Avidian Wealth Solutions, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 30, 2024
Value $
$2.2B
Signature - Title
Hope Edick - CCO
Location
Houston, TX
Summary
This page shows a list of all the recent 13F filings made by Avidian Wealth Solutions, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Avidian Wealth Solutions, LLC reported 498 stock holdings with total value $2.2B as of Q3 2024. Top holdings included IVV, IEFA, NVDA, IJH, and EMXC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 498 $2.2B +$90.1M -$47.9M +$42.2M IVV, IEFA, NVDA, IJH, EMXC 13F-HR 10/30/2024, 04:22 PM
Q2 2024 489 $2.07B +$319M -$64M +$255M IVV, IEFA, NVDA, SPLG, EMXC 13F-HR 8/6/2024, 09:55 AM
Q1 2024 436 $1.87B +$408M -$223M +$185M IVV, IEFA, NVDA, SPLG, NE 13F-HR 5/3/2024, 03:33 PM
Q4 2023 414 $1.6B +$171M -$114M +$57.1M IVV, IEFA, IEMG, MBB, SPLG 13F-HR 2/6/2024, 01:38 PM
Q3 2023 396 $1.42B +$71.8M -$115M -$42.9M IVV, IEFA, IEMG, MBB, IWF 13F-HR 10/13/2023, 10:58 AM
Q2 2023 409 $1.52B +$152M -$517M -$365M IVV, IEFA, IEMG, IWF, MBB 13F-HR 8/3/2023, 01:02 PM
Q1 2023 473 $1.82B +$398M -$167M +$231M IVV, IEFA, IEMG, IWF, AAPL 13F-HR 5/8/2023, 04:35 PM
Q4 2022 444 $1.53B +$229M -$175M +$54.6M IVV, IEFA, MBB, IEMG, AAPL 13F-HR 2/6/2023, 03:34 PM
Q3 2022 417 $1.38B +$240M -$190M +$49.8M IVV, IEFA, MBB, IEMG, AAPL 13F-HR 11/3/2022, 12:58 PM
Q2 2022 448 $1.41B +$172M -$159M +$12.3M IVV, IEFA, MBB, IEMG, AAPL 13F-HR 7/29/2022, 11:28 AM
Q1 2022 479 $1.61B +$220M -$140M +$79.7M IVV, IEFA, MBB, QUAL, IEMG 13F-HR 5/10/2022, 11:50 AM
Q4 2021 511 $1.58B +$296M -$90.7M +$205M IVV, IEFA, MBB, QUAL, IEMG 13F-HR 2/14/2022, 04:02 PM
Q3 2021 380 $1.31B +$127M -$96.6M +$30.3M IVV, IEFA, IEMG, MBB, AAPL 13F-HR 11/10/2021, 10:08 AM
Q2 2021 374 $1.3B +$154M -$74.5M +$79.9M IVV, IEFA, IEMG, MBB, AAPL 13F-HR 8/9/2021, 03:54 PM
Q1 2021 358 $1.17B +$231M -$156M +$75.6M IVV, IEFA, MBB, IEMG, AAPL 13F-HR 5/5/2021, 11:10 AM
Q4 2020 314 $1.05B +$192M -$109M +$82.9M IVV, IEFA, AAPL, MBB, IEMG 13F-HR 2/9/2021, 01:13 PM
Q3 2020 274 $882M $0 $0 IVV, IEFA, TBLL, AAPL, MBB New Holdings 2/3/2021, 02:54 PM
Q3 2020 274 $882M +$206M -$72.7M +$133M IVV, IEFA, TBLL, AAPL, MBB 13F-HR 11/5/2020, 06:32 PM
Q2 2020 247 $741M +$227M -$184M +$42.7M IVV, TBLL, QUAL, IEFA, AGG 13F-HR 8/10/2020, 11:46 AM
Q1 2020 209 $622M +$214M -$187M +$26.1M TBLL, VTI, AGG, QUAL, IEFA 13F-HR 4/22/2020, 05:18 PM
