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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, IEFA, IEMG, NVDA, MBB, and represent 31.73% of Avidian Wealth Solutions's stock portfolio.
Added to shares of these 10 stocks: NVDA (+$40M), IVV (+$25M), SPLG (+$13M), JQUA (+$9.0M), USIG (+$7.0M), SCHF (+$6.0M), FFLC (+$5.7M), MBB, IEFA, IJH.
Started 50 new stock positions in FFLC, CB, DEO, SLG, MUNI, VDC, IXC, QLD, NEE, SQ.
Reduced shares in these 10 stocks: TQQQ (-$13M), EFG (-$6.0M), BUFG (-$5.7M), IUSB, , OMFL, VO, SPHD, IWF, IWO.
Sold out of its positions in Activision Blizzard, ALGM, AVLV, BIGZ, Chase Corporation, STZ, DVN, BUFG, IFF, BSCO.
Avidian Wealth Solutions was a net buyer of stock by $70M.
Avidian Wealth Solutions has $1.6B in assets under management (AUM), dropping by 15.01%.
Central Index Key (CIK): 0001471474

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Portfolio Holdings for Avidian Wealth Solutions

Avidian Wealth Solutions holds 415 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.3	$232M	+12%	486k	477.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.7	$109M	+4%	1.6M	70.35	View chart
Ishares Core Msci Emkt (IEMG)	3.9	$63M	+3%	1.2M	50.58	View chart
NVIDIA Corporation (NVDA)	3.6	$59M	+211%	118k	495.22	View chart
Ishares Tr Mbs Etf (MBB)	3.3	$53M	+10%	564k	94.08	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	3.2	$51M	+33%	919k	55.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.6	$42M	-7%	139k	303.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$37M	+11%	135k	277.15	View chart
Apple (AAPL)	2.2	$35M	-3%	183k	192.53	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.1	$35M	+25%	675k	51.26	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.9	$32M	+6%	617k	51.05	View chart
Ishares Tr Core Total Usd (IUSB)	1.7	$28M	-14%	617k	46.07	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.7	$28M	+48%	575k	47.86	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.5	$25M	+7%	493k	49.72	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.2	$19M	+11%	398k	48.45	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	1.1	$18M	+5%	383k	47.03	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	1.0	$17M	-20%	329k	51.41	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$16M	+58%	435k	36.96	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	1.0	$16M	+2%	151k	105.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.0	$16M	-3%	377k	41.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$15M	+8%	142k	108.25	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.9	$15M	-20%	356k	42.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$15M	+8%	31k	475.32	View chart
Exxon Mobil Corporation (XOM)	0.9	$14M	+9%	142k	99.98	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.8	$14M	+7%	467k	29.02	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$13M	-23%	57k	232.64	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.8	$13M	+7%	705k	18.25	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.8	$13M	-4%	133k	95.20	View chart
Microsoft Corporation (MSFT)	0.7	$12M		31k	376.04	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.7	$11M		216k	52.52	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.7	$11M	+6%	212k	52.20	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.7	$11M	-2%	166k	64.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$10M		132k	77.73	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$10M	-17%	180k	56.14	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$10M	+13%	23k	436.80	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$9.5M	-21%	561k	16.86	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.6	$8.9M	-26%	36k	252.22	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.5	$8.1M	-61%	161k	50.70	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$7.8M	-12%	30k	259.51	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$7.6M	-19%	44k	173.89	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$7.5M		37k	200.71	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$7.4M	-8%	45k	165.25	View chart
Amazon (AMZN)	0.4	$7.0M		46k	151.94	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$6.8M	+9%	216k	31.51	View chart
