$704 Million is the total value of Avidian Wealth Solutions, LLC's 231 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 50.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $77,029,000 | +11.3% | 470,777 | +2.7% | 10.95% | -4.0% |
| IEFA | Buy | ISHARES TRcore msci eafe | $63,991,000 | +14.9% | 980,861 | +7.5% | 9.09% | -0.9% |
| QUAL | Buy | ISHARES TRusa quality fctr | $48,062,000 | +13.2% | 475,863 | +3.6% | 6.83% | -2.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $43,999,000 | +2.0% | 391,557 | +2.7% | 6.25% | -12.0% |
| SPLV | Buy | INVESCO EXCHNG TRADED FD TRs&p500 low vol | $42,511,000 | +4.1% | 728,681 | +3.3% | 6.04% | -10.2% |
| IEMG | Buy | ISHARES INCcore msci emkt | $31,555,000 | +15.3% | 586,962 | +5.1% | 4.48% | -0.6% |
| SRLN | Buy | SSGA ACTIVE ETF TRblkstn gsosrln | $21,176,000 | +5.1% | 454,624 | +4.6% | 3.01% | -9.3% |
| VTIP | Buy | VANGUARD MALVERN FDSstrm infproidx | $19,673,000 | +4.4% | 399,216 | +3.9% | 2.80% | -9.9% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $19,261,000 | +11.6% | 109,486 | +1.2% | 2.74% | -3.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $15,645,000 | +17.2% | 153,594 | +3.7% | 2.22% | +1.1% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $15,513,000 | +7.6% | 261,872 | +3.1% | 2.20% | -7.2% |
| EWZ | Buy | ISHARES INCmsci brazil etf | $15,466,000 | +16.4% | 325,948 | +3.4% | 2.20% | +0.5% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $13,174,000 | +15.4% | 144,243 | +15.3% | 1.87% | -0.4% |
| SPHD | Buy | INVESCO EXCHNG TRADED FD TRs&p500 hdl vol | $10,442,000 | +21.1% | 237,162 | +17.2% | 1.48% | +4.4% |
| VTEB | Buy | VANGUARD MUN BD FD INCtax exempt bd | $8,665,000 | +10.4% | 161,834 | +10.5% | 1.23% | -4.8% |
| XOM | Buy | EXXON MOBIL CORP | $8,421,000 | +13.1% | 120,678 | +14.4% | 1.20% | -2.4% |
| IWR | Buy | ISHARES TRrus mid cap etf | $6,537,000 | +9.6% | 109,641 | +2.8% | 0.93% | -5.5% |
| VWOB | New | VANGUARD WHITEHALL FDS INCemerg mkt bd etf | $6,431,000 | – | 78,996 | +100.0% | 0.91% | – |
| IWM | Buy | ISHARES TRrussell 2000 etf | $6,070,000 | +12.7% | 36,640 | +3.0% | 0.86% | -2.7% |
| FPE | New | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $5,900,000 | – | 293,961 | +100.0% | 0.84% | – |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,476,000 | +56.5% | 16,942 | +44.6% | 0.78% | +35.1% |
| TH | Buy | TARGET HOSPITALITY CORP | $5,333,000 | +750.6% | 1,066,612 | +1058.3% | 0.76% | +635.9% |
| VBTX | New | VERITEX HLDGS INC | $5,208,000 | – | 178,788 | +100.0% | 0.74% | – |
| MSFT | Buy | MICROSOFT CORP | $5,192,000 | +47.0% | 32,924 | +29.6% | 0.74% | +26.8% |
| SUB | Buy | ISHARES TRshrt nat mun etf | $5,007,000 | +4.9% | 46,893 | +4.7% | 0.71% | -9.4% |
