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Streettalk Advisors

Latest statistics and disclosures from Avidian Wealth Solutions's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, NVDA, IEFA, SPLG, NE, and represent 35.90% of Avidian Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$111M), NE (+$64M), EMXC (+$54M), IJH (+$49M), SMCI (+$40M), IEFA (+$28M), SCHR (+$23M), VTEB (+$19M), TFI (+$16M), USIG (+$11M).
Started 55 new stock positions in AVLV, VRTX, BSL, VONV, DOW, TOL, TSCO, CRM, LAMR, AMAT.
Reduced shares in these 10 stocks: IEMG (-$59M), SUB (-$13M), VWO (-$11M), SCHP (-$11M), BBCA (-$11M), SCHO (-$10M), MLN (-$9.9M), XLK (-$6.1M), FFLC (-$5.9M), AVUS (-$5.7M).
Sold out of its positions in CAG, ERX, FPEI, Flame Acquisition Corp, GLP, TBLL, OEF, ILF, IYR, HDV.
Avidian Wealth Solutions was a net buyer of stock by $335M.
Avidian Wealth Solutions has $2.1B in assets under management (AUM), dropping by 26.81%.
Central Index Key (CIK): 0001471474

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Portfolio Holdings for Avidian Wealth Solutions

Avidian Wealth Solutions holds 439 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	12.2	$251M		477k	525.73	View chart
NVIDIA Corporation (NVDA)	10.6	$218M	+104%	241k	903.56	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.9	$143M	+24%	1.9M	74.22	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.1	$65M	+13%	1.0M	61.53	View chart
Noble Corp Ord Shs A (NE)	3.1	$64M	NEW	1.3M	48.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.8	$58M	+603%	946k	60.74	View chart
Ishares Tr Mbs Etf (MBB)	2.7	$57M	+8%	611k	92.42	View chart
Ishares Msci Emrg Chn (EMXC)	2.7	$55M	+3500%	956k	57.57	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$50M	+60%	993k	50.60	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.3	$47M	+94%	957k	49.05	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.2	$45M	+32%	894k	50.77	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.2	$45M	-3%	134k	337.05	View chart
Super Micro Computer Call Option (SMCI)	2.0	$40M	NEW	40k	1010.03	View chart
Apple (AAPL)	1.6	$32M	+2%	188k	171.48	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.5	$31M	+2%	587k	52.87	View chart
Ishares Tr Core Total Usd (IUSB)	1.5	$31M	+8%	671k	45.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$24M	+55%	221k	110.52	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	1.0	$22M	+21%	464k	46.51	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	1.0	$21M	+15%	380k	55.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$21M	+20%	525k	39.02	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	1.0	$20M	+25%	448k	44.40	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.8	$17M	+4%	33k	523.07	View chart
Exxon Mobil Corporation (XOM)	0.8	$16M		141k	116.24	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.8	$16M	+2804%	345k	46.48	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$15M	+30%	172k	84.09	View chart
Microsoft Corporation (MSFT)	0.7	$14M	+9%	34k	420.72	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.7	$14M	+6%	496k	27.94	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$14M		134k	101.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$13M	-7%	53k	249.86	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$13M	+427%	257k	51.60	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$12M	+24%	697k	17.32	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.5	$11M	+88%	432k	25.69	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$11M		23k	480.70	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.5	$11M	+10%	178k	61.56	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.5	$11M	-13%	187k	58.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$9.9M	+22%	55k	179.11	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$9.4M	-11%	160k	58.65	View chart
