Avidian-Wealth-Enterprises

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GDX",
  null,
  null,
  null,
  "TROW",
  "AES",
  null,
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  null,
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  "MPLX",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
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  null,
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  "MMC",
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  "MDT",
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  null,
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  "MS",
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  "HES",
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  null,
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  "AMP",
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  "ORCL",
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  "OKE",
  null,
  "DASH",
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
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  "PANW",
  "PEP",
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  null,
  "BSM",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
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  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "NVDA",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
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  null,
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  "VZ",
  null,
  null,
  "AMGN",
  null,
  "PKG",
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  null,
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  "FNDX",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SOC",
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
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  "RTX",
  "GLD",
  "STX",
  null,
  null,
  null,
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  "BP",
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  "AMT",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "VV",
  "RCL",
  "ATEC",
  "SCHW",
  "ALC",
  "SUN",
  "PNW",
  null,
  "VWO",
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  null,
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  "IWV",
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  null,
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  "MYD",
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  null,
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  "DLY",
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  null,
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  "ETR",
  "VYM",
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  "K",
  null,
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  "MUSA",
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  "AON",
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  null,
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  "F",
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  null,
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  "SGOL",
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  "KALU",
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  "NVO",
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  "AMZN",
  "MSI",
  "SCHB",
  null,
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  "IVE",
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  "LUV",
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  "PLUG",
  null,
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  "BBCA",
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  "VEU",
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  "VGT",
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  null,
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  null,
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  "VXUS",
  "VBK",
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  "VB",
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  "VUSB",
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  "V",
  null,
  "WMT",
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  null,
  null,
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  "IUSG",
  null,
  null,
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  null,
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  null,
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  null,
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  null,
  "BA",
  null,
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  "CB",
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  "C",
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  "KO",
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  "ED",
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  null,
  null,
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  null,
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  "J",
  "ADI",
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  "USMV",
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  "EPD",
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  "DIS",
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  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "MO",
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  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-25
Total Holdings: 518
Total Value: 2245595924
Accession Number: 0001667731-25-000528
Form Type: 13F-HR
CIK: avidian-wealth-enterprises
Manager Name: Avidian-Wealth-Enterprises