| HYMB | Buy | SPDR SERIES TRUSTnuveen bbg brcly | $4,302,000 | +7.5% | 72,907 | +8.2% | 0.61% | -7.3% |
| DIA | Buy | SPDR DOW JONES INDL AVRG ETFut ser 1 | $4,228,000 | +14.2% | 14,828 | +7.8% | 0.60% | -1.5% |
| AAPL | Buy | APPLE INC | $4,197,000 | +47.6% | 14,292 | +12.6% | 0.60% | +27.4% |
| DGRO | Buy | ISHARES TRcore div grwth | $3,669,000 | +19.4% | 87,223 | +11.1% | 0.52% | +3.0% |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $3,604,000 | – | 100,018 | +100.0% | 0.51% | – |
| CBTX | New | CBTX INC | $3,553,000 | – | 114,161 | +100.0% | 0.50% | – |
| DOL | Buy | WISDOMTREE TRintl lrgcap dv | $3,161,000 | +23.7% | 64,520 | +16.0% | 0.45% | +6.7% |
| GLD | Buy | SPDR GOLD TRUST | $2,650,000 | +3.2% | 18,543 | +0.3% | 0.38% | -10.9% |
| INTC | Buy | INTEL CORP | $2,397,000 | +16.9% | 40,056 | +0.6% | 0.34% | +0.9% |
| XLC | Buy | SELECT SECTOR SPDR TR | $2,069,000 | +106.3% | 38,580 | +90.6% | 0.29% | +78.2% |
| COP | Buy | CONOCOPHILLIPS | $1,956,000 | +33.5% | 30,083 | +2.5% | 0.28% | +15.4% |
| FB | Buy | FACEBOOK INCcl a | $1,806,000 | +47.8% | 8,800 | +28.3% | 0.26% | +27.9% |
| MDT | Buy | MEDTRONIC PLC | $1,766,000 | +8.8% | 15,569 | +4.2% | 0.25% | -6.0% |
| ITOT | Buy | ISHARES TRcore s&p ttl stk | $1,751,000 | +12.2% | 24,082 | +3.5% | 0.25% | -3.1% |
| GOVT | Buy | ISHARES TRus treas bd etf | $1,706,000 | +25.7% | 65,779 | +27.6% | 0.24% | +8.0% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,641,000 | +17.0% | 11,251 | +3.8% | 0.23% | +0.9% |
| RDIV | Buy | INVESCO EXCHNG TRADED FD TRs&p ultra divide | $1,625,000 | +5.0% | 41,179 | +0.3% | 0.23% | -9.4% |
| MUB | Buy | ISHARES TRnational mun etf | $1,526,000 | +219.2% | 13,397 | +219.7% | 0.22% | +174.7% |
| CL | Buy | COLGATE PALMOLIVE CO | $1,390,000 | +344.1% | 20,188 | +373.7% | 0.20% | +280.8% |
| USMV | Buy | ISHARES TRmsci min vol etf | $1,362,000 | +26.1% | 20,766 | +23.2% | 0.19% | +9.0% |
| PEP | Buy | PEPSICO INC | $1,354,000 | +15.0% | 9,909 | +15.4% | 0.19% | -1.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,298,000 | +53.4% | 9,311 | +29.5% | 0.18% | +32.4% |
| LDOS | New | LEIDOS HLDGS INC | $1,288,000 | – | 13,158 | +100.0% | 0.18% | – |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $1,099,000 | +12.9% | 5,341 | +6.1% | 0.16% | -2.5% |
| MCD | Buy | MCDONALDS CORP | $1,093,000 | +37.8% | 5,531 | +49.7% | 0.16% | +18.3% |
| ABBV | Buy | ABBVIE INC | $1,047,000 | +18.4% | 11,820 | +1.3% | 0.15% | +2.1% |
| ABT | Buy | ABBOTT LABS | $983,000 | +26.3% | 11,317 | +21.7% | 0.14% | +9.4% |
| MBB | Buy | ISHARES TRmbs etf | $973,000 | +72.5% | 9,002 | +73.0% | 0.14% | +48.4% |
| PG | Buy | PROCTER & GAMBLE CO | $960,000 | +3.7% | 7,685 | +3.2% | 0.14% | -11.1% |
