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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, MBB, and represent 32.66% of Avidian Wealth Enterprises's stock portfolio.
Added to shares of these 10 stocks: SCHR (+$27M), IVV (+$22M), SPSM (+$15M), SCHF (+$13M), SCHX (+$6.3M), IEFA (+$6.0M), SCHO (+$5.0M), TBIL, USIG, FNDX.
Started 45 new stock positions in DFS, PLYA, ARCC, CHRD, TBIL, KHC, IBDR, MYD, NEAR, GEV.
Reduced shares in these 10 stocks: NVDA (-$18M), USMV (-$15M), TQQQ, , SFNC, PZA, ITM, DOL, MRO, MLN.
Sold out of its positions in LNT, ARTNA, AN, BlackRock, CTRA, CARR, DELL, DOW, QBTS, EFXT.
Avidian Wealth Enterprises was a net buyer of stock by $113M.
Avidian Wealth Enterprises has $2.2B in assets under management (AUM), dropping by 1.13%.
Central Index Key (CIK): 0001471474

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Portfolio Holdings for Avidian Wealth Enterprises

Avidian Wealth Enterprises holds 506 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Avidian Wealth Enterprises has 506 total positions. Only the first 250 positions are shown.

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Download the Avidian Wealth Enterprises December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.8	$330M	+6%	561k	588.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.7	$149M	+4%	2.1M	70.28	View chart
NVIDIA Corporation (NVDA)	5.3	$118M	-13%	882k	134.29	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.1	$69M	+4%	1.1M	62.31	View chart
Ishares Tr Mbs Etf (MBB)	2.8	$61M	+3%	670k	91.68	View chart
Ishares Msci Emrg Chn (EMXC)	2.6	$59M		1.1M	55.45	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.6	$58M		840k	68.94	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.4	$53M		132k	401.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$53M		1.1M	50.13	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.3	$52M	+6%	1.0M	50.28	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.3	$52M	+109%	2.1M	24.29	View chart
Apple (AAPL)	2.0	$45M		180k	250.42	View chart
Noble Corp Ord Shs A (NE)	1.9	$41M		1.3M	31.40	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.8	$40M	+5%	691k	57.27	View chart
Ishares Tr Core Total Usd (IUSB)	1.6	$35M	+2%	777k	45.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.4	$32M	+9%	276k	115.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.1	$26M	+108%	1.4M	18.50	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$24M		44k	538.81	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$23M		39k	586.08	View chart
Exxon Mobil Corporation (XOM)	1.0	$22M	+3%	205k	107.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.9	$21M		436k	48.31	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.9	$20M	-2%	441k	46.10	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.8	$18M	+6%	184k	95.01	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.8	$17M		377k	45.62	View chart
Microsoft Corporation (MSFT)	0.7	$17M		40k	421.50	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	0.7	$16M	+2%	367k	43.20	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$16M		177k	88.40	View chart
Amazon (AMZN)	0.7	$16M		71k	219.39	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.7	$15M	NEW	332k	44.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.7	$15M	-2%	56k	264.13	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$14M	+5%	279k	51.51	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.6	$14M	-14%	180k	79.13	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.6	$14M	+3%	533k	26.19	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$13M		133k	99.55	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.6	$12M		481k	25.58	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$12M		688k	17.70	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.5	$11M	+2%	200k	54.89	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$11M		57k	185.13	View chart
Ishares Tr Broad Usd High (USHY)	0.4	$9.6M	+5%	261k	36.79	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$9.6M	+111%	398k	24.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$9.5M	+197%	411k	23.18	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$9.3M	+13%	115k	80.93	View chart
Meta Platforms Cl A (META)	0.4	$8.6M	+8%	15k	585.52	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$8.5M		245k	34.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$8.4M		26k	322.16	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.4	$8.0M	-2%	28k	287.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$7.8M	-2%	35k	220.96	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$7.5M		40k	190.88	View chart
