$109 Million is the total value of Avidian Wealth Solutions, LLC's 28 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2013 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 40 | Q3 2023 | 14.9% |
| SELECT SECTOR SPDR TR | 40 | Q3 2023 | 14.0% |
| SELECT SECTOR SPDR TR | 40 | Q3 2023 | 9.9% |
| SELECT SECTOR SPDR TR | 39 | Q3 2023 | 8.2% |
| EXXON MOBIL CORP | 39 | Q3 2023 | 2.3% |
| SCHLUMBERGER LTD | 39 | Q3 2023 | 0.6% |
| CONOCOPHILLIPS | 38 | Q3 2023 | 0.7% |
| HALLIBURTON CO | 38 | Q3 2023 | 0.4% |
| SELECT SECTOR SPDR TR | 37 | Q3 2023 | 18.2% |
| APPLE INC | 37 | Q3 2023 | 5.5% |
View Avidian Wealth Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-03 |
| 13F-HR | 2022-07-29 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-14 |
View Avidian Wealth Solutions, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.