Avidian Wealth Solutions, LLC
CIK Number: 0001471474
Main Sectors:
Top Industries:
Filing Date: Jul 30, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 674.44 | -0.29% | 606.26K | +5.67% | 376.43M | 413.42 | 15.30% | Share |
| 2 | IEFA | iShares Core MS... | 87.76 | -0.8% | 1.92M | +2.45% | 160.23M | 68.3 | 6.51% | Share |
| 3 | NVDA | NVIDIA Corporat... | 192.57 | +1.83% | 732.84K | -16.58% | 115.78M | 62.82 | 4.71% | Share |
| 4 | USIG | iShares Broad U... | 52.01 | -0.13% | 1.36M | +6.81% | 69.98M | 53.65 | 2.84% | Share |
| 5 | MBB | iShares MBS ETF | 94.92 | -0.22% | 685.94K | +4.16% | 64.4M | 104.35 | 2.62% | Share |
| 6 | IJH | iShares Core S&... | 65.09 | -1.09% | 990.86K | +11.11% | 61.45M | 52.82 | 2.50% | Share |
| 7 | EMXC | iShares MSCI Em... | 68.93 | -0.76% | 946.52K | +0.45% | 59.76M | 57.51 | 2.43% | Share |
| 8 | SPLG | SPDR Portfolio ... | 78.95 | -0.28% | 763.29K | -22.57% | 55.48M | 54.33 | 2.26% | Share |
| 9 | IWF | iShares Russell... | 474.57 | -0.08% | 128.27K | +0.15% | 54.46M | 192.05 | 2.21% | Share |
| 10 | VTEB | Vanguard Tax-Ex... | 50.09 | -0.01% | 1.07M | -2.93% | 52.28M | 50.27 | 2.13% | Share |
| 11 | SCHR | Schwab Intermed... | 25.07 | -0.06% | 1.97M | +3.95% | 49.43M | 25.69 | 2.01% | Share |
| 12 | IUSB | iShares Core To... | 46.60 | -0.11% | 1M | +2.95% | 46.26M | 46.96 | 1.88% | Share |
| 13 | JVAL | JPMorgan U.S. V... | 47.70 | -0.72% | 961.74K | +81.46% | 42.54M | 42.46 | 1.73% | Share |
| 14 | JQUA | JPMorgan U.S. Q... | 62.82 | -0.44% | 701.25K | +5.08% | 42.11M | 47.61 | 1.71% | Share |
| 15 | NE | Noble Corporati... | 28.86 | -2.53% | 1.54M | +15.13% | 40.8M | 44.63 | 1.66% | Share |
| 16 | AAPL | Apple Inc. | 254.04 | -1.56% | 156.88K | -10.76% | 32.19M | 99.85 | 1.31% | Share |
| 17 | IJR | iShares Core S&... | 117.97 | -1.13% | 292.49K | +17.60% | 31.97M | 101.19 | 1.30% | Share |
| 18 | SCHF | Schwab Internat... | 23.45 | -0.85% | 1.39M | -0.06% | 30.78M | 18.54 | 1.25% | Share |
| 19 | VOO | Vanguard S&P 50... | 617.08 | -0.27% | 51.76K | +15.04% | 29.4M | 455.25 | 1.20% | Share |
| 20 | JCPB | JPMorgan Core P... | 47.41 | -0.08% | 612.87K | +6.32% | 28.84M | 47.04 | 1.17% | Share |
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