Ishares Tr Msci India Etf (INDA)	0.3	$7.5M	+4%	143k	52.64	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$7.5M	+11%	156k	47.82	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$7.4M		121k	61.34	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$7.3M	-4%	128k	57.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$7.1M	+9%	16k	453.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$7.1M	-5%	73k	96.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$6.9M		91k	75.61	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$6.8M		20k	343.42	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$6.2M	+99%	240k	25.86	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$6.1M		53k	115.18	View chart
Chevron Corporation (CVX)	0.3	$6.0M		42k	144.84	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.3	$5.8M	-9%	118k	49.44	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$5.8M		135k	42.89	View chart
Ishares Msci Mexico Etf (EWW)	0.3	$5.8M	+6%	123k	46.82	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$5.7M		32k	178.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$5.7M	+2%	30k	189.30	View chart
Broadcom (AVGO)	0.2	$5.5M	+13%	24k	231.84	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$5.2M	-2%	26k	198.18	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$5.2M		100k	52.22	View chart
Home Depot (HD)	0.2	$5.0M		13k	389.00	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$4.9M	+206%	205k	23.68	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.8M		20k	239.71	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.6M	+6%	43k	106.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$4.6M	-2%	45k	101.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$4.5M		28k	159.52	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$4.4M		11k	410.46	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$4.4M	-2%	100k	44.04	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$4.3M	-3%	40k	108.61	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$4.3M		97k	44.87	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.3M	-4%	7.0k	621.81	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$4.3M		40k	105.48	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$4.0M	NEW	80k	49.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.0M	+230%	147k	27.32	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.2	$3.9M		143k	27.28	View chart
Eli Lilly & Co. (LLY)	0.2	$3.8M	+12%	4.9k	771.99	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$3.7M		72k	51.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.7M		22k	169.30	View chart
Wal-Mart Stores (WMT)	0.2	$3.7M	+2%	41k	90.35	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.6M	+14%	19k	190.44	View chart
Tesla Motors (TSLA)	0.2	$3.5M	+3%	8.8k	403.84	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$3.4M	+21%	35k	96.83	View chart
Ishares Tr Ultra Short-term (ICSH)	0.1	$3.3M	+81%	65k	50.43	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$3.3M	+82%	66k	49.62	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$3.2M		61k	52.47	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$3.2M		18k	175.23	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$3.0M	+68%	60k	50.32	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$3.0M	-4%	65k	46.29	View chart
Abbvie (ABBV)	0.1	$2.9M		16k	177.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.9M		22k	127.59	View chart
Visa Com Cl A (V)	0.1	$2.8M	+3%	8.9k	316.03	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.8M		16k	172.42	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.7M	+24%	54k	50.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.7M	+3%	5.3k	511.22	View chart
Pepsi (PEP)	0.1	$2.7M		18k	152.06	View chart
Procter & Gamble Company (PG)	0.1	$2.7M		16k	167.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.6M	+45%	34k	78.01	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$2.6M	-2%	56k	45.57	View chart
Johnson & Johnson (JNJ)	0.1	$2.5M	+2%	17k	144.62	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.4M	+2%	9.9k	242.13	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.4M	+20%	24k	100.32	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.3M	-2%	45k	51.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.3M		36k	65.08	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.1M	+101%	94k	22.70	View chart
Coca-Cola Company (KO)	0.1	$2.1M		34k	62.26	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$2.1M	+3%	64k	33.21	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.1M		18k	117.50	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.1M		51k	40.26	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.0M		26k	79.99	View chart
