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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, EMXC, NVDA, and represent 28.37% of Avidian Wealth Enterprises's stock portfolio.
Added to shares of these 10 stocks: IWF (+$46M), PMBS (+$36M), IVV (+$16M), VO (+$13M), VLUE (+$9.5M), VUG (+$8.3M), IEFA (+$7.3M), VGT (+$5.9M), VTEB, NVDA.
Started 88 new stock positions in LYG, ESGV, Proshares Tr, WES, XLI, CHAT, DDOG, Proshares Tr Ii, HDB, DFAE.
Reduced shares in these 10 stocks: MBB (-$34M), SPYM (-$6.8M), TQQQ (-$5.7M), Honeywell International, QUAL, SGOV, EFV, JMST, TBIL, IFRA.
Sold out of its positions in SIVR, ADBE, OWL, CTRA, Carnival Corporation, DPZ, FBTC, GAB.R, OMAB, HPI.
Avidian Wealth Enterprises was a net buyer of stock by $216M.
Avidian Wealth Enterprises has $3.6B in assets under management (AUM), dropping by 14.40%.
Central Index Key (CIK): 0001471474

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Portfolio Holdings for Avidian Wealth Enterprises

Avidian Wealth Enterprises holds 722 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Avidian Wealth Enterprises has 722 total positions. Only the first 250 positions are shown.

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Download the Avidian Wealth Enterprises June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.5	$524M	+3%	700k	748.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.8	$174M	+4%	1.8M	96.58	View chart
Ishares Tr Core S&p Mcp Etf Call Option (IJH)	3.2	$117M	+3%	1.5M	77.11	View chart
Ishares Msci Emrg Chn (EMXC)	3.0	$109M		1.1M	102.30	View chart
NVIDIA Corporation Put Option (NVDA)	2.8	$102M	+4%	508k	200.09	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	2.5	$90M	+3%	1.8M	51.29	View chart
Spdr Series Trust St Str P500etf (SPYM)	2.4	$86M	-7%	973k	87.88	View chart
J P Morgan Exchange Traded F Us Value Factr (JVAL)	2.0	$71M	+2%	1.2M	58.64	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	2.0	$71M	+3%	981k	72.28	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.7	$62M	+301%	498k	124.17	View chart
Apple (AAPL)	1.7	$61M	+2%	211k	289.36	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	1.7	$60M	+2%	2.5M	24.66	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.5	$53M	+4%	1.1M	46.15	View chart
Noble Corp Ord Shs A (NE)	1.4	$51M	+4%	1.4M	37.30	View chart
Ishares Tr Mbs Etf (MBB)	1.2	$42M	-44%	449k	94.52	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$41M		575k	71.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.1	$41M	+13%	800k	50.58	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	1.1	$38M		1.5M	25.82	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$38M	+4%	806k	46.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$37M		54k	686.81	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	1.0	$36M	NEW	736k	49.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit Put Option (SPY)	1.0	$36M		48k	746.77	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.0	$35M		1.3M	27.70	View chart
Exxon Mobil Corporation (XOM)	0.9	$33M		238k	136.72	View chart
Microsoft Corporation (MSFT)	0.7	$27M	+4%	72k	373.02	View chart
Ishares Tr Core S&p Scp Etf Call Option (IJR)	0.7	$27M	+2%	179k	148.31	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.7	$26M	+3%	644k	40.13	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.7	$26M	+5%	504k	50.66	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.7	$24M		478k	50.84	View chart
Amazon (AMZN)	0.7	$24M		102k	238.34	View chart
Broadcom Call Option (AVGO)	0.7	$24M	+6%	64k	377.75	View chart
Ishares Tr Msci Usa Value (VLUE)	0.6	$23M	+73%	113k	199.81	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.6	$22M	+2%	414k	53.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$21M	+6%	59k	357.37	View chart
Lam Research Corp Com New (LRCX)	0.6	$20M		46k	433.33	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.5	$19M		171k	110.32	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$17M		207k	82.84	View chart
Ishares Tr Msci Eafe Etf Call Option (EFA)	0.5	$17M	+9%	162k	103.88	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$16M	+330%	203k	80.57	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$16M	+2%	652k	24.14	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$15M	-4%	93k	161.54	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.4	$15M	+6%	60k	242.43	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.4	$14M		800k	17.88	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.4	$14M	+4%	304k	46.99	View chart
JPMorgan Chase & Co. (JPM)	0.4	$14M		41k	327.33	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$13M	+3%	140k	95.62	View chart
Alphabet Cap Stk Cl C Call Option (GOOG)	0.4	$13M	+3%	38k	353.33	View chart
