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
SO
Southern CO

Utilities
937
+ 19.95%
$90.83 - $96.0 $85.1K - $90K
5.63K $533K
CMI
Cummins Inc

Industrials
67
+ 8.72%
$327.85 - $426.39 $22K - $28.6K
835 $352K
HAL
Halliburton CO

Energy
1.18K
+ 6.9%
$20.5 - $25.11 $24.1K - $29.5K
18.2K $447K
ADM
Archer Daniels Midland CO

Consumer Defensive
114
+ 0.87%
$53.54 - $64.21 $6.1K - $7.32K
13.2K $790K
DASH
Door Dash, Inc.

Communication Services
152
+ 7.01%
$234.5 - $272.5 $35.6K - $41.4K
2.32K $631K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
4.06K
+ 32.67%
$23.09 - $23.43 $93.8K - $95.2K
16.5K $385K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
937
+ 8.64%
$100.16 - $100.7 $93.8K - $94.4K
11.8K $1.19M
LHX
L3 Harris Technologies, Inc.

Industrials
66
+ 4.95%
$252.18 - $305.41 $16.6K - $20.2K
1.4K $427K
SPG
Simon Property Group Inc

Real Estate
271
+ 17.54%
$159.93 - $187.67 $43.3K - $50.9K
1.82K $340K
MCO
Moodys Corp

Financial Services
245
+ 24.9%
$472.69 - $521.32 $116K - $128K
1.23K $585K
AEP
American Electric Power CO Inc

Utilities
412
+ 8.85%
$103.26 - $115.0 $42.5K - $47.4K
5.07K $570K
PH
Parker Hannifin Corp

Industrials
85
+ 24.15%
$697.13 - $769.67 $59.3K - $65.4K
437 $331K
T
At&T Inc.

Communication Services
4.72K
+ 6.85%
$26.94 - $29.62 $127K - $140K
73.6K $2.08M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
849
+ 2.51%
$78.96 - $80.04 $67K - $68K
34.7K $2.77M
GPC
Genuine Parts CO

Consumer Cyclical
276
+ 10.71%
$122.23 - $142.77 $33.7K - $39.4K
2.85K $395K
PNC
Pnc Financial Services Group, Inc.

Financial Services
267
+ 13.91%
$185.88 - $207.44 $49.6K - $55.4K
2.19K $439K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.59K
+ 13.1%
$45.72 - $47.27 $72.6K - $75K
13.7K $643K
AEE
Ameren Corp

Utilities
168
+ 2.2%
$95.0 - $104.38 $16K - $17.5K
7.82K $815K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
324
+ 12.78%
$89.32 - $107.82 $28.9K - $34.9K
2.86K $308K
NVS
Novartis Ag

Healthcare
178
+ 2.3%
$113.5 - $129.73 $20.2K - $23.1K
7.93K $1.02M
CSCO
Cisco Systems, Inc.

Technology
1.5K
+ 6.04%
$66.2 - $71.79 $99.1K - $107K
26.3K $1.8M
SCHW
Schwab Charles Corp

Financial Services
570
+ 10.53%
$91.03 - $98.69 $51.9K - $56.3K
5.98K $571K
ES
Eversource Energy

Utilities
419
+ 6.78%
$62.86 - $71.14 $26.3K - $29.8K
6.6K $469K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
125
+ 0.48%
$35.42 - $38.65 $4.43K - $4.83K
26.2K $996K
VZ
Verizon Communications Inc

Communication Services
1.42K
+ 9.9%
$40.84 - $45.06 $58.1K - $64.1K
15.8K $693K
DFAT
Dimensional ETF Tr U S Target

ETFs
17
+ 0.1%
$53.36 - $59.69 $907 - $1.01K
16.5K $960K
PANW
Palo Alto Networks Inc

Technology
364
+ 8.61%
$167.06 - $208.19 $60.8K - $75.8K
4.59K $934K
BK
Bank Of New York Mellon Corp

Financial Services
241
+ 9.91%
$90.65 - $109.75 $21.8K - $26.4K
2.67K $291K
RGLD
Royal Gold Inc

Basic Materials
59
+ 2.29%
$151.42 - $200.58 $8.93K - $11.8K
2.64K $528K
WELL
Welltower Inc.

Real Estate
188
+ 13.63%
$150.71 - $178.14 $28.3K - $33.5K
1.57K $279K
WFC
Wells Fargo & Company

Financial Services
414
+ 4.71%
$77.05 - $85.16 $31.9K - $35.3K
9.2K $771K
PFF
Ishares Trust Ishares Pfd And

ETFs
1.53K
+ 7.87%
$30.67 - $32.13 $46.9K - $49.1K
21K $662K
VT
Vanguard Total World Stk Index

ETFs
182
+ 4.11%
$128.41 - $138.03 $23.4K - $25.1K
4.61K $635K
PKG
Packaging Corp Of America

Consumer Cyclical
114
+ 8.14%
$191.41 - $220.25 $21.8K - $25.1K
1.52K $330K
GHYB
Gs ETF Tr Access High Yield CO

ETFs
1.35K
+ 18.15%
$44.97 - $45.88 $60.7K - $61.9K
8.79K $403K
VBK
Vanguard Small Cap Growth ETF

ETFs
2
+ 0.06%
$276.51 - $305.12 $553 - $610
3.1K $922K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.01K
+ 3.64%
$55.61 - $57.37 $56.2K - $57.9K
28.7K $1.64M
HCA
Hca Healthcare, Inc.

Healthcare
68
+ 8.65%
$334.32 - $426.2 $22.7K - $29K
854 $363K
FAST
Fastenal CO

Industrials
582
+ 12.08%
$42.47 - $50.39 $24.7K - $29.3K
5.4K $264K
AMAT
Applied Materials Inc

Technology
91
+ 4.7%
$156.25 - $204.95 $14.2K - $18.7K
2.03K $415K
GILD
Gilead Sciences, Inc.

Healthcare
510
+ 5.08%
$108.22 - $120.47 $55.2K - $61.4K
10.6K $1.17M
FANG
Diamondback Energy, Inc.

Energy
269
+ 8.52%
$134.53 - $152.5 $36.2K - $41K
3.43K $490K
EPD
Enterprise Products Partners L.P.

Energy
1.19K
+ 1.58%
$30.74 - $32.14 $36.6K - $38.3K
76.5K $2.39M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
39
+ 0.48%
$80.0 - $88.06 $3.12K - $3.43K
8.22K $716K
AFL
Aflac Inc

Financial Services
126
+ 1.93%
$98.09 - $111.7 $12.4K - $14.1K
6.66K $744K
TSCO
Tractor Supply CO

Consumer Cyclical
638
+ 14.21%
$54.08 - $62.65 $34.5K - $40K
5.13K $291K
CVS
Cvs Health Corp

Healthcare
214
+ 3.52%
$58.75 - $76.5 $12.6K - $16.4K
6.29K $473K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
140
+ 2.17%
$68.27 - $75.58 $9.56K - $10.6K
6.58K $489K
ABT
Abbott Laboratories

Healthcare
517
+ 5.89%
$120.51 - $136.62 $62.3K - $70.6K
9.3K $1.25M
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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