$607 Million is the total value of Avidian Wealth Solutions, LLC's 190 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABTX | ALLEGIANCE BANCSHARES INC | $1,081,000 | -3.7% | 33,681 | 0.0% | 0.18% | -33.1% | |
| THR | THERMON GROUP HLDGS INC | $1,056,000 | -10.4% | 45,959 | 0.0% | 0.17% | -37.6% | |
| EPM | EVOLUTION PETROLEUM CORP | $409,000 | -18.2% | 69,958 | 0.0% | 0.07% | -43.2% | |
| SCHG | SCHWAB STRATEGIC TRus lcap gr etf | $395,000 | +1.0% | 4,699 | 0.0% | 0.06% | -29.3% | |
| PHYS | SPROTT PHYSICAL GOLD TRUSTunit | $391,000 | +4.5% | 33,040 | 0.0% | 0.06% | -27.3% | |
| RIG | TRANSOCEAN LTD | $139,000 | -30.2% | 30,990 | 0.0% | 0.02% | -51.1% | |
| ACRX | ACELRX PHARMACEUTICALS INC | $139,000 | -12.6% | 63,000 | 0.0% | 0.02% | -39.5% | |
| CLIR | CLEARSIGN COMBUSTION CORP | $115,000 | +4.5% | 95,995 | 0.0% | 0.02% | -26.9% | |
| TXMD | THERAPEUTICSMD INC | $58,000 | +41.5% | 15,873 | 0.0% | 0.01% | 0.0% | |
| FAX | ABERDEEN ASIA PACIFIC INCOM | $54,000 | 0.0% | 12,888 | 0.0% | 0.01% | -30.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
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.