Q4 2019 227 $704M +$85M -$24.9M +$60.1M VTI, IEFA, QUAL, AGG, SPLV 13F-HR 2/12/2020, 08:10 PM
Q3 2019 190 $598M +$324M -$139M +$185M VTI, IEFA, AGG, QUAL, SPLV 13F-HR 11/14/2019, 09:41 AM
Q2 2019 146 $423M +$90.8M -$131M -$40.2M VTI, QUAL, AMZN, IUSV, FLOT 13F-HR 8/14/2019, 09:37 AM
Q1 2019 133 $450M +$219M -$88.4M +$130M VTI, EEMA, AMZN, IUSV, FLOT 13F-HR 5/15/2019, 04:29 PM
Q4 2018 92 $286M +$95.7M -$93.3M +$2.46M FLOT, VOO, VTI, AMZN, EEMA 13F-HR 2/14/2019, 04:24 PM
Q3 2018 105 $318M +$51.4M -$46.1M +$5.31M VOO, FLOT, QUAL, IUSV, EEM 13F-HR 11/14/2018, 04:26 PM
Q2 2018 101 $300M +$45M -$40.2M +$4.86M VOO, FLOT, QUAL, IUSV, EEM 13F-HR 8/14/2018, 04:25 PM
Q1 2018 98 $298M +$116M -$86.2M +$29.8M EEM, FLOT, QUAL, IUSV, VWOB 13F-HR 5/15/2018, 04:21 PM
Q4 2017 105 $275M +$40.6M -$38.9M +$1.66M VOO, SPSB, QUAL, SPHD, IUSV 13F-HR 2/14/2018, 05:59 PM
Q3 2017 92 $262M +$87.6M -$74.4M +$13.2M VOO, EEM, SPSB, QUAL, SPHD 13F-HR 11/14/2017, 04:27 PM
Q2 2017 88 $241M +$11.9M -$36.4M -$24.5M VOO, SPHD, EEM, SCHP, QUAL 13F-HR 8/14/2017, 04:22 PM
Q1 2017 85 $261M +$115M -$93.2M +$22.3M VOO, SPHD, EEM, SCHP, DGRO 13F-HR 5/15/2017, 04:30 PM
Q4 2016 83 $230M +$50.1M -$52.3M -$2.25M VOO, SPHD, XLY, VNQ, DGRO 13F-HR 2/14/2017, 04:32 PM
Q3 2016 76 $232M +$97.2M -$63.8M +$33.4M OUNZ, VOO, SPHD, XLY, TLT 13F-HR 11/14/2016, 04:23 PM
Q2 2016 70 $198M +$59.2M -$56.6M +$2.54M OUNZ, XLY, XLV, XLP, PGX 13F-HR 8/15/2016, 04:16 PM
Q1 2016 80 $186M +$45.7M -$69.6M -$23.9M SDY, XLY, XLV, XLP, XLF 13F-HR 5/16/2016, 01:00 PM
Q4 2015 50 $205M +$38.8M -$1.25M +$37.5M SDY, XLY, XLK, XLF, XLV 13F-HR 2/12/2016, 12:33 PM
Q3 2015 33 $160M +$4.39M -$72.8M -$68.5M SDY, XLY, XLF, XLK, XLV 13F-HR 11/16/2015, 11:55 AM
Q2 2015 39 $240M +$39.7M -$30.9M +$8.84M SDY, XLK, XLY, XLF, XLV 13F-HR 8/14/2015, 03:25 PM
Q1 2015 39 $236M +$32.5M -$39.2M -$6.66M SDY, XLK, XLY, XLF, XLV 13F-HR 5/15/2015, 02:19 PM
Q4 2014 36 $242M +$31.4M -$44.9M -$13.5M SDY, XLK, XLY, XLF, DWX 13F-HR 2/17/2015, 02:03 PM
Q3 2014 42 $256M +$9.11M -$16.4M -$7.24M SDY, XLK, XLF, DWX, XLY 13F-HR 11/14/2014, 02:26 PM
Q2 2014 46 $271M +$85.6M -$34.3K +$85.6M SDY, XLK, XLF, DWX, XLE 13F-HR 8/14/2014, 02:04 PM
Q1 2014 14 $177M +$83.7M -$19.1M +$64.7M SDY, XLK, XLF, DWX, XLY 13F-HR 5/15/2014, 03:28 PM
Q4 2013 28 $108M $0 $0 SDY, XLK, XLU, XOP, XLF 13F-HR 2/14/2014, 06:51 PM