Data Enrichment

68% identified

353 identified165 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

518 positions • $2,245,595.924K total value

518 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 11 of 26

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LOCKHEED MARTIN CORP

LMT|539830109

Shares:2.2K

Value:$970.5K

92189F676

Shares:4.6K

Value:$965.0K

808524672

SCHY|808524672

Shares:36.8K

Value:$935.2K

GENERAL DYNAMICS CORP

GD|369550108

Shares:3.4K

Value:$929.3K

922908595

VBK|922908595

Shares:3.7K

Value:$924.6K

92206C870

VCIT|92206C870

Shares:11.3K

Value:$922.6K

Accenture plc

ACN|G1151C101

Shares:2.9K

Value:$918.0K

464287325

Shares:10.0K

Value:$912.0K

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:5.0K

Value:$902.9K

KIMBERLY CLARK CORP

KMB|494368103

Shares:6.3K

Value:$900.7K

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:21.5K

Value:$899.0K

CONSOLIDATED EDISON INC

ED|209115104

Shares:8.1K

Value:$895.4K

464288661

Shares:7.6K

Value:$894.4K

00162Q452

Shares:16.9K

Value:$877.0K

46137V233

Shares:19.0K

Value:$872.6K

464285204

Shares:14.7K

Value:$866.8K

33740U679

Shares:26.1K

Value:$862.5K

NOVARTIS AG

NVS|66987V109

Shares:7.7K

Value:$853.8K

CARDINAL HEALTH INC

CAH|14149Y108

Shares:6.2K

Value:$853.5K

33738D879

Shares:35.5K

Value:$843.0K

Instrument	Shares		Other Manager	Value
LOCKHEED MARTIN CORP(LMTcusip539830109)	2.2K	QoQ -0.86% (-19) YoY -0.50% (-11)	All Managers (Combined)	$970.5K	QoQ -8.88% (-$94.6K) YoY -2.29% (-$22.8K)
(cusip92189F676)✕	4.6K	QoQ +1.96% (-88) YoY +132.56% (+2.6K)	All Managers (Combined)	$965.0K	QoQ -10.95% (-$118.8K) YoY +118.60% (+$523.6K)
(SCHYcusip808524672)	36.8K	QoQ +3.97% (+1.4K) YoY +26.59% (+7.7K)	All Managers (Combined)	$935.2K	QoQ +14.13% (+$115.8K) YoY +32.43% (+$229.0K)
GENERAL DYNAMICS CORP(GDcusip369550108)	3.4K	QoQ -6.19% (-225) YoY +8.35% (+263)	All Managers (Combined)	$929.3K	QoQ -2.94% (-$28.2K) YoY +4.55% (+$40.5K)
(VBKcusip922908595)	3.7K	QoQ -2.23% (-84) YoY -22.92% (-1.1K)	All Managers (Combined)	$924.6K	QoQ -12.11% (-$127.4K) YoY -25.55% (-$317.4K)
(VCITcusip92206C870)	11.3K	QoQ +2.13% (+236) YoY +23.37% (+2.1K)	All Managers (Combined)	$922.6K	QoQ +4.02% (+$35.7K) YoY +25.28% (+$186.2K)
Accenture plc(ACNcusipG1151C101)	2.9K	QoQ -0.27% (-8) YoY +13.11% (+341)	All Managers (Combined)	$918.0K	QoQ -11.53% (-$119.7K) YoY +1.84% (+$16.6K)
(cusip464287325)✕	10.0K	QoQ +4.06% (+391) YoY -6.49% (-695)	All Managers (Combined)	$912.0K	QoQ +10.40% (+$85.9K) YoY -8.45% (-$84.2K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	5.0K	QoQ -1.00% (-51) YoY -28.67% (-2.0K)	All Managers (Combined)	$902.9K	QoQ -5.12% (-$48.7K) YoY -26.42% (-$324.3K)
KIMBERLY CLARK CORP(KMBcusip494368103)	6.3K	QoQ +62.71% (+2.4K) YoY +67.22% (+2.5K)	All Managers (Combined)	$900.7K	QoQ +76.61% (+$390.7K) YoY +83.86% (+$410.8K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	21.5K	QoQ +39.96% (+6.1K) YoY -76.97% (-71.9K)	All Managers (Combined)	$899.0K	QoQ +52.60% (+$309.9K) YoY -82.44% (-$4.2M)
CONSOLIDATED EDISON INC(EDcusip209115104)	8.1K	QoQ -0.54% (-44) YoY -18.85% (-1.9K)	All Managers (Combined)	$895.4K	QoQ +23.26% (-$169.0K) YoY -1.17% (-$10.6K)
(cusip464288661)✕	7.6K	QoQ -5.76% (-463) YoY -5.92% (-477)	All Managers (Combined)	$894.4K	QoQ -3.65% (-$33.9K) YoY -4.03% (-$37.6K)
(cusip00162Q452)✕	16.9K	QoQ -0.61% (-105) YoY +28.49% (+3.7K)	All Managers (Combined)	$877.0K	QoQ +7.18% (-$58.8K) YoY +40.62% (+$253.3K)
(cusip46137V233)✕	19.0K	QoQ NEW(+19.0K) YoY NEW(+19.0K)	All Managers (Combined)	$872.6K	QoQ NEW(+$872.6K) YoY NEW(+$872.6K)
(cusip464285204)✕	14.7K	QoQ +14.19% (+1.8K) YoY NEW(+14.7K)	All Managers (Combined)	$866.8K	QoQ +35.99% (+$229.4K) YoY NEW(+$866.8K)
(cusip33740U679)✕	26.1K	QoQ 0.00% (-0) YoY +5.12% (+1.3K)	All Managers (Combined)	$862.5K	QoQ -1.82% (-$16.1K) YoY +10.28% (+$80.5K)
NOVARTIS AG(NVScusip66987V109)	7.7K	QoQ +2.68% (+200) YoY +4.71% (+345)	All Managers (Combined)	$853.8K	QoQ +17.63% (+$128.0K) YoY +20.67% (+$146.3K)
CARDINAL HEALTH INC(CAHcusip14149Y108)	6.2K	QoQ +0.51% (+32) YoY +2.27% (+138)	All Managers (Combined)	$853.5K	QoQ +17.08% (+$124.5K) YoY +25.91% (+$175.7K)
(cusip33738D879)✕	35.5K	QoQ +3.50% (+1.2K) YoY +24.56% (+7.0K)	All Managers (Combined)	$843.0K	QoQ +1.28% (+$10.7K) YoY +20.69% (+$144.6K)