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Streettalk Advisors

Latest statistics and disclosures from Avidian Wealth Enterprises's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, NVDA, IJH, EMXC, and represent 32.43% of Avidian Wealth Enterprises's stock portfolio.
Added to shares of these 10 stocks: USMV (+$15M), IVV (+$9.0M), AVGO, EMXC, IJH, IEFA, VTEB, IUSB, EFV, USIG.
Started 40 new stock positions in CEF, PLTR, APD, HESM, VV, PLD, WELL, FDLO, SWK, MSD.
Reduced shares in these 10 stocks: NVDA (-$286M), SMCI (-$17M), SPLG (-$7.3M), SPSM (-$6.9M), SLV, FCX, , CROX, GDX, VUSB.
Sold out of its positions in ANET, ARM, ALV, BIIB, CMG, CROX, HEPS, DVN, DXCM, EQT.
Avidian Wealth Enterprises was a net seller of stock by $-271M.
Avidian Wealth Enterprises has $2.2B in assets under management (AUM), dropping by -8.55%.
Central Index Key (CIK): 0001471474

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Portfolio Holdings for Avidian Wealth Enterprises

Avidian Wealth Enterprises holds 498 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.7	$302M	+3%	524k	576.82	View chart
Ishares Tr Core Msci Eafe (IEFA)	7.2	$159M		2.0M	78.05	View chart
NVIDIA Corporation (NVDA)	5.6	$123M	-69%	1.0M	121.44	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.0	$66M	+4%	1.1M	62.32	View chart
Ishares Msci Emrg Chn (EMXC)	2.9	$64M	+4%	1.0M	61.11	View chart
Ishares Tr Mbs Etf (MBB)	2.8	$62M	+2%	646k	95.81	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.5	$56M	-11%	832k	67.51	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$54M	+4%	1.1M	51.12	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.3	$51M	+2%	1.0M	50.60	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.3	$51M	+3%	971k	52.58	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.3	$50M	-2%	132k	375.38	View chart
Noble Corp Ord Shs A (NE)	2.2	$47M		1.3M	36.14	View chart
Apple (AAPL)	1.9	$42M		179k	233.00	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.7	$37M	+3%	657k	56.57	View chart
Ishares Tr Core Total Usd (IUSB)	1.6	$36M	+6%	760k	47.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$30M	+4%	253k	116.96	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$27M	+3%	661k	41.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$24M		45k	527.67	View chart
Exxon Mobil Corporation (XOM)	1.1	$23M	+4%	198k	117.22	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	1.0	$22M		436k	50.57	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$22M	-2%	38k	573.76	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	1.0	$21M		455k	46.95	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.8	$17M	+4%	371k	46.83	View chart
Microsoft Corporation (MSFT)	0.8	$17M	+2%	39k	430.30	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$16M	+2578%	174k	91.31	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$16M	+8%	173k	90.64	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$16M		177k	88.14	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.7	$16M	+3%	357k	43.57	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.7	$15M	+8%	210k	72.49	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.7	$15M	+2%	517k	29.07	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$15M	-4%	57k	263.83	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$14M	+3%	264k	53.72	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$14M	+2%	132k	106.76	View chart
Amazon (AMZN)	0.6	$13M		71k	186.33	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.6	$13M	+3%	477k	26.27	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.6	$12M		681k	18.10	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.5	$12M		195k	59.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$11M		57k	189.80	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$9.4M	+3%	249k	37.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$9.4M		138k	67.85	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$9.2M		188k	48.98	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$8.6M	+2%	242k	35.42	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$8.5M	+14%	102k	83.21	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$8.4M	-8%	133k	63.00	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$8.1M		26k	314.39	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$8.1M	-6%	29k	284.00	View chart
Ishares Tr Msci India Etf (INDA)	0.4	$8.0M	+2%	137k	58.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$8.0M	-3%	36k	220.89	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.4	$7.9M		78k	101.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$7.9M	-7%	40k	197.17	View chart