Ishares Tr Core Div Grwth (DGRO)	0.4	$6.7M	-4%	125k	53.82	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.4	$6.6M	-7%	135k	49.26	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$6.5M	+4%	34k	192.48	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$6.4M	+5%	25k	262.26	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$6.1M	+6%	128k	47.90	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.4	$6.0M	-4%	138k	43.71	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.4	$6.0M		116k	51.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$6.0M	-19%	33k	179.97	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.4	$5.8M	-6%	71k	81.55	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$5.8M	-6%	77k	75.35	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.4	$5.8M	-13%	229k	25.30	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$5.7M	+6%	136k	42.18	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$5.7M	+9%	114k	50.30	View chart
Fidelity Covington Trust New Millennium (FFLC)	0.3	$5.7M	NEW	157k	36.19	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.3	$5.3M	-7%	86k	61.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$5.2M	+9%	35k	147.14	View chart
Chevron Corporation (CVX)	0.3	$5.1M	-4%	34k	149.16	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.3	$5.1M	-21%	49k	103.07	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$4.9M	-2%	49k	99.25	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$4.9M	+4%	45k	108.41	View chart
Home Depot (HD)	0.3	$4.8M	-4%	14k	346.54	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$4.7M	+2%	50k	93.81	View chart
Ishares Tr Broad Usd High (USHY)	0.3	$4.7M	+21%	128k	36.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.3M		12k	356.66	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$4.2M	+20%	67k	63.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$4.0M	+76%	57k	70.28	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.2	$3.8M	+2%	61k	61.94	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$3.6M	-4%	70k	52.10	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.2	$3.5M		108k	32.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$3.5M	+714%	20k	170.40	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.2	$3.4M	+89%	34k	101.77	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.4M	+16%	23k	149.50	View chart
United Parcel Service CL B (UPS)	0.2	$3.4M		21k	157.23	View chart
Meta Platforms Cl A (META)	0.2	$3.2M	+5%	9.1k	353.96	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.2	$3.2M	+21%	6.6k	483.99	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$3.2M	-7%	30k	104.92	View chart
Crocs Call Option (CROX)	0.2	$3.1M	NEW	34k	93.41	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$3.1M	-30%	50k	61.90	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$3.0M		9.8k	310.88	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$2.8M	-45%	55k	51.28	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$2.7M	-26%	58k	46.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$2.7M		17k	157.80	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.2	$2.6M	-9%	60k	44.12	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.2	$2.6M	-32%	44k	58.73	View chart
Pepsi (PEP)	0.2	$2.5M	-3%	15k	169.84	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.2	$2.5M	-34%	49k	52.00	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$2.5M	-70%	26k	96.85	View chart
Johnson & Johnson (JNJ)	0.2	$2.5M	-10%	16k	156.74	View chart
Procter & Gamble Company (PG)	0.1	$2.4M		17k	146.54	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$2.4M	-2%	47k	50.36	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$2.4M	-2%	48k	49.44	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.3M	+25%	19k	122.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$2.3M	-6%	17k	139.69	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$2.3M	NEW	49k	46.36	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$2.3M	+38%	23k	98.88	View chart
Abbvie (ABBV)	0.1	$2.2M	+4%	14k	154.97	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.2M		17k	130.92	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.1	$2.2M	NEW	121k	17.83	View chart
JPMorgan Chase & Co. (JPM)	0.1	$2.1M	-2%	12k	170.10	View chart
