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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, IJH, USIG, NVDA, and represent 27.52% of Avidian Wealth Enterprises's stock portfolio.
Added to shares of these 10 stocks: IVV (+$30M), VEA (+$30M), IJH (+$27M), VTEB (+$17M), JQUA (+$13M), DON (+$12M), HELO (+$11M), AVGO (+$10M), AAPL (+$8.8M), FVAL (+$8.6M).
Started 110 new stock positions in STRV, IDEF, IBDS, CIG, O, SNDK, BLCR, IWN, DELL, MRVL.
Reduced shares in these 10 stocks: NVDA (-$29M), IJR (-$17M), NE (-$12M), VLUE (-$12M), SPLV (-$7.8M), IEFA (-$6.7M), INVX (-$5.8M), BBJP, SCHF, IEMG.
Sold out of its positions in SGOL, ELV, APO, AstraZeneca, MYD, DCI, FJUL, GPC, HRI, INVX. GSY, SPLV, EMB, STIP, MELI, NTRA, CHRD, SDOW, RC, SLG, PSLV, URI, Amcor.
Avidian Wealth Enterprises was a net buyer of stock by $414M.
Avidian Wealth Enterprises has $3.2B in assets under management (AUM), dropping by 15.02%.
Central Index Key (CIK): 0001471474

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Portfolio Holdings for Avidian Wealth Enterprises

Avidian Wealth Enterprises holds 662 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Avidian Wealth Enterprises has 662 total positions. Only the first 250 positions are shown.

