Avidian Wealth Solutions, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Houston, TX
CIK
0001471474
Alternate names
STA Wealth Management, LLC, Streettalk Advisors, LLC
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 411 1,527,204 13F-HR 8/3/2023 000147147423000003 Avidian Wealth Solutions, LLC
Q1 2023 475 1,822,859 13F-HR 5/8/2023 000147147423000002 Avidian Wealth Solutions, LLC
Q4 2022 446 1,535,680 13F-HR 2/6/2023 000147147423000001 Avidian Wealth Solutions, LLC
Q3 2022 418 1,383,849 13F-HR 11/3/2022 000147147422000005 Avidian Wealth Solutions, LLC
Q2 2022 449 1,412,925 13F-HR 7/29/2022 000147147422000004 Avidian Wealth Solutions, LLC
Q1 2022 487 1,632,451 13F-HR 5/10/2022 000147147422000003 Avidian Wealth Solutions, LLC
Q4 2021 537 1,606,548 13F-HR 2/14/2022 000147147422000002 Avidian Wealth Solutions, LLC
Q3 2021 387 1,312,612 13F-HR 11/10/2021 000181204621000106 Avidian Wealth Solutions, LLC
Q2 2021 393 1,303,381 13F-HR 8/9/2021 000181204621000076 Avidian Wealth Solutions, LLC
Q1 2021 368 1,173,756 13F-HR 5/5/2021 000181204621000048 Avidian Wealth Solutions, LLC
Q4 2020 327 1,054,767 13F-HR 2/9/2021 000181204621000023 STA Wealth Management, LLC
Q3 2020 280 882,664 NEW HOLDINGS 2/3/2021 000181204621000018 STA Wealth Management, LLC
Q3 2020 159 431,734 13F-HR 11/6/2020 000181204620000034 STA Wealth Management, LLC
Q2 2020 263 741,295 13F-HR 8/10/2020 000181204620000016 STA Wealth Management, LLC
Q1 2020 210 623,265 13F-HR 4/22/2020 000147147420000002 STA Wealth Management, LLC
Q4 2019 231 703,700 13F-HR 2/13/2020 000108514620000624 STA Wealth Management, LLC
Q3 2019 190 607,129 13F-HR 11/14/2019 000108514619002973 STA Wealth Management, LLC
Q2 2019 146 422,953 13F-HR 8/14/2019 000108514619002275 STA Wealth Management, LLC
Q1 2019 133 449,918 13F-HR 5/15/2019 000131586319000471 STA Wealth Management, LLC
Q4 2018 92 286,442 13F-HR 2/14/2019 000131586319000197 STA Wealth Management, LLC
Q3 2018 105 319,607 13F-HR 11/14/2018 000131586318000891 STA Wealth Management, LLC
Q2 2018 101 316,860 13F-HR 8/14/2018 000131586318000663 STA Wealth Management, LLC
Q1 2018 98 298,350 13F-HR 5/15/2018 000131586318000449 STA Wealth Management, LLC
Q4 2017 105 373,760 13F-HR 2/14/2018 000131586318000172 STA Wealth Management, LLC
Q3 2017 92 262,404 13F-HR 11/14/2017 000131586317000888 STA Wealth Management, LLC
Q2 2017 88 240,574 13F-HR 8/14/2017 000131586317000675 STA Wealth Management, LLC
Q1 2017 85 260,943 13F-HR 5/15/2017 000131586317000448 STA Wealth Management, LLC
Q4 2016 83 229,569 13F-HR 2/14/2017 000131586317000146 STA Wealth Management, LLC
Q3 2016 76 246,646 13F-HR 11/14/2016 000131586316001917 STA Wealth Management, LLC
Q2 2016 70 274,810 13F-HR 8/15/2016 000131586316001722 STA Wealth Management, LLC
Q1 2016 80 186,384 13F-HR 5/16/2016 000131586316001455 STA Wealth Management, LLC
Q4 2015 50 204,863 13F-HR 2/12/2016 000131586316001154 STA Wealth Management, LLC
Q3 2015 33 160,007 13F-HR 11/16/2015 000131586315000910 STA Wealth Management, LLC
Q2 2015 39 239,724 13F-HR 8/14/2015 000131586315000687 STA Wealth Management, LLC
Q1 2015 40 236,239 13F-HR 5/15/2015 000131586315000456 STA Wealth Management, LLC
Q4 2014 36 242,865 13F-HR 2/17/2015 000131586315000154 STA Wealth Management, LLC
Q3 2014 42 255,502 13F-HR 11/14/2014 000131586314000647 STA Wealth Management, LLC
Q2 2014 46 271,430 13F-HR 8/14/2014 000108514614001724 STA Wealth Management, LLC
Q1 2014 14 176,518 13F-HR 5/15/2014 000138171514000004 Streettalk Advisors, LLC
Q4 2013 28 108,626 13F-HR 2/18/2014 000147147414000002 Streettalk Advisors, LLC