Avidian Wealth Solutions, LLC Diversified Active

CIK: 0001471474 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 14, 2014

Total Value ($000): $271,430 (100.0% shares, 0.0% debt)

Holdings (46)

SDY SPDR SERIES TRUST 16.6%
Value ($000) $45,138 Shares 589,345 Est. Cost $72.97 Unrealized
XLK SELECT SECTOR SPDR TR 11.9%
Value ($000) $32,242 Shares 840,733 Est. Cost $35.24 Unrealized
XLF SELECT SECTOR SPDR TR 8.8%
Value ($000) $23,845 Shares 1,048,591 Est. Cost $21.77 Unrealized
DWX SPDR INDEX SHS FDS 7.4%
Value ($000) $20,078 Shares 391,376 Est. Cost $48.99 Unrealized
XLE SELECT SECTOR SPDR TR 7.4%
Value ($000) $20,052 Shares 200,320 Est. Cost $92.18 Unrealized
XLY SELECT SECTOR SPDR TR 6.9%
Value ($000) $18,688 Shares 280,013 Est. Cost $64.61 Unrealized
SPDR SERIES TRUST 5.4%
Value ($000) $14,605 Shares 177,500 Est. Cost $71.51 Unrealized
XLI SELECT SECTOR SPDR TR 4.7%
Value ($000) $12,632 Shares 233,674 Est. Cost $50.57 Unrealized
XLV SELECT SECTOR SPDR TR 4.0%
Value ($000) $10,866 Shares 178,626 Est. Cost $58.82 Unrealized
XLP SELECT SECTOR SPDR TR 3.2%
Value ($000) $8,765 Shares 196,426 Est. Cost $42.78 Unrealized
RYDEX ETF TRUST 3.0%
Value ($000) $8,146 Shares 106,191 Est. Cost $76.71 Unrealized
XLB SELECT SECTOR SPDR TR 3.0%
Value ($000) $8,122 Shares 163,623 Est. Cost $45.81 Unrealized
XLU SELECT SECTOR SPDR TR 2.6%
Value ($000) $7,013 Shares 158,448 Est. Cost $44.26 Unrealized
XOM EXXON MOBIL CORP 2.1%
Value ($000) $5,630 Shares 55,927 Est. Cost $61.87 Unrealized 0.0%
VERTEX ENERGY INC 2.1%
Value ($000) $5,594 Shares 576,068 Est. Cost $9.71 Unrealized
SSO PROSHARES TR 1.7%
Value ($000) $4,717 Shares 40,741 Est. Cost $109.93 Unrealized
UNITED STATES NATL GAS FUND 1.3%
Value ($000) $3,517 Shares 139,883 Est. Cost $25.14 Unrealized
MARKET VECTORS ETF TR 1.3%
Value ($000) $3,442 Shares 69,541 Est. Cost $49.50 Unrealized
RYDEX ETF TRUST 1.2%
Value ($000) $3,328 Shares 61,244 Est. Cost $54.34 Unrealized
POWERSHARES GLOBAL ETF TRUST 0.5%
Value ($000) $1,412 Shares 48,454 Est. Cost $29.14 Unrealized
CWB SPDR SERIES TRUST 0.5%
Value ($000) $1,274 Shares 25,229 Est. Cost $50.50 Unrealized
DEM WISDOMTREE TR 0.5%
Value ($000) $1,265 Shares 24,399 Est. Cost $51.85 Unrealized
SJNK SPDR SER TR 0.5%
Value ($000) $1,239 Shares 40,035 Est. Cost $30.95 Unrealized
SLB SCHLUMBERGER LTD 0.4%
Value ($000) $1,076 Shares 9,122 Est. Cost $74.85 Unrealized 0.0%
HAL HALLIBURTON CO 0.4%
Value ($000) $1,008 Shares 14,197 Est. Cost $51.48 Unrealized 0.0%
GASTAR EXPL INC NEW 0.3%
Value ($000) $871 Shares 100,000 Est. Cost $8.71 Unrealized
HDV ISHARES TR 0.3%
Value ($000) $682 Shares 9,048 Est. Cost $71.51 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $608 Shares 6,806 Est. Cost $60.92 Unrealized 0.0%
IWR ISHARES 0.2%
Value ($000) $545 Shares 3,367 Est. Cost $161.87 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.2%
Value ($000) $485 Shares 8,079 Est. Cost $60.03 Unrealized
PIONEER NAT RES CO 0.2%
Value ($000) $481 Shares 2,091 Est. Cost $230.03 Unrealized
TSLA TESLA MTRS INC 0.1%
Value ($000) $379 Shares 1,580 Est. Cost $13.95 Unrealized 0.0%
NEWFIELD EXPL CO 0.1%
Value ($000) $373 Shares 8,437 Est. Cost $44.21 Unrealized
MARKET VECTORS ETF TR 0.1%
Value ($000) $356 Shares 6,172 Est. Cost $57.68 Unrealized
IYW ISHARES 0.1%
Value ($000) $349 Shares 3,601 Est. Cost $96.92 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $345 Shares 4,023 Est. Cost $53.35 Unrealized 0.0%
WRIGHT MED GROUP INC 0.1%
Value ($000) $310 Shares 9,868 Est. Cost $31.41 Unrealized
ANADARKO PETE CORP 0.1%
Value ($000) $268 Shares 2,450 Est. Cost $109.39 Unrealized
MDYG SPDR SERIES TRUST 0.1%
Value ($000) $263 Shares 2,259 Est. Cost $116.42 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $260 Shares 2,793 Est. Cost $18.66 Unrealized 0.0%
SRE SEMPRA ENERGY 0.1%
Value ($000) $237 Shares 2,263 Est. Cost $34.62 Unrealized 0.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $223 Shares 2,134 Est. Cost $73.15 Unrealized 0.0%
IYJ ISHARES 0.1%
Value ($000) $206 Shares 1,984 Est. Cost $100.92 Unrealized
ROYAL DUTCH SHELL PLC 0.1%
Value ($000) $205 Shares 2,493 Est. Cost $82.23 Unrealized
TEMPLETON GLOBAL INCOME FD 0.1%
Value ($000) $152 Shares 18,415 Est. Cost $8.25 Unrealized
DWS STRATEGIC MUN INCOME TR 0.1%
Value ($000) $138 Shares 10,385 Est. Cost $13.29 Unrealized