Amazon (AMZN)	0.4	$9.2M	+10%	51k	180.38	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$9.0M	-6%	33k	270.80	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$8.8M	-53%	183k	48.21	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$8.6M	+5%	46k	186.81	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$8.6M	+13%	246k	34.88	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$8.2M	+74%	224k	36.59	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$7.2M		25k	288.03	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$7.1M		123k	58.06	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.3	$6.9M		134k	51.71	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.3	$6.8M	+16%	159k	43.04	View chart
Ishares Msci Mexico Etf (EWW)	0.3	$6.8M	NEW	98k	69.31	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$6.6M	NEW	128k	51.59	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$6.2M	+41%	81k	76.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$6.0M	-5%	32k	191.88	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$6.0M	-29%	21k	286.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$6.0M	-6%	120k	50.17	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$6.0M		140k	42.82	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$5.9M	-3%	74k	79.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$5.9M	-24%	28k	210.30	View chart
Chevron Corporation (CVX)	0.3	$5.8M	+7%	37k	157.74	View chart
Home Depot (HD)	0.3	$5.5M	+3%	14k	383.61	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$5.5M	+7%	13k	420.52	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$5.3M	+2%	51k	103.79	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$5.3M	-8%	32k	164.35	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$5.3M	+9%	54k	97.94	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$5.2M	-91%	101k	51.60	View chart
Schlumberger Com Stk (SLB)	0.2	$5.1M	+807%	93k	54.81	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$5.1M	+5%	47k	107.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$4.9M	-68%	118k	41.77	View chart
Crocs Call Option (CROX)	0.2	$4.8M		34k	143.80	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$4.7M	-7%	46k	102.76	View chart
Meta Platforms Cl A (META)	0.2	$4.4M		9.2k	485.58	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.2	$4.2M	+3%	63k	67.39	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$4.0M	NEW	88k	45.31	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$3.9M	NEW	144k	27.04	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$3.6M	+7%	11k	344.20	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.2	$3.5M	NEW	78k	44.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.4M		6.5k	524.35	View chart
JPMorgan Chase & Co. (JPM)	0.2	$3.4M	+40%	17k	200.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.3M	+31%	22k	150.93	View chart
United Parcel Service CL B (UPS)	0.2	$3.3M	+2%	22k	148.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.2M	-13%	20k	162.86	View chart
Pepsi (PEP)	0.1	$3.0M	+14%	17k	175.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$3.0M	+105%	35k	84.44	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$2.9M		59k	49.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.9M		17k	169.37	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.8M		55k	51.28	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$2.8M	-77%	156k	18.01	View chart
Eli Lilly & Co. (LLY)	0.1	$2.8M	+22%	3.6k	777.93	View chart
Abbvie (ABBV)	0.1	$2.7M	+5%	15k	182.10	View chart
Johnson & Johnson (JNJ)	0.1	$2.7M	+9%	17k	158.19	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$2.7M	-15%	43k	63.33	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$2.7M	+61%	112k	23.83	View chart
Procter & Gamble Company (PG)	0.1	$2.6M		16k	162.25	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.6M	-30%	48k	54.40	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.6M		19k	135.06	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.6M	-4%	25k	103.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.5M	-83%	24k	104.73	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$2.5M	+4%	49k	50.56	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.5M	-5%	54k	46.00	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$2.5M	+4%	50k	49.55	View chart
