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
XLV
Select Sector Spdr Fund Health

ETFs
-611
- 15.36%
$136.28 - $154.74 $83.3K - $94.5K
3.37K $463K
IXJ
Ishares Global Healthcare ETF

ETFs
-304
- 3.07%
$85.65 - $98.34 $26K - $29.9K
9.61K $826K
VZ
Verizon Communications Inc

Communication Services
-1.83K
- 12.81%
$39.6 - $45.21 $72.6K - $82.9K
12.5K $498K
FSLR
First Solar, Inc.

Technology
-25
- 1.41%
$175.88 - $240.66 $4.4K - $6.02K
1.74K $307K
CCI
Crown Castle International Corp

Real Estate
-439
- 13.25%
$89.78 - $119.11 $39.4K - $52.3K
2.87K $260K
VLO
Valero Energy Corp

Energy
-109
- 1.17%
$118.59 - $144.02 $12.9K - $15.7K
9.19K $1.13M
XLE
Energy Sector Spdr

ETFs
-1.03K
- 5.38%
$83.32 - $97.27 $85.7K - $100K
18.1K $1.55M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-471
- 7.43%
$49.78 - $66.55 $23.4K - $31.3K
5.87K $293K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-815
- 2.86%
$278.19 - $315.36 $227K - $257K
27.6K $7.96M
PSLV
Sprott Physical Silver Trust

Financial Services
-8.05K
- 13.99%
$9.65 - $11.76 $77.7K - $94.7K
49.5K $477K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.33K
- 2.87%
$51.54 - $52.55 $68.6K - $69.9K
45.1K $2.33M
CL
Colgate Palmolive CO

Consumer Defensive
-121
- 1.59%
$90.22 - $102.31 $10.9K - $12.4K
7.51K $682K
PFE
Pfizer Inc

Healthcare
-2.08K
- 9.32%
$24.8 - $30.19 $51.6K - $62.8K
20.2K $536K
BHP
Bhp Group LTD

Basic Materials
-56
- 0.71%
$48.78 - $62.43 $2.73K - $3.5K
7.86K $383K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.34K
- 3.24%
$104.59 - $118.05 $140K - $158K
40K $4.35M
HCA
Hca Healthcare, Inc.

Healthcare
-9
- 0.95%
$297.52 - $415.61 $2.68K - $3.74K
942 $282K
SUB
Ishares Short Term National Mu

ETFs
-710
- 1.73%
$104.94 - $106.2 $74.5K - $75.4K
40.4K $4.26M
IYE
Ishares Tr

ETFs
-1.27K
- 2.21%
$43.93 - $51.37 $55.7K - $65.1K
56.2K $2.56M
HSY
Hershey CO

Consumer Defensive
-22
- 0.55%
$168.67 - $193.65 $3.71K - $4.26K
3.94K $667K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-1.62K
- 14.93%
$45.17 - $47.23 $73.1K - $76.5K
9.22K $418K
AMAT
Applied Materials Inc

Technology
-93
- 4.79%
$161.44 - $213.89 $15K - $19.9K
1.85K $300K
APD
Air Products & Chemicals, Inc.

Basic Materials
-271
- 27.1%
$285.5 - $335.62 $77.4K - $91K
729 $211K
FNF
Fidelity National Financial, Inc.

Financial Services
-965
- 18.3%
$55.19 - $63.83 $53.3K - $61.6K
4.31K $241K
VOYA
Voya Financial, Inc.

Financial Services
-405
- 7.28%
$65.93 - $83.9 $26.7K - $34K
5.16K $355K
ORI
Old Republic International Corp

Financial Services
-2.58K
- 19.76%
$34.4 - $38.98 $88.8K - $101K
10.5K $379K
AFL
Aflac Inc

Financial Services
-265
- 3.99%
$100.37 - $115.27 $26.6K - $30.5K
6.38K $660K
JHML
John Hancock Multifactor Large

ETFs
-1.21K
- 19.68%
$68.78 - $73.44 $83K - $88.6K
4.93K $343K
IEV
Ishares Tr Europe ETF

ETFs
-632
- 8.48%
$52.03 - $57.63 $32.9K - $36.4K
6.82K $355K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-424
- 3.24%
$74.5 - $78.37 $31.6K - $33.2K
12.7K $946K
CSX
Csx Corp

Industrials
-195
- 0.61%
$31.58 - $36.88 $6.16K - $7.19K
31.7K $1.02M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.39K
- 8.31%
$50.73 - $51.08 $70.5K - $71K
15.3K $780K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.79K
- 18.82%
$26.63 - $30.23 $47.6K - $54K
7.7K $205K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.4K
- 9.64%
$31.23 - $33.51 $43.8K - $47K
13.2K $413K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-3.26K
- 22.01%
$20.6 - $20.71 $67.2K - $67.6K
11.6K $238K
HESM
Hess Midstream LP

Energy
-2.26K
- 24.73%
$34.2 - $37.9 $77.2K - $85.5K
6.87K $254K
GIS
General Mills Inc

Consumer Defensive
-245
- 5.72%
$62.78 - $74.62 $15.4K - $18.3K
4.04K $257K
VBK
Vanguard Small Cap Growth ETF

ETFs
-392
- 9.45%
$264.18 - $304.19 $104K - $119K
3.76K $1.05M
XLP
Consumer Staples Sector Spdr

ETFs
-741
- 8.27%
N/A
8.22K $625K
VNQ
Vanguard Specialized Funds Van

ETFs
-164
- 3.31%
$87.85 - $98.6 $14.4K - $16.2K
4.79K $426K
SNY
Sanofi

Healthcare
-30
- 0.52%
$45.89 - $57.31 $1.38K - $1.72K
5.71K $275K
EOG
Eog Resources Inc

Energy
-426
- 11.13%
$118.22 - $136.54 $50.4K - $58.2K
3.4K $416K
NOC
Northrop Grumman Corp

Industrials
-24
- 3.5%
$466.52 - $543.88 $11.2K - $13.1K
662 $310K
DEO
Diageo PLC

Consumer Defensive
-149
- 5.94%
$118.0 - $139.88 $17.6K - $20.8K
2.36K $299K
KMB
Kimberly Clark Corp

Consumer Defensive
-29
- 0.74%
$130.37 - $146.09 $3.78K - $4.24K
3.89K $510K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-159
- 4.64%
$106.56 - $113.11 $16.9K - $18K
3.27K $348K
ITW
Illinois Tool Works Inc

Industrials
-104
- 7.33%
$253.56 - $278.5 $26.4K - $29K
1.32K $333K
ENB
Enbridge Inc

Energy
-1.28K
- 14.45%
$40.4 - $43.92 $51.9K - $56.4K
7.6K $322K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-583
- 5.17%
$20.55 - $23.26 $12K - $13.6K
10.7K $225K
FANG
Diamondback Energy, Inc.

Energy
-50
- 1.6%
$153.06 - $199.5 $7.65K - $9.98K
3.07K $502K
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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