Meta Platforms Cl A (META)	0.4	$7.7M	+2%	14k	572.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$7.7M		93k	83.63	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$7.5M		120k	62.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$7.4M	+2%	140k	52.81	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.3	$7.0M		130k	53.97	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$6.6M		14k	460.26	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$6.5M		136k	47.53	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$6.4M		20k	321.95	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$6.2M	+40%	120k	51.50	View chart
Ishares Msci Mexico Etf (EWW)	0.3	$6.2M	+7%	115k	53.71	View chart
Chevron Corporation (CVX)	0.3	$6.1M		42k	147.27	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$6.0M		53k	112.94	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$5.8M	-9%	100k	57.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$5.7M		32k	179.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$5.4M	-2%	27k	200.78	View chart
Home Depot (HD)	0.2	$5.2M	-4%	13k	405.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$4.9M	-4%	103k	47.85	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.9M	-2%	29k	165.85	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$4.8M		67k	71.76	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$4.5M		97k	46.74	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$4.5M	-5%	41k	107.66	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$4.4M	-9%	46k	95.75	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.4M		41k	108.63	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$4.4M	-19%	41k	106.19	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$4.3M		29k	151.62	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.3M	+3%	7.3k	586.55	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$4.2M		11k	383.94	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.2M		20k	210.86	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$3.9M	-4%	142k	27.84	View chart
Eli Lilly & Co. (LLY)	0.2	$3.9M	+3%	4.4k	886.04	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.8M	+6%	22k	174.57	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$3.8M		44k	84.53	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	0.2	$3.6M	-2%	74k	49.47	View chart
Broadcom (AVGO)	0.2	$3.6M	+932%	21k	172.50	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$3.5M	+117%	62k	57.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.2M		18k	179.16	View chart
Wal-Mart Stores (WMT)	0.1	$3.2M	-3%	40k	80.75	View chart
Abbvie (ABBV)	0.1	$3.2M	+2%	16k	197.48	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$3.2M	-5%	67k	46.97	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.1M	-11%	29k	107.65	View chart
Pepsi (PEP)	0.1	$3.0M		18k	170.05	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.9M		23k	128.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.8M		17k	167.19	View chart
Procter & Gamble Company (PG)	0.1	$2.8M		16k	173.20	View chart
Johnson & Johnson (JNJ)	0.1	$2.7M	+2%	17k	162.06	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$2.7M		58k	46.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.5M	-8%	5.2k	488.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.5M		16k	153.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.4M	-9%	46k	52.66	View chart
Coca-Cola Company (KO)	0.1	$2.4M	+3%	34k	71.86	View chart
Visa Com Cl A (V)	0.1	$2.4M	+3%	8.6k	274.96	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.3M		9.6k	243.06	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$2.3M		62k	37.37	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.3M	+2%	36k	64.86	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.3M	-6%	26k	88.28	View chart
Tesla Motors (TSLA)	0.1	$2.2M	+12%	8.5k	261.63	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.2M		47k	47.52	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.2M	-30%	44k	50.94	View chart
Oracle Corporation (ORCL)	0.1	$2.2M	-2%	13k	170.40	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.1M	-2%	51k	41.95	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.1M	-2%	18k	119.55	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$2.1M		58k	36.17	View chart
McDonald's Corporation (MCD)	0.1	$2.1M	-3%	6.8k	304.51	View chart
United Parcel Service CL B (UPS)	0.1	$2.0M	-34%	15k	136.34	View chart