| HD | Buy | HOME DEPOT INC | $931,000 | +24.3% | 4,265 | +32.1% | 0.13% | +7.3% |
| XLF | Buy | SELECT SECTOR SPDR TRsbi int-finl | $891,000 | +216.0% | 28,954 | +187.5% | 0.13% | +176.1% |
| V | Buy | VISA INC | $877,000 | +29.4% | 4,668 | +18.5% | 0.12% | +11.6% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $848,000 | +21.0% | 634 | +10.3% | 0.12% | +5.2% |
| TXN | Buy | TEXAS INSTRS INC | $846,000 | +34.9% | 6,594 | +35.8% | 0.12% | +16.5% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $827,000 | +23.2% | 15,012 | +23.8% | 0.12% | +6.3% |
| RDSA | Buy | ROYAL DUTCH SHELL PLCspons adr a | $816,000 | +11.5% | 13,835 | +11.3% | 0.12% | -4.1% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $785,000 | +14.4% | 586 | +4.3% | 0.11% | -0.9% |
| IXN | Buy | ISHARES TRglobal tech etf | $784,000 | +31.1% | 3,726 | +15.2% | 0.11% | +13.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $764,000 | +13.4% | 3,374 | +4.2% | 0.11% | -1.8% |
| KO | Buy | COCA COLA CO | $744,000 | +16.6% | 13,450 | +14.7% | 0.11% | +1.0% |
| GPS | Buy | GAP INC | $714,000 | +279.8% | 40,402 | +273.7% | 0.10% | +225.8% |
| CSCO | Buy | CISCO SYS INC | $701,000 | +48.2% | 14,620 | +52.8% | 0.10% | +28.2% |
| FDS | New | FACTSET RESH SYS INC | $694,000 | – | 2,586 | +100.0% | 0.10% | – |
| PFE | Buy | PFIZER INC | $684,000 | +42.2% | 17,446 | +30.4% | 0.10% | +22.8% |
| HAL | Buy | HALLIBURTON CO | $677,000 | +104.5% | 27,650 | +57.6% | 0.10% | +74.5% |
| NEAR | Buy | ISHARES US ETF TRsht mat bd etf | $645,000 | +11.0% | 12,843 | +11.3% | 0.09% | -4.2% |
| HON | Buy | HONEYWELL INTL INC | $641,000 | +46.0% | 3,624 | +39.6% | 0.09% | +26.4% |
| SYY | Buy | SYSCO CORP | $629,000 | +12.9% | 7,349 | +4.8% | 0.09% | -3.3% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $625,000 | +75.6% | 10,181 | +72.4% | 0.09% | +50.8% |
| TGT | Buy | TARGET CORP | $613,000 | +24.8% | 4,779 | +4.0% | 0.09% | +7.4% |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $598,000 | – | 3,998 | +100.0% | 0.08% | – |
| IGIB | Buy | ISHARES TRintrm tr crp etf | $576,000 | +53.2% | 9,940 | +53.3% | 0.08% | +32.3% |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $579,000 | – | 11,386 | +100.0% | 0.08% | – |
| NKE | New | NIKE INCcl b | $569,000 | – | 5,621 | +100.0% | 0.08% | – |
| NEE | Buy | NEXTERA ENERGY INC | $535,000 | +98.1% | 2,211 | +90.8% | 0.08% | +72.7% |
| PLNT | New | PLANET FITNESS INCcl a | $525,000 | – | 7,024 | +100.0% | 0.08% | – |
| ALSN | New | ALLISON TRANSMISSION HLDGS I | $529,000 | – | 10,947 | +100.0% | 0.08% | – |
| ITI | New | ITERIS INC | $515,000 | – | 103,300 | +100.0% | 0.07% | – |
| PFXF | Buy | VANECK VECTORS ETF TRUSTpfd secs ex finl | $500,000 | +27.2% | 24,723 | +27.5% | 0.07% | +9.2% |