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Download the Avidian Wealth Enterprises March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.0	$443M	+7%	679k	653.21	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.9	$156M	-4%	1.7M	90.53	View chart
Ishares Tr Core S&p Mcp Etf Call Option (IJH)	3.1	$99M	+36%	1.5M	67.53	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.7	$87M	+10%	1.7M	51.23	View chart
NVIDIA Corporation Call Option (NVDA)	2.7	$85M	-25%	485k	174.40	View chart
Ishares Msci Emrg Chn (EMXC)	2.6	$83M	+9%	1.1M	78.66	View chart
Spdr Series Trust State Street Spd (SPYM)	2.5	$80M		1.1M	76.54	View chart
Ishares Tr Mbs Etf (MBB)	2.4	$76M	+8%	804k	94.95	View chart
Noble Corp Ord Shs A (NE)	2.0	$64M	-15%	1.3M	49.07	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.9	$59M	+9%	2.4M	24.91	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	1.8	$58M	+27%	950k	61.32	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	1.8	$58M	+14%	1.2M	48.86	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$53M		124k	426.40	View chart
Apple (AAPL)	1.6	$52M	+20%	205k	253.79	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.6	$51M	+6%	1.1M	46.19	View chart
Exxon Mobil Corporation (XOM)	1.3	$40M	+15%	235k	169.66	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.2	$38M		1.5M	25.48	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.1	$36M	+10%	772k	47.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$36M	+475%	567k	64.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$35M	+93%	706k	49.89	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$33M	+5%	54k	597.55	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$31M	-9%	1.3M	24.75	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$31M	+24%	48k	650.34	View chart
Microsoft Corporation Call Option (MSFT)	0.8	$25M	+50%	69k	370.17	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$24M	+11%	477k	49.99	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.7	$23M		469k	49.61	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$23M	+22%	624k	37.20	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$22M	-43%	175k	124.31	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$22M	+4%	406k	53.22	View chart
Amazon (AMZN)	0.7	$21M	+20%	101k	208.27	View chart
Broadcom (AVGO)	0.6	$19M	+125%	60k	309.51	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$17M		170k	97.23	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$16M	+38%	55k	287.56	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.5	$16M	+7%	638k	24.27	View chart
Chevron Corporation (CVX)	0.5	$15M	+42%	72k	206.90	View chart
Ishares Tr Msci Eafe Etf Call Option (EFA)	0.5	$14M	+140%	148k	97.13	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$14M	-14%	205k	69.75	View chart
RBB F/m Us Treasury (TBIL)	0.5	$14M	-4%	286k	49.86	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$14M	+3%	784k	17.75	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.4	$14M	-9%	292k	46.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$14M		47k	287.18	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$13M		246k	50.98	View chart
Meta Platforms Cl A (META)	0.4	$13M	+38%	22k	572.13	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$12M	NEW	231k	52.54	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$12M		56k	213.67	View chart
JPMorgan Chase & Co. (JPM)	0.4	$12M	+95%	41k	294.16	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$12M	+5%	135k	87.84	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.4	$11M		485k	22.98	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.3	$11M	+370%	97k	112.11	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.3	$11M	NEW	170k	63.91	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$11M		423k	25.64	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.3	$11M	-27%	155k	68.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$11M	+40%	37k	286.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$10M	+4%	21k	479.21	View chart
Lam Research Corp Com New (LRCX)	0.3	$9.8M	+674%	46k	213.66	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$9.8M	-5%	46k	211.15	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$9.4M		222k	42.49	View chart
Johnson & Johnson (JNJ)	0.3	$9.3M	+85%	38k	244.44	View chart
Ishares Tr Msci Usa Value (VLUE)	0.3	$9.3M	-55%	65k	142.19	View chart
Spdr Series Trust State Street Spd (SPSM)	0.3	$9.2M		191k	48.32	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$9.0M	+22%	217k	41.68	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$8.8M	+4165%	127k	69.40	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$8.5M	-6%	125k	68.28	View chart
Raytheon Technologies Corp (RTX)	0.3	$8.3M	+210%	43k	192.90	View chart
Spdr Series Trust State Street Spd (TFI)	0.3	$8.3M	-13%	182k	45.34	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$8.0M	-3%	114k	70.18	View chart
Wisdomtree Tr True Developed I (DOL)	0.2	$7.5M	-8%	111k	67.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$7.5M	+19%	17k	436.78	View chart
Spdr Series Trust State Street Spd (SPTL)	0.2	$7.5M	+10%	286k	26.30	View chart
Eli Lilly & Co. (LLY)	0.2	$7.3M	+41%	8.0k	919.81	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$7.3M		98k	75.10	View chart
Abbvie (ABBV)	0.2	$7.3M	+82%	34k	217.49	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$7.2M	-2%	29k	248.00	View chart
Spdr Index Shs Fds State Street Spd (RWO)	0.2	$6.9M		152k	45.77	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$6.9M	+2%	65k	106.01	View chart
Tesla Motors (TSLA)	0.2	$6.7M	+24%	18k	371.76	View chart
Wal-Mart Stores (WMT)	0.2	$6.6M	+14%	53k	124.28	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$6.4M	+4%	20k	313.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$6.3M	+78%	11k	577.20	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$6.1M	NEW	82k	74.83	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$6.1M	+2495%	129k	47.53	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$6.0M	+244%	119k	50.61	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$6.0M	+10%	128k	46.84	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$5.7M		58k	99.27	View chart