Wal-Mart Stores (WMT)	0.1	$2.0M	+10%	13k	157.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M	-5%	18k	111.63	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.0M	+7%	14k	140.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.0M	-56%	26k	76.13	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$2.0M	+11%	39k	50.23	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$1.9M	+5%	54k	35.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$1.9M	+8%	4.6k	409.55	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$1.9M	+206%	17k	107.49	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.8M	+29%	16k	117.13	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.1	$1.8M	+7%	54k	33.73	View chart
Broadcom (AVGO)	0.1	$1.8M	+7%	1.6k	1116.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.7M		9.1k	191.17	View chart
Coca-Cola Company (KO)	0.1	$1.7M	-5%	29k	58.93	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.7M	+14%	9.6k	178.82	View chart
Eli Lilly & Co. (LLY)	0.1	$1.7M	+4%	2.9k	582.86	View chart
First Tr Exchange-traded Cboe Vest Rising (RDVI)	0.1	$1.7M	+10%	74k	23.08	View chart
Visa Com Cl A (V)	0.1	$1.7M	+4%	6.5k	260.33	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.7M	-10%	21k	79.34	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$1.7M	+45%	70k	24.18	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.1	$1.7M	+26%	18k	91.39	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.6M	+7%	19k	83.84	View chart
Caterpillar (CAT)	0.1	$1.6M	-9%	5.5k	295.69	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$1.6M	-12%	32k	50.47	View chart
Walt Disney Company (DIS)	0.1	$1.6M	-2%	17k	90.29	View chart
Shell Spon Ads (SHEL)	0.1	$1.5M	+5%	23k	65.80	View chart
Merck & Co (MRK)	0.1	$1.5M	+19%	14k	109.02	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$1.5M	+101%	27k	55.41	View chart
Enterprise Products Partners (EPD)	0.1	$1.4M	-7%	54k	26.35	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$1.4M	NEW	27k	51.63	View chart
International Business Machines (IBM)	0.1	$1.4M		8.3k	163.54	View chart
Tesla Motors (TSLA)	0.1	$1.4M	-13%	5.5k	248.49	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.3M	-4%	17k	77.37	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$1.3M	-23%	15k	88.36	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.3M	+92%	17k	77.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$1.3M	+15%	17k	75.10	View chart
Boeing Company (BA)	0.1	$1.3M		4.9k	260.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.3M	-49%	5.3k	237.22	View chart
RBB Motley Fol Etf (TMFC)	0.1	$1.3M		28k	44.65	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.2M	-21%	7.9k	156.88	View chart
Honeywell International (HON)	0.1	$1.2M	-15%	5.9k	209.70	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.2M		7.1k	170.46	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.2M	-8%	14k	84.14	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.2M	-2%	17k	68.18	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.2M	-19%	4.9k	241.77	View chart
Valero Energy Corporation (VLO)	0.1	$1.2M		9.1k	130.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.2M	-20%	15k	78.03	View chart
Vertex Energy (VTNR)	0.1	$1.2M		343k	3.39	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.2M	-14%	10k	115.03	View chart
Cisco Systems (CSCO)	0.1	$1.2M	-6%	23k	50.52	View chart
First Tr Exchange-traded Ft Cboe Vest S&p (KNG)	0.1	$1.1M	+48%	22k	51.68	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.1M		7.7k	148.36	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.1M	NEW	5.1k	223.40	View chart
Starbucks Corporation (SBUX)	0.1	$1.1M		12k	96.01	View chart
ConocoPhillips (COP)	0.1	$1.1M	-2%	9.7k	116.06	View chart
Eaton Corp SHS (ETN)	0.1	$1.1M	+7%	4.6k	240.82	View chart
McDonald's Corporation (MCD)	0.1	$1.1M	-43%	3.7k	296.55	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$1.1M	+5%	21k	50.62	View chart
Unilever Spon Adr New (UL)	0.1	$1.0M		22k	48.48	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.0M	-23%	26k	40.21	View chart
Medtronic SHS (MDT)	0.1	$1.0M	-6%	13k	82.38	View chart
Consolidated Edison (ED)	0.1	$1.0M		11k	90.97	View chart
Palo Alto Networks (PANW)	0.1	$1.0M	+7%	3.4k	294.88	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$1.0M	-24%	19k	54.08	View chart
Abbott Laboratories (ABT)	0.1	$1.0M		9.1k	110.06	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.1	$1.0M	-2%	12k	86.72	View chart