| SBUX | Buy | STARBUCKS CORP | $493,000 | +39.7% | 5,602 | +40.4% | 0.07% | +20.7% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $481,000 | +38.2% | 5,249 | +21.5% | 0.07% | +19.3% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $455,000 | +10.4% | 4,231 | +5.5% | 0.06% | -4.4% |
| DIS | Buy | DISNEY WALT CO | $455,000 | +34.6% | 3,146 | +21.3% | 0.06% | +16.1% |
| NVS | Buy | NOVARTIS A Gsponsored adr | $454,000 | +21.7% | 4,797 | +11.8% | 0.06% | +6.6% |
| TRN | New | TRINITY INDS INC | $455,000 | – | 20,522 | +100.0% | 0.06% | – |
| HSY | Buy | HERSHEY CO | $456,000 | -2.1% | 3,100 | +3.0% | 0.06% | -15.6% |
| BNDX | Buy | VANGUARD CHARLOTTE FDSintl bd idx etf | $452,000 | +121.6% | 7,982 | +130.7% | 0.06% | +88.2% |
| KMB | Buy | KIMBERLY CLARK CORP | $443,000 | +3.0% | 3,218 | +6.3% | 0.06% | -11.3% |
| BAC | Buy | BANK AMER CORP | $446,000 | +37.2% | 12,653 | +13.5% | 0.06% | +16.7% |
| SHOP | New | SHOPIFY INCcl a | $445,000 | – | 1,119 | +100.0% | 0.06% | – |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $443,000 | +19.4% | 9,968 | +8.2% | 0.06% | +3.3% |
| USNA | New | USANA HEALTH SCIENCES INC | $439,000 | – | 5,592 | +100.0% | 0.06% | – |
| HLF | New | HERBALIFE NUTRITION LTD | $434,000 | – | 9,110 | +100.0% | 0.06% | – |
| SHV | Buy | ISHARES TRshort treas bd | $428,000 | +8.4% | 3,877 | +8.6% | 0.06% | -6.2% |
| WM | Buy | WASTE MGMT INC DEL | $432,000 | +21.3% | 3,791 | +22.4% | 0.06% | +3.4% |
| GE | Buy | GENERAL ELECTRIC CO | $421,000 | +125.1% | 37,715 | +80.5% | 0.06% | +93.5% |
| BA | Buy | BOEING CO | $417,000 | +43.3% | 1,280 | +67.3% | 0.06% | +22.9% |
| MRO | New | MARATHON OIL CORP | $409,000 | – | 30,132 | +100.0% | 0.06% | – |
| LLY | Buy | LILLY ELI & CO | $405,000 | +70.9% | 3,083 | +45.6% | 0.06% | +48.7% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $392,000 | +75.8% | 8,716 | +76.4% | 0.06% | +51.4% |
| SNY | Buy | SANOFIsponsored adr | $396,000 | +14.1% | 7,897 | +5.4% | 0.06% | -1.8% |
| TFC | New | TRUIST FINL CORP | $393,000 | – | 6,978 | +100.0% | 0.06% | – |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $384,000 | +86.4% | 2,251 | +76.5% | 0.06% | +61.8% |
| K | Buy | KELLOGG CO | $374,000 | +9.4% | 5,409 | +1.7% | 0.05% | -5.4% |
| CCI | New | CROWN CASTLE INTL CORP NEW | $369,000 | – | 2,599 | +100.0% | 0.05% | – |
| F | Buy | FORD MTR CO DEL | $369,000 | +110.9% | 39,664 | +108.2% | 0.05% | +79.3% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $360,000 | +19.2% | 7,775 | +5.6% | 0.05% | +2.0% |
| MA | Buy | MASTERCARD INCcl a | $356,000 | +65.6% | 1,191 | +50.4% | 0.05% | +45.7% |
| WSC | Buy | WILLSCOT CORP | $357,000 | +23.1% | 19,282 | +3.8% | 0.05% | +6.2% |
