Avidian Wealth Solutions, LLC Buys BTC iShares MSCI USA Quality Factor ETF, iShares Currency Hedged MSCI EMU ETF, Vanguard Energy ETF, Sells S&P 500 ETF TRUST ETF, Vanguard Russell 1000 Value Index Fund, SPDR S&P Kensho New Economies Composite ETF

Investment company Avidian Wealth Solutions, LLC (Current Portfolio) buys BTC iShares MSCI USA Quality Factor ETF, iShares Currency Hedged MSCI EMU ETF, Vanguard Energy ETF, Health Care Select Sector SPDR, WisdomTree Japan Hedged Equity Fund, sells S&P 500 ETF TRUST ETF, Vanguard Russell 1000 Value Index Fund, SPDR S&P Kensho New Economies Composite ETF, WisdomTree Emerging Markets ex-State-Owned Enterpr, The Energy Select Sector SPDR Fund during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Avidian Wealth Solutions, LLC. As of 2021Q3, Avidian Wealth Solutions, LLC owns 387 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

For the details of Avidian Wealth Solutions, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/avidian+wealth+solutions%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Avidian Wealth Solutions, LLC
  1. iShares Core S&P 500 ETF (IVV) - 411,255 shares, 13.50% of the total portfolio. Shares added by 4.26%
  2. BTC iShares Core MSCI EAFE ETF (IEFA) - 951,074 shares, 5.38% of the total portfolio. Shares added by 3.81%
  3. iShares Core MSCI Emerging Markets ETF (IEMG) - 988,451 shares, 4.65% of the total portfolio. Shares added by 5.88%
  4. iShares MBS ETF (MBB) - 557,018 shares, 4.59% of the total portfolio. Shares added by 0.02%
  5. Apple Inc (AAPL) - 352,950 shares, 3.81% of the total portfolio. Shares added by 3.28%
New Purchase: iShares Currency Hedged MSCI EMU ETF (HEZU)

Avidian Wealth Solutions, LLC initiated holding in iShares Currency Hedged MSCI EMU ETF. The purchase prices were between $34.92 and $37.69, with an estimated average price of $36.77. The stock is now traded at around $38.510000. The impact to a portfolio due to this purchase was 0.66%. The holding were 239,109 shares as of 2021-09-30.

New Purchase: WisdomTree Japan Hedged Equity Fund (DXJ)

Avidian Wealth Solutions, LLC initiated holding in WisdomTree Japan Hedged Equity Fund. The purchase prices were between $58.78 and $65.12, with an estimated average price of $61.56. The stock is now traded at around $63.310000. The impact to a portfolio due to this purchase was 0.3%. The holding were 63,185 shares as of 2021-09-30.

New Purchase: Vanguard Short-Term Bond ETF (BSV)

Avidian Wealth Solutions, LLC initiated holding in Vanguard Short-Term Bond ETF. The purchase prices were between $81.75 and $82.18, with an estimated average price of $81.96. The stock is now traded at around $81.355000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,792 shares as of 2021-09-30.

New Purchase: Kimco Realty Corp (KIM)

Avidian Wealth Solutions, LLC initiated holding in Kimco Realty Corp. The purchase prices were between $19.57 and $22.3, with an estimated average price of $21.38. The stock is now traded at around $23.410000. The impact to a portfolio due to this purchase was 0.04%. The holding were 22,777 shares as of 2021-09-30.

New Purchase: iShares Silver Trust (SLV)

Avidian Wealth Solutions, LLC initiated holding in iShares Silver Trust. The purchase prices were between $19.95 and $24.55, with an estimated average price of $22.48. The stock is now traded at around $23.110000. The impact to a portfolio due to this purchase was 0.03%. The holding were 21,213 shares as of 2021-09-30.

New Purchase: Plug Power Inc (PLUG)

Avidian Wealth Solutions, LLC initiated holding in Plug Power Inc. The purchase prices were between $23.76 and $33.31, with an estimated average price of $26.87. The stock is now traded at around $41.140000. The impact to a portfolio due to this purchase was 0.03%. The holding were 15,500 shares as of 2021-09-30.

