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.
- Positions
- 358
- No 13F data for Q4 2020
- Portfolio value
- $1.17B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| POSHPoshmark, Inc. | COM CL A | 8,800 | $357.0K | <0.1% | – | – | History |
| LDIloanDepot, Inc. | COM CL A | 18,000 | $359.0K | <0.1% | – | – | History |
| FCELFuelcell Energy Inc | COM | 25,000 | $360.0K | <0.1% | – | – | History |
| GEGeneral Electric Co | COM | 27,420 | $360.0K | <0.1% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 4,640 | $362.0K | <0.1% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,977 | $363.0K | <0.1% | – | – | History |
| CWHCamping World Holdings, Inc. | CL A | 10,000 | $364.0K | <0.1% | – | – | History |
| DHRDanaher Corp | Stock | 1,621 | $365.0K | <0.1% | – | – | History |
| IRBTiRobot Corp | COM | 3,000 | $367.0K | <0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 2,170 | $369.0K | <0.1% | – | – | History |
| PRUPrudential Financial Inc | Stock | 4,086 | $372.0K | <0.1% | – | – | History |
| STXSeagate Technology Holdings plc | SHS | 4,900 | $376.0K | <0.1% | – | – | History |
| BPBP PLC | ADR | 15,946 | $388.0K | <0.1% | – | – | History |
| GAPGap Inc | COM | 13,022 | $388.0K | <0.1% | – | – | History |
| BIIBBiogen Inc. | COM | 1,401 | $392.0K | <0.1% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 1,191 | $394.0K | <0.1% | – | – | – |
| ROOTRoot, Inc. | COM CL A | 31,179 | $397.0K | <0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,366 | $398.0K | <0.1% | – | – | History |
| Vanguard Energy ETF92204A306 | ETF | 5,928 | $403.0K | <0.1% | – | – | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 10,546 | $409.0K | <0.1% | – | – | History |
| SNYSanofi | SPONSORED ADR | 8,279 | $409.0K | <0.1% | – | – | History |
| PHUNPhunware, Inc. | COM | 247,870 | $409.0K | <0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 2,179 | $411.0K | <0.1% | – | – | History |
| MAMastercard Inc | Stock | 1,158 | $412.0K | <0.1% | – | – | History |
| AMGNAmgen Inc | Stock | 1,667 | $415.0K | <0.1% | – | – | History |
| PLLPiedmont Lithium Inc. | SPONSORED ADS | 6,000 | $417.0K | <0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 2,424 | $425.0K | <0.1% | – | – | History |
| WMWaste Management Inc | Stock | 3,344 | $431.0K | <0.1% | – | – | History |
| NVSNovartis AG | ADR | 5,156 | $441.0K | <0.1% | – | – | History |
| ABCLAbCellera Biologics Inc. | COM | 13,000 | $441.0K | <0.1% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 3,700 | $447.0K | <0.1% | – | – | History |
| FLRFluor Corp | Stock | 19,700 | $455.0K | <0.1% | – | – | History |
| COPConocoPhillips | Stock | 8,616 | $456.0K | <0.1% | – | – | History |
| ALGMAllegro Microsystems, Inc. | COM | 18,000 | $456.0K | <0.1% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 59,508 | $457.0K | <0.1% | – | – | History |
| GHGuardant Health, Inc. | COM | 3,000 | $458.0K | <0.1% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 5,222 | $458.0K | <0.1% | – | – | – |
| NVONovo Nordisk A S | ADR | 6,872 | $463.0K | <0.1% | – | – | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 4,211 | $465.0K | <0.1% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 28,585 | $469.0K | <0.1% | – | – | History |
| First Tr Exchange-Traded Alp33733C108 | SHS ISSUED FRST | 6,807 | $470.0K | <0.1% | – | – | – |
| CAHCardinal Health Inc | Stock | 7,769 | $472.0K | <0.1% | – | – | History |
| USBUS Bancorp DE | COM NEW | 8,709 | $482.0K | <0.1% | – | – | History |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 13,633 | $495.0K | <0.1% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 1,767 | $497.0K | <0.1% | – | – | History |
| GPROGoPro, Inc. | CL A | 43,000 | $501.0K | <0.1% | – | – | History |
| MSMorgan Stanley | Stock | 6,507 | $505.0K | <0.1% | – | – | History |
| FSLYFastly, Inc. | CL A | 7,505 | $505.0K | <0.1% | – | – | History |
| CLIRClearSign Technologies Corp | COM | 88,995 | $505.0K | <0.1% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,899 | $506.0K | <0.1% | – | – | – |
| BDSXBiodesix Inc | COM | 25,000 | $508.0K | <0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 8,780 | $512.0K | <0.1% | – | – | History |