Broadcom (AVGO)	0.1	$2.4M	+13%	1.8k	1325.60	View chart
Wal-Mart Stores (WMT)	0.1	$2.4M	+209%	40k	60.17	View chart
Walt Disney Company (DIS)	0.1	$2.3M	+7%	19k	122.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.2M	+2%	19k	120.99	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$2.2M	-12%	38k	57.70	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.2M	-2%	17k	131.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.1M		14k	152.26	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.1M	+2%	56k	38.48	View chart
Visa Com Cl A (V)	0.1	$2.1M	+17%	7.6k	279.09	View chart
Caterpillar (CAT)	0.1	$2.1M	+3%	5.7k	366.40	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$2.0M	+5%	57k	35.61	View chart
Merck & Co (MRK)	0.1	$2.0M	+12%	15k	131.95	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.0M	-3%	25k	80.63	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$2.0M	-46%	57k	34.29	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.0M	-47%	18k	110.13	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.9M	-4%	4.3k	443.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.9M	-44%	17k	114.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.9M	+40%	25k	77.31	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.9M		9.0k	205.72	View chart
Coca-Cola Company (KO)	0.1	$1.8M	+2%	30k	61.18	View chart
McDonald's Corporation (MCD)	0.1	$1.8M	+75%	6.4k	281.93	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.7M		9.5k	183.90	View chart
Shell Spon Ads (SHEL)	0.1	$1.7M	+10%	26k	67.04	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.6M	-6%	20k	81.53	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.6M	-13%	17k	94.41	View chart
Eaton Corp SHS (ETN)	0.1	$1.6M	+11%	5.1k	312.68	View chart
Valero Energy Corporation (VLO)	0.1	$1.6M		9.3k	170.69	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.6M		7.8k	201.50	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.5M	+14%	20k	76.67	View chart
ConocoPhillips (COP)	0.1	$1.5M	+23%	12k	127.28	View chart
International Business Machines (IBM)	0.1	$1.4M	-10%	7.5k	190.95	View chart
Honeywell International (HON)	0.1	$1.4M	+17%	6.9k	205.26	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.4M		14k	97.53	View chart
RBB Motley Fol Etf (TMFC)	0.1	$1.4M		28k	49.61	View chart
Enterprise Products Partners (EPD)	0.1	$1.4M	-14%	47k	29.18	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$1.3M	-38%	14k	94.62	View chart
Toll Brothers Call Option (TOL)	0.1	$1.3M	NEW	10k	129.37	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	+20%	10k	125.61	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.3M	+25%	9.9k	128.39	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.3M	NEW	20k	62.34	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.2M	-2%	4.8k	260.70	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M		7.0k	174.22	View chart
Starbucks Corporation (SBUX)	0.1	$1.2M	+12%	13k	91.39	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.2M	+23%	12k	100.54	View chart
UnitedHealth (UNH)	0.1	$1.2M	+31%	2.4k	494.60	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.2M	-19%	6.3k	187.34	View chart
Costco Wholesale Corporation (COST)	0.1	$1.2M	+30%	1.6k	732.59	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.2M	-9%	16k	74.81	View chart
Cisco Systems (CSCO)	0.1	$1.2M	+2%	23k	49.91	View chart
BP Sponsored Adr (BP)	0.1	$1.2M	+39%	31k	37.68	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.2M		9.9k	116.85	View chart
Medtronic SHS (MDT)	0.1	$1.2M	+6%	13k	87.15	View chart
CSX Corporation (CSX)	0.1	$1.2M	+21%	31k	37.07	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.2M	+6%	23k	51.06	View chart
Abbott Laboratories (ABT)	0.1	$1.1M	+8%	9.8k	113.66	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M		26k	41.08	View chart
Unilever Spon Adr New (UL)	0.0	$1.0M	-5%	20k	50.19	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$1.0M	-48%	20k	50.45	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$1.0M	-85%	4.8k	208.26	View chart