| JBSS | New | SANFILIPPO JOHN B & SON INC | $359,000 | – | 3,935 | +100.0% | 0.05% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $349,000 | +8.0% | 16,497 | +5.1% | 0.05% | -5.7% |
| DVY | Buy | ISHARES TRselect divid etf | $354,000 | +3.8% | 3,347 | +0.1% | 0.05% | -10.7% |
| USIG | New | ISHARES TRusd inv grde etf | $345,000 | – | 5,911 | +100.0% | 0.05% | – |
| ED | Buy | CONSOLIDATED EDISON INC | $347,000 | -2.0% | 3,834 | +2.2% | 0.05% | -15.5% |
| LMT | New | LOCKHEED MARTIN CORP | $344,000 | – | 884 | +100.0% | 0.05% | – |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $338,000 | -6.9% | 2,520 | +1.0% | 0.05% | -20.0% |
| UN | Buy | UNILEVER N V | $339,000 | +5.9% | 5,894 | +10.7% | 0.05% | -9.4% |
| PSX | Buy | PHILLIPS 66 | $330,000 | +38.1% | 2,966 | +27.1% | 0.05% | +20.5% |
| CAH | Buy | CARDINAL HEALTH INC | $331,000 | +16.1% | 6,536 | +8.3% | 0.05% | 0.0% |
| BUD | Buy | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $330,000 | -9.8% | 4,022 | +4.6% | 0.05% | -21.7% |
| IJR | Buy | ISHARES TRcore s&p scp etf | $323,000 | +15.4% | 3,856 | +7.3% | 0.05% | 0.0% |
| APD | New | AIR PRODS & CHEMS INC | $322,000 | – | 1,368 | +100.0% | 0.05% | – |
| MS | Buy | MORGAN STANLEY | $316,000 | +22.5% | 6,173 | +2.1% | 0.04% | +7.1% |
| BTI | Buy | BRITISH AMERN TOB PLCsponsored adr | $313,000 | +17.7% | 7,383 | +2.4% | 0.04% | 0.0% |
| BBEU | New | JP MORGAN EXCHANGE TRADED FDbetbuld europe | $313,000 | – | 12,244 | +100.0% | 0.04% | – |
| BLK | New | BLACKROCK INC | $301,000 | – | 599 | +100.0% | 0.04% | – |
| PAYX | New | PAYCHEX INC | $305,000 | – | 3,587 | +100.0% | 0.04% | – |
| AMGN | New | AMGEN INC | $302,000 | – | 1,251 | +100.0% | 0.04% | – |
| WEC | New | WEC ENERGY GROUP INC | $305,000 | – | 3,305 | +100.0% | 0.04% | – |
| ACA | New | ARCOSA INC | $293,000 | – | 6,582 | +100.0% | 0.04% | – |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $297,000 | +0.7% | 2,194 | +6.6% | 0.04% | -14.3% |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $282,000 | – | 1,331 | +100.0% | 0.04% | – |
| NOC | Buy | NORTHROP GRUMMAN CORP | $280,000 | +8.5% | 814 | +18.5% | 0.04% | -4.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $276,000 | +23.2% | 3,249 | +10.2% | 0.04% | +5.4% |
| DHR | Buy | DANAHER CORPORATION | $265,000 | +6.4% | 1,726 | +0.1% | 0.04% | -7.3% |
| LUV | New | SOUTHWEST AIRLS CO | $266,000 | – | 4,935 | +100.0% | 0.04% | – |
| ACN | New | ACCENTURE PLC IRELAND | $265,000 | – | 1,260 | +100.0% | 0.04% | – |
| ADBE | New | ADOBE INC | $258,000 | – | 782 | +100.0% | 0.04% | – |
| WFC | New | WELLS FARGO CO NEW | $254,000 | – | 4,718 | +100.0% | 0.04% | – |
| MMM | New | 3M CO | $252,000 | – | 1,427 | +100.0% | 0.04% | – |
