Streettalk Advisors

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

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Positions held by Streettalk Advisors consolidated in one spreadsheet with up to 7 years of data

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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.

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

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

View all past filings