RBB F/m Us Treasury (TBIL)	0.4	$13M	-7%	264k	49.86	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.4	$13M		229k	56.52	View chart
Chevron Corporation (CVX)	0.4	$13M	+7%	77k	165.76	View chart
Meta Platforms Cl A (META)	0.4	$13M	+2%	23k	563.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$13M		423k	29.43	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.3	$12M	-32%	147k	81.00	View chart
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)	0.3	$12M		157k	75.31	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.3	$12M	+2%	174k	67.58	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.3	$11M		480k	23.52	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$11M	-11%	218k	51.00	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.3	$11M		191k	57.67	View chart
Eli Lilly & Co. (LLY)	0.3	$10M	+8%	8.7k	1199.38	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$10M		220k	46.92	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$10M	+2%	129k	77.93	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$10M		124k	81.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$10M	-5%	20k	500.40	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$9.9M	-5%	44k	227.06	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$9.8M	+559%	114k	86.14	View chart
Johnson & Johnson (JNJ)	0.3	$9.7M		38k	253.97	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.3	$9.5M	+13%	207k	45.80	View chart
Micron Technology (MU)	0.3	$9.1M	+54%	7.9k	1154.36	View chart
Abbvie (ABBV)	0.2	$8.9M	+5%	35k	251.64	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$8.7M		115k	75.79	View chart
Cisco Systems (CSCO)	0.2	$8.7M	+3%	74k	117.46	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$8.5M	+40%	168k	50.57	View chart
Tesla Motors (TSLA)	0.2	$8.4M	+11%	20k	420.60	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$8.4M	+2%	101k	83.75	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$8.4M	-4%	28k	300.45	View chart
Wisdomtree Tr True Dev Intl Fd (DOL)	0.2	$8.4M		113k	74.36	View chart
Raytheon Technologies Corp (RTX)	0.2	$8.3M		44k	189.73	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$8.1M		11k	736.43	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$8.0M		20k	393.96	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.2	$7.9M	+5%	302k	26.23	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$7.7M	+109%	136k	56.16	View chart
Spdr Index Shs Fds St Dow Globa Etf (RWO)	0.2	$7.6M		153k	49.71	View chart
Advanced Micro Devices (AMD)	0.2	$7.5M	+7%	13k	580.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$7.3M	+20%	33k	217.93	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$7.1M	+2%	132k	54.03	View chart
Cummins (CMI)	0.2	$6.9M		9.7k	713.21	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$6.6M	+778%	56k	119.52	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$6.5M		26k	252.23	View chart
Ishares Tr Msci India Etf (INDA)	0.2	$6.4M		130k	49.39	View chart
Visa Com Cl A (V)	0.2	$6.3M	+9%	18k	343.09	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$6.3M	+8%	46k	137.53	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$6.3M		81k	77.42	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$6.2M	+3%	25k	242.99	View chart
Wal-Mart Stores (WMT)	0.2	$5.9M	-2%	52k	113.26	View chart
Spdr Series Trust St Nuve High Etf (HYMB)	0.2	$5.9M	+7%	231k	25.44	View chart
Ishares Tr Core Us Aggbd Et Call Option (AGG)	0.2	$5.9M	+3%	59k	98.98	View chart
Tidal Trust Ii Yieldmax Nvda (NVDY)	0.2	$5.8M	+25%	465k	12.44	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.2	$5.8M	+8%	107k	54.02	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$5.8M	+8%	85k	68.01	View chart
Caterpillar (CAT)	0.2	$5.7M	+2%	5.4k	1064.81	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$5.6M	+395%	64k	87.91	View chart
Citigroup Com New (C)	0.2	$5.5M	+2%	39k	139.96	View chart
Bank of America Corporation (BAC)	0.2	$5.5M	+4%	96k	56.98	View chart
Williams-Sonoma (WSM)	0.2	$5.4M		23k	233.10	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$5.3M		13k	409.49	View chart
Palo Alto Networks (PANW)	0.1	$5.2M	+6%	15k	341.02	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$5.2M	+9%	11k	477.58	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$5.2M	-6%	164k	31.71	View chart
Qualcomm (QCOM)	0.1	$5.1M	+2%	28k	184.79	View chart
Morgan Stanley Com New (MS)	0.1	$5.0M	+4%	24k	209.04	View chart
Kinder Morgan (KMI)	0.1	$5.0M	+2%	155k	31.97	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$4.8M	-5%	5.0k	965.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$4.8M	+3%	13k	370.03	View chart
Amgen (AMGN)	0.1	$4.8M	-5%	13k	362.12	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$4.8M	+53%	16k	302.97	View chart