Archer Daniels Midland Company (ADM)	0.1	$993k		14k	72.22	View chart
Lockheed Martin Corporation (LMT)	0.1	$968k	-8%	2.1k	453.18	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$963k	+2%	9.7k	99.79	View chart
UnitedHealth (UNH)	0.1	$960k	+5%	1.8k	526.39	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$930k	-2%	2.7k	350.85	View chart
Prologis (PLD)	0.1	$925k	+11%	6.9k	133.30	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$906k	-2%	8.6k	105.23	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$903k		16k	55.67	View chart
Morgan Stanley Com New (MS)	0.1	$902k	-21%	9.7k	93.25	View chart
Oracle Corporation (ORCL)	0.1	$898k		8.5k	105.43	View chart
CSX Corporation (CSX)	0.1	$894k		26k	34.67	View chart
At&t (T)	0.1	$889k	-2%	53k	16.78	View chart
Ingles Mkts Cl A (IMKTA)	0.1	$874k		10k	86.37	View chart
Amgen (AMGN)	0.1	$863k	-4%	3.0k	288.07	View chart
Adobe Systems Incorporated (ADBE)	0.1	$849k	-12%	1.4k	596.60	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$847k	+298%	11k	76.38	View chart
Everest Re Group (EG)	0.1	$836k	-4%	2.4k	353.58	View chart
Novo-nordisk A S Adr (NVO)	0.1	$814k	+6%	7.9k	103.45	View chart
Costco Wholesale Corporation (COST)	0.0	$810k	+4%	1.2k	660.31	View chart
Novartis Sponsored Adr (NVS)	0.0	$808k		8.0k	100.97	View chart
BP Sponsored Adr (BP)	0.0	$784k		22k	35.40	View chart
General Dynamics Corporation (GD)	0.0	$777k		3.0k	259.64	View chart
Public Storage (PSA)	0.0	$774k	+102%	2.5k	305.00	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.0	$769k		48k	15.93	View chart
Proshares Tr Pshs Ultra Qqq (QLD)	0.0	$760k	NEW	10k	76.00	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (GDEC)	0.0	$750k	NEW	25k	30.26	View chart
Qualcomm (QCOM)	0.0	$739k	-4%	5.1k	144.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$738k	-27%	12k	62.66	View chart
Halliburton Company (HAL)	0.0	$738k	+13%	20k	36.15	View chart
Colgate-Palmolive Company (CL)	0.0	$734k	+2%	9.2k	79.71	View chart
Watsco, Incorporated (WSO)	0.0	$731k	+8%	1.7k	428.38	View chart
Intel Corporation (INTC)	0.0	$721k		14k	50.25	View chart
Cigna Corp (CI)	0.0	$719k	+3%	2.4k	299.46	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.0	$716k	-27%	12k	61.57	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$713k	+16%	6.4k	110.66	View chart
Prudential Financial (PRU)	0.0	$711k		6.9k	103.71	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$705k	-23%	19k	37.60	View chart
Bank of America Corporation (BAC)	0.0	$699k		21k	33.67	View chart
Deere & Company (DE)	0.0	$695k	-12%	1.7k	399.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$677k	-39%	12k	54.98	View chart
Nxp Semiconductors N V (NXPI)	0.0	$675k	+5%	2.9k	229.68	View chart
Target Corporation (TGT)	0.0	$675k	+5%	4.7k	142.43	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$671k	-57%	9.3k	72.03	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$669k	+20%	24k	27.64	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$665k	-19%	27k	24.59	View chart
Gilead Sciences (GILD)	0.0	$660k	+3%	8.1k	81.01	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$659k		6.6k	100.27	View chart
Verizon Communications (VZ)	0.0	$659k	-13%	18k	37.70	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.0	$656k	-30%	15k	44.21	View chart
Netflix (NFLX)	0.0	$653k	-10%	1.3k	486.88	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$645k	+11%	12k	52.37	View chart
BlackRock (BLK)	0.0	$644k		793.00	812.02	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$635k	-66%	8.6k	73.55	View chart
Nike CL B (NKE)	0.0	$627k	-12%	5.8k	108.57	View chart
Hershey Company (HSY)	0.0	$626k		3.4k	186.44	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$624k	-21%	6.3k	98.60	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$616k	+4%	15k	42.52	View chart
Kinder Morgan (KMI)	0.0	$615k	-31%	35k	17.64	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$612k	-41%	7.6k	80.15	View chart
Waste Management (WM)	0.0	$612k	-2%	3.4k	179.10	View chart
Phillips 66 (PSX)	0.0	$609k	+3%	4.6k	133.14	View chart
Cardinal Health (CAH)	0.0	$607k		6.0k	100.80	View chart
Valmont Industries (VMI)	0.0	$603k		2.6k	233.52	View chart
