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Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 5, 2021. Long positions only.

Institution overview
Positions
358
No 13F data for Q4 2020
Portfolio value
$1.17B
No 13F data for Q4 2020
Filed
May 5, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of Avidian Wealth Solutions, LLC in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
TXMDTherapeuticsMD, Inc.COM10,873$15.0K<0.1%––History
FAXAbrdn Asia-Pacific Income Fund, Inc.COM12,888$53.0K<0.1%––History
BMRABiomerica IncCOM NEW10,000$55.0K<0.1%––History
PRPHProPhase Labs, Inc.COM10,469$77.0K<0.1%––History
RIGTransocean Ltd.REGISTERED SHS23,467$83.0K<0.1%––History
Alussa Energy Acquisition Corp.G0232J101SHS CL A10,794$108.0K<0.1%–––
SYRSSyros Pharmaceuticals, Inc.COM16,000$120.0K<0.1%––History
FFord Motor CoStock10,435$128.0K<0.1%––History
MROMarathon Oil CorpCOM12,037$129.0K<0.1%––History
Forum Merger III Corp349885103COM CL A13,000$130.0K<0.1%–––
LMRKLandmark Infrastructure Partners LPCOM UNIT LTD11,753$139.0K<0.1%––History
PSFEPaysafe LtdORD11,200$151.0K<0.1%––History
PAAPlains All American Pipeline LPUNIT LTD PARTN18,623$169.0K<0.1%––History
HOUSAnywhere Real Estate Inc.COM11,466$173.0K<0.1%––History
FLZHFlash Sports & Media Holdings, Inc.COM NEW23,000$194.0K<0.1%––History
SNFIStark Novus Financial Inc.COM CL A17,000$200.0K<0.1%––History
ILMNIllumina, Inc.COM524$201.0K<0.1%––History
SPDR Series Trust78464A763ST STR SP DIV1,711$202.0K<0.1%–––
FDXFedEx CorpStock716$203.0K<0.1%––History
LGHLLion Group Holding LtdADS45,898$203.0K<0.1%––History
Vanguard Ftse Emerging Markets ETF922042858ETF3,948$205.0K<0.1%–––
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD3,907$206.0K<0.1%–––
DCIDonaldson Co IncStock3,558$207.0K<0.1%––History
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM3,600$209.0K<0.1%–––
NXPINXP Semiconductors N.V.COM1,037$209.0K<0.1%––History
MSIMotorola Solutions, Inc.Stock1,115$210.0K<0.1%––History
iShares S&P 500 Value ETF464287408ETF1,500$212.0K<0.1%–––
VICRVicor CorpCOM2,500$213.0K<0.1%––History
UBERUber Technologies, IncStock3,940$215.0K<0.1%––History
RCLRoyal Caribbean Cruises LtdCOM2,600$223.0K<0.1%––History
TSEMTower Semiconductor LtdSHS NEW8,000$224.0K<0.1%––History
IAUiShares Gold TrustISHARES13,852$225.0K<0.1%––History
WCNWaste Connections, Inc.COM2,095$226.0K<0.1%––History
XYZBlock, Inc.CL A1,000$227.0K<0.1%––History
CVSCVS Health CorpStock3,031$228.0K<0.1%––History
Fidelity Covington Trust316092352BLUE CHIP GRWTH7,800$228.0K<0.1%–––
UNPUnion Pacific CorpStock1,043$230.0K<0.1%––History
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX1,305$230.0K<0.1%–––
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,412$233.0K<0.1%–––
SPDR Series Trust78468R549SP O&G EQP SERV4,417$235.0K<0.1%–––
First Tr Exchange Traded FD33738R696DORSEYWRIGHT MOM8,079$236.0K<0.1%–––
EPMEvolution Petroleum CorpCOM70,000$237.0K<0.1%––History
CSXCSX CorpStock2,480$239.0K<0.1%––History
Vanguard Malvern FDS922020805STRM INFPROIDX4,643$239.0K<0.1%–––
iShares S&P Small-Cap 600 Growth ETF464287887ETF1,876$241.0K<0.1%–––
iShares Tr46429B655FLTG RATE NT ETF4,745$241.0K<0.1%–––
ATVIActivision Blizzard, Inc.COM2,605$242.0K<0.1%––History
SPRUSpruce Power Holding CorpCOM CL A27,000$242.0K<0.1%––History
PNRPENTAIR plcSHS3,947$246.0K<0.1%––History
Schwab Emerging Markets Equity ETF808524706ETF7,881$250.0K<0.1%–––
