Avidian Wealth Solutions, LLC Sells in Q3 2025

Avidian Wealth Solutions, LLC

  • $2.51 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DHR
Danaher Corp

Healthcare
-273
- 9.31%
$181.46 - $212.2 $49.5K - $57.9K
2.66K $526K
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-1.41K
- 21.37%
$46.61 - $49.24 $65.7K - $69.4K
5.19K $255K
XLP
Consumer Staples Sector Spdr

ETFs
-677
- 8.81%
N/A
7.01K $533K
PAVE
Global X Fds Us Infrastructure

ETFs
-2.79K
- 13.65%
$44.02 - $47.63 $123K - $133K
17.6K $839K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-1.49K
- 2.69%
N/A
53.7K $1.69M
DOW
Dow Inc.

Basic Materials
-99
- 0.84%
$20.87 - $30.37 $2.07K - $3.01K
11.7K $267K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-919
- 6.81%
$48.72 - $50.73 $44.8K - $46.6K
12.6K $620K
ADP
Automatic Data Processing Inc

Industrials
-60
- 3.96%
$288.69 - $310.94 $17.3K - $18.7K
1.46K $427K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-440
- 8.84%
$91.44 - $91.77 $40.2K - $40.4K
4.54K $416K
SPOT
Spotify Technology S.A.

Communication Services
-24
- 7.43%
$620.01 - $738.53 $14.9K - $17.7K
299 $208K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-361
- 1.55%
$100.37 - $100.74 $36.2K - $36.4K
23K $2.31M
ITW
Illinois Tool Works Inc

Industrials
-232
- 12.15%
$252.31 - $269.41 $58.5K - $62.5K
1.68K $437K
SLG
Sl Green Realty Corp

Real Estate
-363
- 6.57%
$52.04 - $65.67 $18.9K - $23.8K
5.16K $308K
PGR
Progressive Corp

Financial Services
-56
- 6.26%
$238.61 - $264.3 $13.4K - $14.8K
838 $206K
SHEL
Shell PLC

Energy
-767
- 3.21%
$69.82 - $73.93 $53.6K - $56.7K
23.2K $1.66M
VOYA
Voya Financial, Inc.

Financial Services
-595
- 13.95%
$67.31 - $77.62 $40K - $46.2K
3.67K $274K
VCIT
Vanguard Intermediate Term Cor

ETFs
-444
- 4.16%
$81.75 - $84.54 $36.3K - $37.5K
10.2K $861K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-16
- 1.34%
$196.15 - $217.83 $3.14K - $3.49K
1.18K $237K
ALL
Allstate Corp

Financial Services
-310
- 8.89%
$192.0 - $214.65 $59.5K - $66.5K
3.18K $681K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-396
- 3.74%
$50.08 - $50.37 $19.8K - $19.9K
10.2K $511K
ICF
Ishares Tr

ETFs
-462
- 2.13%
$59.57 - $62.89 $27.5K - $29.1K
21.3K $1.31M
DVY
Ishares Tr

ETFs
-279
- 11.66%
$133.88 - $142.57 $37.4K - $39.8K
2.11K $300K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-655
- 6.9%
$26.44 - $27.1 $17.3K - $17.8K
8.83K $237K
EEM
Ishares Msci Emerging Markets

ETFs
-2.66K
- 10.86%
$48.07 - $53.4 $128K - $142K
21.8K $1.16M
SRE
Sempra Energy

Utilities
-606
- 20.91%
$74.14 - $89.98 $44.9K - $54.5K
2.29K $206K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-224
- 3.03%
$92.18 - $95.14 $20.6K - $21.3K
7.18K $682K
JCI
Johnson Controls International PLC

Industrials
-217
- 6.77%
$103.24 - $111.73 $22.4K - $24.2K
2.99K $328K
VDC
Vanguard Consumer Staples ETF

ETFs
-6
- 0.43%
$212.64 - $225.25 $1.28K - $1.35K
1.4K $299K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-427
- 4.63%
$181.56 - $190.33 $77.5K - $81.3K
8.79K $1.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-504
- 8.26%
$546.99 - $602.2 $276K - $304K
5.6K $3.36M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-63
- 1.42%
$102.4 - $103.88 $6.45K - $6.54K
4.38K $453K
MUB
Ishares National Muni Bond ETF

ETFs
-788
- 1.99%
$103.24 - $106.68 $81.4K - $84.1K
38.8K $4.13M
IXN
Ishares Global Information Tec

ETFs
-1.52K
- 10.83%
$91.28 - $103.32 $138K - $157K
12.5K $1.29M
RE
Everest Re Group LTD

Financial Services
-5
- 0.22%
N/A
2.23K $826K
CCL
Carnival Corp

Consumer Cyclical
-338
- 3.18%
$28.37 - $32.49 $9.59K - $11K
10.3K $297K
Bunge Global Sa
-212
- 7.66%
N/A
2.56K $0
Arm Holdings PLC
-200
- 10.73%
N/A
1.66K $0
Ultimus Managers Tr
-190
- 2.43%
N/A
7.63K $0
NEAR
Blackrock Short Maturity Bond

ETFs
-14
- 0.17%
$50.8 - $51.32 $711 - $718
8.25K $422K
J P Morgan Exchange Traded F
-46
- 0.88%
N/A
5.2K $0
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-4
- 0.1%
$82.38 - $83.0 $330 - $332
4.2K $348K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.5K
- 5.17%
$28.15 - $30.13 $42.2K - $45.2K
27.5K $815K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-12
- 0.16%
$117.65 - $120.08 $1.41K - $1.44K
7.35K $878K
EMB
Ishares Tr

ETFs
-78
- 2.45%
$91.52 - $95.59 $7.14K - $7.46K
3.11K $296K
VST
Vistra Corp.

Utilities
-8
- 0.51%
$182.0 - $217.92 $1.46K - $1.74K
1.56K $305K
AVUV
American Centy ETF Tr Avantis

ETFs
-330
- 7.87%
$90.37 - $102.12 $29.8K - $33.7K
3.86K $384K
MMM
3 M CO

Industrials
-53
- 1.42%
$144.41 - $160.2 $7.65K - $8.49K
3.67K $569K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-806
- 4.93%
$72.04 - $77.35 $58.1K - $62.3K
15.5K $1.19M
WMB
Williams Companies, Inc.

Energy
-68
- 0.41%
$56.52 - $64.01 $3.84K - $4.35K
16.6K $1.05M
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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