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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, SPLG, USIG, and represent 32.49% of Avidian Wealth Enterprises's stock portfolio.
Added to shares of these 10 stocks: SCMB (+$38M), SPLG (+$22M), PZA (+$10M), IVV (+$8.3M), USIG, HYD, IJH, AAPL, BGIG, MBB.
Started 54 new stock positions in CLS, TROW, BITQ, CGSM, GPIQ, AWK, GPIX, BMNR, QTUM, ITA.
Reduced shares in these 10 stocks: VTEB (-$38M), SPSM (-$17M), NVDA (-$14M), TFI (-$9.7M), JMST (-$8.7M), VLUE (-$5.4M), IWB, HYMB, MGK, IWO.
Sold out of its positions in OCTT, ABNB, AMT, ELV, AVB, ENOV, SPXS, EQH, FMC, CLDI. AJG, OMAB, HES, BSCP, IYY, IHI, JHML, NUE, OXLC, PYPL, PNW, BITO, WTTR, ALC.
Avidian Wealth Enterprises was a net buyer of stock by $36M.
Avidian Wealth Enterprises has $2.7B in assets under management (AUM), dropping by 7.92%.
Central Index Key (CIK): 0001471474

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Portfolio Holdings for Avidian Wealth Enterprises

Avidian Wealth Enterprises holds 579 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Avidian Wealth Enterprises has 579 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avidian Wealth Enterprises Sept. 30, 2025 positions
Download the Avidian Wealth Enterprises September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	15.6	$414M	+2%	619k	669.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.4	$170M		1.9M	87.31	View chart
NVIDIA Corporation (NVDA)	4.6	$123M	-10%	658k	186.58	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	3.1	$81M	+36%	1.0M	78.34	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.8	$75M	+5%	1.4M	52.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.6	$68M	+4%	1.0M	65.26	View chart
Ishares Tr Mbs Etf (MBB)	2.5	$68M	+3%	709k	95.15	View chart
Ishares Msci Emrg Chn (EMXC)	2.4	$64M		952k	67.51	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.2	$58M	-3%	124k	468.41	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.9	$52M	+3%	2.1M	25.13	View chart
Ishares Tr Core Total Usd (IUSB)	1.8	$47M		1.0M	46.71	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.8	$47M	+3%	996k	47.50	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.7	$45M	+2%	721k	62.91	View chart
Noble Corp Ord Shs A (NE)	1.6	$44M		1.5M	28.28	View chart
Apple (AAPL)	1.6	$42M	+6%	166k	254.63	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.5	$40M	+1901%	1.5M	25.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.3	$35M		296k	118.83	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$32M		1.4M	23.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$32M		52k	612.38	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$31M	+6%	654k	47.55	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.0	$26M	+3%	38k	666.17	View chart
Microsoft Corporation (MSFT)	0.9	$24M	+8%	45k	517.95	View chart
Exxon Mobil Corporation (XOM)	0.9	$23M		201k	112.75	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.8	$22M	+2%	447k	49.45	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$21M	+2%	419k	50.47	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$21M	+2%	380k	54.09	View chart
Ishares Tr Msci Usa Value (VLUE)	0.7	$18M	-22%	147k	125.05	View chart
Amazon (AMZN)	0.7	$18M	+5%	81k	219.57	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.6	$16M	-4%	168k	96.55	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$16M	-70%	314k	50.07	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.6	$15M		320k	46.60	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$14M	-9%	49k	293.74	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$14M	+2%	578k	24.40	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.5	$14M		206k	66.32	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$13M		736k	18.24	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$13M	-39%	256k	51.04	View chart
Meta Platforms Cl A (META)	0.4	$12M	+4%	16k	734.39	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$12M		56k	203.59	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$11M	+7%	127k	88.96	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$11M	+1139%	487k	23.09	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$11M		425k	26.34	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$9.5M	+8%	19k	502.73	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.3	$9.3M	-51%	204k	45.57	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$9.2M	-11%	89k	103.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$9.0M		44k	206.51	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$9.0M		228k	39.61	View chart
