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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, SPYM, USIG, and represent 31.93% of Avidian Wealth Enterprises's stock portfolio.
Added to shares of these 10 stocks: FENI (+$19M), IVV (+$9.4M), IEMG (+$7.3M), TBIL (+$5.9M), INVX (+$5.8M), USIG, TQQQ, MBB, SCHR, VTEB.
Started 29 new stock positions in BDX, FJUL, FEX, WBD, ETHT, INVX, SDOW, FENI, UL, SU.
Reduced shares in these 10 stocks: IEFA (-$13M), EWW (-$7.4M), VEA, GSLC, QUAL, FNDX, NVDA, Unilever, SCMB, PHYS.
Sold out of its positions in ARM, BMNR, CLS, CTAS, COIN, DEO, QTUM, EBS, EVEX, Bitwise Crypto Industry Innovators Etf.
Avidian Wealth Enterprises was a net buyer of stock by $60M.
Avidian Wealth Enterprises has $2.7B in assets under management (AUM), dropping by 3.49%.
Central Index Key (CIK): 0001471474

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Portfolio Holdings for Avidian Wealth Enterprises

Avidian Wealth Enterprises holds 575 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Avidian Wealth Enterprises has 575 total positions. Only the first 250 positions are shown.

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Download the Avidian Wealth Enterprises December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.8	$433M	+2%	632k	684.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.9	$161M	-7%	1.8M	89.46	View chart
NVIDIA Corporation (NVDA)	4.4	$121M		650k	186.50	View chart
Spdr Series Trust State Street Spd (SPYM)	3.0	$83M		1.0M	80.22	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.9	$79M	+6%	1.5M	51.77	View chart
Ishares Tr Mbs Etf (MBB)	2.6	$71M	+4%	743k	95.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.6	$71M	+2%	1.1M	66.00	View chart
Ishares Msci Emrg Chn (EMXC)	2.6	$70M		969k	72.68	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$59M		124k	473.30	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.0	$55M	+5%	2.2M	25.08	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.9	$51M	+4%	1.0M	49.08	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.7	$48M		1.0M	46.54	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.7	$47M	+3%	743k	63.18	View chart
Apple (AAPL)	1.7	$46M	+2%	170k	271.86	View chart
Noble Corp Ord Shs A (NE)	1.6	$43M		1.5M	28.24	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.4	$39M	-2%	1.5M	25.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$37M	+3%	308k	120.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$34M		1.4M	24.04	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$33M	+7%	701k	47.35	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$32M		52k	627.12	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$26M		38k	681.93	View chart
Exxon Mobil Corporation (XOM)	0.9	$24M		203k	120.34	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.8	$22M	+3%	465k	48.00	View chart
Microsoft Corporation (MSFT)	0.8	$22M		45k	483.62	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$22M		427k	50.50	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$21M	+2%	390k	53.88	View chart
Ishares Tr Msci Usa Value (VLUE)	0.7	$20M		146k	136.73	View chart
Amazon (AMZN)	0.7	$19M	+3%	84k	230.82	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$19M	NEW	511k	36.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$18M	+16%	364k	50.29	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$16M		169k	96.27	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$16M	+82%	241k	67.22	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.6	$15M		324k	47.16	View chart
RBB Us Treas 3 Mnth (TBIL)	0.5	$15M	+65%	299k	49.88	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$14M	+2%	592k	24.37	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.5	$14M	+3%	213k	65.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$14M		48k	290.22	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$14M	+2%	757k	18.22	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$13M	-3%	248k	50.94	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$13M	+14%	40k	313.00	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$12M		56k	210.34	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$12M		128k	89.43	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$11M		422k	26.91	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$11M		487k	23.19	View chart
Meta Platforms Cl A (META)	0.4	$10M		16k	660.08	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$10M	+11%	49k	212.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$10M	+6%	20k	502.65	View chart
Spdr Series Trust State Street Spd (TFI)	0.4	$9.6M	+3%	210k	45.71	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$9.3M	+100%	177k	52.72	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$9.3M	+2%	134k	69.47	View chart