At&t (T)	0.0	$1.0M	+7%	57k	17.60	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$996k	-7%	11k	93.15	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$995k	-11%	17k	60.42	View chart
Lockheed Martin Corporation (LMT)	0.0	$993k	+2%	2.2k	454.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$993k		16k	61.05	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$988k	-84%	18k	56.17	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$987k	-28%	3.8k	259.90	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$987k		8.6k	115.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$983k	-24%	11k	86.48	View chart
Bank of America Corporation (BAC)	0.0	$981k	+24%	26k	37.92	View chart
Hershey Company (HSY)	0.0	$979k	+49%	5.0k	194.50	View chart
Boeing Company (BA)	0.0	$968k	+2%	5.0k	192.99	View chart
Morgan Stanley Com New (MS)	0.0	$948k	+4%	10k	94.16	View chart
Everest Re Group (EG)	0.0	$942k		2.4k	397.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$941k	+12%	13k	75.40	View chart
Amgen (AMGN)	0.0	$939k	+10%	3.3k	284.32	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$938k	+12%	54k	17.30	View chart
Halliburton Company (HAL)	0.0	$936k	+16%	24k	39.42	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$932k	-48%	8.0k	115.81	View chart
Prologis (PLD)	0.0	$932k	+3%	7.2k	130.22	View chart
Cigna Corp (CI)	0.0	$927k	+6%	2.6k	363.19	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$919k	-44%	10k	91.80	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$915k	+78%	52k	17.69	View chart
Advanced Micro Devices (AMD)	0.0	$915k	+43%	5.1k	180.49	View chart
Qualcomm (QCOM)	0.0	$908k	+4%	5.4k	169.29	View chart
Consolidated Edison (ED)	0.0	$906k	-11%	10k	90.81	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$901k		2.6k	346.57	View chart
General Dynamics Corporation (GD)	0.0	$889k	+5%	3.1k	282.53	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$887k	NEW	33k	27.01	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$859k	-27%	16k	53.71	View chart
Stryker Corporation (SYK)	0.0	$853k	+33%	2.4k	357.83	View chart
Allstate Corporation (ALL)	0.0	$831k	+21%	4.8k	173.00	View chart
Prudential Financial (PRU)	0.0	$822k	+2%	7.0k	117.40	View chart
Public Storage (PSA)	0.0	$809k	+9%	2.8k	290.05	View chart
Archer Daniels Midland Company (ADM)	0.0	$802k	-7%	13k	62.81	View chart
Target Corporation (TGT)	0.0	$793k	-5%	4.5k	177.20	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$793k	+5%	26k	31.15	View chart
Phillips 66 (PSX)	0.0	$792k	+6%	4.9k	163.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$782k		25k	31.56	View chart
Intel Corporation (INTC)	0.0	$780k	+23%	18k	44.17	View chart
Deere & Company (DE)	0.0	$774k	+8%	1.9k	410.72	View chart
Ingles Mkts Cl A (IMKTA)	0.0	$773k		10k	76.68	View chart
Netflix (NFLX)	0.0	$761k	-6%	1.3k	607.33	View chart
Waste Management (WM)	0.0	$756k	+3%	3.5k	213.15	View chart
Nxp Semiconductors N V (NXPI)	0.0	$743k	+2%	3.0k	247.79	View chart
Adobe Systems Incorporated (ADBE)	0.0	$738k	+2%	1.5k	504.60	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$736k	+176%	9.1k	80.51	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$729k	-6%	11k	65.87	View chart
Novartis Sponsored Adr (NVS)	0.0	$708k	-8%	7.3k	96.73	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$706k	+7%	29k	24.26	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$703k		9.2k	76.36	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$702k	+16%	13k	54.43	View chart
BlackRock (BLK)	0.0	$702k	+6%	842.00	833.31	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$698k	-61%	29k	24.48	View chart
Colgate-Palmolive Company (CL)	0.0	$684k	-17%	7.6k	90.05	View chart
Cardinal Health (CAH)	0.0	$678k		6.1k	111.90	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$674k	+75%	5.0k	136.06	View chart
Paychex (PAYX)	0.0	$672k	+8%	5.5k	122.80	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.0	$669k	-89%	16k	41.75	View chart