Walt Disney Company (DIS)	0.1	$2.0M	+7%	21k	96.19	View chart
Merck & Co (MRK)	0.1	$2.0M	+4%	18k	113.56	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.0M	+199%	20k	100.72	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.9M	+35%	8.5k	225.76	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.9M		9.6k	200.37	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.9M	+9%	119k	16.05	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$1.9M	+8%	6.7k	283.14	View chart
Amgen (AMGN)	0.1	$1.9M		5.9k	322.19	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.9M	+11%	92k	20.38	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.9M	+2%	23k	79.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.8M		18k	104.18	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.8M		58k	31.78	View chart
Enterprise Products Partners (EPD)	0.1	$1.8M		63k	29.11	View chart
UnitedHealth (UNH)	0.1	$1.8M	-2%	3.1k	584.72	View chart
Ishares Tr 7-10 Yr Trsy Bd Put Option (IEF)	0.1	$1.8M	-3%	19k	98.12	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$1.8M	-43%	36k	50.74	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.8M	+3%	15k	121.16	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$1.8M	-43%	36k	49.94	View chart
Shell Spon Ads (SHEL)	0.1	$1.8M		27k	65.95	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$1.8M	NEW	36k	50.22	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.7M		21k	83.09	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$1.7M		56k	30.81	View chart
Caterpillar (CAT)	0.1	$1.7M	-3%	4.4k	391.16	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.7M	-8%	10k	162.91	View chart
Tidal Tr Ii Yieldmax Nvda (NVDY)	0.1	$1.7M	+237%	71k	23.96	View chart
International Business Machines (IBM)	0.1	$1.7M	+8%	7.6k	221.08	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.7M	+13%	19k	87.80	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$1.7M	-5%	25k	65.91	View chart
Costco Wholesale Corporation (COST)	0.1	$1.6M	+5%	1.8k	886.61	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.6M	+6%	13k	126.18	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.6M	+53%	54k	29.29	View chart
RBB Motley Fol Etf (TMFC)	0.1	$1.6M		28k	56.25	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.1	$1.4M	-26%	21k	67.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.4M		18k	78.69	View chart
Eaton Corp SHS (ETN)	0.1	$1.3M	-5%	4.0k	331.45	View chart
Cisco Systems (CSCO)	0.1	$1.3M		25k	53.22	View chart
ConocoPhillips (COP)	0.1	$1.3M	+2%	12k	105.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.3M		16k	80.37	View chart
At&t (T)	0.1	$1.3M	-3%	58k	22.00	View chart
Honeywell International (HON)	0.1	$1.3M		6.1k	206.72	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.3M	-3%	2.2k	584.69	View chart
Valero Energy Corporation (VLO)	0.1	$1.3M		9.3k	135.03	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.1	$1.3M	+4%	9.9k	125.96	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.2M		30k	42.02	View chart
Unilever Spon Adr New (UL)	0.1	$1.2M	-7%	19k	64.96	View chart
Medtronic SHS (MDT)	0.1	$1.2M	+10%	14k	90.03	View chart
Bank of America Corporation (BAC)	0.1	$1.2M	+3%	31k	39.68	View chart
Netflix (NFLX)	0.1	$1.2M		1.7k	709.27	View chart
Novo-nordisk A S Adr (NVO)	0.1	$1.2M		10k	119.07	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.2M	+2%	12k	100.69	View chart
Public Storage (PSA)	0.1	$1.2M	+2%	3.2k	363.81	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.2M	+23%	63k	18.26	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M	-4%	25k	45.86	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.1M		9.0k	125.62	View chart
Vaneck Etf Trust Long Muni Etf (MLN)	0.1	$1.1M	-36%	62k	18.30	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.1M		14k	82.53	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$1.1M	-35%	46k	24.15	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$1.1M		4.1k	267.37	View chart
CSX Corporation (CSX)	0.1	$1.1M		32k	34.53	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.1M		17k	66.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.0	$1.1M	+24%	30k	36.24	View chart
Starbucks Corporation (SBUX)	0.0	$1.1M	-11%	11k	97.49	View chart
Sable Offshore Corp Com Shs (SOC)	0.0	$1.1M	+98%	46k	23.63	View chart
General Dynamics Corporation (GD)	0.0	$1.1M		3.6k	302.20	View chart
Nextera Energy (NEE)	0.0	$1.1M	+66%	13k	84.53	View chart
Consolidated Edison (ED)	0.0	$1.1M		10k	104.13	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.1M		5.1k	206.58	View chart