Broadcom (AVGO)	0.3	$9.3M	+2%	27k	346.11	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$9.2M	-2%	221k	41.36	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$8.9M		190k	46.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$8.2M	+20%	26k	313.80	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$8.2M		118k	69.42	View chart
Wisdomtree Tr True Developed I (DOL)	0.3	$8.0M		122k	65.85	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$7.8M	+3%	110k	71.42	View chart
Chevron Corporation (CVX)	0.3	$7.7M	+8%	51k	152.41	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$7.3M		30k	246.16	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$7.2M		98k	73.56	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$7.0M		14k	487.88	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$6.9M	+2%	259k	26.47	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.2	$6.7M	+2%	150k	45.02	View chart
JPMorgan Chase & Co. (JPM)	0.2	$6.7M		21k	322.22	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$6.6M		64k	104.07	View chart
Tesla Motors (TSLA)	0.2	$6.5M	-2%	14k	449.71	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$6.3M		20k	323.01	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$6.2M	+2%	116k	54.05	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$6.2M	-32%	99k	62.47	View chart
Eli Lilly & Co. (LLY)	0.2	$6.1M	+6%	5.6k	1074.72	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$6.0M	-7%	98k	60.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.9M		62k	96.03	View chart
Innovex International (INVX)	0.2	$5.8M	NEW	266k	21.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$5.7M	-5%	57k	99.88	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$5.3M		13k	412.77	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$5.2M		26k	199.68	View chart
Wal-Mart Stores (WMT)	0.2	$5.2M	+15%	47k	111.41	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.2M	-8%	42k	123.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.9M	-34%	25k	198.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$4.9M	+2%	23k	211.79	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.9M		6.5k	753.76	View chart
Etf Ser Solutions Bahl & Gaynor In (BGIG)	0.2	$4.8M		149k	32.36	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$4.7M	-2%	13k	373.44	View chart
Home Depot (HD)	0.2	$4.7M		14k	344.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.7M	-3%	170k	27.43	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$4.6M		183k	24.94	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$4.3M	+9%	86k	49.90	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.2M		40k	107.11	View chart
Johnson & Johnson (JNJ)	0.2	$4.2M	+2%	20k	206.95	View chart
Abbvie (ABBV)	0.2	$4.2M	+7%	18k	228.49	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$4.1M	+5%	10k	396.33	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.9M		22k	177.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$3.9M	-13%	55k	71.41	View chart
Tidal Trust Ii Yieldmax Nvda (NVDY)	0.1	$3.8M	-16%	262k	14.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.8M	+6%	20k	190.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$3.7M	+8%	6.1k	614.31	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$3.7M	-41%	28k	132.37	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$3.6M	-12%	71k	50.32	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$3.6M	+54%	35k	100.38	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.5M		33k	106.70	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.3M		64k	51.12	View chart
Visa Com Cl A (V)	0.1	$3.1M	-2%	8.8k	350.72	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.9M		25k	113.72	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.9M	+12%	50k	58.12	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$2.8M	-27%	85k	33.02	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.7M	+12%	55k	49.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.7M	-2%	34k	79.73	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$2.7M	-15%	45k	59.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.6M	+3%	7.9k	335.26	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$2.6M	-49%	95k	27.21	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.6M	-26%	48k	53.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.6M	+9%	14k	183.40	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.5M		8.4k	303.87	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.5M		28k	91.45	View chart
International Business Machines (IBM)	0.1	$2.5M		8.5k	296.20	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.5M		18k	141.49	View chart
