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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, USIG, SPLG, and represent 30.67% of Avidian Wealth Enterprises's stock portfolio.
Added to shares of these 10 stocks: JCPB (+$27M), JMST (+$27M), VLUE (+$20M), JMUB (+$18M), FVAL (+$15M), USIG (+$12M), TQQQ (+$11M), SPLG (+$9.6M), IUSB (+$9.0M), IVV (+$7.5M).
Started 44 new stock positions in EMN, PLD, MCK, RC, IBDS, VLUE, INTC, UBER, A, F.
Reduced shares in these 10 stocks: IEFA (-$19M), SPMO (-$15M), IJH (-$12M), USHY (-$9.1M), SPTL (-$8.3M), EMXC (-$6.2M), SCHR (-$5.7M), ITM (-$5.4M), HYMB, CGMS.
Sold out of its positions in JUNW, AVLV, APP, ANET, CGMU, CGMS, XCEM, CMC, CCI, DCI.
Avidian Wealth Enterprises was a net buyer of stock by $84M.
Avidian Wealth Enterprises has $2.2B in assets under management (AUM), dropping by 0.90%.
Central Index Key (CIK): 0001471474

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Portfolio Holdings for Avidian Wealth Enterprises

Avidian Wealth Enterprises holds 518 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Avidian Wealth Enterprises has 518 total positions. Only the first 250 positions are shown.

Sign up to view all of the Avidian Wealth Enterprises March 31, 2025 positions
Download the Avidian Wealth Enterprises March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.3	$322M	+2%	574k	561.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	6.3	$142M	-11%	1.9M	75.65	View chart
NVIDIA Corporation (NVDA)	4.2	$95M		879k	108.38	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.9	$65M	+22%	1.3M	51.08	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	2.9	$65M	+17%	986k	65.76	View chart
Ishares Tr Mbs Etf (MBB)	2.7	$62M		659k	93.78	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.4	$55M	+3%	1.1M	49.62	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$52M	-18%	892k	58.35	View chart
Ishares Msci Emrg Chn (EMXC)	2.3	$52M	-10%	942k	55.09	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	2.1	$47M	-10%	1.9M	24.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	2.1	$46M	-3%	128k	361.09	View chart
Ishares Tr Core Total Usd (IUSB)	2.0	$45M	+25%	972k	46.08	View chart
Apple (AAPL)	1.7	$39M	-2%	176k	222.13	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.7	$38M	-3%	667k	56.47	View chart
Noble Corp Ord Shs A (NE)	1.4	$32M		1.3M	23.70	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.3	$30M	+981%	586k	50.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.2	$28M		1.4M	19.78	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.2	$27M	NEW	576k	47.04	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.2	$26M	-9%	249k	104.57	View chart
Exxon Mobil Corporation (XOM)	1.1	$24M		205k	118.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$23M		45k	513.91	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.0	$22M	+44%	530k	41.42	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.9	$21M	-3%	420k	50.23	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.9	$21M	+103%	367k	57.30	View chart
Ishares Tr Msci Usa Value (VLUE)	0.9	$20M	NEW	184k	106.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$19M	-11%	34k	559.39	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.8	$19M	+12%	423k	45.07	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$19M	+26%	353k	52.52	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$18M	NEW	356k	50.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$15M		178k	85.07	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.7	$15M	NEW	252k	59.59	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.7	$15M	-27%	322k	45.51	View chart
Microsoft Corporation (MSFT)	0.6	$15M		39k	375.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.6	$14M		55k	258.62	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.6	$14M	+3%	342k	40.76	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$14M		135k	102.18	View chart
Amazon (AMZN)	0.6	$14M		72k	190.26	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.6	$13M	+36%	544k	24.34	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.5	$12M		694k	17.59	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.5	$11M		203k	56.13	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$11M		57k	188.16	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$9.2M		115k	79.86	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$9.1M	+2%	252k	36.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$8.9M	-2%	401k	22.08	View chart
