Avidian Wealth Solutions, LLC New Holdings in Q4 2024

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
332K
New
$44.33 - $49.55 $14.7M - $16.4M
332K $14.9M
DFIV
Dimensional ETF Tr

ETFs
18.8K
New
$34.86 - $37.97 $656K - $715K
18.8K $667K
CHRD
Oasis Petroleum Inc.

Energy
5.15K
New
$110.83 - $137.78 $570K - $709K
5.15K $599K
APP
App Lovin Corp

Technology
1.54K
New
$130.67 - $401.5 $201K - $617K
1.54K $497K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
12.5K
New
$33.92 - $36.6 $424K - $457K
12.5K $432K
XCEM
Columbia ETF Tr Ii

ETFs
13.1K
New
$29.6 - $32.67 $389K - $429K
13.1K $388K
AEP
American Electric Power CO Inc

Utilities
4.04K
New
$90.91 - $102.21 $367K - $413K
4.04K $372K
DXPE
Dxp Enterprises Inc

Industrials
4.49K
New
$48.51 - $83.32 $218K - $374K
4.49K $371K
NEAR
Blackrock Short Maturity Bond

ETFs
6.76K
New
$50.28 - $51.08 $340K - $345K
6.76K $341K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.3K
New
$100.24 - $101.35 $331K - $334K
3.3K $331K
GPC
Genuine Parts CO

Consumer Cyclical
2.32K
New
$113.11 - $143.63 $262K - $333K
2.32K $270K
DRI
Darden Restaurants Inc

Consumer Cyclical
1.45K
New
$155.96 - $188.66 $225K - $273K
1.45K $269K
ENOV
Enovis Corp

Industrials
5.98K
New
$38.5 - $49.33 $230K - $295K
5.98K $262K
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.12K
New
$61.52 - $66.5 $254K - $274K
4.12K $262K
KALU
Kaiser Aluminum Corp

Basic Materials
3.56K
New
$67.31 - $86.2 $239K - $307K
3.56K $249K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.21K
New
$201.32 - $217.44 $243K - $262K
1.21K $249K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.4K
New
N/A
10.4K $247K
AMP
Ameriprise Financial Inc

Financial Services
443
New
$473.15 - $574.01 $210K - $254K
443 $235K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.74K
New
$77.25 - $91.3 $212K - $250K
2.74K $233K
PH
Parker Hannifin Corp

Industrials
366
New
$621.74 - $709.46 $228K - $260K
366 $232K
EEFT
Euronet Worldwide, Inc.

Technology
2.25K
New
$96.0 - $106.61 $216K - $239K
2.25K $230K
VST
Vistra Corp.

Utilities
1.64K
New
$115.74 - $166.61 $190K - $274K
1.64K $226K
CMC
Commercial Metals CO

Basic Materials
4.44K
New
$49.22 - $63.32 $218K - $281K
4.44K $220K
DFS
Discover Financial Services

Financial Services
1.26K
New
$136.3 - $182.67 $172K - $231K
1.26K $218K
KHC
Kraft Heinz CO

Consumer Defensive
6.92K
New
$30.1 - $36.02 $208K - $249K
6.92K $212K
ARCC
Ares Capital Corp

Financial Services
9.65K
New
$20.74 - $22.27 $200K - $215K
9.65K $211K
APH
Amphenol Corp

Technology
3.05K
New
$62.07 - $75.35 $189K - $230K
3.05K $211K
XLRE
Select Sector Spdr Tr Real Est

ETFs
5.07K
New
$40.06 - $45.21 $203K - $229K
5.07K $206K
CRWD
Crowd Strike Holdings, Inc.

Technology
597
New
$275.15 - $388.2 $164K - $232K
597 $204K
RMD
Resmed Inc

Healthcare
892
New
$228.69 - $256.07 $204K - $228K
892 $203K
MCO
Moodys Corp

Financial Services
427
New
$454.04 - $500.88 $194K - $214K
427 $202K
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
10K
New
$7.71 - $12.65 $77.1K - $127K
10K $126K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
10.1K
New
$10.37 - $11.62 $105K - $117K
10.1K $104K
PLUG
Plug Power Inc

Industrials
16.4K
New
$1.87 - $2.67 $30.7K - $43.9K
16.4K $35K
Lam Research Corp
5.98K
New
N/A
5.98K $0
Ge Vernova Inc
621
New
N/A
621 $0
Vanguard Wellington Fd
2.85K
New
N/A
2.85K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
5.49K
New
N/A
5.49K $0
Calidi Biotherapeutics Inc
10K
New
N/A
10K $0
J P Morgan Exchange Traded F
4.82K
New
N/A
4.82K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
80.4K
New
N/A
80.4K $0
Arista Networks Inc
2.04K
New
N/A
2.04K $0
Blackrock Inc
795
New
N/A
795 $0
ETF Ser Solutions
15.2K
New
N/A
15.2K $0
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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