Avidian Wealth Solutions, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AW Avidian Wealth Solutions, LLC | Institutional Filer | ▲ 6.51% | $2.93B | 654 |
Current Portfolio Holdings
Showing all 654 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 679K | $443.4M | 15.15% |
| 2 | IEFA | ISHARES TR | — | 1.7M | $156.3M | 5.34% |
| 3 | USIG | ISHARES TR | — | 1.7M | $86.7M | 2.96% |
| 4 | EMXC | ISHARES INC | — | 1.1M | $83.3M | 2.84% |
| 5 | SPYM | SPDR SERIES TRUST | — | 1.1M | $80.4M | 2.75% |
| 6 | MBB | ISHARES TR | — | 804K | $76.4M | 2.61% |
| 7 | NE | Noble Corporation Plc | Energy | 1.3M | $63.9M | 2.18% |
| 8 | SCHR | SCHWAB STRATEGIC TR | — | 2.4M | $59.3M | 2.03% |
| 9 | JQUA | J P MORGAN EXCHANGE TRADED F | — | 950K | $58.3M | 1.99% |
| 10 | JVAL | J P MORGAN EXCHANGE TRADED F | — | 1.2M | $57.9M | 1.98% |
| 11 | IWF | ISHARES TR | — | 124K | $52.9M | 1.81% |
| 12 | AAPL | Apple Inc. | Technology | 205K | $52.0M | 1.78% |
| 13 | IUSB | ISHARES TR | — | 1.1M | $50.8M | 1.74% |
| 14 | XOM | Exxon Mobil Corporation | Energy | 235K | $39.9M | 1.36% |
| 15 | SCMB | SCHWAB STRATEGIC TR | — | 1.5M | $38.2M | 1.30% |
Showing 1 to 15 of 654 holdings