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
YMAR
First Tr Ex Tr Viii Cboe Vest
1.02K
+ 8.68%
$22.79 - $24.1 $23.2K - $24.5K
12.7K $290K
LAMR
Lamar Advertising CO

Real Estate
230
+ 11.45%
$121.37 - $138.11 $27.9K - $31.8K
2.24K $272K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
319
+ 3.47%
$22.39 - $23.45 $7.14K - $7.48K
9.52K $218K
AVUV
American Centy ETF Tr Avantis

ETFs
5
+ 0.11%
$94.37 - $106.41 $472 - $532
4.54K $438K
BDX
Becton Dickinson & CO

Healthcare
92
+ 7.24%
$220.02 - $243.75 $20.2K - $22.4K
1.36K $309K
SCHA
Schwab Strategic Tr Us Small C

ETFs
119K
+ 99.22%
$25.33 - $51.16 $3.02M - $6.11M
240K $6.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
41.9K
+ 200.02%
$27.54 - $83.04 $1.16M - $3.48M
62.9K $1.74M
CTVA
Corteva, Inc.

Basic Materials
157
+ 3.6%
$55.21 - $64.13 $8.67K - $10.1K
4.52K $257K
GIGB
Goldman Sachs ETF Access Invt
1.23K
+ 26.26%
N/A
5.93K $0
CGMS
Capital Grp Core Plus Income E
977
+ 0.69%
N/A
143K $0
Jacobs Solutions Inc
106
+ 5.53%
N/A
2.02K $0
First Tr Exchng Traded Fd Vi
1.27K
+ 5.12%
N/A
26.1K $0
Ishares Bitcoin Trust ETF
12.4K
+ 62.0%
N/A
32.3K $0
Linde PLC
2.34K
+ 262.74%
N/A
3.23K $0
First Tr Exchng Traded Fd Vi
1.43K
+ 4.73%
N/A
31.6K $0
OEF
Ishares S&P 100 ETF

ETFs
1
+ 0.12%
N/A
826 $219K
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
1.16K
+ 3.48%
N/A
34.3K $0
VUSB
Vanguard Bd Index Fds
29.8K
+ 82.56%
N/A
66K $0
DFAT
Dimensional ETF Tr U S Target

ETFs
1
+ 0.01%
$54.54 - $61.04 $54.5 - $61
13.2K $735K
First Tr Exchng Traded Fd Vi
1.43K
+ 21.03%
N/A
8.25K $0
PRF
Invesco Exchange Traded Fd Tr

ETFs
15
+ 0.29%
$40.15 - $42.9 $602 - $644
5.19K $209K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
2
+ 0.06%
$57.38 - $61.11 $115 - $122
3.57K $208K
ACWI
Ishares Msci Acwi ETF

ETFs
271
+ 1.53%
$117.05 - $123.03 $31.7K - $33.3K
18K $2.12M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
76
+ 4.93%
$131.66 - $144.0 $10K - $10.9K
1.62K $213K
FFIN
First Financial Bankshares Inc

Financial Services
13
+ 0.21%
$35.49 - $43.05 $461 - $560
6.13K $221K
CI
Cigna Corp

Healthcare
723
+ 24.81%
$265.59 - $358.58 $192K - $259K
3.64K $1M
DVY
Ishares Tr

ETFs
3
+ 0.14%
$129.55 - $143.41 $389 - $430
2.09K $273K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
2
+ 0.01%
$35.45 - $40.33 $70.9 - $80.7
15.1K $539K
WM
Waste Management Inc

Industrials
43
+ 1.51%
$201.79 - $228.46 $8.68K - $9.82K
2.9K $584K
UNP
Union Pacific Corp

Industrials
254
+ 6.9%
$223.15 - $249.32 $56.7K - $63.3K
3.94K $897K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.08%
$210.96 - $223.62 $211 - $224
1.32K $278K
KOS
Kosmos Energy Ltd.

Energy
188
+ 1.14%
$2.71 - $4.52 $509 - $850
16.6K $56K
ADI
Analog Devices Inc

Technology
46
+ 4.14%
$206.35 - $236.48 $9.49K - $10.9K
1.16K $245K
CB
Chubb LTD

Financial Services
23
+ 1.51%
$271.57 - $301.89 $6.25K - $6.94K
1.54K $426K
TSCO
Tractor Supply CO

Consumer Cyclical
3.6K
+ 422.77%
$52.59 - $303.74 $189K - $1.09M
4.45K $236K
WSO
Watsco Inc

Industrials
21
+ 1.79%
$466.57 - $568.78 $9.8K - $11.9K
1.2K $566K
FAB
First Tr Multi Cap Value Alpha

ETFs
38
+ 0.53%
$81.02 - $90.16 $3.08K - $3.43K
7.19K $592K
BOND
Pimco Active Bond Exchange Tra

ETFs
1
+ 0.04%
$90.42 - $94.5 $90.4 - $94.5
2.73K $247K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
156
+ 0.53%
$40.97 - $42.66 $6.39K - $6.65K
29.7K $1.23M
VOOV
Vanguard S&P 500 Value ETF

ETFs
35
+ 1.13%
$184.21 - $199.29 $6.45K - $6.98K
3.13K $577K
GE
General Electric CO

Industrials
215
+ 9.18%
$159.95 - $194.23 $34.4K - $41.8K
2.56K $426K
ICE
Intercontinental Exchange, Inc.

Financial Services
45
+ 2.4%
$148.29 - $166.93 $6.67K - $7.51K
1.92K $285K
BP
Bp PLC

Energy
1.14K
+ 4.12%
$28.16 - $33.14 $32.2K - $37.9K
28.9K $855K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
99
+ 1.25%
$115.08 - $119.55 $11.4K - $11.8K
8.03K $928K
RSP
Invesco S&P 500 Equal Weight E

ETFs
268
+ 1.5%
$174.22 - $187.62 $46.7K - $50.3K
18.1K $3.17M
SLB
Schlumberger Limited

Energy
705
+ 4.81%
$36.83 - $45.59 $26K - $32.1K
15.4K $589K
MMM
3 M CO

Industrials
30
+ 0.74%
$124.74 - $137.12 $3.74K - $4.11K
4.06K $524K
HEFA
Ishares Currency Hedged Msci E

ETFs
3.76K
+ 1.56%
$34.42 - $35.88 $129K - $135K
245K $8.52M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
124
+ 1.72%
$74.68 - $81.45 $9.26K - $10.1K
7.34K $548K
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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