Phillips 66 (PSX)	0.0	$1.1M	-21%	8.0k	131.44	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$1.1M	-2%	6.0k	173.66	View chart
Morgan Stanley Com New (MS)	0.0	$1.0M	-6%	10k	104.24	View chart
Allstate Corporation (ALL)	0.0	$1.0M	+4%	5.5k	189.64	View chart
Adobe Systems Incorporated (ADBE)	0.0	$1.0M	+10%	2.0k	517.78	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$1.0M	+3%	13k	78.37	View chart
Kinder Morgan (KMI)	0.0	$1.0M	-2%	46k	22.09	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.0M		2.9k	353.44	View chart
BlackRock (BLK)	0.0	$1.0M	+50%	1.1k	949.95	View chart
Cigna Corp (CI)	0.0	$1.0M		2.9k	346.44	View chart
Advanced Micro Devices (AMD)	0.0	$994k	+2%	6.1k	164.08	View chart
Simmons 1st Natl Corp Cl A $1 Par (SFNC)	0.0	$994k		46k	21.54	View chart
Qualcomm (QCOM)	0.0	$981k		5.8k	170.04	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$973k		9.9k	98.16	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$967k	-14%	9.9k	98.10	View chart
Oneok (OKE)	0.0	$963k	+18%	11k	91.13	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$949k		7.9k	119.61	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$949k	+73%	11k	90.40	View chart
Stryker Corporation (SYK)	0.0	$942k	-4%	2.6k	361.27	View chart
Abbott Laboratories (ABT)	0.0	$936k		8.2k	114.02	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.0	$921k	+43%	17k	53.53	View chart
Everest Re Group (EG)	0.0	$911k	-2%	2.3k	391.83	View chart
Novartis Sponsored Adr (NVS)	0.0	$910k		7.9k	115.02	View chart
Union Pacific Corporation (UNP)	0.0	$908k	+43%	3.7k	246.47	View chart
Prudential Financial (PRU)	0.0	$891k		7.4k	121.10	View chart
BP Sponsored Adr (BP)	0.0	$873k	+2%	28k	31.39	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$861k	+7%	33k	26.17	View chart
Altria (MO)	0.0	$860k		17k	51.04	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$853k	+2%	17k	51.04	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$850k	+94%	16k	54.93	View chart
Mastercard Incorporated Cl A (MA)	0.0	$848k	+6%	1.7k	493.77	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$843k	+6%	31k	27.46	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$840k	+7%	10k	83.75	View chart
Paychex (PAYX)	0.0	$826k	+8%	6.2k	134.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$823k		25k	33.20	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$818k		15k	54.48	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$818k	+15%	33k	24.64	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$810k	+15%	14k	59.51	View chart
Williams Companies (WMB)	0.0	$794k	+3%	17k	45.65	View chart
Colgate-Palmolive Company (CL)	0.0	$792k	-6%	7.6k	103.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$778k	+70%	22k	36.03	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$767k	NEW	2.9k	263.29	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$764k		16k	47.13	View chart
Newmont Mining Corporation (NEM)	0.0	$762k		14k	53.45	View chart
Hershey Company (HSY)	0.0	$761k		4.0k	191.77	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$758k	+25%	18k	41.16	View chart
Danaher Corporation (DHR)	0.0	$754k	-6%	2.7k	278.03	View chart
Archer Daniels Midland Company (ADM)	0.0	$754k		13k	59.74	View chart
Philip Morris International (PM)	0.0	$745k	+59%	6.1k	121.40	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$744k		9.0k	83.00	View chart
AFLAC Incorporated (AFL)	0.0	$743k	+4%	6.6k	111.80	View chart
Nxp Semiconductors N V (NXPI)	0.0	$738k		3.1k	240.01	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$735k		13k	55.63	View chart
Valmont Industries (VMI)	0.0	$734k		2.5k	289.95	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$731k		4.2k	174.51	View chart
Gilead Sciences (GILD)	0.0	$722k	+3%	8.6k	83.84	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$720k	+40%	20k	36.13	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$704k		3.6k	198.03	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$704k	-14%	14k	50.74	View chart
Thermo Fisher Scientific (TMO)	0.0	$697k	-5%	1.1k	618.70	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$687k	+21%	9.1k	75.11	View chart
Cardinal Health (CAH)	0.0	$676k	+4%	6.1k	110.52	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$674k		2.1k	326.79	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$672k	+59%	2.7k	245.45	View chart
Comcast Corp Cl A (CMCSA)	0.0	$671k	+2%	16k	41.77	View chart
Target Corporation (TGT)	0.0	$667k	+4%	4.3k	155.86	View chart
Palo Alto Networks (PANW)	0.0	$665k		1.9k	341.80	View chart