| LQD | Buy | ISHARES TRiboxx inv cp etf | $250,000 | +1.6% | 1,956 | +1.5% | 0.04% | -12.2% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $251,000 | +19.0% | 1,803 | +13.5% | 0.04% | +2.9% |
| UNH | New | UNITEDHEALTH GROUP INC | $244,000 | – | 832 | +100.0% | 0.04% | – |
| USB | New | US BANCORP DEL | $243,000 | – | 4,094 | +100.0% | 0.04% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $240,000 | – | 2,154 | +100.0% | 0.03% | – |
| AVGO | New | BROADCOM INC | $241,000 | – | 763 | +100.0% | 0.03% | – |
| ARCH | New | ARCH COAL INCcl a | $237,000 | – | 3,308 | +100.0% | 0.03% | – |
| XEL | New | XCEL ENERGY INC | $237,000 | – | 3,734 | +100.0% | 0.03% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $232,000 | – | 1,452 | +100.0% | 0.03% | – |
| ACWI | New | ISHARES TRmsci acwi etf | $229,000 | – | 2,894 | +100.0% | 0.03% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $226,000 | – | 12,693 | +100.0% | 0.03% | – |
| SCHR | New | SCHWAB STRATEGIC TRintrm trm tres | $223,000 | – | 4,066 | +100.0% | 0.03% | – |
| EQIX | Buy | EQUINIX INC | $223,000 | +3.2% | 382 | +1.9% | 0.03% | -11.1% |
| WMT | Buy | WALMART INC | $226,000 | +4.6% | 1,902 | +4.3% | 0.03% | -11.1% |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $225,000 | – | 920 | +100.0% | 0.03% | – |
| ECL | New | ECOLAB INC | $216,000 | – | 1,121 | +100.0% | 0.03% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $220,000 | – | 1,470 | +100.0% | 0.03% | – |
| SRE | New | SEMPRA ENERGY | $212,000 | – | 1,397 | +100.0% | 0.03% | – |
| CVS | New | CVS HEALTH CORP | $207,000 | – | 2,782 | +100.0% | 0.03% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $202,000 | – | 4,006 | +100.0% | 0.03% | – |
| BBCA | New | JP MORGAN EXCHANGE TRADED FDbetabuldrs cda | $200,000 | – | 7,700 | +100.0% | 0.03% | – |
| SPY | New | SPDR S&P 500 ETF TRput | $15,000 | – | 15,500 | +100.0% | 0.00% | – |
| ZBH | New | ZIMMER BIOMET HLDGS INCput | $0 | – | 1,200 | +100.0% | 0.00% | – |
| COP | New | CONOCOPHILLIPSput | $2,000 | – | 3,900 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INCput | $0 | – | 800 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SELECT SECTOR SPDR TR | 43 | Q2 2024 | 14.9% |
| SELECT SECTOR SPDR TR | 43 | Q2 2024 | 14.0% |
| SELECT SECTOR SPDR TR | 43 | Q2 2024 | 9.9% |
| SELECT SECTOR SPDR TR | 42 | Q2 2024 | 8.2% |
| EXXON MOBIL CORP | 42 | Q2 2024 | 2.3% |
| SCHLUMBERGER LTD | 42 | Q2 2024 | 0.6% |
| CONOCOPHILLIPS | 41 | Q2 2024 | 0.7% |
| HALLIBURTON CO | 41 | Q2 2024 | 0.4% |
| SELECT SECTOR SPDR TR | 40 | Q2 2024 | 18.2% |
| APPLE INC | 40 | Q2 2024 | 5.5% |
View Avidian Wealth Solutions, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-12 |
| 13F-HR | 2024-08-06 |
| 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 |
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.