Williams Companies (WMB)	0.0	$668k		17k	38.97	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$663k	-13%	10k	65.61	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$662k		6.6k	100.71	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$661k	-16%	16k	42.12	View chart
Kinder Morgan (KMI)	0.0	$658k	+2%	36k	18.34	View chart
Tesla Motors (TSLA)	0.0	$657k	-31%	3.7k	175.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$654k	-47%	7.8k	83.58	View chart
Thermo Fisher Scientific (TMO)	0.0	$653k	+82%	1.1k	581.01	View chart
Comcast Corp Cl A (CMCSA)	0.0	$650k	+12%	15k	43.35	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$649k	-89%	7.2k	89.50	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$645k		4.1k	155.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.0	$641k	-13%	13k	49.86	View chart
Danaher Corporation (DHR)	0.0	$641k	+64%	2.6k	249.71	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.0	$639k	NEW	12k	52.46	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$634k		1.00	634440.00	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$624k	-9%	13k	47.46	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$622k	+12%	18k	34.82	View chart
Watsco, Incorporated (WSO)	0.0	$620k	-15%	1.4k	431.97	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$599k	+18%	19k	32.23	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$597k	-6%	4.0k	147.72	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$597k		7.6k	78.23	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$595k	+23%	15k	39.81	View chart
FedEx Corporation (FDX)	0.0	$592k	+15%	2.0k	289.70	View chart
Valmont Industries (VMI)	0.0	$590k		2.6k	228.29	View chart
Nike CL B (NKE)	0.0	$588k	+8%	6.3k	93.99	View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)	0.0	$586k		7.1k	82.62	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$579k		1.9k	300.05	View chart
AFLAC Incorporated (AFL)	0.0	$566k	+3%	6.6k	85.86	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$565k	-8%	13k	43.36	View chart
Verizon Communications (VZ)	0.0	$562k	-23%	13k	41.96	View chart
Newmont Mining Corporation (NEM)	0.0	$562k	+28%	16k	35.84	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$556k	-94%	8.3k	66.81	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$555k	NEW	3.1k	180.44	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$551k		4.2k	130.72	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$547k		19k	28.23	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$543k	+36%	18k	29.77	View chart
Ameren Corporation (AEE)	0.0	$540k		7.3k	73.96	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$539k		7.6k	70.88	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$538k	+17%	13k	42.95	View chart
Oneok (OKE)	0.0	$531k	+16%	6.6k	80.17	View chart
Union Pacific Corporation (UNP)	0.0	$530k	+54%	2.2k	245.91	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.0	$529k	-3%	17k	31.79	View chart
Ishares Bitcoin Tr SHS	0.0	$523k	NEW	13k	40.47	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$521k	-16%	7.2k	72.63	View chart
3M Company (MMM)	0.0	$520k	-6%	4.9k	106.06	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$509k	-13%	13k	39.23	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.0	$503k	+7%	24k	21.24	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$503k	-29%	8.7k	57.86	View chart
Pfizer (PFE)	0.0	$495k	-10%	18k	27.75	View chart
Gilead Sciences (GILD)	0.0	$494k	-17%	6.7k	73.24	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$494k	-29%	4.5k	108.91	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$490k		28k	17.56	View chart
Kimberly-Clark Corporation (KMB)	0.0	$490k	-20%	3.8k	129.36	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$490k		4.4k	110.50	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$488k		5.2k	94.66	View chart
Aon Shs Cl A (AON)	0.0	$486k	+3%	1.5k	333.61	View chart
Palo Alto Networks (PANW)	0.0	$483k	-50%	1.7k	284.13	View chart
Vertex Energy (VTNR)	0.0	$480k		343k	1.40	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$476k		9.7k	49.24	View chart