Walt Disney Company (DIS)	0.1	$2.0M	-13%	18k	111.35	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$2.0M	-5%	9.0k	224.34	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.0M	-13%	103k	19.59	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.0M	+4%	6.9k	289.83	View chart
Oracle Corporation (ORCL)	0.1	$2.0M	-5%	12k	166.63	View chart
McDonald's Corporation (MCD)	0.1	$2.0M		6.9k	289.91	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.0M		8.5k	232.53	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.0M	+299%	71k	27.87	View chart
Enterprise Products Partners (EPD)	0.1	$1.9M		62k	31.36	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.9M		58k	33.34	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$1.9M	+8%	59k	32.31	View chart
Marathon Petroleum Corp (MPC)	0.1	$1.9M	+31%	14k	139.50	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$1.8M		92k	20.14	View chart
United Parcel Service CL B (UPS)	0.1	$1.8M	-3%	14k	126.10	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.8M	+2%	19k	92.46	View chart
Costco Wholesale Corporation (COST)	0.1	$1.7M	+3%	1.9k	916.18	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$1.7M	+200%	63k	27.71	View chart
ConocoPhillips (COP)	0.1	$1.7M	+40%	18k	99.17	View chart
International Business Machines (IBM)	0.1	$1.7M	+2%	7.8k	219.82	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.7M	+62%	32k	53.05	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$1.7M		56k	30.03	View chart
Merck & Co (MRK)	0.1	$1.7M	-3%	17k	99.48	View chart
RBB Motley Fol Etf (TMFC)	0.1	$1.7M		28k	60.12	View chart
Caterpillar (CAT)	0.1	$1.7M	+5%	4.6k	362.80	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.7M		57k	29.20	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.7M		13k	128.82	View chart
Tidal Tr Ii Yieldmax Nvda (NVDY)	0.1	$1.7M		71k	23.35	View chart
Netflix (NFLX)	0.1	$1.6M	+4%	1.8k	891.32	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.5M	-5%	18k	85.66	View chart
Amgen (AMGN)	0.1	$1.5M		5.8k	260.63	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M	-13%	13k	115.72	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.5M	+5%	19k	77.27	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$1.4M	-5%	24k	60.26	View chart
Cisco Systems (CSCO)	0.1	$1.4M	-2%	24k	59.20	View chart
Kinder Morgan (KMI)	0.1	$1.4M	+9%	51k	27.40	View chart
Bank of America Corporation (BAC)	0.1	$1.4M	+3%	32k	43.95	View chart
Shell Spon Ads (SHEL)	0.1	$1.4M	-20%	22k	62.65	View chart
Eaton Corp SHS (ETN)	0.1	$1.4M	+2%	4.1k	331.89	View chart
Linde SHS (LIN)	0.1	$1.4M	+262%	3.2k	418.66	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.3M	+11%	6.8k	197.49	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.3M	+39%	18k	75.63	View chart
Morgan Stanley Com New (MS)	0.1	$1.3M	+3%	10k	125.72	View chart
At&t (T)	0.1	$1.3M		57k	22.77	View chart
Honeywell International (HON)	0.1	$1.3M	-6%	5.7k	225.89	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.2M	+197%	47k	26.07	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.2M		30k	41.40	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.2M	+36%	23k	52.02	View chart
UnitedHealth (UNH)	0.1	$1.2M	-22%	2.4k	505.81	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.2M		12k	100.34	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.2M	+9%	69k	17.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$1.2M	+4%	32k	36.89	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.1M		13k	84.75	View chart
Oneok (OKE)	0.1	$1.1M	+6%	11k	100.40	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$1.1M	+200%	50k	22.70	View chart
Valero Energy Corporation (VLO)	0.1	$1.1M		9.2k	122.58	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.1M	+28%	20k	56.38	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$1.1M	-3%	8.7k	128.61	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$1.1M	+41%	19k	57.53	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$1.1M	+63%	4.5k	242.19	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$1.1M	-16%	18k	60.75	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.1M	-5%	9.4k	114.48	View chart
Unilever Spon Adr New (UL)	0.0	$1.1M		19k	56.70	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.1M		2.2k	485.89	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.1M	-9%	3.8k	280.09	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.0M		25k	41.82	View chart
Sable Offshore Corp Com Shs (SOC)	0.0	$1.0M		46k	22.90	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.0M	+2%	3.0k	351.79	View chart