Paychex (PAYX)	0.0	$603k	+4%	5.1k	119.11	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$591k	+21%	4.1k	143.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$591k	-42%	4.3k	136.38	View chart
Williams Companies (WMB)	0.0	$588k	+8%	17k	34.83	View chart
Comcast Corp Cl A (CMCSA)	0.0	$586k	+6%	13k	43.85	View chart
Kellogg Company (K)	0.0	$583k	-3%	10k	55.91	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$581k		11k	52.33	View chart
Pfizer (PFE)	0.0	$576k	-5%	20k	28.79	View chart
Kimberly-Clark Corporation (KMB)	0.0	$576k	-2%	4.7k	121.50	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$571k	+8%	14k	40.27	View chart
3M Company (MMM)	0.0	$571k	-6%	5.2k	109.31	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.0	$558k	+68%	12k	47.00	View chart
Allstate Corporation (ALL)	0.0	$554k	+12%	4.0k	139.97	View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)	0.0	$552k		7.1k	78.03	View chart
Realty Income (O)	0.0	$545k	+27%	9.5k	57.42	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$543k		1.00	542625.00	View chart
Schlumberger Com Stk (SLB)	0.0	$536k		10k	52.04	View chart
Stryker Corporation (SYK)	0.0	$533k		1.8k	299.42	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$531k		12k	44.94	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$529k		1.9k	273.69	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$528k	-32%	7.6k	69.34	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$527k	NEW	5.7k	92.45	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$526k		4.2k	125.15	View chart
AFLAC Incorporated (AFL)	0.0	$525k		6.4k	82.50	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$524k	NEW	9.9k	52.80	View chart
Ameren Corporation (AEE)	0.0	$524k		7.2k	72.34	View chart
Commercial Metals Company (CMC)	0.0	$522k	NEW	10k	50.04	View chart
Advanced Micro Devices (AMD)	0.0	$521k	-4%	3.5k	147.41	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$520k	+4%	16k	32.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.0	$516k		17k	29.78	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$513k		19k	26.51	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$513k	-21%	15k	34.29	View chart
Bhp Group Sponsored Ads (BHP)	0.0	$508k		7.4k	68.31	View chart
Newmont Mining Corporation (NEM)	0.0	$505k	+8%	12k	41.39	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.0	$497k		29k	17.18	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$493k	NEW	5.2k	94.73	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.0	$492k	NEW	12k	40.25	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$490k	+17%	16k	31.19	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$489k	-26%	5.1k	96.38	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$488k	-5%	35k	13.80	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$476k	-60%	4.7k	100.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$464k	-18%	9.8k	47.24	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$462k	+68%	4.5k	101.99	View chart
Stellar Bancorp Ord (STEL)	0.0	$460k	-44%	17k	27.84	View chart
Sanofi Sponsored Adr (SNY)	0.0	$460k	+3%	9.2k	49.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$456k	-53%	4.4k	102.88	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$449k	-29%	8.9k	50.24	View chart
FedEx Corporation (FDX)	0.0	$449k	+7%	1.8k	252.99	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$442k		4.7k	95.07	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$441k	+10%	5.9k	74.46	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.0	$439k	-17%	15k	28.88	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$439k		6.8k	64.62	View chart
Us Bancorp Del Com New (USB)	0.0	$437k	+26%	10k	43.28	View chart
Abrdn Gold Etf Trust Physcl Gold Shs (SGOL)	0.0	$433k		22k	19.74	View chart
Southern Company (SO)	0.0	$424k		6.1k	70.12	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$424k		28k	15.15	View chart
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)	0.0	$417k	NEW	17k	25.35	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$417k	NEW	11k	39.11	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$417k	+12%	12k	34.46	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$415k	NEW	12k	35.41	View chart
Voya Financial (VOYA)	0.0	$413k		5.7k	72.96	View chart