Cisco Systems (CSCO)	0.2	$5.5M	+159%	71k	77.59	View chart
Vanguard Index Fds Value Etf Call Option (VTV)	0.2	$5.4M	+39%	28k	196.20	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$5.4M	+2%	175k	30.68	View chart
Spdr Series Trust State Street Spd (HYMB)	0.2	$5.3M	+17%	216k	24.80	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$5.3M	+5%	25k	217.25	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$5.2M	+14%	98k	52.78	View chart
Cummins (CMI)	0.2	$5.2M	+1032%	9.6k	538.00	View chart
Kinder Morgan (KMI)	0.2	$5.1M	+205%	152k	33.53	View chart
Visa Com Cl A (V)	0.2	$5.1M	+89%	17k	302.25	View chart
Pepsi (PEP)	0.2	$5.0M	+89%	32k	155.29	View chart
Amgen (AMGN)	0.2	$5.0M	+125%	14k	351.85	View chart
Etf Ser Solutions Bahl & Gaynor In (BGIG)	0.2	$4.9M		147k	33.26	View chart
McDonald's Corporation (MCD)	0.2	$4.8M	+107%	16k	310.80	View chart
Tidal Trust Ii Yieldmax Nvda (NVDY)	0.2	$4.8M	+40%	369k	12.98	View chart
Spdr Gold Tr Gold Shs Call Option (GLD)	0.2	$4.8M	+7%	11k	430.29	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$4.8M		42k	113.11	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$4.7M		13k	367.43	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$4.7M		26k	181.42	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$4.6M	+2%	13k	356.56	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$4.6M	+29%	46k	100.66	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$4.6M	-20%	78k	58.18	View chart
Home Depot (HD)	0.1	$4.5M		14k	328.88	View chart
Bank of America Corporation (BAC)	0.1	$4.5M	+168%	92k	48.75	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$4.4M	-2%	6.3k	697.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$4.4M	-7%	23k	191.81	View chart
Citigroup Com New (C)	0.1	$4.4M	+400%	38k	113.41	View chart
Williams Companies (WMB)	0.1	$4.3M	+266%	59k	72.78	View chart
Williams-Sonoma (WSM)	0.1	$4.2M	NEW	23k	182.33	View chart
Blackrock (BLK)	0.1	$4.1M	+376%	4.3k	961.60	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.1M	+228%	6.8k	604.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$4.1M	+59%	13k	320.80	View chart
Philip Morris International (PM)	0.1	$4.0M	+409%	24k	165.34	View chart
Costco Wholesale Corporation (COST)	0.1	$4.0M	+81%	4.0k	996.52	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$3.9M	+95%	110k	35.71	View chart
Nextera Energy (NEE)	0.1	$3.8M	+253%	41k	92.88	View chart
Morgan Stanley Com New (MS)	0.1	$3.7M	+100%	23k	164.57	View chart
Honeywell International (HON)	0.1	$3.7M	+160%	16k	226.03	View chart
Merck & Co (MRK)	0.1	$3.7M	+94%	31k	120.29	View chart
Caterpillar (CAT)	0.1	$3.7M	+19%	5.2k	708.49	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.7M	+313%	28k	130.94	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$3.6M		72k	50.34	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.5M		33k	106.50	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.5M	+152%	7.0k	499.67	View chart
Qualcomm (QCOM)	0.1	$3.5M	+263%	27k	128.78	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$3.4M	NEW	31k	109.22	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.4M	+6%	68k	50.14	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.4M		14k	244.19	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.4M	+4%	23k	146.28	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$3.4M	+19%	10k	337.94	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.2M	+16%	58k	55.52	View chart
Medtronic SHS (MDT)	0.1	$3.2M	+148%	37k	86.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.1M	+57%	106k	29.13	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$3.1M	-25%	41k	74.35	View chart
Dollar General (DG)	0.1	$3.0M	NEW	25k	118.73	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$2.9M	-16%	24k	125.13	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$2.9M	-3%	25k	118.45	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.9M	+42%	55k	52.56	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.8M	+8%	53k	52.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.8M	+3%	35k	79.27	View chart
TJX Companies (TJX)	0.1	$2.8M	+143%	17k	159.70	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$2.7M	-4%	53k	50.80	View chart
ConocoPhillips (COP)	0.1	$2.7M		21k	132.00	View chart
Coca-Cola Company (KO)	0.1	$2.7M	+7%	36k	76.05	View chart
Enterprise Products Partners (EPD)	0.1	$2.7M	+6%	71k	37.84	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$2.7M	-3%	42k	64.77	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.7M	-36%	25k	106.15	View chart
Procter & Gamble Company (PG)	0.1	$2.7M	+10%	19k	144.44	View chart
Verizon Communications (VZ)	0.1	$2.6M	+265%	53k	50.20	View chart
Abbott Laboratories (ABT)	0.1	$2.6M	+162%	26k	102.67	View chart
Norfolk Southern (NSC)	0.1	$2.6M	NEW	9.1k	287.00	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$2.6M	+7%	52k	50.62	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$2.6M	-2%	94k	27.85	View chart
General Dynamics Corporation (GD)	0.1	$2.6M	+115%	7.6k	343.22	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$2.6M	+5%	51k	49.79	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$2.5M	+313%	105k	24.28	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.5M	+17%	17k	148.10	View chart
International Business Machines (IBM)	0.1	$2.5M	+20%	10k	242.38	View chart
Spdr Series Trust State Street Spd (SDY)	0.1	$2.5M	+746%	17k	145.94	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.5M		28k	88.46	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$2.4M	+30%	10k	237.63	View chart
Advanced Micro Devices (AMD)	0.1	$2.4M	+95%	12k	203.43	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.4M		18k	138.37	View chart