Starbucks Corporation (SBUX)	0.0	$1.0M		11k	91.25	View chart
CSX Corporation (CSX)	0.0	$1.0M		32k	32.27	View chart
Public Storage (PSA)	0.0	$1.0M	+6%	3.4k	299.46	View chart
Select Sector Spdr Tr Communication (XLC)	0.0	$1.0M		10k	96.81	View chart
Cigna Corp (CI)	0.0	$1.0M	+24%	3.6k	276.15	View chart
Mastercard Incorporated Cl A (MA)	0.0	$998k	+10%	1.9k	526.64	View chart
Abbott Laboratories (ABT)	0.0	$984k	+5%	8.7k	113.11	View chart
Phillips 66 (PSX)	0.0	$983k	+7%	8.6k	113.93	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$979k	+47%	20k	48.33	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$978k	+13%	11k	87.33	View chart
Stryker Corporation (SYK)	0.0	$965k	+2%	2.7k	360.05	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$958k	+37%	19k	50.37	View chart
General Dynamics Corporation (GD)	0.0	$958k		3.6k	263.51	View chart
Texas Instruments Incorporated (TXN)	0.0	$952k		5.1k	187.51	View chart
Altria (MO)	0.0	$950k	+7%	18k	52.29	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$946k	-3%	13k	74.73	View chart
Qualcomm (QCOM)	0.0	$940k	+6%	6.1k	153.62	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$928k		8.0k	115.55	View chart
Williams Companies (WMB)	0.0	$910k	-3%	17k	54.12	View chart
Nextera Energy (NEE)	0.0	$901k		13k	71.69	View chart
Union Pacific Corporation (UNP)	0.0	$898k	+6%	3.9k	228.06	View chart
Medtronic SHS (MDT)	0.0	$896k	-17%	11k	79.88	View chart
Paychex (PAYX)	0.0	$888k	+2%	6.3k	140.22	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$887k	+10%	11k	80.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$879k	+5%	26k	33.73	View chart
Everest Re Group (EG)	0.0	$870k	+3%	2.4k	362.46	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$861k	+24%	2.6k	334.21	View chart
BP Sponsored Adr (BP)	0.0	$856k	+4%	29k	29.56	View chart
Gilead Sciences (GILD)	0.0	$847k	+6%	9.2k	92.37	View chart
salesforce (CRM)	0.0	$846k	+14%	2.5k	334.27	View chart
Adobe Systems Incorporated (ADBE)	0.0	$843k	-5%	1.9k	444.68	View chart
Novo-nordisk A S Adr (NVO)	0.0	$842k	-2%	9.8k	86.02	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$832k	+3%	34k	24.24	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$826k	-3%	9.6k	85.97	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$819k	+7%	35k	23.12	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$818k	+4%	17k	48.16	View chart
Blackrock (BLK)	0.0	$815k	NEW	795.00	1025.07	View chart
Hldgs (UAL)	0.0	$813k		8.4k	97.10	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$799k	+7%	20k	40.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$799k	+21%	11k	71.91	View chart
Nike CL B (NKE)	0.0	$797k	+40%	11k	75.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$791k		22k	36.67	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$786k		2.9k	269.70	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$780k	-8%	15k	50.88	View chart
Target Corporation (TGT)	0.0	$779k	+34%	5.8k	135.17	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$774k		4.2k	184.90	View chart
Boeing Company (BA)	0.0	$758k	+4%	4.3k	177.00	View chart
Palo Alto Networks (PANW)	0.0	$757k	+113%	4.2k	181.96	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	0.0	$754k		15k	50.21	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.0	$744k	-9%	28k	26.92	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$736k		13k	55.66	View chart
Valmont Industries (VMI)	0.0	$734k	-5%	2.4k	306.67	View chart
Cardinal Health (CAH)	0.0	$729k		6.2k	118.27	View chart
Consolidated Edison (ED)	0.0	$726k	-20%	8.1k	89.23	View chart
Novartis Sponsored Adr (NVS)	0.0	$726k	-5%	7.5k	97.31	View chart
TJX Companies (TJX)	0.0	$708k	+6%	5.9k	120.81	View chart
Bristol Myers Squibb (BMY)	0.0	$701k	+2%	12k	56.56	View chart
Ameren Corporation (AEE)	0.0	$683k	+2%	7.7k	89.14	View chart
Prudential Financial (PRU)	0.0	$683k	-21%	5.8k	118.53	View chart
Colgate-Palmolive Company (CL)	0.0	$682k		7.5k	90.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$682k	-2%	3.5k	195.84	View chart
Allstate Corporation (ALL)	0.0	$673k	-36%	3.5k	192.77	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$668k	NEW	19k	35.48	View chart
Hershey Company (HSY)	0.0	$668k		3.9k	169.34	View chart
Archer Daniels Midland Company (ADM)	0.0	$665k	+4%	13k	50.52	View chart
AFLAC Incorporated (AFL)	0.0	$660k	-3%	6.4k	103.45	View chart
Nxp Semiconductors N V (NXPI)	0.0	$658k	+2%	3.2k	207.82	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 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
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

View all past filings

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