Meta Platforms Cl A (META)	0.4	$8.6M		15k	576.36	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$8.5M		16k	532.58	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$8.2M	+8%	43k	190.58	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$8.0M		26k	306.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$7.8M		154k	50.83	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.3	$7.6M	-37%	302k	25.22	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$7.5M	-2%	124k	60.66	View chart
RBB Us Treas 3 Mnth (TBIL)	0.3	$7.5M	+85%	149k	50.01	View chart
Chevron Corporation (CVX)	0.3	$7.2M	+3%	43k	167.29	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.3	$7.0M	-3%	71k	98.92	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$7.0M	-6%	113k	61.78	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$7.0M		27k	255.53	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.3	$6.7M	-4%	33k	199.49	View chart
Wisdomtree Tr Intl Lrgcap Dv (DOL)	0.3	$6.5M		118k	55.07	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.3	$6.2M	-57%	227k	27.26	View chart
Vanguard World Mega Grwth Ind (MGK)	0.3	$6.1M		20k	308.88	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$6.1M	-18%	74k	81.73	View chart
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)	0.3	$6.1M	+2%	139k	43.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$6.0M	+8%	35k	170.89	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.3	$5.9M		53k	110.08	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$5.8M	+7%	107k	53.97	View chart
Ishares Msci Mexico Etf (EWW)	0.3	$5.7M	-9%	112k	50.96	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$5.6M	-23%	109k	51.48	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.2	$5.2M	-7%	221k	23.43	View chart
JPMorgan Chase & Co. (JPM)	0.2	$4.9M		20k	245.30	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$4.9M		206k	23.61	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$4.8M	-2%	26k	186.29	View chart
Home Depot (HD)	0.2	$4.7M		13k	366.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$4.5M	-2%	29k	154.64	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$4.5M		42k	105.44	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$4.5M		98k	45.26	View chart
Eli Lilly & Co. (LLY)	0.2	$4.3M	+4%	5.2k	825.97	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$4.2M	+40%	84k	50.33	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$4.1M		44k	92.83	View chart
Broadcom (AVGO)	0.2	$4.1M	+4%	25k	167.43	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$4.1M		146k	27.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$4.1M		11k	370.82	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$3.9M		28k	140.44	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$3.8M		22k	172.74	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$3.8M	-3%	39k	97.48	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.7M		6.9k	542.36	View chart
Wal-Mart Stores (WMT)	0.2	$3.6M		41k	87.79	View chart
Abbvie (ABBV)	0.2	$3.6M	+4%	17k	209.52	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$3.5M		72k	48.76	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$3.5M	-17%	33k	105.60	View chart
Tidal Tr Ii Yieldmax Nvda (NVDY)	0.1	$3.2M	+193%	208k	15.38	View chart
Johnson & Johnson (JNJ)	0.1	$3.1M	+9%	19k	165.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$3.1M	+3%	20k	156.23	View chart
Ishares Tr Ultra Short-term (ICSH)	0.1	$3.1M	-7%	60k	50.70	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$3.0M	-7%	61k	49.85	View chart
Tesla Motors (TSLA)	0.1	$3.0M	+32%	12k	259.17	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.9M		23k	128.96	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$2.9M	+289%	73k	39.36	View chart
Etf Ser Solutions Bahl & Gaynor In (BGIG)	0.1	$2.9M	+540%	97k	29.63	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$2.9M	+19%	28k	100.67	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$2.8M	-21%	48k	58.94	View chart
Procter & Gamble Company (PG)	0.1	$2.8M	+3%	17k	170.42	View chart
Visa Com Cl A (V)	0.1	$2.7M	-12%	7.8k	350.44	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$2.7M		56k	49.30	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.7M		34k	78.94	View chart
Pepsi (PEP)	0.1	$2.6M	-2%	17k	149.94	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.1	$2.5M	+53%	97k	26.20	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$2.5M	+31%	9.1k	274.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$2.4M		5.2k	468.92	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$2.4M	+26%	75k	32.36	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$2.4M	+2%	66k	36.14	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.3M	-4%	43k	52.37	View chart
First Tr Morningstar Divid L SHS (FDL)	0.1	$2.2M		51k	43.44	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.1	$2.2M		92k	24.06	View chart
Coca-Cola Company (KO)	0.1	$2.2M	-10%	31k	71.62	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.2M	+2%	26k	82.94	View chart
