Avidian Wealth Solutions, LLC Diversified Active

CIK: 0001471474 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 16, 2016

Total Value ($000): $186,384 (100.0% shares, 0.0% debt)

Holdings (80)

SDY SPDR SERIES TRUST 16.3%
Value ($000) $30,383 Shares 380,125 Est. Cost $74.15 Unrealized
XLY SELECT SECTOR SPDR TR 11.7%
Value ($000) $21,867 Shares 276,441 Est. Cost $67.86 Unrealized
XLV SELECT SECTOR SPDR TR 9.6%
Value ($000) $17,832 Shares 263,084 Est. Cost $65.68 Unrealized
XLP SELECT SECTOR SPDR TR 7.3%
Value ($000) $13,616 Shares 256,617 Est. Cost $44.52 Unrealized
XLF SELECT SECTOR SPDR TR 6.9%
Value ($000) $12,916 Shares 579,192 Est. Cost $22.27 Unrealized
POWERSHARES ETF TR II 6.5%
Value ($000) $12,175 Shares 816,002 Est. Cost $14.92 Unrealized
XLI SELECT SECTOR SPDR TR 6.4%
Value ($000) $11,869 Shares 213,967 Est. Cost $53.88 Unrealized
XLK SELECT SECTOR SPDR TR 4.9%
Value ($000) $9,224 Shares 207,928 Est. Cost $38.79 Unrealized
SCHE SCHWAB STRATEGIC TR 4.2%
Value ($000) $7,878 Shares 379,292 Est. Cost $20.77 Unrealized
RYDEX ETF TRUST 4.2%
Value ($000) $7,789 Shares 99,358 Est. Cost $78.26 Unrealized
IWM ISHARES TR 3.7%
Value ($000) $6,901 Shares 62,376 Est. Cost $110.64 Unrealized
XLB SELECT SECTOR SPDR TR 2.2%
Value ($000) $4,102 Shares 91,548 Est. Cost $44.03 Unrealized
XOM EXXON MOBIL CORP 2.0%
Value ($000) $3,718 Shares 44,486 Est. Cost $59.72 Unrealized -13.0%
SHY ISHARES TR 1.2%
Value ($000) $2,230 Shares 26,221 Est. Cost $84.90 Unrealized
IEI ISHARES TR 0.8%
Value ($000) $1,501 Shares 11,914 Est. Cost $124.18 Unrealized
COP CONOCOPHILLIPS 0.6%
Value ($000) $1,144 Shares 28,396 Est. Cost $31.97 Unrealized -12.1%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $984 Shares 13,342 Est. Cost $71.52 Unrealized -25.7%
XTL SPDR SERIES TRUST 0.5%
Value ($000) $940 Shares 16,467 Est. Cost $56.83 Unrealized
BSV VANGUARD BD INDEX FD INC 0.5%
Value ($000) $894 Shares 11,090 Est. Cost $79.96 Unrealized
VIG VANGUARD SPECIALIZED PORTFOL 0.4%
Value ($000) $743 Shares 9,150 Est. Cost $73.77 Unrealized
HAL HALLIBURTON CO 0.3%
Value ($000) $616 Shares 17,252 Est. Cost $48.79 Unrealized -44.8%
AAPL APPLE INC 0.3%
Value ($000) $576 Shares 5,276 Est. Cost $26.44 Unrealized -14.7%
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $493 Shares 80,500 Est. Cost $6.12 Unrealized
MDT MEDTRONIC PLC 0.3%
Value ($000) $489 Shares 6,521 Est. Cost $58.89 Unrealized 0.0%
EOG EOG RES INC 0.3%
Value ($000) $471 Shares 6,492 Est. Cost $57.15 Unrealized -10.6%
VERTEX ENERGY INC 0.2%
Value ($000) $436 Shares 223,666 Est. Cost $6.40 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $407 Shares 8,397 Est. Cost $58.96 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $399 Shares 4,611 Est. Cost $56.03 Unrealized 0.0%
OEF ISHARES TR 0.2%
Value ($000) $383 Shares 4,193 Est. Cost $91.34 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $382 Shares 3,735 Est. Cost $65.39 Unrealized +12.0%
LA QUINTA HLDGS INC 0.2%
Value ($000) $379 Shares 30,352 Est. Cost $12.49 Unrealized
VC VISTEON CORP 0.2%
Value ($000) $365 Shares 4,590 Est. Cost $68.22 Unrealized 0.0%
CAMERON INTERNATIONAL CORP 0.2%
Value ($000) $363 Shares 5,409 Est. Cost $63.62 Unrealized
HILTON WORLDWIDE HLDGS INC 0.2%
Value ($000) $362 Shares 16,080 Est. Cost $22.51 Unrealized
EXAMWORKS GROUP INC 0.2%
Value ($000) $359 Shares 12,155 Est. Cost $29.54 Unrealized
PBH PRESTIGE BRANDS HLDGS INC 0.2%
Value ($000) $352 Shares 6,600 Est. Cost $49.25 Unrealized 0.0%
BRKR BRUKER CORP 0.2%
Value ($000) $344 Shares 12,276 Est. Cost $23.95 Unrealized 0.0%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $338 Shares 16 Est. Cost $16.27 Unrealized 0.0%
SIX FLAGS ENTMT CORP NEW 0.2%