Aon Shs Cl A (AON)	0.0	$412k	+4%	1.4k	291.00	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.0	$410k	-17%	3.9k	105.62	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest U S (GJUL)	0.0	$407k		13k	32.08	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$405k	-7%	14k	29.29	View chart
Oneok (OKE)	0.0	$400k		5.7k	70.22	View chart
Altria (MO)	0.0	$399k	+24%	9.9k	40.34	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$399k	+6%	13k	29.78	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$388k		4.6k	85.37	View chart
Old Republic International Corporation (ORI)	0.0	$388k		13k	29.40	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Us Eq Md (GAPR)	0.0	$388k		12k	32.73	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$380k		6.5k	58.81	View chart
Nfj Dividend Interest (NFJ)	0.0	$378k		30k	12.60	View chart
Zoetis Cl A (ZTS)	0.0	$378k	+4%	1.9k	197.37	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$375k	+13%	4.8k	77.38	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.0	$370k	+2%	13k	29.06	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$365k	-2%	4.2k	86.39	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$362k	+24%	7.0k	51.99	View chart
Artesian Res Corp Cl A (ARTNA)	0.0	$362k		8.7k	41.45	View chart
Danaher Corporation (DHR)	0.0	$361k	+5%	1.6k	231.39	View chart
Biogen Idec (BIIB)	0.0	$359k	+5%	1.4k	258.77	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$355k	NEW	4.0k	89.79	View chart
Cme (CME)	0.0	$354k	-24%	1.7k	210.61	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$353k		4.3k	82.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$351k	-3%	17k	20.45	View chart
Shopify Cl A (SHOP)	0.0	$347k	-16%	4.5k	77.90	View chart
Block Cl A (SQ)	0.0	$343k	NEW	4.4k	77.35	View chart
Union Pacific Corporation (UNP)	0.0	$342k	-68%	1.4k	245.64	View chart
Rivernorth Managed (RMM)	0.0	$340k		24k	14.18	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$339k	+10%	4.7k	72.14	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$334k	-37%	5.1k	65.06	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$331k		21k	15.78	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$329k	NEW	1.9k	174.87	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$328k	-24%	4.4k	75.33	View chart
Thermo Fisher Scientific (TMO)	0.0	$328k	-33%	617.00	531.18	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$326k	NEW	3.0k	110.13	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$319k		13k	24.48	View chart
Jacobs Engineering Group (J)	0.0	$318k		2.4k	129.80	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	0.0	$315k		11k	30.08	View chart
Bristol Myers Squibb (BMY)	0.0	$309k	-23%	6.0k	51.31	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$308k	NEW	4.2k	72.66	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Intl Mod (YDEC)	0.0	$306k	NEW	13k	22.75	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$304k	+7%	9.8k	31.01	View chart
Ishares Tr Europe Etf (IEV)	0.0	$303k		5.7k	52.86	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$303k	-68%	6.8k	44.60	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$303k	NEW	2.2k	135.87	View chart
Hldgs (UAL)	0.0	$302k	+10%	7.3k	41.26	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$300k	NEW	8.1k	36.98	View chart
Nextera Energy (NEE)	0.0	$300k	NEW	4.9k	60.74	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Intl (YJUN)	0.0	$298k		14k	21.24	View chart
Global Partners Com Units (GLP)	0.0	$296k		7.0k	42.31	View chart
Fs Kkr Capital Corp (FSK)	0.0	$295k	NEW	15k	19.97	View chart
Alliant Energy Corporation (LNT)	0.0	$295k	+2%	5.7k	51.30	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$294k	+6%	2.8k	103.99	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$294k	+11%	6.3k	46.31	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.0	$292k	+10%	6.6k	44.09	View chart
Grupo Aeroportuario Del Cent Spon Adr (OMAB)	0.0	$290k	+4%	3.4k	84.63	View chart
ConAgra Foods (CAG)	0.0	$288k	NEW	10k	28.66	View chart
MetLife (MET)	0.0	$286k	-8%	4.3k	66.13	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$286k	+12%	35k	8.08	View chart
Murphy Usa (MUSA)	0.0	$283k		793.00	356.56	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$279k		1.3k	213.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$279k	-4%	15k	19.30	View chart
Becton, Dickinson and (BDX)	0.0	$275k		1.1k	243.79	View chart