Caterpillar (CAT)	0.1	$2.5M	+3%	4.4k	572.81	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$2.5M	+7%	56k	44.34	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$2.5M	+9%	21k	119.32	View chart
Pepsi (PEP)	0.1	$2.5M	-4%	17k	143.52	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$2.4M	-13%	48k	50.58	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$2.4M	-12%	49k	49.84	View chart
Procter & Gamble Company (PG)	0.1	$2.4M	-2%	17k	143.31	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.3M		15k	154.14	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$2.3M		54k	42.94	View chart
Coca-Cola Company (KO)	0.1	$2.3M	+7%	33k	69.91	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.3M		14k	162.63	View chart
McDonald's Corporation (MCD)	0.1	$2.3M	+3%	7.5k	305.61	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.3M	+29%	49k	47.02	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.2M		78k	28.48	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.2M		67k	32.62	View chart
Enterprise Products Partners (EPD)	0.1	$2.1M	-12%	67k	32.06	View chart
Cisco Systems (CSCO)	0.1	$2.1M	+4%	28k	77.03	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.1M	+93%	14k	143.97	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.1M	-19%	88k	23.37	View chart
Oracle Corporation (ORCL)	0.1	$2.1M	+4%	11k	194.90	View chart
Amgen (AMGN)	0.1	$2.1M	+2%	6.3k	327.30	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$2.0M	-4%	43k	47.53	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.0M	-2%	39k	52.88	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$2.0M	-6%	61k	33.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M		14k	143.52	View chart
RBB Motley Fol Etf (TMFC)	0.1	$2.0M		28k	71.77	View chart
Morgan Stanley Com New (MS)	0.1	$2.0M		11k	177.53	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.0M		21k	96.15	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.0M	+43%	7.9k	252.93	View chart
Netflix (NFLX)	0.1	$2.0M	+877%	21k	93.76	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.0M		13k	148.98	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$1.9M	-9%	50k	38.56	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$1.9M		56k	34.21	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.9M		5.0k	386.87	View chart
ConocoPhillips (COP)	0.1	$1.9M		21k	93.61	View chart
Costco Wholesale Corporation (COST)	0.1	$1.9M	+24%	2.2k	862.27	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.9M		50k	38.11	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.9M	+100%	16k	119.41	View chart
Bank of America Corporation (BAC)	0.1	$1.9M	+14%	34k	55.00	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.9M	+14%	33k	57.24	View chart
At&t (T)	0.1	$1.8M		74k	24.84	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.8M	+5%	5.2k	342.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.7M	+3%	35k	50.59	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.7M	-2%	106k	16.49	View chart
Walt Disney Company (DIS)	0.1	$1.7M		15k	113.77	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.7M		4.7k	360.13	View chart
Shell Spon Ads (SHEL)	0.1	$1.7M		23k	73.48	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.7M		32k	52.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.7M		8.8k	191.55	View chart
Merck & Co (MRK)	0.1	$1.7M	+2%	16k	105.26	View chart
Wells Fargo & Company (WFC)	0.1	$1.6M	+87%	17k	93.20	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.1	$1.6M	+158%	31k	50.96	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.6M	+2%	2.8k	570.89	View chart
Eaton Corp SHS (ETN)	0.1	$1.6M		4.9k	318.48	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.5M		87k	17.66	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.5M	+20%	58k	26.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.5M		4.9k	314.80	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.5M	-7%	19k	78.81	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.5M	+9%	33k	46.04	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$1.5M	-18%	32k	46.22	View chart
Linde SHS (LIN)	0.1	$1.5M	-6%	3.4k	426.42	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.4M	+102%	32k	44.71	View chart
Medtronic SHS (MDT)	0.1	$1.4M	-3%	15k	96.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.4M	+3%	17k	81.17	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.4M		47k	29.61	View chart
Kinder Morgan (KMI)	0.0	$1.4M		50k	27.49	View chart
Gilead Sciences (GILD)	0.0	$1.4M	+4%	11k	122.74	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.0	$1.3M	-11%	26k	52.77	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$1.3M		11k	117.72	View chart
Advanced Micro Devices (AMD)	0.0	$1.3M	+3%	6.2k	214.16	View chart
Valero Energy Corporation (VLO)	0.0	$1.3M		8.1k	162.78	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$1.3M		13k	105.00	View chart
