Avidian Wealth Solutions, LLC Incresed Positions in Q3 2025

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
128
+ 0.96%
$357.4 - $423.42 $45.7K - $54.2K
13.5K $5.47M
APP
App Lovin Corp

Technology
470
+ 76.3%
$335.1 - $718.54 $157K - $338K
1.09K $780K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
12.8K
+ 51.54%
$46.51 - $50.07 $593K - $639K
37.5K $1.76M
GLDM
World Gold Trust

ETFs
5.81K
+ 68.35%
$64.73 - $76.45 $376K - $444K
14.3K $1.09M
STX
Seagate Technology Holdings PLC

Technology
169
+ 3.31%
$142.01 - $236.06 $24K - $39.9K
5.27K $1.24M
META
Meta Platforms, Inc.

Communication Services
763
+ 4.99%
$695.21 - $791.73 $530K - $604K
16.1K $11.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
874
+ 16.5%
$103.83 - $179.9 $90.7K - $157K
6.17K $1.1M
AEM
Agnico Eagle Mines LTD

Basic Materials
2K
+ 64.49%
$116.14 - $168.56 $233K - $338K
5.11K $861K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
19.7K
+ 21.93%
$22.9 - $23.58 $450K - $464K
109K $2.57M
VLO
Valero Energy Corp

Energy
1.38K
+ 20.77%
$131.77 - $175.63 $182K - $243K
8.04K $1.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
8.85K
+ 36.13%
$50.47 - $50.74 $447K - $449K
33.3K $1.69M
ITM
Vaneck Intermediate Muni ETF

ETFs
1.93K
+ 0.61%
$45.2 - $46.71 $87.2K - $90.1K
320K $14.9M
SPTL
Spdr Portfolio Long Term Treas

ETFs
13K
+ 5.46%
$25.67 - $27.21 $334K - $354K
252K $6.78M
RTX
Raytheon Technologies Corp

Industrials
1.06K
+ 9.06%
$144.19 - $167.33 $152K - $177K
12.7K $2.13M
CAT
Caterpillar Inc

Industrials
70
+ 1.69%
$390.92 - $477.15 $27.4K - $33.4K
4.21K $2.01M
PSLV
Sprott Physical Silver Trust

Financial Services
13.9K
+ 26.81%
$12.24 - $15.73 $170K - $219K
65.8K $1.03M
MPC
Marathon Petroleum Corp

Energy
92
+ 0.66%
$158.59 - $198.69 $14.6K - $18.3K
14.1K $2.71M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.24K
+ 105.29%
$85.01 - $90.35 $360K - $383K
8.26K $738K
SCHO
Schwab Short Term Us Treasury

ETFs
14.5K
+ 2.57%
$24.23 - $24.42 $350K - $353K
578K $14.1M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.78K
+ 10.47%
$110.74 - $122.12 $197K - $217K
18.8K $2.27M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.03K
+ 10.12%
$53.81 - $57.52 $217K - $232K
43.9K $2.52M
FNDX
Schwab Fundamental U S Large C

ETFs
1.03K
+ 0.55%
$24.38 - $26.34 $25K - $27.1K
188K $4.93M
ETN
Eaton Corp PLC

Industrials
715
+ 16.81%
$342.99 - $392.76 $245K - $281K
4.97K $1.86M
RWO
Spdr Dow Jones Global Real Est

ETFs
2.34K
+ 1.63%
$43.53 - $46.27 $102K - $108K
146K $6.68M
BX
Blackstone Inc.

Financial Services
104
+ 0.69%
$152.77 - $188.68 $15.9K - $19.6K
15.2K $2.59M
MS
Morgan Stanley

Financial Services
901
+ 8.56%
$139.09 - $161.16 $125K - $145K
11.4K $1.82M
PEP
Pepsico Inc

Consumer Defensive
1.36K
+ 8.23%
$133.81 - $152.16 $182K - $206K
17.9K $2.51M
WMT
Walmart Inc.

Consumer Defensive
1.12K
+ 2.87%
$94.4 - $104.27 $106K - $117K
40.3K $4.15M
ORI
Old Republic International Corp

Financial Services
6.41K
+ 58.28%
$35.74 - $42.47 $229K - $272K
17.4K $739K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
3.34K
+ 3.24%
$72.01 - $74.44 $240K - $248K
106K $7.82M
DUK
Duke Energy Corp

Utilities
2.2K
+ 48.53%
$116.31 - $125.93 $256K - $277K
6.74K $833K
VIG
Vanguard Dividend Appreciation

ETFs
1.63K
+ 46.88%
N/A
5.11K $931K
BA
Boeing CO

Industrials
1.24K
+ 28.6%
$209.79 - $237.38 $261K - $295K
5.58K $1.21M
LLY
Eli Lilly & CO

Healthcare
479
+ 9.97%
$625.65 - $812.69 $300K - $389K
5.29K $4.03M
MA
Mastercard Inc

Financial Services
451
+ 20.0%
$550.18 - $598.96 $248K - $270K
2.71K $1.54M
IEMG
Ishares Inc

ETFs
5.04K
+ 3.98%
N/A
132K $7.07M
VTI
Vanguard Total Stock Market Et

ETFs
276
+ 3.75%
$303.93 - $329.86 $83.9K - $91K
7.63K $2.5M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
127
+ 2.77%
$275.84 - $326.36 $35K - $41.4K
4.72K $1.54M
IAU
Ishares Gold Trust

ETFs
1.22K
+ 7.96%
$61.62 - $72.77 $75.3K - $88.9K
16.6K $1.21M
NEE
Nextera Energy Inc

Utilities
2.29K
+ 22.44%
$69.77 - $77.54 $159K - $177K
12.5K $941K
XLK
Technology Sector Spdr

ETFs
71
+ 0.97%
$250.97 - $282.66 $17.8K - $20.1K
7.4K $2.09M
GE
General Electric CO

Industrials
336
+ 11.66%
$244.75 - $305.63 $82.2K - $103K
3.22K $968K
AMD
Advanced Micro Devices Inc

Technology
759
+ 14.65%
$134.8 - $184.42 $102K - $140K
5.94K $961K
MO
Altria Group, Inc.

Consumer Defensive
1.54K
+ 9.31%
$57.75 - $67.68 $89K - $104K
18.1K $1.2M
INTC
Intel Corp

Technology
3.03K
+ 27.74%
$19.31 - $35.5 $58.5K - $108K
14K $468K
APH
Amphenol Corp

Technology
384
+ 5.62%
$97.39 - $125.4 $37.4K - $48.2K
7.22K $893K
AZO
Autozone Inc

Consumer Cyclical
35
+ 30.7%
$3649.42 - $4354.54 $128K - $152K
149 $639K
TJX
Tjx Companies Inc

Consumer Cyclical
588
+ 9.64%
$121.35 - $144.54 $71.4K - $85K
6.69K $966K
SCHA
Schwab Strategic Tr Us Small C

ETFs
315
+ 0.41%
$25.29 - $28.33 $7.97K - $8.92K
78K $2.18M
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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