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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

MO holding history

Altria Group, 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.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
22,549
Value
$1.62M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MO by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,549$1.62M<0.1%+958+4.4%AddedHolders
Q1 202621,591$1.42M<0.1%+2,853+15.2%AddedHolders
Q4 202518,738$1.08M<0.1%+646+3.6%AddedHolders
Q3 202518,092$1.20M<0.1%+1,541+9.3%AddedHolders
Q2 202516,551$970.4K<0.1%+2,759+20.0%AddedHolders
Q1 202513,792$827.8K<0.1%−4,372−24.1%ReducedHolders
Q4 202418,164$949.8K<0.1%+1,323+7.9%AddedHolders
Q3 202416,841$859.6K<0.1%+272+1.6%AddedHolders
Q2 202416,569$754.7K<0.1%+6,356+62.2%AddedHolders
Q1 202410,213$445.5K<0.1%+331+3.3%AddedHolders
Q4 20239,882$398.7K<0.1%+1,959+24.7%AddedHolders
Q3 20237,923$333.2K<0.1%−1,471−15.7%ReducedHolders
Q2 20239,394$425.5K<0.1%−2,486−20.9%ReducedHolders
Q1 202311,880$530.1K<0.1%+144+1.2%AddedHolders
Q4 202211,736$536.5K<0.1%+376+3.3%AddedHolders
Q3 202211,360$459.0K<0.1%+352+3.2%AddedHolders
Q2 202211,008$460.0K<0.1%+377+3.5%AddedHolders
Q1 202210,631$555.0K<0.1%−4,205−28.3%ReducedHolders
Q4 202114,836$703.0K<0.1%+65+0.4%AddedHolders
Q3 202114,771$672.0K0.1%+1,585+12.0%AddedHolders
Q2 202113,186$629.0K<0.1%+1,383+11.7%AddedHolders
Q1 202111,803$604.0K0.1%––Holders

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