RBB Us Treas 3 Mnth (TBIL)	0.3	$9.0M	+14%	180k	50.00	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$8.8M	+2%	130k	67.26	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.3	$8.7M	-65%	188k	46.32	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$8.7M	+3%	132k	65.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$8.7M	+2%	145k	59.92	View chart
Broadcom (AVGO)	0.3	$8.6M	+9%	26k	329.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$8.5M	+11%	35k	243.10	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$7.9M		117k	68.08	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$7.8M	+3%	106k	73.48	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.3	$7.5M		121k	62.25	View chart
Ishares Msci Mexico Etf (EWW)	0.3	$7.4M	-2%	109k	68.21	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$7.3M	+2%	38k	194.50	View chart
Chevron Corporation (CVX)	0.3	$7.3M	+10%	47k	155.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$7.2M	-9%	30k	241.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$7.0M	-20%	99k	71.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$6.9M		14k	479.60	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.3	$6.8M	+5%	252k	26.95	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$6.7M		146k	45.77	View chart
JPMorgan Chase & Co. (JPM)	0.2	$6.6M	+5%	21k	315.43	View chart
Tesla Motors (TSLA)	0.2	$6.6M	+15%	15k	444.73	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$6.6M		64k	103.07	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$6.3M	-25%	20k	320.04	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$6.3M	+44%	106k	59.20	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.2	$6.2M		48k	130.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$6.1M	-3%	61k	100.25	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$5.9M	+3%	113k	52.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$5.7M	-19%	61k	93.37	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.5M	+17%	46k	120.72	View chart
Home Depot (HD)	0.2	$5.5M		14k	405.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$5.3M	+5%	22k	243.55	View chart
Tidal Trust Ii Yieldmax Nvda (NVDY)	0.2	$5.3M	+49%	313k	16.80	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$5.2M	-34%	13k	402.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$5.1M	-20%	26k	195.86	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$4.9M		188k	26.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.8M	-9%	6.5k	746.62	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.8M		176k	27.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$4.7M	-44%	13k	365.49	View chart
Etf Ser Solutions Bahl & Gaynor In (BGIG)	0.2	$4.7M	+102%	146k	32.21	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$4.7M	-12%	23k	208.71	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	0.2	$4.5M	-39%	182k	24.93	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$4.3M	-8%	64k	67.83	View chart
Wal-Mart Stores (WMT)	0.2	$4.1M	+2%	40k	103.06	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.1M		39k	106.49	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$4.1M	-3%	81k	50.27	View chart
Eli Lilly & Co. (LLY)	0.2	$4.0M	+9%	5.3k	762.96	View chart
Palantir Technologies Cl A (PLTR)	0.2	$4.0M	+7%	22k	182.42	View chart
Abbvie (ABBV)	0.1	$4.0M	+7%	17k	231.54	View chart
Johnson & Johnson (JNJ)	0.1	$3.7M	+6%	20k	185.42	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$3.6M	+11%	78k	46.12	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.5M		33k	106.78	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$3.5M	-30%	65k	54.18	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$3.5M	+26%	9.9k	355.49	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$3.5M	+26%	117k	29.62	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.5M	-15%	19k	186.49	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$3.4M	-8%	5.6k	600.36	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.2M	NEW	63k	50.90	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$3.1M	+19%	48k	65.00	View chart
Visa Com Cl A (V)	0.1	$3.1M	+8%	9.0k	341.37	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$3.1M	+111%	54k	57.52	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.8M	-31%	26k	110.59	View chart
Oracle Corporation (ORCL)	0.1	$2.8M	-5%	10k	281.23	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$2.8M	+19%	56k	50.75	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$2.8M	+18%	56k	50.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.8M	+2%	35k	79.93	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.7M		14k	192.74	View chart
Procter & Gamble Company (PG)	0.1	$2.6M	+3%	17k	153.65	View chart
Netflix (NFLX)	0.1	$2.6M	+20%	2.2k	1198.73	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.6M		15k	170.84	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.6M	+21%	109k	23.47	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$2.5M	+10%	44k	57.52	View chart