Us Bancorp Del Com New (USB)	0.0	$467k	+3%	10k	44.70	View chart
Mastercard Incorporated Cl A (MA)	0.0	$459k	+78%	953.00	481.79	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$453k	+20%	5.8k	77.73	View chart
Bhp Group Sponsored Ads (BHP)	0.0	$449k	+4%	7.8k	57.69	View chart
Southern Company (SO)	0.0	$447k	+2%	6.2k	71.74	View chart
Altria (MO)	0.0	$446k	+3%	10k	43.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$441k	+4%	2.0k	224.99	View chart
Sanofi Sponsored Adr (SNY)	0.0	$440k		9.1k	48.60	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$440k	NEW	28k	15.98	View chart
Kellogg Company (K)	0.0	$439k	-26%	7.7k	57.29	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$437k	+3%	4.7k	93.06	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$436k	-8%	4.3k	102.28	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$430k	-30%	8.6k	50.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$430k		13k	33.87	View chart
Diageo Spon Adr New (DEO)	0.0	$429k	+97%	2.9k	148.72	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$429k	+25%	5.9k	73.04	View chart
Voya Financial (VOYA)	0.0	$419k		5.7k	73.92	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$417k	+49%	8.8k	47.58	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$413k	+9%	5.6k	73.15	View chart
AutoZone (AZO)	0.0	$410k	+35%	130.00	3151.65	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$409k	-26%	26k	15.73	View chart
Hldgs (UAL)	0.0	$409k	+16%	8.5k	47.88	View chart
Nextera Energy (NEE)	0.0	$408k	+29%	6.4k	63.91	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$406k	-3%	13k	30.50	View chart
Stellar Bancorp Ord (STEL)	0.0	$402k		17k	24.36	View chart
Old Republic International Corporation (ORI)	0.0	$401k		13k	30.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$399k		12k	33.68	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$397k	-5%	6.1k	64.76	View chart
salesforce (CRM)	0.0	$396k	NEW	1.3k	301.18	View chart
Bunge Global Sa Com Shs (BG)	0.0	$396k	+43%	3.9k	102.52	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$394k	-82%	8.6k	45.61	View chart
Cme (CME)	0.0	$392k	+8%	1.8k	215.32	View chart
Zoetis Cl A (ZTS)	0.0	$390k	+20%	2.3k	169.23	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$390k	+3%	6.1k	63.74	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$389k	-5%	6.4k	60.78	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$388k	+12%	4.8k	81.66	View chart
Nfj Dividend Interest (NFJ)	0.0	$383k		30k	12.78	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.0	$383k	+30%	8.7k	44.23	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$381k	-14%	13k	29.46	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$380k	+30%	8.3k	45.79	View chart
Illinois Tool Works (ITW)	0.0	$377k	+71%	1.4k	268.35	View chart
TJX Companies (TJX)	0.0	$377k	+36%	3.7k	101.42	View chart
Vistra Energy (VST)	0.0	$373k	NEW	5.4k	69.65	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$373k	+5%	4.6k	81.78	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$371k		4.0k	93.71	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$365k	-80%	3.4k	107.40	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$365k	+24%	44k	8.29	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$359k	-27%	3.8k	95.20	View chart
Rivernorth Managed (RMM)	0.0	$359k		24k	14.97	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$354k	-29%	3.4k	105.28	View chart
Wells Fargo & Company (WFC)	0.0	$349k	+31%	6.0k	57.96	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$349k		21k	16.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$348k	-90%	1.9k	182.61	View chart
Bristol Myers Squibb (BMY)	0.0	$345k	+5%	6.4k	54.23	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$345k	-2%	4.2k	81.43	View chart
Block Cl A (SQ)	0.0	$345k	-7%	4.1k	84.58	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$344k	-96%	6.6k	52.16	View chart
AutoNation (AN)	0.0	$342k	+50%	2.1k	165.58	View chart
Citigroup Com New (C)	0.0	$340k	+7%	5.4k	63.24	View chart
Bank of New York Mellon Corporation (BK)	0.0	$338k	+48%	5.9k	57.62	View chart
