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
PSA
Public Storage

Real Estate
85
+ 3.03%
$271.94 - $298.09 $23.1K - $25.3K
2.89K $835K
EMR
Emerson Electric CO

Industrials
136
+ 4.42%
$128.6 - $149.63 $17.5K - $20.3K
3.22K $421K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
350
+ 3.71%
$25.24 - $25.56 $8.83K - $8.95K
9.78K $249K
ED
Consolidated Edison Inc

Utilities
81
+ 0.99%
$95.57 - $105.36 $7.74K - $8.53K
8.3K $834K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
371
+ 1.72%
$25.09 - $25.19 $9.31K - $9.35K
21.9K $551K
SPGI
S&P Global Inc.

Financial Services
62
+ 12.81%
$484.94 - $564.15 $30.1K - $35K
546 $265K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
5
+ 0.25%
$136.48 - $142.97 $682 - $715
1.99K $278K
BSX
Boston Scientific Corp

Healthcare
433
+ 12.72%
$97.03 - $108.14 $42K - $46.8K
3.84K $374K
AON
Aon PLC

Financial Services
26
+ 1.6%
$350.91 - $375.27 $9.12K - $9.76K
1.66K $590K
AMCR
Amcor PLC

Consumer Cyclical
5.12K
+ 15.54%
$7.97 - $9.94 $40.8K - $50.9K
38K $311K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
171
+ 1.65%
$9.82 - $10.65 $1.68K - $1.82K
10.5K $111K
IRM
Iron Mountain Inc

Real Estate
71
+ 3.37%
$89.46 - $104.46 $6.35K - $7.42K
2.18K $222K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
199
+ 1.91%
$22.64 - $23.22 $4.51K - $4.62K
10.6K $245K
LUV
Southwest Airlines CO

Industrials
282
+ 4.17%
$29.06 - $37.7 $8.19K - $10.6K
7.05K $224K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
73
+ 3.01%
$122.0 - $138.74 $8.91K - $10.1K
2.5K $317K
SPSB
Spdr Portfolio Short Term Corp

ETFs
95
+ 0.55%
$30.02 - $30.29 $2.85K - $2.88K
17.5K $530K
NDAQ
Nasdaq, Inc.

Financial Services
80
+ 3.2%
$86.73 - $96.94 $6.94K - $7.76K
2.58K $228K
BOND
Pimco Active Bond Exchange Tra

ETFs
4
+ 0.15%
$90.83 - $93.81 $363 - $375
2.75K $256K
CRWD
Crowd Strike Holdings, Inc.

Technology
44
+ 4.68%
$412.46 - $514.1 $18.1K - $22.6K
985 $483K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
48
+ 0.32%
$50.82 - $51.09 $2.44K - $2.45K
15K $764K
SNY
Sanofi

Healthcare
154
+ 2.68%
$45.07 - $51.35 $6.94K - $7.91K
5.89K $278K
SCMB
Schwab Strategic Tr Mun Bd ETF
1.47M
+ 1901.11%
N/A
1.55M $0
Tidal Trust Ii
103K
+ 49.26%
N/A
313K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
6.06K
+ 18.48%
N/A
38.8K $0
Jacobs Solutions Inc
11
+ 0.57%
N/A
1.94K $0
Blackrock ETF Trust
12.3K
+ 28.33%
N/A
55.6K $0
Blackrock ETF Trust
41.8K
+ 175.69%
N/A
65.5K $0
Landbridge Company LLC
7
+ 0.18%
N/A
4K $0
Blackrock ETF Trust Ii
3.3K
+ 12.84%
N/A
29K $0
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
429
+ 2.0%
$14.01 - $14.33 $6.01K - $6.15K
21.9K $306K
Lam Research Corp
14
+ 0.24%
N/A
5.76K $0
Vanguard Wellington Fd
998
+ 27.78%
N/A
4.59K $0
Blackrock Inc
50
+ 6.01%
N/A
882 $0
VUSB
Vanguard Bd Index Fds
8.7K
+ 18.53%
N/A
55.7K $0
Linde PLC
213
+ 6.15%
N/A
3.68K $0
TSI
Tcw Strategic Income Fund Inc

Financial Services
42
+ 0.42%
$4.86 - $5.04 $204 - $212
10.1K $49K
STEL
Stellar Bancorp Inc
35
+ 0.21%
N/A
16.6K $0
ETF Ser Solutions
73.9K
+ 102.14%
N/A
146K $0
Ge Vernova Inc
85
+ 10.97%
N/A
860 $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
104
+ 0.32%
N/A
32.9K $0
Fidelity Merrimack Str Tr
613
+ 5.2%
N/A
12.4K $0
GIGB
Goldman Sachs ETF Access Invt
1.27K
+ 17.45%
N/A
8.56K $0
Sable Offshore Corp
196
+ 0.43%
N/A
45.9K $0
Noble Corp PLC
17
+ 0.0%
N/A
1.54M $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
23.4K
+ 14.93%
N/A
180K $0
Ishares Bitcoin Trust ETF
7.74K
+ 19.07%
N/A
48.3K $0
Perimeter Solutions Inc
49
+ 0.33%
N/A
14.7K $0
TT
Trane Technologies PLC

Industrials
12
+ 2.47%
$398.96 - $472.54 $4.79K - $5.67K
498 $210K
NVO
Novo Nordisk A S

Healthcare
2.88K
+ 24.07%
$45.38 - $71.7 $131K - $206K
14.8K $822K
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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