Pepsi (PEP)	0.1	$2.5M	+8%	18k	140.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.5M	+3%	7.6k	328.16	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.5M		28k	89.57	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.5M		18k	138.24	View chart
Enterprise Products Partners (EPD)	0.1	$2.4M		77k	31.27	View chart
International Business Machines (IBM)	0.1	$2.4M	+3%	8.3k	282.18	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.3M		23k	100.70	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.3M	+10%	8.2k	279.29	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$2.3M		53k	43.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$2.3M	+10%	19k	121.06	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$2.2M	+175%	66k	34.16	View chart
McDonald's Corporation (MCD)	0.1	$2.2M	+4%	7.3k	303.89	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$2.2M	-2%	54k	41.11	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.2M		78k	27.90	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$2.2M		45k	47.52	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$2.1M		67k	31.91	View chart
Raytheon Technologies Corp (RTX)	0.1	$2.1M	+9%	13k	167.32	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$2.1M	+28%	56k	37.86	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$2.1M	+2%	37k	57.47	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.1M	-5%	40k	53.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.1M		7.4k	281.86	View chart
At&t (T)	0.1	$2.1M	+6%	74k	28.24	View chart
Coca-Cola Company (KO)	0.1	$2.0M	+2%	31k	66.32	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$2.0M		21k	96.45	View chart
Caterpillar (CAT)	0.1	$2.0M		4.2k	477.14	View chart
RBB Motley Fol Etf (TMFC)	0.1	$2.0M		28k	70.53	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M	-31%	14k	140.95	View chart
ConocoPhillips (COP)	0.1	$2.0M	+2%	21k	94.59	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.9M		13k	145.61	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.9M	-8%	8.0k	239.65	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$1.9M		28k	68.46	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$1.9M		5.0k	378.91	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$1.9M	+6%	108k	17.16	View chart
Eaton Corp SHS (ETN)	0.1	$1.9M	+16%	5.0k	374.24	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$1.9M		56k	32.90	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.8M		50k	36.35	View chart
Morgan Stanley Com New (MS)	0.1	$1.8M	+8%	11k	158.95	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.1	$1.8M	+18%	39k	46.63	View chart
Cisco Systems (CSCO)	0.1	$1.8M	+6%	26k	68.42	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$1.8M	+51%	38k	46.93	View chart
Linde SHS (LIN)	0.1	$1.7M	+6%	3.7k	475.03	View chart
Walt Disney Company (DIS)	0.1	$1.7M	-5%	15k	114.50	View chart
Amgen (AMGN)	0.1	$1.7M	+5%	6.1k	282.21	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.7M		32k	52.82	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$1.7M	+36%	33k	50.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.7M	-4%	8.8k	189.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.7M	+9%	21k	78.91	View chart
Shell Spon Ads (SHEL)	0.1	$1.7M	-3%	23k	71.53	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.7M	+121%	5.0k	332.86	View chart
Costco Wholesale Corporation (COST)	0.1	$1.6M	+6%	1.8k	925.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.6M	+3%	29k	57.10	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.5M	+12%	29k	53.24	View chart
Bank of America Corporation (BAC)	0.1	$1.5M	+5%	30k	51.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.5M	+2%	4.7k	326.37	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.5M	+20%	2.7k	568.86	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.5M	+3%	86k	17.77	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.5M	+2%	4.9k	307.86	View chart
Medtronic SHS (MDT)	0.1	$1.5M	+5%	15k	95.24	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.4M	-11%	16k	89.34	View chart
Kinder Morgan (KMI)	0.1	$1.4M	+14%	50k	28.31	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.4M	+98%	30k	46.24	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.4M		47k	29.11	View chart
Honeywell International (HON)	0.1	$1.4M	+6%	6.5k	210.50	View chart
Valero Energy Corporation (VLO)	0.1	$1.4M	+20%	8.0k	170.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.4M	+152%	5.5k	247.10	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.3M		11k	118.37	View chart
Ishares Tr Select Us Reit (ICF)	0.0	$1.3M	-2%	21k	61.62	View chart
Merck & Co (MRK)	0.0	$1.3M	+12%	15k	83.93	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$1.3M	-10%	13k	103.21	View chart
