Avidian Wealth Solutions, LLC ETFs

Avidian Wealth Solutions, LLC

$2.51 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SHY Ishares Barclays 1 3 Year Trea	$0	$348,000 0.01% of portfolio	4,195	Q3 2025 Reduced 0.1%
AIQ Global X Funds Global X Artifi	$0	$346,000 0.01% of portfolio	7,018	Q3 2025 New
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$345,000 0.01% of portfolio	5,654	Q3 2025 Reduced 0.7%
USHY Ishares Tr Broad Usd High Yiel	$0	$341,000 0.01% of portfolio	9,045	Q3 2025 Reduced 29.64%
VIOO Vanguard S&P Small Cap 600 ETF	$0	$333,000 0.01% of portfolio	3,022	Q2 2025 Reduced 11.53%
JNK Spdr Bloomberg High Yield Bond	$0	$328,000 0.01% of portfolio	3,352	Q1 2025 Reduced 5.87%
VNQ Vanguard Specialized Funds Van	$0	$322,000 0.01% of portfolio	3,529	Q3 2025 Reduced 26.29%
IBB Ishares Biotechnology ETF	$0	$304,000 0.01% of portfolio	2,112	Q2 2025 Reduced 15.38%
DVY Ishares Tr	$0	$300,000 0.01% of portfolio	2,113	Q3 2025 Reduced 11.66%

VDC Vanguard Consumer Staples ETF	$0	$299,000 0.01% of portfolio	1,401	Q3 2025 Reduced 0.43%
DFUS Dimensional ETF Tr U S Equity	$0	$298,000 0.01% of portfolio	4,123	Q3 2025 Added 0.02%
EMB Ishares Tr	$0	$296,000 0.01% of portfolio	3,111	Q3 2025 Reduced 2.45%
SDY Spdr Series Tr Spdr S&P Divide	$0	$278,000 0.01% of portfolio	1,990	Q3 2025 Added 0.25%
BOND Pimco Active Bond Exchange Tra	$0	$256,000 0.01% of portfolio	2,746	Q3 2025 Added 0.15%
FDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$255,000 0.01% of portfolio	5,188	Q3 2025 Reduced 21.37%
PRF Invesco Exchange Traded Fd Tr	$0	$251,000 0.01% of portfolio	5,554	Q3 2025 Added 12.7%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$249,000 0.01% of portfolio	9,778	Q3 2025 Added 3.71%
SCHE Schwab Strategic Tr Us Emergin	$0	$249,000 0.01% of portfolio	7,481	Q3 2025 Added 3.03%

IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$247,000 0.01% of portfolio	10,970	Q2 2025 New
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$245,000 0.01% of portfolio	10,708	Q2 2025 New
GOVT Ishares U.S. Treasury Bond ETF	$0	$245,000 0.01% of portfolio	10,617	Q3 2025 Added 1.91%
IBMP Ishares Tr Ibonds December 202	$0	$241,000 0.01% of portfolio	9,481	Q3 2025 Added 9.53%
IBMO Ishares Tr Ibonds December 202	$0	$240,000 0.01% of portfolio	9,373	Q3 2025 Added 9.57%
SCHP Schwab Strategic Us Tips ETF	$0	$237,000 0.01% of portfolio	8,831	Q3 2025 Reduced 6.9%
IUSG Ishares Core S&P U.S Growth Et	$0	$237,000 0.01% of portfolio	1,444	Q3 2025 Added 0.14%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$225,000 0.01% of portfolio	4,961	Q2 2025 New
SKYY First Trust Cloud Computing Et	$0	$225,000 0.01% of portfolio	1,679	Q3 2025 New
MEAR Blackrock Short Maturity Munic	$0	$211,000 0.01% of portfolio	4,184	Q2 2025 New
BITQ Exchange Traded Concepts Tr Bi	$0	$205,000 0.01% of portfolio	8,207	Q3 2025 New
FVAL Fidelity Covington Tr Value Fa	$0	$204,000 0.01% of portfolio	2,966	Q3 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$203,000 0.01% of portfolio	4,656	Q3 2025 New
AVDV American Centy ETF Tr Avantis	$0	$202,000 0.01% of portfolio	2,278	Q3 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$200,000 0.01% of portfolio	4,397	Q3 2025 New
RYH Invesco S&P 500 Equal Weight H	$0	$0 0.0% of portfolio	15,640	Q1 2025 Reduced 6.01%

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