Avidian Wealth Solutions, LLC Sells in Q4 2024

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-166K
- 95.78%
$88.59 - $94.57 $14.7M - $15.7M
7.33K $651K
NVDA
Nvidia Corp

Technology
-133K
- 13.11%
$117.0 - $148.88 $15.6M - $19.8M
882K $118M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-11.8K
- 9.06%
$49.25 - $53.57 $580K - $630K
118K $5.84M
VEU
Vanguard Ftse All World Ex Us

ETFs
-5.5K
- 4.13%
$57.29 - $63.1 $315K - $347K
128K $7.33M
TQQQ
Proshares Ultrapro Qqq

ETFs
-30.6K
- 14.57%
$69.42 - $93.29 $2.13M - $2.86M
180K $14.2M
ITM
Vaneck Intermediate Muni ETF

ETFs
-13.3K
- 2.92%
$45.56 - $46.97 $606K - $624K
441K $20.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.36K
- 1.48%
$75.1 - $82.99 $102K - $113K
91.1K $6.89M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-31.3K
- 67.46%
$23.42 - $24.25 $733K - $759K
15.1K $356K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-4.28K
- 5.51%
$96.64 - $101.23 $414K - $433K
73.3K $7.11M
RWO
Spdr Dow Jones Global Real Est

ETFs
-775
- 0.57%
$42.41 - $47.31 $32.9K - $36.7K
135K $5.79M
AMD
Advanced Micro Devices Inc

Technology
-2.43K
- 40.05%
$118.88 - $172.8 $288K - $419K
3.63K $438K
MLN
Vaneck Long Muni ETF

ETFs
-28.5K
- 46.19%
$17.61 - $18.29 $502K - $521K
33.2K $593K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.95K
- 2.86%
$44.04 - $49.49 $130K - $146K
100K $4.42M
SHEL
Shell PLC

Energy
-5.58K
- 20.41%
$60.63 - $70.23 $338K - $392K
21.7K $1.36M
AMGN
Amgen Inc

Healthcare
-37
- 0.63%
$258.78 - $328.31 $9.57K - $12.1K
5.83K $1.52M
ALL
Allstate Corp

Financial Services
-1.98K
- 36.18%
$181.25 - $208.2 $359K - $412K
3.49K $673K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-3.45K
- 16.34%
$60.13 - $67.31 $208K - $232K
17.7K $1.07M
NVO
Novo Nordisk A S

Healthcare
-209
- 2.09%
$85.0 - $120.04 $17.8K - $25.1K
9.79K $842K
PEP
Pepsico Inc

Consumer Defensive
-158
- 0.89%
$151.29 - $176.1 $23.9K - $27.8K
17.7K $2.69M
ED
Consolidated Edison Inc

Utilities
-2.08K
- 20.38%
$88.87 - $107.38 $185K - $224K
8.14K $726K
MDT
Medtronic PLC

Healthcare
-2.41K
- 17.7%
$79.61 - $92.24 $192K - $223K
11.2K $895K
EFV
Msci Eafe Value ETF

ETFs
-360
- 0.59%
$51.78 - $57.15 $18.6K - $20.6K
61.1K $3.21M
IVE
Ishares S&P 500 Value ETF

ETFs
-354
- 0.89%
$189.5 - $206.17 $67.1K - $73K
39.5K $7.54M
RTX
Raytheon Technologies Corp

Industrials
-2.05K
- 13.76%
$114.45 - $127.21 $235K - $261K
12.8K $1.49M
MRK
Merck & Co., Inc.

Healthcare
-670
- 3.79%
$96.31 - $114.76 $64.5K - $76.9K
17K $1.69M
VO
Vanguard Mid Cap ETF

ETFs
-1.23K
- 2.17%
$261.5 - $284.63 $322K - $350K
55.5K $14.7M
FDX
Fedex Corp

Industrials
-1.05K
- 44.32%
$260.5 - $305.15 $272K - $319K
1.31K $369K
MPLX
Mplx LP

Energy
-6.55K
- 53.85%
$43.77 - $51.66 $286K - $338K
5.61K $268K
SO
Southern CO

Utilities
-2.48K
- 34.13%
$81.5 - $94.15 $202K - $233K
4.78K $393K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-148
- 0.58%
$79.93 - $88.06 $11.8K - $13K
25.6K $2.05M
ICF
Ishares Tr

ETFs
-1.36K
- 5.43%
$58.8 - $66.61 $80.1K - $90.8K
23.8K $1.43M
UPS
United Parcel Service Inc

Industrials
-530
- 3.54%
$122.65 - $138.35 $65K - $73.3K
14.4K $1.82M
HD
Home Depot, Inc.

Consumer Cyclical
-19
- 0.15%
$385.02 - $431.37 $7.32K - $8.2K
12.8K $4.99M
HAL
Halliburton CO

Energy
-6.24K
- 27.63%
$25.77 - $31.99 $161K - $200K
16.4K $444K
VBR
Vanguard Small Cap Value ETF

ETFs
-698
- 2.58%
$197.36 - $217.3 $138K - $152K
26.3K $5.21M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-547
- 0.56%
$44.87 - $46.86 $24.5K - $25.6K
96.7K $4.34M
PRU
Prudential Financial Inc

Financial Services
-1.59K
- 21.65%
$114.59 - $129.52 $183K - $206K
5.76K $683K
IWM
Ishares Russell 2000 ETF

ETFs
-939
- 2.61%
$216.13 - $242.4 $203K - $228K
35.1K $7.76M
ADBE
Adobe Inc.

Technology
-104
- 5.2%
$437.39 - $552.96 $45.5K - $57.5K
1.9K $843K
ELV
Elevance Health, Inc.

Healthcare
-189
- 24.11%
$365.96 - $514.62 $69.2K - $97.3K
595 $219K
NVS
Novartis Ag

Healthcare
-454
- 5.74%
$96.78 - $117.18 $43.9K - $53.2K
7.46K $725K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-577
- 5.8%
$114.08 - $125.68 $65.8K - $72.5K
9.36K $1.07M
IFRA
Ishares Tr

ETFs
-2.76K
- 4.1%
$45.94 - $51.71 $127K - $143K
64.5K $2.99M
PM
Philip Morris International Inc.

Consumer Defensive
-1.38K
- 22.47%
$118.38 - $133.06 $163K - $183K
4.76K $572K
UL
Unilever PLC

Consumer Defensive
-249
- 1.3%
$56.7 - $64.64 $14.1K - $16.1K
18.9K $1.07M
NEE
Nextera Energy Inc

Utilities
-121
- 0.95%
$69.77 - $85.43 $8.44K - $10.3K
12.6K $900K
DFAI
Dimensional ETF Tr

ETFs
-656
- 1.13%
$29.0 - $31.6 $19K - $20.7K
57.4K $1.68M
ORCL
Oracle Corp

Technology
-690
- 5.43%
$165.41 - $192.43 $114K - $133K
12K $2M
DHR
Danaher Corp

Healthcare
-93
- 3.43%
$226.16 - $274.52 $21K - $25.5K
2.62K $601K
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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