Bunge Global Sa Com Shs (BG)	0.0	$272k	NEW	2.7k	100.94	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$271k	NEW	3.0k	89.06	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$269k	-38%	3.5k	77.52	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$269k	NEW	3.3k	81.29	View chart
New Fortress Energy Com Cl A (NFE)	0.0	$267k		7.1k	37.73	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$266k	-31%	5.6k	47.40	View chart
Agnico (AEM)	0.0	$265k		4.8k	54.85	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$262k		5.9k	44.63	View chart
Enbridge (ENB)	0.0	$261k	-16%	7.3k	36.02	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$260k	NEW	3.6k	72.42	View chart
Anthem (ELV)	0.0	$259k	+3%	549.00	471.51	View chart
Automatic Data Processing (ADP)	0.0	$258k	+19%	1.1k	232.99	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Eqty Bfr (FDEC)	0.0	$257k	NEW	6.6k	38.99	View chart
Sl Green Realty Corp (SLG)	0.0	$256k	NEW	5.7k	45.17	View chart
TJX Companies (TJX)	0.0	$256k		2.7k	93.82	View chart
Citigroup Com New (C)	0.0	$256k	-4%	5.0k	51.44	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.0	$252k		3.6k	69.59	View chart
Pool Corporation (POOL)	0.0	$250k		626.00	398.71	View chart
T. Rowe Price (TROW)	0.0	$249k		2.3k	107.70	View chart
AutoZone (AZO)	0.0	$248k	NEW	96.00	2585.61	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.0	$247k	NEW	1.3k	190.96	View chart
Northrop Grumman Corporation (NOC)	0.0	$245k	-12%	523.00	468.06	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$243k		2.1k	117.22	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$238k	NEW	4.1k	57.94	View chart
Microstrategy Cl A New (MSTR)	0.0	$236k	NEW	374.00	631.62	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$233k	-12%	7.3k	32.06	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$231k		4.4k	53.01	View chart
Direxion Shs Etf Tr Dly Enrgy Bull2x (ERX)	0.0	$227k	NEW	4.0k	56.57	View chart
Mastercard Incorporated Cl A (MA)	0.0	$227k	-49%	533.00	426.47	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$227k	-34%	4.8k	47.56	View chart
Lowe's Companies (LOW)	0.0	$225k	-2%	1.0k	222.47	View chart
Wells Fargo & Company (WFC)	0.0	$225k	-51%	4.6k	49.23	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us (GNOV)	0.0	$216k	NEW	6.8k	31.70	View chart
Illinois Tool Works (ITW)	0.0	$215k	NEW	819.00	261.91	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.0	$215k	NEW	4.1k	52.61	View chart
Diageo Spon Adr New (DEO)	0.0	$213k	NEW	1.5k	145.67	View chart
CVS Caremark Corporation (CVS)	0.0	$213k	-26%	2.7k	78.97	View chart
Duke Energy Corp Com New (DUK)	0.0	$213k	-24%	2.2k	97.03	View chart
Donaldson Company (DCI)	0.0	$209k	NEW	3.2k	65.35	View chart
Doubleline Yield (DLY)	0.0	$208k		14k	14.87	View chart
Vanguard World Extended Dur (EDV)	0.0	$208k	-51%	2.6k	81.03	View chart
AutoNation (AN)	0.0	$207k	NEW	1.4k	150.18	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$206k	-20%	2.3k	91.42	View chart
Bank of New York Mellon Corporation (BK)	0.0	$205k	NEW	3.9k	52.06	View chart
Chubb (CB)	0.0	$205k	NEW	908.00	226.09	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$203k	NEW	8.1k	24.98	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJAN)	0.0	$201k	NEW	5.8k	34.48	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$201k	NEW	3.7k	53.98	View chart
General Electric Com New (GE)	0.0	$201k	-22%	1.6k	127.63	View chart
Pioneer Natural Resources (PXD)	0.0	$200k	-19%	891.00	224.95	View chart
Doubleline Income Solutions (DSL)	0.0	$196k		16k	12.24	View chart
Tellurian (TELL)	0.0	$105k	+256%	138k	0.76	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$86k		15k	5.67	View chart
Flame Acquisition Corp *w Exp 02/26/202	0.0	$80k	NEW	41k	1.93	View chart
Sabre (SABR)	0.0	$67k	+9%	15k	4.40	View chart
TCW Strategic Income Fund (TSI)	0.0	$54k	-23%	12k	4.59	View chart
Plug Power Com New (PLUG)	0.0	$46k		10k	4.50	View chart
Retractable Technologies (RVP)	0.0	$34k		31k	1.11	View chart
Lumen Technologies (LUMN)	0.0	$21k		11k	1.83	View chart
D Market Electr Svcs & Tradi Sponsored Ads (HEPS)	0.0	$19k		11k	1.80	View chart

Past Filings by Avidian Wealth Solutions

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

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
STA Wealth Management 2020 Q2 filed Aug. 10, 2020

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