $54.9K
9.17K $847K
VTI
Vanguard Total Stock Market Et

ETFs
272
+ 4.08%
$280.04 - $302.45 $76.2K - $82.3K
6.95K $2.01M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
5.21K
+ 39.02%
$24.61 - $25.12 $128K - $131K
18.6K $458K
IWR
Ishares Russell Mid Cap ETF

ETFs
796
+ 0.45%
$87.25 - $95.52 $69.5K - $76K
177K $15.7M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
110
+ 0.39%
$55.58 - $62.6 $6.11K - $6.89K
28.1K $1.69M
COST
Costco Wholesale Corp

Consumer Defensive
62
+ 3.36%
$873.59 - $994.69 $54.2K - $61.7K
1.91K $1.75M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
56
+ 2.99%
$173.13 - $258.09 $9.7K - $14.5K
1.93K $444K
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.96K
+ 21.42%
$71.75 - $75.11 $141K - $147K
11.1K $798K
TGT
Target Corp

Consumer Defensive
1.48K
+ 34.61%
$121.59 - $160.69 $180K - $238K
5.76K $779K
HYG
Ishares Tr

ETFs
1.37K
+ 23.25%
$78.09 - $80.04 $107K - $110K
7.26K $571K
USB
Us Bancorp \De\

Financial Services
1.62K
+ 19.39%
$43.98 - $53.66 $71.2K - $86.9K
9.97K $476K
AVLV
American Centy ETF Tr Avantis
1.3K
+ 20.31%
$65.51 - $71.22 $85.2K - $92.6K
7.7K $514K
PANW
Palo Alto Networks Inc

Technology
2.22K
+ 113.98%
$181.96 - $405.9 $403K - $900K
4.16K $757K
MO
Altria Group, Inc.

Consumer Defensive
1.32K
+ 7.86%
$49.06 - $57.74 $64.9K - $76.4K
18.2K $949K
NOW
Service Now, Inc.

Technology
9
+ 1.84%
$867.18 - $1148.42 $7.8K - $10.3K
497 $526K
SQ
Block, Inc.

Technology
73
+ 1.64%
$65.06 - $98.92 $4.75K - $7.22K
4.52K $384K
AXP
American Express CO

Financial Services
125
+ 7.0%
$267.35 - $305.57 $33.4K - $38.2K
1.91K $567K
MSI
Motorola Solutions, Inc.

Technology
154
+ 17.66%
$449.08 - $504.6 $69.2K - $77.7K
1.03K $474K
C
Citigroup Inc

Financial Services
436
+ 7.09%
$61.31 - $72.5 $26.7K - $31.6K
6.59K $463K
BKNG
Booking Holdings Inc.

Consumer Cyclical
6
+ 9.38%
$4100.99 - $5300.34 $24.6K - $31.8K
70 $347K
CCL
Carnival Corp

Consumer Cyclical
468
+ 4.57%
$17.34 - $26.8 $8.12K - $12.5K
10.7K $266K
BMY
Bristol Myers Squibb CO

Healthcare
301
+ 2.49%
$51.92 - $59.94 $15.6K - $18K
12.4K $701K
QUAL
Ishares Msci Usa Quality Facto

ETFs
632
+ 2.0%
$176.42 - $186.91 $111K - $118K
32.3K $5.75M
EMR
Emerson Electric CO

Industrials
204
+ 6.56%
$108.13 - $134.33 $22.1K - $27.4K
3.32K $410K
LNG
Cheniere Energy, Inc.

Energy
10
+ 0.54%
$181.07 - $225.92 $1.81K - $2.26K
1.88K $403K
SCHW
Schwab Charles Corp

Financial Services
299
+ 6.0%
$63.31 - $82.85 $18.9K - $24.8K
5.29K $391K
IAU
Ishares Gold Trust

ETFs
1.39K
+ 12.06%
$48.37 - $52.65 $67K - $72.9K
12.9K $637K
TJX
Tjx Companies Inc

Consumer Cyclical
358
+ 6.51%
$112.15 - $127.2 $40.1K - $45.5K
5.86K $708K
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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