Phillips 66 (PSX)	0.0	$1.3M	-4%	9.3k	136.02	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.0	$1.3M	-14%	48k	26.07	View chart
Abbott Laboratories (ABT)	0.0	$1.2M	+5%	9.3k	133.94	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$1.2M	+3%	5.3k	236.05	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.2M	-3%	8.5k	145.65	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.0	$1.2M	-5%	26k	46.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.2M	+7%	17k	72.77	View chart
Boeing Company (BA)	0.0	$1.2M	+28%	5.6k	215.83	View chart
Altria (MO)	0.0	$1.2M	+9%	18k	66.06	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$1.2M	-4%	16k	76.72	View chart
Qualcomm (QCOM)	0.0	$1.2M	+11%	7.1k	166.36	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.0	$1.2M	+8%	12k	100.69	View chart
Gilead Sciences (GILD)	0.0	$1.2M	+5%	11k	111.00	View chart
General Dynamics Corporation (GD)	0.0	$1.2M	+2%	3.4k	340.97	View chart
UnitedHealth (UNH)	0.0	$1.2M	+94%	3.4k	345.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.2M	-10%	22k	53.40	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$1.1M	-53%	27k	42.96	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$1.1M	+11%	14k	78.09	View chart
Unilever Spon Adr New (UL)	0.0	$1.1M		19k	59.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$1.1M	+46%	5.1k	215.77	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$1.1M	+16%	6.2k	178.72	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$1.1M	+68%	14k	76.45	View chart
United Parcel Service CL B (UPS)	0.0	$1.1M		13k	83.53	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$1.1M	-8%	20k	53.87	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.1M		2.2k	499.17	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$1.1M		9.5k	112.13	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$1.1M		38k	27.94	View chart
Stryker Corporation (SYK)	0.0	$1.1M	+5%	2.8k	369.72	View chart
Williams Companies (WMB)	0.0	$1.0M		17k	63.35	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$1.0M	+11%	20k	50.78	View chart
Sprott Asset Management Physical Silver (PSLV)	0.0	$1.0M	+26%	66k	15.70	View chart
Blackrock (BLK)	0.0	$1.0M	+6%	882.00	1165.78	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.0	$1.0M	+15%	20k	51.23	View chart
Texas Instruments Incorporated (TXN)	0.0	$1.0M	+18%	5.5k	183.73	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.0M	+2%	7.9k	128.24	View chart
Axon Enterprise (AXON)	0.0	$1.0M	NEW	1.4k	717.64	View chart
Starbucks Corporation (SBUX)	0.0	$1.0M	+6%	12k	84.60	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$997k		26k	38.02	View chart
Cardinal Health (CAH)	0.0	$988k		6.3k	156.96	View chart
BP Sponsored Adr (BP)	0.0	$987k	+5%	29k	34.46	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$983k	+3%	1.0k	968.25	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$980k	NEW	4.7k	209.25	View chart
Ge Aerospace Com New (GE)	0.0	$968k	+11%	3.2k	300.82	View chart
TJX Companies (TJX)	0.0	$967k	+9%	6.7k	144.54	View chart
Advanced Micro Devices (AMD)	0.0	$961k	+14%	5.9k	161.79	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$961k		17k	58.21	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$958k	+8%	13k	73.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$956k		26k	36.68	View chart
Nextera Energy (NEE)	0.0	$941k	+22%	13k	75.49	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$937k	NEW	13k	70.24	View chart
Palo Alto Networks (PANW)	0.0	$935k	+8%	4.6k	203.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$927k	-58%	8.1k	113.87	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$923k		12k	74.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$923k		3.1k	297.65	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.0	$919k		4.1k	222.15	View chart
Amphenol Corp Cl A (APH)	0.0	$894k	+5%	7.2k	123.75	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$879k		7.4k	119.50	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$861k	-4%	10k	84.11	View chart
Agnico (AEM)	0.0	$861k	+64%	5.1k	168.55	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$861k	+24%	14k	62.12	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$850k		33k	25.85	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$840k	-13%	18k	47.63	View chart
American Express Company (AXP)	0.0	$837k	+11%	2.5k	332.15	View chart
Public Storage (PSA)	0.0	$836k	+3%	2.9k	288.88	View chart
Consolidated Edison (ED)	0.0	$834k		8.3k	100.52	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 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
Avidian Wealth Solutions 2021 Q4 filed Feb. 14, 2022

View all past filings

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