Nike CL B (NKE)	0.0	$663k	+10%	7.5k	88.41	View chart
Ameren Corporation (AEE)	0.0	$657k		7.5k	87.46	View chart
Halliburton Company (HAL)	0.0	$656k		23k	29.05	View chart
Southern Company (SO)	0.0	$654k	+7%	7.3k	90.18	View chart
TJX Companies (TJX)	0.0	$647k	+2%	5.5k	117.53	View chart
Pfizer (PFE)	0.0	$646k	+4%	22k	28.94	View chart
FedEx Corporation (FDX)	0.0	$645k	+12%	2.4k	273.67	View chart
Verizon Communications (VZ)	0.0	$643k	-3%	14k	44.91	View chart
Bristol Myers Squibb (BMY)	0.0	$626k		12k	51.74	View chart
Boeing Company (BA)	0.0	$625k		4.1k	152.04	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$622k	+6%	14k	45.32	View chart
Schlumberger Com Stk (SLB)	0.0	$615k	+2%	15k	41.95	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$613k	+8%	4.0k	154.04	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$610k	-28%	9.1k	67.27	View chart
Kellogg Company (K)	0.0	$609k		7.5k	80.71	View chart
J P Morgan Exchange Traded F Betabuilders Cda (BBCA)	0.0	$609k		8.4k	72.29	View chart
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB)	0.0	$604k		7.1k	84.48	View chart
salesforce (CRM)	0.0	$603k	+44%	2.2k	273.74	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.0	$601k	+4%	58k	10.45	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$596k		24k	25.13	View chart
Waste Management (WM)	0.0	$592k	-22%	2.9k	207.59	View chart
AutoZone (AZO)	0.0	$592k		188.00	3150.04	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.0	$590k	-19%	3.1k	190.71	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$590k		4.2k	139.50	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.0	$587k	+4%	19k	30.28	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$586k	-6%	7.2k	81.23	View chart
Watsco, Incorporated (WSO)	0.0	$578k		1.2k	491.88	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.0	$571k		19k	29.53	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$571k	NEW	12k	49.70	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$563k	+2%	7.6k	73.67	View chart
Kimberly-Clark Corporation (KMB)	0.0	$558k		3.9k	142.26	View chart
3M Company (MMM)	0.0	$552k	-9%	4.0k	136.71	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$548k		15k	36.38	View chart
Ingles Mkts Cl A (IMKTA)	0.0	$544k	-27%	7.3k	74.60	View chart
Marathon Oil Corporation (MRO)	0.0	$541k	-23%	20k	26.63	View chart
MPLX Com Unit Rep Ltd (MPLX)	0.0	$540k	+34%	12k	44.46	View chart
Diamondback Energy (FANG)	0.0	$538k	-21%	3.1k	172.40	View chart
Aon Shs Cl A (AON)	0.0	$537k	+2%	1.6k	345.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH)	0.0	$536k		17k	32.23	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$531k	-8%	1.1k	465.08	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$531k		4.4k	119.70	View chart
Bunge Global Sa Com Shs (BG)	0.0	$529k		5.5k	96.64	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.0	$529k	+16%	5.8k	91.81	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$527k		4.8k	109.52	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$512k		11k	47.21	View chart
Bank of New York Mellon Corporation (BK)	0.0	$505k		7.0k	71.86	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.0	$501k	NEW	8.2k	61.35	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.0	$495k	+13%	2.1k	237.22	View chart
Bhp Group Sponsored Ads (BHP)	0.0	$492k		7.9k	62.11	View chart
Hldgs (UAL)	0.0	$487k	-18%	8.5k	57.06	View chart
British Amern Tob Sponsored Adr (BTI)	0.0	$486k		13k	36.58	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$486k		28k	17.37	View chart
American Express Company (AXP)	0.0	$485k	NEW	1.8k	271.26	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$484k	-19%	15k	33.23	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$483k	-26%	5.0k	97.41	View chart
Lowe's Companies (LOW)	0.0	$474k		1.8k	270.92	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.0	$473k		5.9k	80.30	View chart
EOG Resources (EOG)	0.0	$470k	-24%	3.8k	122.92	View chart
Palantir Technologies Cl A (PLTR)	0.0	$469k	NEW	13k	37.20	View chart
Old Republic International Corporation (ORI)	0.0	$463k		13k	35.42	View chart
Wells Fargo & Company (WFC)	0.0	$461k	+9%	8.2k	56.49	View chart
Enerflex (EFXT)	0.0	$455k	+15%	76k	5.96	View chart
Zoetis Cl A (ZTS)	0.0	$454k	+5%	2.3k	195.38	View chart
Fidelity Covington Trust Consmr Staples (FSTA)	0.0	$447k		8.8k	51.05	View chart
Deere & Company (DE)	0.0	$447k	-18%	1.1k	417.39	View chart
C H Robinson Worldwide Com New (CHRW)	0.0	$443k	-6%	4.0k	110.37	View chart