Enterprise Products Partners (EPD)	0.1	$2.2M	+2%	64k	34.14	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$2.2M		36k	59.75	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$2.1M	-24%	7.5k	288.16	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$2.1M	-6%	15k	139.78	View chart
International Business Machines (IBM)	0.1	$2.1M	+6%	8.3k	248.65	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.1M		18k	116.39	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$2.1M	-5%	89k	23.16	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$2.1M		58k	35.65	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.0M	+4%	108k	18.59	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.0M		14k	145.69	View chart
ConocoPhillips (COP)	0.1	$2.0M	+7%	19k	105.02	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.0M	-43%	20k	100.00	View chart
McDonald's Corporation (MCD)	0.1	$2.0M	-9%	6.3k	312.38	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.9M	+5%	20k	95.36	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.9M	+235%	35k	54.76	View chart
At&t (T)	0.1	$1.9M	+15%	66k	28.28	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.8M		71k	25.04	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.8M	-43%	10k	173.23	View chart
Walt Disney Company (DIS)	0.1	$1.8M	-2%	18k	98.70	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.7M	+10%	14k	121.91	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$1.7M		56k	30.57	View chart
Shell Spon Ads (SHEL)	0.1	$1.7M	+7%	24k	73.28	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.1	$1.7M	-4%	8.6k	197.47	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.7M		18k	93.45	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.7M	+11%	36k	46.81	View chart
Costco Wholesale Corporation (COST)	0.1	$1.6M	-10%	1.7k	945.77	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$1.6M	+46%	28k	57.14	View chart
Netflix (NFLX)	0.1	$1.6M	-2%	1.7k	932.53	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$1.6M	-90%	17k	92.53	View chart
Linde SHS (LIN)	0.1	$1.6M	+6%	3.4k	465.63	View chart
Oracle Corporation (ORCL)	0.1	$1.6M	-5%	11k	139.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$1.6M	-12%	50k	31.23	View chart
RBB Motley Fol Etf (TMFC)	0.1	$1.6M		28k	55.62	View chart
Cisco Systems (CSCO)	0.1	$1.6M	+4%	25k	61.71	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$1.5M	-12%	7.5k	206.49	View chart
Amgen (AMGN)	0.1	$1.5M	-15%	4.9k	311.53	View chart
United Parcel Service CL B (UPS)	0.1	$1.5M	-3%	14k	109.99	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.5M	+47%	29k	51.78	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.5M	-47%	34k	45.07	View chart
Merck & Co (MRK)	0.1	$1.5M		17k	89.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M	-11%	11k	132.47	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.5M		18k	84.40	View chart
BP Sponsored Adr (BP)	0.1	$1.5M	+52%	44k	33.79	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.5M		19k	78.28	View chart
Kinder Morgan (KMI)	0.1	$1.4M		51k	28.53	View chart
Bank of America Corporation (BAC)	0.1	$1.3M		32k	41.73	View chart
Honeywell International (HON)	0.1	$1.3M	+9%	6.2k	211.75	View chart
Medtronic SHS (MDT)	0.1	$1.3M	+30%	15k	89.86	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$1.3M	-10%	21k	61.53	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$1.3M	+12%	78k	16.76	View chart
Caterpillar (CAT)	0.1	$1.3M	-15%	3.9k	329.79	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$1.3M	+180%	5.9k	221.74	View chart
UnitedHealth (UNH)	0.1	$1.3M		2.4k	523.70	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$1.3M		47k	26.58	View chart
Cigna Corp (CI)	0.1	$1.3M	+5%	3.8k	329.00	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$1.2M	-3%	29k	43.30	View chart
Morgan Stanley Com New (MS)	0.1	$1.2M	+2%	11k	116.67	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$1.2M		23k	52.38	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.2M	+63%	4.8k	257.03	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$1.2M	+48%	16k	73.45	View chart
Abbott Laboratories (ABT)	0.1	$1.2M	+3%	9.0k	132.65	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$1.2M		12k	100.62	View chart
Sable Offshore Corp Com Shs (SOC)	0.1	$1.2M		46k	25.37	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$1.1M		6.9k	166.01	View chart
Eaton Corp SHS (ETN)	0.1	$1.1M		4.2k	271.85	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$1.1M	+12%	12k	96.45	View chart
Oneok (OKE)	0.0	$1.1M		11k	99.22	View chart
Unilever Spon Adr New (UL)	0.0	$1.1M		19k	59.55	View chart
Mastercard Incorporated Cl A (MA)	0.0	$1.1M	+6%	2.0k	548.07	View chart
Starbucks Corporation (SBUX)	0.0	$1.1M		11k	98.09	View chart