United Parcel Service CL B (UPS)	0.0	$1.3M		13k	99.19	View chart
Cardinal Health (CAH)	0.0	$1.3M		6.2k	205.51	View chart
Qualcomm (QCOM)	0.0	$1.3M	+4%	7.4k	171.05	View chart
Boeing Company (BA)	0.0	$1.3M	+5%	5.9k	217.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.3M		8.5k	148.69	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$1.3M	-42%	21k	60.17	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$1.3M		21k	59.67	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$1.2M		26k	48.11	View chart
Honeywell International (HON)	0.0	$1.2M	-2%	6.3k	195.08	View chart
Abbott Laboratories (ABT)	0.0	$1.2M	+5%	9.8k	125.29	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$1.2M		16k	77.53	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$1.2M	+22%	16k	75.44	View chart
Phillips 66 (PSX)	0.0	$1.2M		9.2k	129.04	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$1.2M		26k	45.21	View chart
General Dynamics Corporation (GD)	0.0	$1.2M	+2%	3.5k	336.62	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$1.2M		12k	100.34	View chart
UnitedHealth (UNH)	0.0	$1.2M	+4%	3.5k	330.09	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$1.2M	+2%	15k	77.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.1M	-4%	21k	54.71	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$1.1M	-21%	4.1k	275.36	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$1.1M	+4%	1.1k	1070.31	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.0	$1.1M	+78%	15k	77.02	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$1.1M		38k	29.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.1M		5.2k	219.77	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$1.1M	+100%	19k	57.92	View chart
Proshares Tr Ultra Ether Etf (ETHT)	0.0	$1.1M	NEW	29k	37.58	View chart
TJX Companies (TJX)	0.0	$1.1M	+6%	7.1k	153.60	View chart
Altria (MO)	0.0	$1.1M	+3%	19k	57.66	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.1M		7.8k	137.87	View chart
Unilever Spon Adr New (UL)	0.0	$1.1M	NEW	16k	65.40	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$1.1M	+4%	4.9k	214.67	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$1.0M		26k	38.32	View chart
Lam Research Corp Com New (LRCX)	0.0	$1.0M	+2%	5.9k	171.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$1.0M	-17%	12k	85.37	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.0M	-3%	2.1k	483.76	View chart
Ge Aerospace Com New (GE)	0.0	$999k		3.2k	308.05	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$998k	+11%	16k	64.39	View chart
Stryker Corporation (SYK)	0.0	$998k		2.8k	351.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$985k		26k	37.82	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$984k		17k	59.54	View chart
Old Republic International Corporation (ORI)	0.0	$982k	+23%	22k	45.64	View chart
Starbucks Corporation (SBUX)	0.0	$980k		12k	84.21	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$973k	-49%	14k	69.67	View chart
Amphenol Corp Cl A (APH)	0.0	$969k		7.2k	135.14	View chart
Blackrock (BLK)	0.0	$967k	+2%	904.00	1069.81	View chart
Williams Companies (WMB)	0.0	$964k	-3%	16k	60.11	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$960k	+27%	18k	52.53	View chart
BP Sponsored Adr (BP)	0.0	$957k	-3%	28k	34.73	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$944k	+4%	6.4k	146.57	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$941k	+8%	15k	64.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$933k	+8%	11k	83.75	View chart
Nextera Energy (NEE)	0.0	$931k	-7%	12k	80.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$929k		3.1k	302.07	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$925k	-7%	19k	50.01	View chart
Newmont Mining Corporation (NEM)	0.0	$923k		9.2k	99.85	View chart
American Express Company (AXP)	0.0	$918k		2.5k	370.00	View chart
Texas Instruments Incorporated (TXN)	0.0	$914k	-4%	5.3k	173.49	View chart
Hldgs (UAL)	0.0	$899k		8.0k	111.82	View chart
Citigroup Com New (C)	0.0	$895k	+4%	7.7k	116.68	View chart
Oneok (OKE)	0.0	$882k	+6%	12k	73.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$881k	-4%	12k	74.07	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$879k		7.4k	119.35	View chart

Past Filings by Avidian Wealth Enterprises

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

Avidian Wealth Enterprises 2025 Q4 filed Feb. 2, 2026
Avidian Wealth Enterprises 2025 Q3 filed Oct. 30, 2025
Avidian Wealth Enterprises 2025 Q2 filed July 30, 2025
Avidian Wealth Enterprises 2025 Q1 filed April 25, 2025
Avidian Wealth Enterprises 2024 Q4 filed Jan. 29, 2025
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

View all past filings

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