Ge Aerospace Com New (GE)	0.0	$441k	+7%	2.3k	188.56	View chart
First Solar (FSLR)	0.0	$441k		1.8k	249.44	View chart
Voya Financial (VOYA)	0.0	$441k		5.6k	79.22	View chart
Chubb (CB)	0.0	$438k		1.5k	288.33	View chart
Servicenow (NOW)	0.0	$437k	+39%	488.00	894.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GAPR)	0.0	$436k		12k	36.74	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.0	$435k	+10%	4.5k	95.96	View chart
Ishares Tr Europe Etf (IEV)	0.0	$434k	+30%	7.5k	58.27	View chart
Stellar Bancorp Ord (STEL)	0.0	$428k		17k	25.89	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.0	$426k		6.1k	69.44	View chart
Linde SHS (LIN)	0.0	$425k	+4%	891.00	476.62	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$424k		4.0k	106.13	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU)	0.0	$422k	-19%	8.5k	49.79	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.0	$421k		6.4k	65.83	View chart
Anheuser Busch Inbev Sa Sponsored Adr (BUD)	0.0	$420k		6.3k	66.29	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$415k		28k	15.10	View chart
Intuit (INTU)	0.0	$414k	+36%	667.00	620.59	View chart
Lyondellbasell Industries N Shs - A - (LYB)	0.0	$413k		4.3k	95.89	View chart
Anthem (ELV)	0.0	$408k	-5%	784.00	520.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.0	$406k	+4%	17k	24.58	View chart
AutoNation (AN)	0.0	$404k		2.3k	178.92	View chart
Rio Tinto Sponsored Adr (RIO)	0.0	$399k	-18%	5.6k	71.17	View chart
MetLife (MET)	0.0	$398k		4.8k	82.48	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$398k		21k	18.95	View chart
Boston Scientific Corporation (BSX)	0.0	$395k	+6%	4.7k	83.80	View chart
Sl Green Realty Corp (SLG)	0.0	$395k		5.7k	69.61	View chart
Crown Castle Intl (CCI)	0.0	$393k	-5%	3.3k	118.64	View chart
Applied Materials (AMAT)	0.0	$392k	+7%	1.9k	202.04	View chart
Motorola Solutions Com New (MSI)	0.0	$392k		872.00	449.46	View chart
Nfj Dividend Interest (NFJ)	0.0	$391k		30k	13.04	View chart
Murphy Usa (MUSA)	0.0	$391k		793.00	492.87	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$389k	-4%	8.2k	47.53	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.0	$389k		3.6k	108.18	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$387k	+4%	3.4k	113.00	View chart
Hca Holdings (HCA)	0.0	$387k		951.00	406.41	View chart
Rivernorth Managed (RMM)	0.0	$386k		24k	16.07	View chart
Citigroup Com New (C)	0.0	$385k		6.1k	62.60	View chart
Us Bancorp Del Com New (USB)	0.0	$382k	-22%	8.3k	45.73	View chart
Cme (CME)	0.0	$381k	-7%	1.7k	220.70	View chart
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN)	0.0	$378k	-25%	7.0k	53.68	View chart
Illinois Tool Works (ITW)	0.0	$372k	-11%	1.4k	262.01	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$366k	+4%	4.4k	83.16	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$364k	+13%	2.5k	145.57	View chart
Northrop Grumman Corporation (NOC)	0.0	$362k		686.00	528.28	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$361k	-8%	6.7k	53.63	View chart
Enbridge (ENB)	0.0	$361k		8.9k	40.61	View chart
First Tr Exchng Traded Fd Vi Vest U S Equity (RSJN)	0.0	$359k	NEW	11k	32.21	View chart
Dow (DOW)	0.0	$356k	+6%	6.5k	54.63	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$356k	+13%	6.1k	57.83	View chart
Automatic Data Processing (ADP)	0.0	$356k	-5%	1.3k	276.68	View chart
Diageo Spon Adr New (DEO)	0.0	$352k	-15%	2.5k	140.37	View chart
Spdr Ser Tr Bloomberg High Y (JNK)	0.0	$348k		3.6k	97.79	View chart
Hancock John Finl Opptys Sh Ben Int New (BTO)	0.0	$347k		11k	33.16	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$346k	-80%	8.7k	39.82	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.0	$345k	-2%	5.8k	59.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.0	$342k		15k	22.88	View chart
Emerson Electric (EMR)	0.0	$340k	NEW	3.1k	109.38	View chart
Alliant Energy Corporation (LNT)	0.0	$340k	+2%	5.6k	60.69	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$339k	+27%	4.2k	80.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.0	$339k		14k	24.80	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.0	$336k		13k	25.16	View chart
Cheniere Energy Com New (LNG)	0.0	$336k		1.9k	179.84	View chart
Royal Caribbean Cruises (RCL)	0.0	$332k	+11%	1.9k	177.36	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.0	$331k	NEW	5.0k	66.36	View chart
Sanofi Sponsored Adr (SNY)	0.0	$331k	-2%	5.7k	57.63	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	0.0	$330k		4.7k	71.02	View chart
Arch Cap Group Ord (ACGL)	0.0	$330k	+6%	3.0k	111.88	View chart