ETNEaton Corp plcStock1,820$252.0K<0.1%––History
WECWec Energy Group, Inc.Stock2,707$253.0K<0.1%––History
BDXBecton Dickinson & CoStock1,053$256.0K<0.1%––History
AMTAmerican Tower CorpREIT1,083$259.0K<0.1%––History
First Tr Exchange-Traded FD33738D101NO AMER ENERGY11,353$259.0K<0.1%–––
Invesco Exch Traded FD Tr II46138E511PFD ETF17,280$259.0K<0.1%–––
MAINMain Street Capital CORPCEF6,683$262.0K<0.1%––History
EQIXEquinix IncCOM389$265.0K<0.1%––History
Tidal ETF Tr886364603RPAR RISK PARI11,710$266.0K<0.1%–––
NOCNorthrop Grumman CorpStock827$268.0K<0.1%––History
SPDR Series Trust78464A664ST LON TREAS ETF6,927$270.0K<0.1%–––
Paramount Global92556H206CL B6,070$274.0K<0.1%–––
PMPhilip Morris International Inc.Stock3,134$278.0K<0.1%––History
DJPBarclays Bank PLCDJUBS CMDT ETN3611,751$278.0K<0.1%––History
CRMSalesforce, Inc.Stock1,318$279.0K<0.1%––History
ITWIllinois Tool Works IncStock1,262$280.0K<0.1%––History
iShares U S ETF Tr46431W705INT RT HDG C B2,953$285.0K<0.1%–––
SONYSony Group CorpSPONSORED ADR2,710$287.0K<0.1%––History
ZTSZoetis Inc.Stock1,847$291.0K<0.1%––History
Listed FD Tr53656F789ROUNDHILL SPORTS9,526$293.0K<0.1%–––
SGFYSignify Health, Inc.CL A COM10,000$293.0K<0.1%––History
SRESempraStock2,236$296.0K<0.1%––History
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN3,041$299.0K<0.1%–––
Global X FDS37954Y673US INFR DEV ETF11,913$299.0K<0.1%–––
WKHSWorkhorse Group Inc.COM NEW22,000$303.0K<0.1%––History
AMATApplied Materials IncStock2,273$304.0K<0.1%––History
BCRXBiocryst Pharmaceuticals IncCOM30,000$305.0K<0.1%––History
MDLAMedallia, Inc.COM11,000$307.0K<0.1%––History
WBAWalgreens Boots Alliance, Inc.COM5,614$308.0K<0.1%––History
WMBWilliams Companies, Inc.COM13,495$320.0K<0.1%––History
NCLHNorwegian Cruise Line Holdings Ltd.SHS11,600$320.0K<0.1%––History
AONAon plcCL A1,404$323.0K<0.1%––History
MPCMarathon Petroleum CorpStock6,049$324.0K<0.1%––History
AIC3.ai, Inc.Stock5,000$330.0K<0.1%––History
VanEck ETF Trust92189F106GOLD MINERS ETF10,439$339.0K<0.1%–––
CMCanadian Imperial Bank of CommerceCOM3,478$340.0K<0.1%––History
Soaring Eagle Acquisition CoG8354H100UNIT 02/23/202633,748$342.0K<0.1%–––
NFLXNetflix IncStock657$343.0K<0.1%––History
Vanguard Utilities ETF92204A876ETF2,456$345.0K<0.1%–––
PEverpure, Inc.CL A16,000$345.0K<0.1%––History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,075$349.0K<0.1%–––
AEYEAudioeye IncCOM NEW12,500$349.0K<0.1%––History
OUNZVanEck Merk Gold ETFGOLD SHS21,034$350.0K<0.1%––History
NVDANVIDIA CorpStock659$352.0K<0.1%––History
AMDAdvanced Micro Devices IncStock4,500$353.0K<0.1%––History
LABStandard Biotools Inc.COM78,000$353.0K<0.1%––History
VNDAVanda Pharmaceuticals Inc.COM23,500$353.0K<0.1%––History
iShares Tr464287796U.S. ENERGY ETF13,530$355.0K<0.1%–––
IFFInternational Flavors & Fragrances IncCOM2,545$355.0K<0.1%––History
PSLVSprott Physical Silver TrustPHYSICAL SILVER40,614$357.0K<0.1%––History

Options (10)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Avidian Wealth Solutions, LLC in Q1 2021
SecurityClassPutsCalls
Tesla Inc88160R901CALL–$3.56M
Plug Power Inc72919P902CALL–$284.0K
Teradyne Inc880770902CALL–$206.0K
Palantir Technologies Inc69608A908CALL–$192.0K
SPDR S&P 500 ETF Tr78462F953PUT$122.0K–
Invitae Corp46185L903CALL–$99.0K
Exone Co302104904CALL–$88.0K
Vroom Inc92918V909CALL–$59.0K
Advanced Micro Devices Inc007903907CALL–$30.0K
Clover Health Investments Co18914F903CALL–$12.0K