Oracle Corporation (ORCL)	0.1	$2.4M	+56%	17k	147.11	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.4M	+30%	43k	56.68	View chart
Netflix (NFLX)	0.1	$2.4M	+15%	25k	96.15	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$2.4M	+71%	100k	23.69	View chart
United Parcel Svcs CL B (UPS)	0.1	$2.3M	+82%	24k	98.38	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$2.3M	+388%	12k	198.29	View chart
Cheniere Energy Com New (LNG)	0.1	$2.3M	+288%	8.2k	283.76	View chart
Eaton Corp SHS (ETN)	0.1	$2.3M	+32%	6.5k	357.69	View chart
Palo Alto Networks (PANW)	0.1	$2.3M	+209%	15k	160.32	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.3M	-10%	43k	54.05	View chart
At&t (T)	0.1	$2.3M	+5%	79k	28.99	View chart
MetLife (MET)	0.1	$2.2M	+719%	32k	70.72	View chart
Shell Spon Ads (SHEL)	0.1	$2.2M	+2%	24k	93.00	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.2M	-4%	75k	29.08	View chart
Pfizer (PFE)	0.1	$2.1M	+218%	75k	28.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.1M	+77%	37k	56.79	View chart
UnitedHealth (UNH)	0.1	$2.1M	+118%	7.7k	270.59	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$2.1M	+27%	5.3k	391.74	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.1M	+11%	5.6k	370.67	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.0M	+34%	26k	78.41	View chart
Phillips 66 (PSX)	0.1	$2.0M	+21%	11k	182.17	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$2.0M		106k	19.30	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$2.0M		62k	32.95	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$2.0M	+57%	41k	49.40	View chart
Valero Energy Corporation (VLO)	0.1	$2.0M		8.1k	247.09	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$2.0M	+42%	1.5k	1320.55	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$2.0M	-5%	52k	38.42	View chart
Ge Aerospace Com New (GE)	0.1	$2.0M	+115%	7.0k	283.77	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.0M		50k	38.96	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$2.0M	+2%	15k	132.90	View chart
Gilead Sciences (GILD)	0.1	$1.9M	+25%	14k	139.37	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.9M	-7%	82k	23.22	View chart
Union Pacific Corporation (UNP)	0.1	$1.9M	+147%	7.8k	242.62	View chart
American Water Works (AWK)	0.1	$1.9M	+198%	14k	136.09	View chart
RBB Motley Fol Etf (TMFC)	0.1	$1.9M		28k	65.97	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$1.9M		13k	141.42	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$1.8M		51k	36.22	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$1.8M	+49%	24k	77.11	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.8M	+21%	40k	45.62	View chart
American Tower Reit (AMT)	0.1	$1.8M	NEW	11k	172.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$1.8M		4.7k	383.43	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.1	$1.8M	+3%	17k	108.98	View chart
Walt Disney Company (DIS)	0.1	$1.8M	+23%	19k	96.38	View chart
Emerson Electric (EMR)	0.1	$1.8M	+305%	14k	131.02	View chart
Cme (CME)	0.1	$1.8M	+214%	6.0k	295.34	View chart
Air Products & Chemicals (APD)	0.1	$1.8M	NEW	6.0k	290.48	View chart
Stryker Corporation (SYK)	0.1	$1.7M	+87%	5.3k	328.58	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$1.7M	-4%	31k	57.20	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.7M	+3%	9.1k	191.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.7M		15k	114.99	View chart
Micron Technology (MU)	0.1	$1.7M	+91%	5.1k	337.85	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$1.7M	NEW	40k	42.56	View chart
Lowe's Companies (LOW)	0.1	$1.7M	+151%	7.2k	236.29	View chart
Corteva (CTVA)	0.1	$1.7M	+460%	20k	83.71	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$1.7M	-27%	39k	43.13	View chart
Linde SHS (LIN)	0.1	$1.7M	-2%	3.3k	495.69	View chart
Truist Financial Corp equities (TFC)	0.1	$1.7M	+748%	36k	45.97	View chart
Capital One Financial (COF)	0.1	$1.6M	+168%	9.0k	182.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$1.6M	+408%	11k	151.41	View chart
Starbucks Corporation (SBUX)	0.1	$1.6M	+54%	18k	89.59	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	0.1	$1.6M	NEW	50k	32.15	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.6M	+180%	17k	93.98	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$1.6M	NEW	23k	68.47	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.0	$1.5M	+70%	31k	49.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$1.5M	+4%	5.1k	298.85	View chart
Global X Fds Defense Tech Etf (SHLD)	0.0	$1.5M	+41%	21k	70.84	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$1.5M	+136%	13k	111.37	View chart
Servisfirst Bancshares (SFBS)	0.0	$1.4M	NEW	20k	72.83	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$1.4M	-5%	16k	88.16	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.0	$1.4M		31k	45.86	View chart
Fidelity Merrimack Str Tr Mun Bd Opportun (FMUB)	0.0	$1.4M	-8%	28k	50.60	View chart
Cigna Corp (CI)	0.0	$1.4M	+89%	5.4k	266.77	View chart
Altria (MO)	0.0	$1.4M	+15%	22k	65.99	View chart
Booking Holdings (BKNG)	0.0	$1.4M	+247%	337.00	4209.30	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$1.4M	+8%	23k	62.56	View chart
BP Sponsored Adr (BP)	0.0	$1.4M	+8%	30k	47.00	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$1.4M		46k	30.50	View chart
Waste Management (WM)	0.0	$1.4M	+84%	6.1k	229.77	View chart
Novartis Sponsored Adr (NVS)	0.0	$1.4M	+17%	9.1k	152.75	View chart
Kimberly-Clark Corporation (KMB)	0.0	$1.4M	+278%	14k	96.47	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.0	$1.3M	NEW	33k	41.06	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.0	$1.3M	+506%	58k	22.91	View chart
Wells Fargo & Company (WFC)	0.0	$1.3M	-3%	17k	79.61	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.0	$1.3M	+87%	27k	49.69	View chart

Past Filings by Avidian Wealth Enterprises

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

Avidian Wealth Enterprises 2026 Q1 filed May 7, 2026
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

View all past filings

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