Fidelity National Financial Fnf Group Com (FNF)	0.0	$327k	NEW	5.3k	62.06	View chart
Charles Schwab Corporation (SCHW)	0.0	$323k		5.0k	64.82	View chart
Intuitive Surgical Com New (ISRG)	0.0	$322k	+7%	656.00	491.27	View chart
Hess Midstream Cl A Shs (HESM)	0.0	$322k	NEW	9.1k	35.27	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.0	$317k		2.9k	109.35	View chart
Welltower Inc Com reit (WELL)	0.0	$317k	NEW	2.5k	128.04	View chart
Super Micro Computer (SMCI)	0.0	$317k	-98%	760.00	416.40	View chart
General Mills (GIS)	0.0	$316k	NEW	4.3k	73.85	View chart
Doordash Cl A (DASH)	0.0	$316k	NEW	2.2k	142.73	View chart
Hormel Foods Corporation (HRL)	0.0	$314k		9.9k	31.70	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$311k	-2%	6.1k	50.88	View chart
Shopify Cl A (SHOP)	0.0	$310k		3.9k	80.14	View chart
Becton, Dickinson and (BDX)	0.0	$307k	+23%	1.3k	241.13	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.0	$306k		15k	20.65	View chart
Vanguard World Consum Dis Etf (VCR)	0.0	$302k		886.00	340.48	View chart
Intercontinental Exchange (ICE)	0.0	$301k	+2%	1.9k	160.64	View chart
Block Cl A (SQ)	0.0	$299k	+8%	4.4k	67.13	View chart
Artesian Res Corp Cl A (ARTNA)	0.0	$298k	-6%	8.0k	37.18	View chart
Air Products & Chemicals (APD)	0.0	$298k	NEW	1.0k	297.85	View chart
Uber Technologies (UBER)	0.0	$292k	NEW	3.9k	75.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.0	$289k		6.6k	43.78	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$288k	+8%	1.3k	218.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.0	$284k		12k	24.25	View chart
Blackstone Gso Flting Rte Fu (BSL)	0.0	$284k	+2%	20k	14.12	View chart
Dell Technologies CL C (DELL)	0.0	$283k	NEW	2.4k	118.54	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$281k		2.1k	135.04	View chart
Hp (HPQ)	0.0	$277k	+4%	7.7k	35.87	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$277k	+2%	9.5k	29.18	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$276k		4.3k	64.74	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$275k		483.00	569.42	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.0	$272k	-29%	3.6k	76.60	View chart
Booking Holdings (BKNG)	0.0	$271k		64.00	4232.78	View chart
Cullen/Frost Bankers (CFR)	0.0	$270k	-7%	2.4k	111.87	View chart
Stanley Black & Decker (SWK)	0.0	$269k	NEW	2.4k	110.13	View chart
Lamar Advertising Cl A (LAMR)	0.0	$269k	+2%	2.0k	133.63	View chart
Nortonlifelock (GEN)	0.0	$268k		9.8k	27.43	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$267k		3.0k	88.58	View chart
Targa Res Corp (TRGP)	0.0	$266k	+2%	1.8k	148.01	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$263k		4.3k	61.20	View chart
T. Rowe Price (TROW)	0.0	$262k		2.4k	108.92	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$261k	+11%	11k	23.17	View chart
Vanguard World Extended Dur (EDV)	0.0	$261k		3.3k	79.68	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$259k		2.7k	94.61	View chart
Corteva (CTVA)	0.0	$257k	-18%	4.4k	58.78	View chart
Analog Devices (ADI)	0.0	$256k	+2%	1.1k	230.18	View chart
Intel Corporation (INTC)	0.0	$255k	-42%	11k	23.46	View chart
Equitable Holdings (EQH)	0.0	$255k	+2%	6.1k	42.03	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$254k		3.3k	77.60	View chart
Freeport-mcmoran CL B (FCX)	0.0	$253k	-88%	5.1k	49.92	View chart
Jacobs Engineering Group (J)	0.0	$251k		1.9k	130.90	View chart
Metropcs Communications (TMUS)	0.0	$249k	NEW	1.2k	206.33	View chart
Agnico (AEM)	0.0	$249k	-2%	3.1k	80.56	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.0	$249k	+6%	5.5k	45.24	View chart
Marsh & McLennan Companies (MMC)	0.0	$248k		1.1k	223.19	View chart
Tractor Supply Company (TSCO)	0.0	$248k	-5%	852.00	290.77	View chart
O'reilly Automotive (ORLY)	0.0	$245k	-16%	213.00	1151.60	View chart
AES Corporation (AES)	0.0	$244k	+2%	12k	20.06	View chart
Hewlett Packard Enterprise (HPE)	0.0	$244k	+3%	12k	20.46	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$243k		4.6k	53.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.0	$242k		6.4k	37.85	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.0	$241k		12k	19.56	View chart
Sherwin-Williams Company (SHW)	0.0	$241k	-19%	632.00	381.48	View chart
Alcon Ord Shs (ALC)	0.0	$241k	-10%	2.4k	100.06	View chart
Duke Energy Corp Com New (DUK)	0.0	$240k	-25%	2.1k	115.28	View chart
Prologis (PLD)	0.0	$240k	NEW	1.9k	126.25	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.0	$238k		4.1k	58.11	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$238k		2.5k	93.57	View chart