Etf Ser Solutions Bahl Ga Grow Etf (BGIG)	0.1	$4.8M	-9%	132k	35.89	View chart
Home Depot (HD)	0.1	$4.7M	-2%	14k	352.69	View chart
Philip Morris International (PM)	0.1	$4.6M	+4%	25k	180.91	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$4.4M		111k	39.54	View chart
Pepsi (PEP)	0.1	$4.4M		32k	135.40	View chart
Merck & Co (MRK)	0.1	$4.4M	+10%	34k	128.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$4.3M	+6%	12k	368.39	View chart
McDonald's Corporation (MCD)	0.1	$4.2M		16k	270.31	View chart
Williams Companies (WMB)	0.1	$4.2M	-3%	57k	74.34	View chart
Marvell Technology (MRVL)	0.1	$4.1M	+5%	14k	297.89	View chart
Medtronic SHS (MDT)	0.1	$4.1M	+43%	53k	78.23	View chart
Norfolk Southern (NSC)	0.1	$4.1M	+42%	13k	314.58	View chart
Blackrock (BLK)	0.1	$4.0M	-2%	4.2k	961.50	View chart
Costco Wholesale Corporation (COST)	0.1	$3.9M	+4%	4.2k	935.52	View chart
Mastercard Incorporated Cl A (MA)	0.1	$3.9M	+8%	7.6k	513.60	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.7M	+2%	29k	126.58	View chart
Nextera Energy (NEE)	0.1	$3.6M		41k	87.77	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$3.6M	+18%	1.8k	1989.88	View chart
Marathon Petroleum Corp (MPC)	0.1	$3.6M		14k	255.66	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$3.5M	-2%	70k	50.35	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.1	$3.5M		68k	51.51	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$3.5M		33k	106.47	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$3.5M	-3%	102k	33.84	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.1	$3.5M	-3%	30k	113.68	View chart
Lockheed Martin Corporation (LMT)	0.1	$3.4M		6.7k	509.48	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$3.4M		25k	136.68	View chart
UnitedHealth (UNH)	0.1	$3.4M	+5%	8.1k	415.61	View chart
Eaton Corp SHS (ETN)	0.1	$3.3M	+20%	7.8k	426.12	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$3.3M	+7%	5.1k	655.88	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$3.3M	-7%	54k	61.46	View chart
Coca-Cola Company (KO)	0.1	$3.3M	+13%	40k	81.27	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$3.3M	+13%	63k	52.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$3.0M	-40%	14k	219.44	View chart
Ge Aerospace Com New (GE)	0.1	$3.0M	+14%	8.0k	373.73	View chart
International Business Machines (IBM)	0.1	$3.0M	+3%	11k	281.20	View chart
Dollar General (DG)	0.1	$3.0M		26k	115.11	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$3.0M	-11%	21k	141.89	View chart
Procter & Gamble Company (PG)	0.1	$2.9M	+8%	20k	146.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.9M	+5%	37k	79.03	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$2.9M		93k	31.10	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$2.9M	+10%	57k	50.58	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.1	$2.9M	+28%	52k	54.63	View chart
United Parcel Svcs CL B (UPS)	0.1	$2.8M	+10%	26k	107.50	View chart
General Dynamics Corporation (GD)	0.1	$2.8M	+4%	7.9k	354.24	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$2.8M		18k	156.97	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.8M		54k	51.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.8M	+4%	17k	158.03	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.7M	+35%	35k	77.91	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.1	$2.7M	-15%	52k	52.72	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$2.7M	+7%	55k	49.78	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$2.7M	-3%	14k	190.51	View chart
Valero Energy Corporation (VLO)	0.1	$2.7M	+28%	10k	260.45	View chart
TJX Companies (TJX)	0.1	$2.7M	+2%	18k	151.50	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$2.7M		25k	107.62	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$2.7M	-41%	27k	100.67	View chart
MetLife (MET)	0.1	$2.7M		32k	84.61	View chart
Oracle Corporation (ORCL)	0.1	$2.7M	+10%	18k	146.55	View chart
Verizon Communications (VZ)	0.1	$2.7M	+19%	63k	42.34	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$2.7M		74k	36.13	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.7M	+2%	29k	93.38	View chart
Enterprise Products Partners (EPD)	0.1	$2.6M		72k	36.76	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$2.6M	+44%	72k	36.60	View chart
Intel Corporation (INTC)	0.1	$2.6M	+17%	19k	139.63	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.1	$2.6M		17k	152.18	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	0.1	$2.6M	+2%	107k	24.27	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$2.6M	+55%	48k	53.09	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.6M	-5%	22k	116.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$2.5M		43k	59.69	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$2.5M		37k	68.41	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$2.5M	-3%	52k	48.66	View chart
