$256 Million is the total value of Avidian Wealth Solutions, LLC's 42 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
KSM | Exit | DWS STRATEGIC MUN INCOME TR | $0 | – | -10,385 | -100.0% | -0.05% | – |
IYJ | Exit | ISHARESu.s. inds etf | $0 | – | -1,984 | -100.0% | -0.08% | – |
IYW | Exit | ISHARESu.s. tech etf | $0 | – | -3,601 | -100.0% | -0.13% | – |
OIH | Exit | MARKET VECTORS ETF TRoil svcs etf | $0 | – | -6,172 | -100.0% | -0.13% | – |
PAA | Exit | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $0 | – | -8,079 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-14
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.