MetLife (MET)	0.0	$334k	+4%	4.5k	74.11	View chart
Ark 21shares Bitcoin Etf Shs Ben Int	0.0	$334k	NEW	4.7k	70.98	View chart
Murphy Usa (MUSA)	0.0	$332k		793.00	419.20	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$332k		8.1k	40.93	View chart
Lowe's Companies (LOW)	0.0	$324k	+25%	1.3k	254.73	View chart
Anthem (ELV)	0.0	$323k	+13%	624.00	518.30	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$322k		4.2k	76.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.0	$321k		14k	23.52	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$321k	-20%	5.5k	58.11	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$321k		13k	24.48	View chart
Commercial Metals Company (CMC)	0.0	$319k	-47%	5.4k	58.77	View chart
Ishares Tr Europe Etf (IEV)	0.0	$319k		5.7k	55.67	View chart
Artesian Res Corp Cl A (ARTNA)	0.0	$317k	-2%	8.5k	37.11	View chart
Sl Green Realty Corp (SLG)	0.0	$316k		5.7k	55.13	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$312k	+2%	2.3k	137.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter (YJUN)	0.0	$311k		14k	22.16	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	0.0	$310k		11k	29.58	View chart
Automatic Data Processing (ADP)	0.0	$309k	+11%	1.2k	249.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$307k	+2%	1.3k	228.55	View chart
Hormel Foods Corporation (HRL)	0.0	$306k	NEW	8.8k	34.89	View chart
Vanguard World Extended Dur (EDV)	0.0	$305k	+55%	4.0k	76.60	View chart
Chubb (CB)	0.0	$305k	+29%	1.2k	259.08	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$304k	-13%	15k	20.43	View chart
Dow (DOW)	0.0	$303k	NEW	5.2k	57.94	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$301k	+10%	3.4k	89.67	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$300k	-8%	2.7k	110.55	View chart
Northrop Grumman Corporation (NOC)	0.0	$298k	+18%	622.00	478.73	View chart
Jacobs Engineering Group (J)	0.0	$290k	-22%	1.9k	153.75	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$289k	+14%	4.1k	69.99	View chart
Agnico (AEM)	0.0	$289k		4.8k	59.65	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.0	$288k	NEW	2.2k	132.97	View chart
T. Rowe Price (TROW)	0.0	$285k		2.3k	121.93	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$281k		5.7k	49.65	View chart
General Electric Com New (GE)	0.0	$279k		1.6k	175.53	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$279k	-94%	4.7k	59.25	View chart
Alliant Energy Corporation (LNT)	0.0	$275k	-5%	5.5k	50.40	View chart
Hca Holdings (HCA)	0.0	$274k	NEW	820.00	333.59	View chart
Shopify Cl A (SHOP)	0.0	$273k	-20%	3.5k	77.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$272k		6.6k	41.21	View chart
Grupo Aeroportuario Del Cent Spon Adr (OMAB)	0.0	$271k		3.4k	79.09	View chart
Pure Storage Cl A (PSTG)	0.0	$270k	NEW	5.2k	51.99	View chart
Crown Castle Intl (CCI)	0.0	$270k	NEW	2.5k	105.84	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$264k		1.3k	204.14	View chart
Applied Materials (AMAT)	0.0	$258k	NEW	1.3k	206.26	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$257k	NEW	4.0k	64.26	View chart
Pioneer Natural Resources (PXD)	0.0	$257k	+9%	978.00	262.53	View chart
Pool Corporation (POOL)	0.0	$257k		636.00	403.50	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$256k		2.1k	123.18	View chart
Cullen/Frost Bankers (CFR)	0.0	$254k	NEW	2.3k	112.59	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$252k	-18%	8.0k	31.62	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$251k		3.5k	72.36	View chart
Boston Scientific Corporation (BSX)	0.0	$246k	NEW	3.6k	68.49	View chart
Donaldson Company (DCI)	0.0	$239k		3.2k	74.68	View chart
Enbridge (ENB)	0.0	$239k	-9%	6.6k	36.18	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$238k		4.3k	55.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$237k	-14%	12k	19.21	View chart
CVS Caremark Corporation (CVS)	0.0	$237k	+10%	3.0k	79.77	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$236k		4.1k	57.54	View chart
Timken Company (TKR)	0.0	$235k	NEW	2.7k	87.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$230k	+9%	6.4k	35.88	View chart