Added: BTC iShares MSCI USA Quality Factor ETF (QUAL)

Avidian Wealth Solutions, LLC added to a holding in BTC iShares MSCI USA Quality Factor ETF by 230.89%. The purchase prices were between $131.73 and $141.35, with an estimated average price of $137.12. The stock is now traded at around $144.580000. The impact to a portfolio due to this purchase was 2.18%. The holding were 311,541 shares as of 2021-09-30.

Added: Vanguard Energy ETF (VDE)

Avidian Wealth Solutions, LLC added to a holding in Vanguard Energy ETF by 1101.72%. The purchase prices were between $63.01 and $76.32, with an estimated average price of $68.92. The stock is now traded at around $81.950000. The impact to a portfolio due to this purchase was 0.38%. The holding were 72,560 shares as of 2021-09-30.

Added: Health Care Select Sector SPDR (XLV)

Avidian Wealth Solutions, LLC added to a holding in Health Care Select Sector SPDR by 97.46%. The purchase prices were between $126.62 and $136.37, with an estimated average price of $131.77. The stock is now traded at around $133.830000. The impact to a portfolio due to this purchase was 0.36%. The holding were 73,940 shares as of 2021-09-30.

Added: Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)

Avidian Wealth Solutions, LLC added to a holding in Invesco S&P 500 High Dividend Low Volatility ETF by 28.31%. The purchase prices were between $42.17 and $44.55, with an estimated average price of $43.54. The stock is now traded at around $43.740000. The impact to a portfolio due to this purchase was 0.3%. The holding were 429,199 shares as of 2021-09-30.

Added: iShares Core Total USD Bond Market ETF (IUSB)

Avidian Wealth Solutions, LLC added to a holding in iShares Core Total USD Bond Market ETF by 56.83%. The purchase prices were between $53.04 and $53.75, with an estimated average price of $53.47. The stock is now traded at around $53.200000. The impact to a portfolio due to this purchase was 0.28%. The holding were 186,891 shares as of 2021-09-30.

Added: First Trust Preferred Securities and Income ETF (FPE)

Avidian Wealth Solutions, LLC added to a holding in First Trust Preferred Securities and Income ETF by 29.65%. The purchase prices were between $20.32 and $20.61, with an estimated average price of $20.45. The stock is now traded at around $20.535000. The impact to a portfolio due to this purchase was 0.2%. The holding were 559,353 shares as of 2021-09-30.

Sold Out: S&P 500 ETF TRUST ETF (SPY)

Avidian Wealth Solutions, LLC sold out a holding in S&P 500 ETF TRUST ETF. The sale prices were between $423.61 and $451.74, with an estimated average price of $439.92.

Sold Out: Vanguard FTSE Europe ETF (VGK)

Avidian Wealth Solutions, LLC sold out a holding in Vanguard FTSE Europe ETF. The sale prices were between $65.12 and $70.19, with an estimated average price of $68.16.

Sold Out: iShares MSCI United Kingdom ETF (EWU)

Avidian Wealth Solutions, LLC sold out a holding in iShares MSCI United Kingdom ETF. The sale prices were between $31.44 and $33.72, with an estimated average price of $32.84.

Sold Out: PGIM Ultra Short Bond ETF (PULS)

Avidian Wealth Solutions, LLC sold out a holding in PGIM Ultra Short Bond ETF. The sale prices were between $49.54 and $49.61, with an estimated average price of $49.58.

Sold Out: SPDR Bloomberg High Yield Bond ETF (JNK)

Avidian Wealth Solutions, LLC sold out a holding in SPDR Bloomberg High Yield Bond ETF. The sale prices were between $107.32 and $109.34, with an estimated average price of $108.42.

Sold Out: Nucor Corp (NUE)

Avidian Wealth Solutions, LLC sold out a holding in Nucor Corp. The sale prices were between $90.04 and $126.17, with an estimated average price of $106.28.



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