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
IEMG
Ishares Inc

ETFs
-638
- 0.64%
N/A
99.5K $5.34M
HPQ
Hp Inc

Technology
-177
- 2.29%
$32.46 - $39.3 $5.75K - $6.96K
7.56K $246K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-82
- 1.93%
$58.88 - $64.8 $4.83K - $5.31K
4.17K $245K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-23
- 0.79%
$99.04 - $109.59 $2.28K - $2.52K
2.88K $286K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-31
- 14.55%
$1146.59 - $1270.6 $35.5K - $39.4K
182 $215K
FDLO
Fidelity Covington Tr Low Vola

ETFs
-364
- 4.46%
$60.24 - $63.08 $21.9K - $23K
7.81K $472K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-11
- 0.27%
$101.82 - $114.06 $1.12K - $1.25K
4K $413K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-387
- 4.27%
$65.67 - $69.79 $25.4K - $27K
8.68K $581K
SHW
Sherwin Williams CO

Basic Materials
-1
- 0.16%
$338.75 - $399.71 $339 - $400
631 $214K
SUN
Sunoco LP

Energy
-204
- 2.9%
$50.8 - $56.82 $10.4K - $11.6K
6.84K $351K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-96
- 0.43%
$126.68 - $134.74 $12.2K - $12.9K
22.4K $2.86M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-66
- 1.56%
$134.53 - $150.65 $8.88K - $9.94K
4.16K $563K
ORCC
Owl Rock Capital Corp

Financial Services
-1.86K
- 15.61%
N/A
10K $134K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-196
- 2.24%
$49.28 - $52.29 $9.66K - $10.2K
8.56K $423K
XLU
Utilities Sector Spdr

ETFs
-23
- 0.55%
$74.89 - $82.93 $1.72K - $1.91K
4.18K $316K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-203
- 4.61%
$81.68 - $82.93 $16.6K - $16.8K
4.2K $344K
BTO
John Hancock Financial Opportunities Fund

Financial Services
-1.32K
- 12.61%
$31.82 - $39.45 $42K - $52.1K
9.14K $326K
SPVU
Invesco ETF Tr Ii S&P 500 Enha

ETFs
-296
- 3.49%
$48.65 - $54.12 $14.4K - $16K
8.19K $402K
WELL
Welltower Inc.

Real Estate
-117
- 4.73%
$123.11 - $139.3 $14.4K - $16.3K
2.36K $297K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-362
- 7.25%
$65.31 - $74.15 $23.6K - $26.8K
4.63K $312K
EMB
Ishares Tr

ETFs
-70
- 2.76%
$88.94 - $93.46 $6.23K - $6.54K
2.47K $219K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-415
- 3.13%
$34.25 - $37.94 $14.2K - $15.7K
12.9K $467K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-41
- 0.49%
$70.12 - $75.48 $2.87K - $3.09K
8.39K $592K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-333
- 3.7%
$124.26 - $134.12 $41.4K - $44.7K
8.67K $1.12M
SLG
Sl Green Realty Corp

Real Estate
-94
- 1.66%
$66.24 - $81.13 $6.23K - $7.63K
5.58K $378K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-15
- 1.35%
$209.89 - $233.24 $3.15K - $3.5K
1.1K $232K
VIG
Vanguard Dividend Appreciation

ETFs
-75
- 2.11%
N/A
3.48K $634K
RDVY
First Trust Rising Dividend Ac

ETFs
-182
- 3.13%
$58.65 - $64.37 $10.7K - $11.7K
5.64K $333K
TXN
Texas Instruments Inc

Technology
-54
- 1.05%
N/A
5.08K $987K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-220
- 0.38%
N/A
57.5K $1.81M
DIS
Walt Disney CO

Communication Services
-2.93K
- 13.85%
$92.39 - $117.6 $271K - $344K
18.2K $2.03M
K
Kellogg CO

Consumer Defensive
-54
- 0.72%
$80.34 - $81.29 $4.34K - $4.39K
7.5K $606K
INTU
Intuit Inc

Technology
-10
- 1.5%
$602.01 - $706.25 $6.02K - $7.06K
657 $412K
CGMU
Capital Group Core Plus Income
-3.06K
- 9.98%
N/A
27.6K $0
VMI
Valmont Industries Inc

Industrials
-140
- 5.53%
$287.0 - $352.14 $40.2K - $49.3K
2.39K $733K
Bunge Global Sa
-2.53K
- 46.21%
N/A
2.95K $0
Noble Corp PLC
-75
- 0.01%
N/A
1.31M $0
IXN
Ishares Global Information Tec

ETFs
-147
- 1.08%
$80.67 - $87.84 $11.9K - $12.9K
13.4K $1.14M
HON
Honeywell International Inc

Industrials
-428
- 6.99%
$202.84 - $236.0 $86.8K - $101K
5.7K $1.29M
TRGP
Targa Resources Corp.

Energy
-183
- 10.19%
$150.58 - $207.69 $27.6K - $38K
1.61K $287K
T
At&T Inc.

Communication Services
-861
- 1.49%
$21.22 - $23.88 $18.3K - $20.6K
57K $1.3M
VGT
Vanguard Information Technolog

ETFs
-348
- 4.76%
$571.78 - $647.97 $199K - $225K
6.96K $4.33M
SHOP
Shopify Inc.

Technology
-451
- 11.66%
$78.14 - $119.49 $35.2K - $53.9K
3.42K $363K
DASH
Door Dash, Inc.

Communication Services
-6
- 0.27%
$141.93 - $180.48 $852 - $1.08K
2.21K $370K
XLC
Select Sector Spdr Tr Communic

ETFs
-104
- 0.99%
$89.66 - $102.16 $9.32K - $10.6K
10.4K $1.01M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.16K
- 1.58%
$49.03 - $53.35 $57.1K - $62.1K
72.4K $3.71M
ET
Energy Transfer LP

Energy
-16.1K
- 13.56%
$16.05 - $19.86 $259K - $320K
103K $2.01M
XLY
Select Sector Spdr Consumer Di

ETFs
-542
- 5.66%
$194.8 - $239.43 $106K - $130K
9.04K $2.03M
CSCO
Cisco Systems, Inc.

Technology
-645
- 2.61%
$52.45 - $60.02 $33.8K - $38.7K
24.1K $1.43M
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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