Blackstone Secd Lending Common Stock (BXSL)	0.1	$2.5M	+5%	106k	23.71	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.5M	+2%	44k	56.48	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$2.4M		42k	56.59	View chart
Abbott Laboratories (ABT)	0.1	$2.3M		25k	90.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$2.3M	+147%	7.4k	303.12	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.3M	-4%	5.3k	426.37	View chart
Amphenol Corp Cl A (APH)	0.1	$2.2M	+25%	13k	176.32	View chart
Cheniere Energy Com New (LNG)	0.1	$2.2M	+12%	9.2k	239.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$2.2M	+12%	10k	212.77	View chart
Walt Disney Company (DIS)	0.1	$2.2M	+21%	23k	96.25	View chart
Union Pacific Corporation (UNP)	0.1	$2.2M	+2%	8.0k	272.01	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$2.2M		13k	163.67	View chart
RBB Motley Fol Etf (TMFC)	0.1	$2.2M		28k	76.16	View chart
Applied Materials (AMAT)	0.1	$2.2M	+17%	3.0k	723.01	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.1M	+27%	14k	156.30	View chart
ConocoPhillips (COP)	0.1	$2.1M		21k	103.96	View chart
Emerson Electric (EMR)	0.1	$2.1M	+8%	15k	143.15	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$2.1M		50k	41.25	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$2.0M	+15%	27k	76.11	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$2.0M		23k	85.49	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.0M	+3%	6.7k	298.05	View chart
Phillips 66 (PSX)	0.1	$2.0M	+5%	12k	169.05	View chart
Honeywell International (HON)	0.1	$2.0M	NEW	8.9k	223.90	View chart
Global X Fds Defense Tech Etf (SHLD)	0.1	$2.0M	+60%	33k	59.71	View chart
Honeywell Aerospace (HONA)	0.1	$2.0M	NEW	8.9k	221.08	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.0M	+91%	39k	50.49	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$2.0M	+20%	16k	124.42	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$1.9M	+46%	86k	22.78	View chart
Starbucks Corporation (SBUX)	0.1	$1.9M	+6%	19k	102.19	View chart
American Water Works (AWK)	0.1	$1.9M	+6%	15k	131.58	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$1.9M	+18%	39k	50.37	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$1.9M		16k	117.28	View chart
Pfizer (PFE)	0.1	$1.9M	+5%	79k	24.08	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$1.9M		83k	23.13	View chart
Truist Financial Corp equities (TFC)	0.1	$1.9M	+6%	38k	49.82	View chart
Capital One Financial (COF)	0.1	$1.9M	+5%	9.5k	200.61	View chart
Netflix (NFLX)	0.1	$1.9M	+7%	26k	71.40	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.1	$1.9M	+24%	33k	56.79	View chart
Air Products & Chemicals (APD)	0.1	$1.9M	+5%	6.4k	293.18	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$1.9M	+2%	41k	45.49	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$1.8M	+4%	16k	117.67	View chart
Gilead Sciences (GILD)	0.1	$1.8M	+5%	15k	126.34	View chart
American Tower Reit (AMT)	0.1	$1.8M	+6%	11k	163.58	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.8M	+16%	17k	109.77	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.0	$1.8M		39k	45.70	View chart
Linde SHS (LIN)	0.0	$1.8M	+3%	3.4k	519.01	View chart
Ishares Tr Global Tech Etf (IXN)	0.0	$1.8M	-2%	12k	144.48	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$1.8M		5.1k	343.91	View chart
Corteva (CTVA)	0.0	$1.7M		21k	84.69	View chart
Stryker Corporation (SYK)	0.0	$1.7M	+3%	5.5k	314.86	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$1.7M	+209%	39k	44.36	View chart
Ge Vernova (GEV)	0.0	$1.7M	+7%	1.5k	1175.11	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$1.7M	+15%	4.7k	365.73	View chart
Servisfirst Bancshares (SFBS)	0.0	$1.7M		20k	86.75	View chart
Shell Spon Ads (SHEL)	0.0	$1.7M	-7%	22k	77.54	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$1.7M	-46%	22k	76.55	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$1.7M		40k	41.43	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.7M	+6%	18k	92.27	View chart
Boeing Company (BA)	0.0	$1.7M	+18%	7.6k	216.48	View chart
Booking Holdings (BKNG)	0.0	$1.6M	+2644%	9.2k	178.24	View chart
Altria (MO)	0.0	$1.6M	+4%	23k	71.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$1.6M		46k	34.81	View chart
Global X Fds Global X Uranium (URA)	0.0	$1.6M	+48%	36k	43.70	View chart
Lowe's Companies (LOW)	0.0	$1.6M	-2%	7.0k	220.50	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$1.5M	+4%	12k	124.44	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 Q2 filed July 24, 2026
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

View all past filings

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