Gilead Sciences (GILD)	0.0	$1.1M	+5%	9.7k	112.05	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$1.1M		9.3k	115.61	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$1.1M		50k	21.53	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$1.1M	-2%	25k	43.70	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.0	$1.1M	+30%	3.4k	317.64	View chart
Phillips 66 (PSX)	0.0	$1.1M		8.6k	123.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$1.1M		8.7k	122.00	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$1.1M	+3%	14k	75.74	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.0	$1.0M	+8%	21k	50.63	View chart
Williams Companies (WMB)	0.0	$1.0M	+3%	17k	59.76	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$1.0M	-7%	16k	63.53	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$1.0M	+2%	21k	49.81	View chart
Valero Energy Corporation (VLO)	0.0	$1.0M	-15%	7.7k	132.07	View chart
Stryker Corporation (SYK)	0.0	$1.0M		2.7k	372.31	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$991k	+2%	13k	76.57	View chart
Qualcomm (QCOM)	0.0	$974k	+3%	6.3k	153.61	View chart
Lockheed Martin Corporation (LMT)	0.0	$971k		2.2k	446.61	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$965k		4.6k	211.49	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$935k	+3%	37k	25.38	View chart
General Dynamics Corporation (GD)	0.0	$929k	-6%	3.4k	272.61	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$925k	-2%	3.7k	251.79	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$923k	+2%	11k	81.76	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$918k		2.9k	312.05	View chart
Ishares Tr Glob Hlthcre Etf (IXJ)	0.0	$912k	+4%	10k	91.20	View chart
Texas Instruments Incorporated (TXN)	0.0	$903k		5.0k	179.71	View chart
Kimberly-Clark Corporation (KMB)	0.0	$901k	+62%	6.3k	142.22	View chart
Schlumberger Com Stk (SLB)	0.0	$899k	+39%	22k	41.80	View chart
Consolidated Edison (ED)	0.0	$895k		8.1k	110.59	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$894k	-5%	7.6k	118.13	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$877k		17k	51.94	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$873k	NEW	19k	46.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$867k	+14%	15k	58.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)	0.0	$863k		26k	33.11	View chart
Novartis Sponsored Adr (NVS)	0.0	$854k	+2%	7.7k	111.47	View chart
Cardinal Health (CAH)	0.0	$854k		6.2k	137.77	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$843k	+3%	36k	23.72	View chart
Public Storage (PSA)	0.0	$839k	-17%	2.8k	299.27	View chart
Altria (MO)	0.0	$828k	-24%	14k	60.02	View chart
Colgate-Palmolive Company (CL)	0.0	$815k	+15%	8.7k	93.70	View chart
Everest Re Group (EG)	0.0	$808k	-7%	2.2k	363.33	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.0	$805k	+35%	16k	50.71	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$798k		16k	51.05	View chart
Ameren Corporation (AEE)	0.0	$776k		7.7k	100.40	View chart
Blackrock (BLK)	0.0	$774k	+2%	818.00	945.97	View chart
Nextera Energy (NEE)	0.0	$764k	-14%	11k	70.89	View chart
Novo-nordisk A S Adr (NVO)	0.0	$764k	+12%	11k	69.44	View chart
Paychex (PAYX)	0.0	$756k	-22%	4.9k	154.28	View chart
Palo Alto Networks (PANW)	0.0	$747k	+5%	4.4k	170.64	View chart
Union Pacific Corporation (UNP)	0.0	$739k	-20%	3.1k	236.20	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$736k		20k	37.73	View chart
Allstate Corporation (ALL)	0.0	$736k		3.6k	207.06	View chart
TJX Companies (TJX)	0.0	$735k	+2%	6.0k	121.81	View chart
Nike CL B (NKE)	0.0	$726k	+8%	11k	63.48	View chart
Newmont Mining Corporation (NEM)	0.0	$723k		15k	48.28	View chart
AFLAC Incorporated (AFL)	0.0	$720k		6.5k	111.19	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.0	$715k	NEW	15k	46.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL)	0.0	$713k	-8%	20k	35.95	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$707k		24k	29.82	View chart
Comcast Corp Cl A (CMCSA)	0.0	$703k	+17%	19k	36.90	View chart
Boeing Company (BA)	0.0	$697k	-4%	4.1k	170.55	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.0	$692k	+103%	11k	61.89	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$692k		7.4k	93.66	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$691k	+3%	5.2k	132.24	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.0	$689k	NEW	8.3k	82.78	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$686k	-84%	15k	45.65	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 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
Avidian Wealth Solutions 2021 Q3 filed Nov. 10, 2021
Avidian Wealth Solutions 2021 Q2 filed Aug. 9, 2021

View all past filings

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