Donaldson Company (DCI)	0.0	$236k		3.2k	73.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)	0.0	$235k		6.8k	34.48	View chart
Ark 21shares Bitcoin Etf Shs Ben Int (ARKB)	0.0	$234k	-21%	3.7k	63.47	View chart
Doubleline Yield (DLY)	0.0	$232k		14k	16.59	View chart
Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW)	0.0	$231k		7.8k	29.59	View chart
Timken Company (TKR)	0.0	$230k	-7%	2.7k	84.30	View chart
Cummins (CMI)	0.0	$230k	NEW	709.00	323.85	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$228k		825.00	276.80	View chart
Packaging Corporation of America (PKG)	0.0	$228k	NEW	1.1k	215.49	View chart
Pool Corporation (POOL)	0.0	$228k	NEW	605.00	376.82	View chart
First Financial Bankshares (FFIN)	0.0	$227k	NEW	6.1k	37.01	View chart
Goldman Sachs Etf Tr Access Hig Yld (GHYB)	0.0	$224k	-34%	4.9k	45.66	View chart
Iron Mountain (IRM)	0.0	$223k	NEW	1.9k	118.86	View chart
Goldman Sachs Etf Tr Access Invt Gr (GIGB)	0.0	$222k	-33%	4.7k	47.32	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.0	$222k	NEW	570.00	389.12	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$219k	NEW	1.5k	142.08	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.0	$218k		12k	18.50	View chart
Sprott Physical Gold & Silve Tr Unit (CEF)	0.0	$216k	NEW	8.8k	24.49	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$216k	NEW	9.2k	23.45	View chart
Monolithic Power Systems (MPWR)	0.0	$213k	-12%	230.00	925.90	View chart
S&p Global (SPGI)	0.0	$212k	NEW	411.00	516.37	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$211k	NEW	3.6k	59.23	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$210k	NEW	5.2k	40.63	View chart
Doubleline Income Solutions (DSL)	0.0	$208k		16k	12.98	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.0	$207k	NEW	5.4k	38.53	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$207k	+2%	248.00	832.62	View chart
Carrier Global Corporation (CARR)	0.0	$205k	NEW	2.6k	80.48	View chart
Southwest Airlines (LUV)	0.0	$204k	-3%	6.9k	29.63	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$204k		8.1k	25.08	View chart
Vanguard World Energy Etf (VDE)	0.0	$202k	NEW	1.7k	122.46	View chart
Xcel Energy (XEL)	0.0	$202k	NEW	3.1k	65.31	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$201k	-92%	7.1k	28.41	View chart
ON Semiconductor (ON)	0.0	$201k	NEW	2.8k	72.61	View chart
Cabot Oil & Gas Corporation (CTRA)	0.0	$200k	+6%	8.4k	23.95	View chart
Carnival Corp Unit 99/99/9999 (CCL)	0.0	$189k		10k	18.48	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$174k	-2%	12k	14.57	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$134k		10k	13.39	View chart
Morgan Stanley Emerging Markets Debt (MSD)	0.0	$115k	NEW	15k	7.93	View chart
Liberty All Star Equity Sh Ben Int (USA)	0.0	$112k		16k	7.10	View chart
Gabelli Equity Trust (GAB)	0.0	$106k		19k	5.49	View chart
Oxford Lane Cap Corp (OXLC)	0.0	$105k		20k	5.24	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$96k		15k	6.35	View chart
Emergent BioSolutions (EBS)	0.0	$88k	-20%	11k	8.35	View chart
Kosmos Energy (KOS)	0.0	$66k	+42%	16k	4.03	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$64k	+5%	12k	5.56	View chart
TCW Strategic Income Fund (TSI)	0.0	$60k		12k	5.13	View chart
Retractable Technologies (RVP)	0.0	$24k		31k	0.77	View chart
Eterna Therapeutics Com New (ERNA)	0.0	$16k		15k	1.05	View chart
D-wave Quantum (QBTS)	0.0	$11k	NEW	12k	0.98	View chart
Karyopharm Therapeutics (KPTI)	0.0	$8.4k	NEW	10k	0.83	View chart

Past Filings by Avidian Wealth Enterprises

SEC 13F filings are viewable for Avidian Wealth Enterprises going back to 2013

Avidian Wealth Enterprises 2024 Q3 filed Oct. 30, 2024
Avidian Wealth Solutions 2024 Q2 filed Aug. 6, 2024
Avidian Wealth Solutions 2024 Q1 filed May 3, 2024
Avidian Wealth Solutions 2023 Q4 filed Feb. 6, 2024
Avidian Wealth Solutions 2023 Q3 filed Oct. 13, 2023
Avidian Wealth Solutions 2023 Q2 filed Aug. 3, 2023
Avidian Wealth Solutions 2023 Q1 filed May 8, 2023
Avidian Wealth Solutions 2022 Q4 filed Feb. 6, 2023
Avidian Wealth Solutions 2022 Q3 filed Nov. 3, 2022
Avidian Wealth Solutions 2022 Q2 filed July 29, 2022
Avidian Wealth Solutions 2022 Q1 filed May 10, 2022
Avidian Wealth Solutions 2021 Q4 filed Feb. 14, 2022
Avidian Wealth Solutions 2021 Q3 filed Nov. 10, 2021
Avidian Wealth Solutions 2021 Q2 filed Aug. 9, 2021
Avidian Wealth Solutions 2021 Q1 filed May 5, 2021
STA Wealth Management 2020 Q4 filed Feb. 9, 2021

View all past filings

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