Motorola Solutions Com New (MSI)	0.0	$228k	NEW	641.00	354.95	View chart
Becton, Dickinson and (BDX)	0.0	$226k	-18%	914.00	247.32	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$225k	-23%	5.2k	43.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$225k		6.8k	32.97	View chart
United Sts Brent Oil Unit (BNO)	0.0	$223k	NEW	7.0k	31.91	View chart
Doubleline Yield (DLY)	0.0	$223k		14k	15.94	View chart
Arch Cap Group Ord (ACGL)	0.0	$222k	NEW	2.4k	92.44	View chart
Duke Energy Corp Com New (DUK)	0.0	$221k	+4%	2.3k	96.72	View chart
Kenvue (KVUE)	0.0	$221k	NEW	10k	21.46	View chart
Alcon Ord Shs (ALC)	0.0	$220k	NEW	2.6k	83.28	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$220k	-96%	4.3k	50.74	View chart
Linde SHS (LIN)	0.0	$217k	NEW	468.00	464.54	View chart
Marathon Oil Corporation (MRO)	0.0	$217k	NEW	7.6k	28.34	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$215k	NEW	2.7k	78.65	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$214k	NEW	513.00	418.01	View chart
O'reilly Automotive (ORLY)	0.0	$213k	NEW	189.00	1128.88	View chart
Freeport-mcmoran CL B (FCX)	0.0	$213k	NEW	4.5k	47.02	View chart
Tractor Supply Company (TSCO)	0.0	$211k	NEW	806.00	261.76	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$209k	-4%	3.6k	58.60	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$207k	NEW	9.1k	22.77	View chart
Southwest Airlines (LUV)	0.0	$206k	NEW	7.1k	29.19	View chart
Occidental Petroleum Corporation (OXY)	0.0	$206k	NEW	3.2k	64.99	View chart
Hess (HES)	0.0	$206k	NEW	1.3k	152.63	View chart
Air Products & Chemicals (APD)	0.0	$204k	NEW	842.00	242.41	View chart
Vanguard World Energy Etf (VDE)	0.0	$204k	NEW	1.5k	131.73	View chart
Doubleline Income Solutions (DSL)	0.0	$203k		16k	12.70	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$202k	NEW	1.5k	131.24	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$202k	-10%	4.3k	47.44	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$202k		8.1k	24.87	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$201k	NEW	207.00	972.34	View chart
Lamar Advertising Cl A (LAMR)	0.0	$201k	NEW	1.7k	119.40	View chart
Biogen Idec (BIIB)	0.0	$201k	-32%	930.00	215.63	View chart
Fs Kkr Capital Corp (FSK)	0.0	$200k	-28%	11k	19.07	View chart
Blackstone Gso Flting Rte Fu (BSL)	0.0	$166k	NEW	12k	14.33	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$122k	NEW	10k	12.15	View chart
Sable Offshore Corp *w Exp 99/99/999	0.0	$117k	NEW	45k	2.58	View chart
Enerflex (EFXT)	0.0	$90k	NEW	16k	5.83	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$89k		15k	5.93	View chart
TCW Strategic Income Fund (TSI)	0.0	$56k		12k	4.81	View chart
Retractable Technologies (RVP)	0.0	$37k		31k	1.20	View chart
Eterna Therapeutics Com New (ERNA)	0.0	$36k	NEW	15k	2.40	View chart
Emergent BioSolutions (EBS)	0.0	$34k	NEW	13k	2.53	View chart
Lumen Technologies (LUMN)	0.0	$18k	+4%	12k	1.56	View chart
D Market Electr Svcs & Tradi Sponsored Ads (HEPS)	0.0	$16k		11k	1.50	View chart

Past Filings by Avidian Wealth Solutions

SEC 13F filings are viewable for Avidian Wealth Solutions going back to 2013

Avidian Wealth Solutions 2024 Q1 filed May 3, 2024
Avidian Wealth Solutions 2023 Q4 filed Feb. 6, 2024
Avidian Wealth Solutions 2023 Q3 filed Oct. 13, 2023
Avidian Wealth Solutions 2023 Q2 filed Aug. 3, 2023
Avidian Wealth Solutions 2023 Q1 filed May 8, 2023
Avidian Wealth Solutions 2022 Q4 filed Feb. 6, 2023
Avidian Wealth Solutions 2022 Q3 filed Nov. 3, 2022
Avidian Wealth Solutions 2022 Q2 filed July 29, 2022
Avidian Wealth Solutions 2022 Q1 filed May 10, 2022
Avidian Wealth Solutions 2021 Q4 filed Feb. 14, 2022
Avidian Wealth Solutions 2021 Q3 filed Nov. 10, 2021
Avidian Wealth Solutions 2021 Q2 filed Aug. 9, 2021
Avidian Wealth Solutions 2021 Q1 filed May 5, 2021
STA Wealth Management 2020 Q4 filed Feb. 9, 2021
STA Wealth Management 2020 Q3 amended filed Feb. 3, 2021
STA Wealth Management 2020 Q3 filed Nov. 6, 2020

View all past filings

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