HoldingsChannel.com
Avidian Wealth Solutions LLC Top Holdings
As of  09/30/2022, below is a summary of the Avidian Wealth Solutions LLC top holdings by largest position size, as per the latest 13f filing made by Avidian Wealth Solutions LLC. In the Avidian Wealth Solutions LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Avidian Wealth Solutions LLC in that top holding, then the share count change between reporting periods, and finally the Avidian Wealth Solutions LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 518,630 +41,351 $186,007
     IVV518,630+41,351$186,007
ISHARES TR (IEFA) 1,471,222 -195,020 $77,489
     IEFA1,471,222-195,020$77,489
ISHARES TR (MBB) 515,182 -7,273 $47,180
     MBB515,182-7,273$47,180
ISHARES INC (IEMG) 1,061,749 +184,612 $45,634
     IEMG1,061,749+184,612$45,634
APPLE INC 288,288 +5,162 $39,841
     AAPL288,288+5,162$39,841
INVESCO EXCH TRADED FD TR II (CLTL) 322,295 +143,617 $33,963
     CLTL322,295+143,617$33,963
ISHARES TR (ITOT) 406,783 +390,727 $32,356
     ITOT406,783+390,727$32,356
ISHARES TR (IJH) 146,091 +21,470 $32,032
     IJH146,091+21,470$32,032
VANGUARD MUN BD FDS (VTEB) 603,951 +382,313 $29,074
     VTEB603,951+382,313$29,074
ISHARES TR (QUAL) 248,478 -27,065 $25,827
     QUAL248,478-27,065$25,827
ISHARES TR (IWF) 113,060 -10,224 $23,788
     IWF113,060-10,224$23,788
SCHWAB STRATEGIC TR 482,022 +13,104 $23,687
     SCHR482,022+13,104$23,687
INVESCO EXCH TRADED FD TR II (SPHD) 568,229 +31,754 $22,223
     SPHD568,229+31,754$22,223
ISHARES TR (USIG) 451,034 -22,712 $21,672
     USIG451,034-22,712$21,672
ISHARES TR (STIP) 216,829 +195,442 $20,839
     STIP216,829+195,442$20,839
VANECK ETF TRUST (ITM) 431,937 +187,512 $18,804
     ITM431,937+187,512$18,804
J P MORGAN EXCHANGE TRADED F (JPST) 374,433 +204,431 $18,782
     JPST374,433+204,431$18,782
ISHARES TR (IUSB) 407,085 +72,689 $18,115
     IUSB407,085+72,689$18,115
VANGUARD INDEX FDS (VTV) 141,197 +130,874 $17,435
     VTV141,197+130,874$17,435
EXXON MOBIL CORP 197,330 -10,647 $17,229
     XOM197,330-10,647$17,229
ISHARES TR (IJR) 185,785 -32,593 $16,199
     IJR185,785-32,593$16,199
SELECT SECTOR SPDR TR (XLV) 129,891 +15,097 $15,731
     XLV129,891+15,097$15,731
TARGET HOSPITALITY CORP 1,230,456 +7,001 $15,528
     TH1,230,456+7,001$15,528
VERITEX HLDGS INC 526,291 -22,793 $13,994
     VBTX526,291-22,793$13,994
J P MORGAN EXCHANGE TRADED F (BBJP) 339,513 +221,228 $13,862
     BBJP339,513+221,228$13,862
FIRST TR EXCH TRADED FD III (FPE) 780,789 +115,539 $13,039
     FPE780,789+115,539$13,039
MICROSOFT CORP 54,332 +2,626 $12,654
     MSFT54,332+2,626$12,654
ISHARES TR (DGRO) 266,254 +7,208 $11,840
     DGRO266,254+7,208$11,840
VANECK ETF TRUST (MLN) 684,927 +348,875 $11,397
     MLN684,927+348,875$11,397
VANGUARD BD INDEX FDS (BSV) 146,955 +10,380 $10,995
     BSV146,955+10,380$10,995
FIRST TR VALUE LINE DIVID IN (FVD) 293,544 +6,244 $10,506
     FVD293,544+6,244$10,506
SPDR SER TR (HYMB) 213,957 +72,903 $10,253
     HYMB213,957+72,903$10,253
ISHARES TR (SUB) 96,534 -115 $9,910
     SUB96,534-115$9,910
J P MORGAN EXCHANGE TRADED F (BBCA) 159,255 +9,822 $8,512
     BBCA159,255+9,822$8,512
ISHARES TR (ICSH) 170,057 +15,207 $8,505
     ICSH170,057+15,207$8,505
INVESCO EXCH TRADED FD TR II (SPLV) 146,621 +133,567 $8,479
     SPLV146,621+133,567$8,479
SCHWAB STRATEGIC TR 153,312 +7,047 $7,942
     SCHP153,312+7,047$7,942
AMAZON COM INC 70,148 +813 $7,927
     AMZN70,148+813$7,927
ISHARES TR (IWR) 127,161 +26,303 $7,903
     IWR127,161+26,303$7,903
WISDOMTREE TR 318,501 +164,185 $7,841
     XSOE318,501+164,185$7,841
ISHARES TR (ESGU) 97,239 -2,919 $7,722
     ESGU97,239-2,919$7,722
J P MORGAN EXCHANGE TRADED F (JCPB) 163,064 +2,867 $7,481
     JCPB163,064+2,867$7,481
SELECT SECTOR SPDR TR (XLE) 99,035 -117,251 $7,133
     XLE99,035-117,251$7,133
WISDOMTREE TR 178,488 +23,433 $6,679
     DOL178,488+23,433$6,679
CHEVRON CORP NEW 46,138 +1,142 $6,629
     CVX46,138+1,142$6,629
VANGUARD WORLD FDS (VDE) 63,309 -19,431 $6,431
     VDE63,309-19,431$6,431
SPDR SER TR (SPTL) 205,888 +52,806 $6,103
     SPTL205,888+52,806$6,103
FIRST TR EXCHANGE TRADED FD (EMLP) 235,911 +177,681 $5,869
     EMLP235,911+177,681$5,869
SPDR SER TR (SPLG) 139,158 +37,471 $5,843
     SPLG139,158+37,471$5,843
ALPHABET INC 60,150 +57,497 $5,753
     GOOGL60,150+57,497$5,753

See Full List: All Stocks Held By Avidian Wealth Solutions LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Avidian Wealth Solutions LLC

Size ($ in 1000's)
At 09/30/2022: $1,383,849
At 06/30/2022: $1,412,925

Avidian Wealth Solutions LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Avidian Wealth Solutions LLC 13F filings. Link to 13F filings: SEC filings

STA Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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