Value ($000) $335 Shares 6,043 Est. Cost $55.44 Unrealized
IDV ISHARES TR 0.2%
Value ($000) $328 Shares 11,318 Est. Cost $28.10 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $327 Shares 5,928 Est. Cost $45.93 Unrealized +0.3%
TSLA TESLA MTRS INC 0.2%
Value ($000) $298 Shares 1,295 Est. Cost $13.40 Unrealized -1.8%
PROSHARES TR 0.2%
Value ($000) $296 Shares 14,501 Est. Cost $20.41 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $292 Shares 3,063 Est. Cost $65.46 Unrealized -12.3%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $277 Shares 5,738 Est. Cost $40.84 Unrealized -9.1%
XLU SELECT SECTOR SPDR TR 0.1%
Value ($000) $268 Shares 5,400 Est. Cost $43.30 Unrealized
SAIC SCIENCE APPLICATNS INTL CP N 0.1%
Value ($000) $268 Shares 5,033 Est. Cost $44.45 Unrealized 0.0%
PROSHARES TR II 0.1%
Value ($000) $267 Shares 13,800 Est. Cost $19.35 Unrealized
V VISA INC 0.1%
Value ($000) $265 Shares 3,470 Est. Cost $67.81 Unrealized 0.0%
PIONEER NAT RES CO 0.1%
Value ($000) $263 Shares 1,866 Est. Cost $230.03 Unrealized
VOO VANGUARD INDEX FDS 0.1%
Value ($000) $262 Shares 1,387 Est. Cost $188.90 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $251 Shares 1,766 Est. Cost $142.63 Unrealized -7.0%
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $251 Shares 2,316 Est. Cost $75.93 Unrealized +3.7%
TSN TYSON FOODS INC 0.1%
Value ($000) $249 Shares 3,728 Est. Cost $47.25 Unrealized 0.0%
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $249 Shares 5,038 Est. Cost $49.42 Unrealized
HUBG HUB GROUP INC 0.1%
Value ($000) $246 Shares 6,023 Est. Cost $17.32 Unrealized 0.0%
LDOS LEIDOS HLDGS INC 0.1%
Value ($000) $245 Shares 4,865 Est. Cost $29.76 Unrealized 0.0%
EL PASO ELEC CO 0.1%
Value ($000) $245 Shares 5,335 Est. Cost $45.92 Unrealized
UNIVERSAL FST PRODS INC 0.1%
Value ($000) $244 Shares 2,838 Est. Cost $85.98 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $243 Shares 4,485 Est. Cost $30.04 Unrealized 0.0%
KR KROGER CO 0.1%
Value ($000) $243 Shares 6,358 Est. Cost $31.60 Unrealized 0.0%
CBOE CBOE HLDGS INC 0.1%
Value ($000) $242 Shares 3,710 Est. Cost $56.13 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $241 Shares 2,461 Est. Cost $52.28 Unrealized +6.9%
MAN MANPOWERGROUP INC 0.1%
Value ($000) $239 Shares 2,931 Est. Cost $76.65 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GROUP 0.1%
Value ($000) $238 Shares 5,055 Est. Cost $30.16 Unrealized 0.0%
AMZN AMAZON COM INC 0.1%
Value ($000) $237 Shares 399 Est. Cost $31.21 Unrealized -9.1%
ASPEN TECHNOLOGY INC 0.1%
Value ($000) $233 Shares 6,450 Est. Cost $36.12 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $231 Shares 3,149 Est. Cost $48.50 Unrealized 0.0%
NEWFIELD EXPL CO 0.1%
Value ($000) $230 Shares 6,913 Est. Cost $42.36 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $229 Shares 2,000 Est. Cost $98.15 Unrealized -2.4%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $224 Shares 5,170 Est. Cost $32.77 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $217 Shares 1,376 Est. Cost $132.57 Unrealized -3.6%
SPY SPDR S&P 500 ETF TR 0.1%
Value ($000) $213 Shares 1,035 Est. Cost $205.80 Unrealized
WHOLE FOODS MKT INC 0.1%
Value ($000) $207 Shares 6,661 Est. Cost $31.08 Unrealized
BP BP PLC 0.1%
Value ($000) $206 Shares 6,809 Est. Cost $30.25 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $206 Shares 3,292 Est. Cost $31.08 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $202 Shares 1,805 Est. Cost $110.80 Unrealized
ALPS ETF TR 0.1%
Value ($000) $173 Shares 15,863 Est. Cost $10.91 Unrealized
TEMPLETON GLOBAL INCOME FD 0.1%
Value ($000) $120 Shares 18,415 Est. Cost $8.23 Unrealized
ABERDEEN ASIA PACIFIC INCOM 0.0%
Value ($000) $64 Shares 12,888 Est. Cost $5.90 Unrealized