Avidian Wealth Solutions, LLC Reduced Holdings in Q3 2025

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-753K
- 70.58%
$48.5 - $50.19 $36.5M - $37.8M
314K $15.7M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-359K
- 65.66%
$42.26 - $47.16 $15.2M - $17M
188K $8.71M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-213K
- 51.06%
$44.22 - $45.74 $9.4M - $9.72M
204K $9.28M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-169K
- 39.84%
$50.81 - $51.07 $8.61M - $8.66M
256K $13.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-10.5K
- 44.68%
$339.37 - $366.46 $3.55M - $3.84M
13K $4.74M
VLUE
Ishares Msci Usa Value Factor

ETFs
-42.8K
- 22.5%
$111.55 - $125.05 $4.78M - $5.35M
147K $18.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-117K
- 39.15%
$24.11 - $24.94 $2.83M - $2.92M
182K $4.54M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-6.77K
- 34.38%
$362.31 - $405.74 $2.45M - $2.75M
12.9K $5.2M
VEU
Vanguard Ftse All World Ex Us

ETFs
-26.2K
- 21.0%
$66.38 - $71.68 $1.74M - $1.88M
98.5K $7.03M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-6.92K
- 25.92%
$284.45 - $324.95 $1.97M - $2.25M
19.8K $6.33M
FNDF
Schwab Fundamental Intl Large

ETFs
-31K
- 53.75%
$39.84 - $43.15 $1.24M - $1.34M
26.7K $1.15M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-28.1K
- 30.16%
$49.43 - $54.52 $1.39M - $1.53M
65.1K $3.52M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14.5K
- 19.35%
$87.29 - $93.61 $1.27M - $1.36M
60.5K $5.65M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-11.6K
- 31.05%
$98.99 - $112.2 $1.15M - $1.3M
25.7K $2.85M
VO
Vanguard Mid Cap ETF

ETFs
-5.37K
- 9.92%
$279.83 - $293.74 $1.5M - $1.58M
48.8K $14.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.5K
- 31.58%
$132.9 - $142.03 $864K - $923K
14.1K $1.98M
IYW
Ishares Dj Us Tech ETF

ETFs
-6.58K
- 20.32%
$171.38 - $197.01 $1.13M - $1.3M
25.8K $5.05M
BXSL
Blackstone Secured Lending Fund

Financial Services
-8.15K
- 14.45%
$26.07 - $32.55 $212K - $265K
48.3K $1.26M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-21.7K
- 43.58%
$23.82 - $25.84 $517K - $561K
28.1K $722K
VTV
Vanguard Value ETF

ETFs
-3.38K
- 15.43%
$175.51 - $186.57 $594K - $631K
18.5K $3.46M
CI
Cigna Corp

Healthcare
-769
- 21.13%
$262.23 - $334.39 $202K - $257K
2.87K $827K
VBR
Vanguard Small Cap Value ETF

ETFs
-3.09K
- 12.06%
$195.41 - $212.37 $603K - $656K
22.5K $4.7M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.08K
- 32.01%
$121.72 - $136.77 $254K - $285K
4.43K $550K
ACN
Accenture PLC

Technology
-402
- 13.84%
$232.56 - $304.78 $93.5K - $123K
2.5K $617K
DIS
Walt Disney CO

Communication Services
-805
- 5.01%
$112.25 - $124.0 $90.4K - $99.8K
15.2K $1.75M
UPS
United Parcel Service Inc

Industrials
-152
- 1.15%
$82.58 - $105.54 $12.6K - $16K
13K $1.09M
MSTR
Microstrategy Inc

Technology
-400
- 33.47%
$300.7 - $455.9 $120K - $182K
795 $256K
EWW
Ishares Inc Msci Mexico ETF

ETFs
-2.66K
- 2.39%
N/A
109K $6.19M
NEM
Newmont Corp

Basic Materials
-6.63K
- 42.07%
$57.35 - $85.25 $380K - $565K
9.13K $769K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.13K
- 3.41%
$97.75 - $100.75 $209K - $215K
60.5K $6.06M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-3.81K
- 29.64%
$37.14 - $37.85 $142K - $144K
9.05K $341K
ADBE
Adobe Inc.

Technology
-177
- 8.74%
$333.65 - $392.1 $59.1K - $69.4K
1.85K $652K
USFR
Wisdomtree Floating Rate Treas

ETFs
-2.54K
- 3.03%
$50.23 - $50.48 $127K - $128K
81.2K $4.08M
ZTS
Zoetis Inc.

Healthcare
-516
- 9.74%
$141.13 - $159.19 $72.8K - $82.1K
4.78K $699K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-2.37K
- 5.66%
$52.39 - $53.11 $124K - $126K
39.5K $2.09M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.12K
- 20.23%
$133.48 - $144.38 $150K - $162K
4.42K $630K
EFV
Msci Eafe Value ETF

ETFs
-6.14K
- 8.79%
$62.79 - $68.42 $386K - $420K
63.7K $4.32M
XLE
Energy Sector Spdr

ETFs
-2.15K
- 11.88%
$84.25 - $91.99 $181K - $198K
15.9K $1.42M
PAYX
Paychex Inc

Industrials
-139
- 2.87%
$126.69 - $147.99 $17.6K - $20.6K
4.7K $596K
MET
Metlife Inc

Financial Services
-1.44K
- 26.62%
$73.82 - $82.37 $106K - $118K
3.96K $326K
NKE
Nike, Inc.

Consumer Cyclical
-1.4K
- 25.96%
$69.24 - $79.24 $96.7K - $111K
3.98K $277K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.26K
- 26.29%
$88.47 - $93.24 $111K - $117K
3.53K $322K
ISRG
Intuitive Surgical Inc

Healthcare
-2
- 0.2%
$433.66 - $544.47 $867 - $1.09K
1.01K $450K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-382
- 6.3%
$48.34 - $67.22 $18.5K - $25.7K
5.68K $278K
XLF
Financial Sector Spdr

ETFs
-1.91K
- 8.73%
$51.37 - $54.25 $98K - $103K
19.9K $1.07M
IXJ
Ishares Global Healthcare ETF

ETFs
-1.01K
- 10.08%
$82.73 - $89.14 $83.9K - $90.4K
9.05K $802K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-142
- 2.61%
$57.1 - $70.52 $8.11K - $10K
5.3K $316K
CTVA
Corteva, Inc.

Basic Materials
-434
- 10.59%
$67.08 - $77.12 $29.1K - $33.5K
3.66K $247K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-494
- 10.34%
$60.9 - $70.75 $30.1K - $35K
4.28K $267K
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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