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
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-1.42K
- 5.09%
$43.65 - $46.42 $61.9K - $65.8K
26.4K $1.23M
IMKTA
Ingles Markets Inc

Consumer Defensive
-400
- 6.59%
$59.62 - $70.62 $23.8K - $28.2K
5.67K $394K
CSX
Csx Corp

Industrials
-1.5K
- 6.54%
$32.05 - $36.52 $48.1K - $54.8K
21.5K $761K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-28
- 0.31%
$70.77 - $73.59 $1.98K - $2.06K
8.96K $656K
K
Kellogg CO

Consumer Defensive
-13
- 0.18%
$76.96 - $82.02 $1K - $1.07K
7.36K $603K
MSI
Motorola Solutions, Inc.

Technology
-42
- 4.03%
$408.73 - $490.3 $17.2K - $20.6K
1K $457K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
-40
- 0.7%
$56.98 - $61.66 $2.28K - $2.47K
5.65K $345K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-103
- 1.07%
$62.44 - $65.87 $6.43K - $6.78K
9.56K $629K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
-25
- 0.29%
$50.16 - $55.21 $1.25K - $1.38K
8.72K $478K
XLY
Select Sector Spdr Consumer Di

ETFs
-708
- 8.14%
$216.09 - $242.18 $153K - $171K
7.99K $1.91M
BHP
Bhp Group LTD

Basic Materials
-636
- 7.74%
$48.67 - $56.22 $31K - $35.8K
7.58K $422K
VB
Vanguard Small Cap ETF

ETFs
-42
- 1.67%
$237.58 - $259.17 $9.98K - $10.9K
2.48K $630K
IWR
Ishares Russell Mid Cap ETF

ETFs
-7.95K
- 4.53%
$92.26 - $97.51 $733K - $775K
168K $16.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-328
- 3.74%
$135.0 - $146.02 $44.3K - $47.9K
8.45K $1.23M
HSY
Hershey CO

Consumer Defensive
-173
- 4.49%
$161.95 - $193.45 $28K - $33.5K
3.68K $688K
SHOP
Shopify Inc.

Technology
-424
- 12.17%
$112.11 - $157.12 $47.5K - $66.6K
3.06K $454K
LMT
Lockheed Martin Corp

Industrials
-32
- 1.47%
$410.74 - $499.21 $13.1K - $16K
2.15K $1.07M
VMI
Valmont Industries Inc

Industrials
-171
- 7.48%
$328.58 - $387.73 $56.2K - $66.3K
2.12K $820K
IWM
Ishares Russell 2000 ETF

ETFs
-3.26K
- 9.86%
$214.92 - $244.84 $700K - $797K
29.8K $7.21M
DFAI
Dimensional ETF Tr

ETFs
-215
- 0.43%
$34.05 - $36.55 $7.32K - $7.86K
50.1K $1.82M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-411
- 10.6%
$96.73 - $137.09 $39.8K - $56.3K
3.47K $459K
VGT
Vanguard Information Technolog

ETFs
-676
- 9.48%
$656.44 - $753.15 $444K - $509K
6.46K $4.82M
IYE
Ishares Tr

ETFs
-282
- 0.62%
$44.83 - $48.91 $12.6K - $13.8K
45.3K $2.15M
XLC
Select Sector Spdr Tr Communic

ETFs
-178
- 1.55%
$105.99 - $119.41 $18.9K - $21.3K
11.3K $1.34M
PSX
Phillips 66

Energy
-392
- 4.05%
$118.37 - $139.46 $46.4K - $54.7K
9.28K $1.26M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-124
- 0.19%
$101.12 - $106.18 $12.5K - $13.2K
63.8K $6.58M
ACWI
Ishares Msci Acwi ETF

ETFs
-188
- 1.04%
$128.32 - $138.41 $24.1K - $26K
17.8K $2.46M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-658
- 0.97%
$28.92 - $32.19 $19K - $21.2K
67.2K $2.14M
HEFA
Ishares Currency Hedged Msci E

ETFs
-2.11K
- 0.92%
$37.2 - $39.61 $78.6K - $83.7K
228K $9.04M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-390
- 0.32%
$58.7 - $62.94 $22.9K - $24.5K
121K $7.54M
IWD
Ishares Russell 1000 Val ETF

ETFs
-713
- 1.25%
$192.76 - $203.86 $137K - $145K
56.3K $11.5M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-60
- 0.13%
$121.46 - $130.92 $7.29K - $7.86K
47.7K $6.21M
DGRO
Ishares Core Dividend Growth E

ETFs
-563
- 0.48%
$64.12 - $68.08 $36.1K - $38.3K
117K $7.94M
VUG
Vanguard Growth ETF

ETFs
-282
- 1.93%
$433.97 - $484.08 $122K - $137K
14.3K $6.88M
IVE
Ishares S&P 500 Value ETF

ETFs
-62
- 0.14%
$194.44 - $206.51 $12.1K - $12.8K
43.8K $9.04M
ORCL
Oracle Corp

Technology
-631
- 5.88%
$218.96 - $328.33 $138K - $207K
10.1K $2.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.06K
- 0.25%
$24.46 - $26.5 $25.9K - $28K
425K $11.2M
TQQQ
Proshares Ultrapro Qqq

ETFs
-12K
- 11.94%
$80.89 - $104.72 $971K - $1.26M
88.5K $9.15M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-13.5K
- 0.97%
$21.69 - $23.34 $294K - $316K
1.38M $32.1M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-4.35K
- 3.39%
$420.11 - $472.68 $1.83M - $2.05M
124K $58M
NVDA
Nvidia Corp

Technology
-74.9K
- 10.22%
$153.3 - $186.58 $11.5M - $14M
658K $123M
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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