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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

MA holding history

Mastercard 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.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
7,585
Value
$3.90M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of MA by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,585$3.90M0.1%+606+8.7%AddedHolders
Q1 20266,979$3.49M0.1%+4,214+152.4%AddedHolders
Q4 20252,765$1.58M0.1%+59+2.2%AddedHolders
Q3 20252,706$1.54M0.1%+451+20.0%AddedHolders
Q2 20252,255$1.27M0.1%+236+11.7%AddedHolders
Q1 20252,019$1.11M<0.1%+125+6.6%AddedHolders
Q4 20241,894$997.5K<0.1%+177+10.3%AddedHolders
Q3 20241,717$847.8K<0.1%+104+6.4%AddedHolders
Q2 20241,613$711.7K<0.1%+660+69.3%AddedHolders
Q1 2024953$459.1K<0.1%+420+78.8%AddedHolders
Q4 2023533$227.3K<0.1%−532−50.0%ReducedHolders
Q3 20231,065$421.6K<0.1%−134−11.2%ReducedHolders
Q2 20231,199$471.5K<0.1%−551−31.5%ReducedHolders
Q1 20231,750$636.1K<0.1%−172−8.9%ReducedHolders
Q4 20221,922$668.3K<0.1%+975+103.0%AddedHolders
Q3 2022947$269.0K<0.1%−220−18.9%ReducedHolders
Q2 20221,167$368.0K<0.1%−91−7.2%ReducedHolders
Q1 20221,258$450.0K<0.1%−6−0.5%ReducedHolders
Q4 20211,264$454.0K<0.1%+215+20.5%AddedHolders
Q3 20211,049$365.0K<0.1%−38−3.5%ReducedHolders
Q2 20211,087$397.0K<0.1%−71−6.1%ReducedHolders
Q1 20211,158$412.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.