$423 Million is the total value of Avidian Wealth Solutions, LLC's 146 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| THR | THERMON GROUP HLDGS INC | $1,179,000 | +4.7% | 45,959 | 0.0% | 0.28% | +11.6% | |
| EPM | EVOLUTION PETROLEUM CORP | $500,000 | +5.9% | 69,958 | 0.0% | 0.12% | +12.4% | |
| COST | COSTCO WHSL CORP NEW | $405,000 | +9.2% | 1,532 | 0.0% | 0.10% | +17.1% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $391,000 | +4.8% | 4,699 | 0.0% | 0.09% | +10.8% | |
| PHYS | SPROTT PHYSICAL GOLD TRUSTunit | $374,000 | +8.4% | 33,040 | 0.0% | 0.09% | +14.3% | |
| MYI | BLACKROCK MUNIYIELD QLTY FD | $310,000 | +2.0% | 23,522 | 0.0% | 0.07% | +7.4% | |
| VUG | VANGUARD INDEX FDSgrowth etf | $243,000 | +4.3% | 1,490 | 0.0% | 0.06% | +9.6% | |
| FAX | ABERDEEN ASIA PACIFIC INCOM | $54,000 | -1.8% | 12,888 | 0.0% | 0.01% | +8.3% | |
| TXMD | THERAPEUTICSMD INC | $41,000 | -46.8% | 15,873 | 0.0% | 0.01% | -41.2% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
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.