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
MRK
Merck & Co., Inc.

Healthcare
1.7K
+ 12.38%
$77.6 - $87.37 $132K - $148K
15.4K $1.29M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
255
+ 3.29%
$50.79 - $76.4 $13K - $19.5K
8.01K $611K
MDT
Medtronic PLC

Healthcare
867
+ 5.95%
$87.67 - $95.74 $76K - $83K
15.4K $1.47M
NFLX
Netflix Inc

Communication Services
377
+ 20.86%
$1147.87 - $1297.18 $433K - $489K
2.18K $2.62M
BAC
Bank Of America Corp

Financial Services
1.46K
+ 5.14%
$44.92 - $52.42 $65.6K - $76.5K
29.8K $1.54M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.72K
+ 24.39%
$57.15 - $62.12 $155K - $169K
13.9K $860K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
678
+ 53.3%
$236.25 - $257.69 $160K - $175K
1.95K $500K
ASML
Asml Holding Nv

Technology
32
+ 3.26%
$689.63 - $968.09 $22.1K - $31K
1.02K $982K
GD
General Dynamics Corp

Industrials
77
+ 2.3%
$293.92 - $341.0 $22.6K - $26.3K
3.43K $1.17M
C
Citigroup Inc

Financial Services
813
+ 12.43%
$85.57 - $103.49 $69.6K - $84.1K
7.35K $746K
BP
Bp PLC

Energy
1.62K
+ 5.99%
$30.25 - $35.69 $49K - $57.8K
28.6K $987K
MCD
Mcdonalds Corp

Consumer Cyclical
307
+ 4.4%
$291.67 - $316.99 $89.5K - $97.3K
7.28K $2.21M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
31
+ 0.11%
$63.92 - $70.83 $1.98K - $2.2K
28.4K $2M
QCOM
Qualcomm Inc

Technology
754
+ 11.81%
$145.84 - $173.55 $110K - $131K
7.14K $1.19M
RIO
Rio Tinto PLC

Basic Materials
1.75K
+ 25.05%
$57.66 - $66.01 $101K - $115K
8.72K $575K
CHRD
Oasis Petroleum Inc.

Energy
1.54K
+ 28.49%
$99.37 - $114.13 $153K - $175K
6.92K $687K
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
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
IWV
Ishares Russell 3000 ETF

ETFs
5
+ 0.1%
$351.04 - $379.81 $1.76K - $1.9K
5K $1.9M
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
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
777
+ 2.17%
$55.15 - $58.11 $42.9K - $45.2K
36.5K $2.1M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
2.59K
+ 24.63%
$48.31 - $48.93 $125K - $127K
13.1K $639K
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
AXP
American Express CO

Financial Services
264
+ 11.7%
$294.27 - $342.31 $77.7K - $90.4K
2.52K $837K
IFRA
Ishares Tr

ETFs
6
+ 0.02%
$49.77 - $52.82 $299 - $317
32.2K $1.7M
CWB
Spdr Bloomberg Convertible Sec

ETFs
865
+ 17.48%
$82.29 - $90.77 $71.2K - $78.5K
5.81K $526K
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
AMGN
Amgen Inc

Healthcare
325
+ 5.58%
$271.18 - $309.22 $88.1K - $100K
6.15K $1.73M
ADI
Analog Devices Inc

Technology
406
+ 33.58%
$220.68 - $255.63 $89.6K - $104K
1.62K $396K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
3.08K
+ 3.69%
$17.13 - $17.98 $52.7K - $55.3K
86.4K $1.54M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.14K
+ 11.76%
$50.53 - $50.82 $108K - $109K
20.4K $1.03M
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
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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