Skip to main content

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

ELV holding history

Elevance Health, Inc. in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ELV overviewAll 13F holders of ELVFull Q2 2026 holdings

Shares (Q2 2026)
695
Value
$268.6K
% of portfolio
<0.1%
Quarters held
13
Since Q4 2022
Holdings of ELV by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026695$268.6K<0.1%+695NewHolders
Q1 20260$00.0%−608−100.0%Sold outHolders
Q4 2025608$213.3K<0.1%+608NewHolders
Q3 20250$00.0%−693−100.0%Sold outHolders
Q2 2025693$269.7K<0.1%+98+16.5%AddedHolders
Q1 2025595$258.9K<0.1%00.0%UnchangedHolders
Q4 2024595$219.5K<0.1%−189−24.1%ReducedHolders
Q3 2024784$407.7K<0.1%−46−5.5%ReducedHolders
Q2 2024830$450.0K<0.1%+206+33.0%AddedHolders
Q1 2024624$323.4K<0.1%+75+13.7%AddedHolders
Q4 2023549$258.9K<0.1%+19+3.6%AddedHolders
Q3 2023530$230.9K<0.1%+2+0.4%AddedHolders
Q2 2023528$234.8K<0.1%+82+18.4%AddedHolders
Q1 2023446$204.9K<0.1%+2+0.5%AddedHolders
Q4 2022444$227.9K<0.1%+444NewHolders