| VLOValero Energy Corp | Stock | 7,161 | $513.0K | <0.1% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 1,603 | $515.0K | <0.1% | – | – | History |
| WRIWeingarten Realty Investors | SH BEN INT | 19,190 | $516.0K | <0.1% | – | – | History |
| PHRPhreesia, Inc. | COM | 10,000 | $521.0K | <0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 1,110 | $528.0K | <0.1% | – | – | History |
| BLKBlackRock, Inc. | COM | 700 | $528.0K | <0.1% | – | – | History |
| CMCSAComcast Corp | Stock | 9,791 | $530.0K | <0.1% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 5,552 | $530.0K | <0.1% | – | – | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 7,500 | $530.0K | <0.1% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 4,589 | $536.0K | <0.1% | – | – | – |
| PAYXPaychex Inc | Stock | 5,557 | $545.0K | <0.1% | – | – | History |
| Churchill Capital Corp IV171439102 | CL A | 23,595 | $547.0K | <0.1% | – | – | – |
| CICigna Group | Stock | 2,275 | $550.0K | <0.1% | – | – | History |
| BACBank of America Corp | Stock | 14,227 | $550.0K | <0.1% | – | – | History |
| MSGMMotorsport Games Inc. | COM CL A | 23,680 | $551.0K | <0.1% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 6,432 | $555.0K | <0.1% | – | – | – |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 26,935 | $561.0K | <0.1% | – | – | – |
| QCOMQualcomm Inc | Stock | 4,251 | $564.0K | <0.1% | – | – | History |
| ACNAccenture plc | Stock | 2,045 | $565.0K | <0.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 8,750 | $566.0K | <0.1% | – | – | History |
| AEEAmeren Corp | COM | 7,025 | $572.0K | <0.1% | – | – | History |
| Kraneshares Tr500767736 | QUADRTC INT RT | 20,000 | $572.0K | <0.1% | – | – | – |
| ORCLOracle Corp | Stock | 8,382 | $588.0K | 0.1% | – | – | History |
| HALHalliburton Co | Stock | 27,800 | $597.0K | 0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 10,257 | $600.0K | 0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 11,803 | $604.0K | 0.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 2,680 | $608.0K | 0.1% | – | – | History |
| HSYHershey Co | COM | 3,846 | $608.0K | 0.1% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 3,355 | $609.0K | 0.1% | – | – | History |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 6,042 | $609.0K | 0.1% | – | – | – |
| BLNKBlink Charging Co. | COM | 15,000 | $617.0K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 1,756 | $619.0K | 0.1% | – | – | History |
| DOWDow Inc. | Stock | 9,686 | $619.0K | 0.1% | – | – | History |
| KKellanova | Stock | 9,986 | $632.0K | 0.1% | – | – | History |
| EDConsolidated Edison Inc | Stock | 8,478 | $634.0K | 0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 10,082 | $636.0K | 0.1% | – | – | History |
| MMM3M Co | Stock | 3,311 | $638.0K | 0.1% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 2,628 | $638.0K | 0.1% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 7,006 | $644.0K | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,467 | $648.0K | 0.1% | – | – | History |
| iShares Tr46436E536 | US SML CP VALUE | 21,314 | $653.0K | 0.1% | – | – | – |
| LUVSouthwest Airlines Co | COM | 10,847 | $662.0K | 0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,801 | $670.0K | 0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 5,073 | $674.0K | 0.1% | – | – | History |
| NVTAInvitae Corp | COM | 18,000 | $688.0K | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 9,007 | $694.0K | 0.1% | – | – | History |
| Flexshares Tr33939L605 | IBOXX 5YR TRGT | 25,906 | $717.0K | 0.1% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 6,627 | $725.0K | 0.1% | – | – | – |
Options (10)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Tesla Inc88160R901 | CALL | – | $3.56M |
| Plug Power Inc72919P902 | CALL | – | $284.0K |
| Teradyne Inc880770902 | CALL | – | $206.0K |
| Palantir Technologies Inc69608A908 | CALL | – | $192.0K |
| SPDR S&P 500 ETF Tr78462F953 | PUT | $122.0K | – |
| Invitae Corp46185L903 | CALL | – | $99.0K |
| Exone Co302104904 | CALL | – | $88.0K |
| Vroom Inc92918V909 | CALL | – | $59.0K |
| Advanced Micro Devices Inc007903907 | CALL | – | $30.0K |
| Clover Health Investments Co18914F903 | CALL | – | $12.0K |