Avidian-Wealth-Enterprises

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
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  null,
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  "TROW",
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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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  "MMC",
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  null,
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  "MS",
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  null,
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  "ORCL",
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  "OKE",
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  "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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  "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",
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  null,
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  null,
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  "VZ",
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  null,
  "AMGN",
  null,
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  null,
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  "FNDX",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SOC",
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  null,
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  "NOW",
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  "SHOP",
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  "STX",
  null,
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  "BP",
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  "AMT",
  null,
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  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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  "DLY",
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  "ETR",
  "VYM",
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  null,
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  "MUSA",
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  null,
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  "NVO",
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  "MSI",
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  null,
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  "IVE",
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  null,
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  "BBCA",
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  "VBK",
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  "VB",
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  "V",
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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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  "GOOG",
  "XOM",
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  "LLY",
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  "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 13 of 26

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33740U661

Shares:19.8K

Value:$712.7K

abrdn Gold ETF Trust

SGOL|00326A104

Shares:23.7K

Value:$706.7K

COMCAST CORP

CMCSA|20030N101

Shares:19.0K

Value:$702.6K

BOEING CO

BA|097023105

Shares:4.1K

Value:$697.4K

98149E303

Shares:11.2K

Value:$692.3K

46429B697

USMV|46429B697

Shares:7.4K

Value:$691.8K

Alibaba Group Holding Ltd

BABA|01609W102

Shares:5.2K

Value:$691.2K

74347R107

Shares:8.3K

Value:$688.7K

316188309

Shares:15.0K

Value:$686.4K

33739Q705

Shares:13.5K

Value:$681.9K

25434V609

Shares:13.2K

Value:$680.5K

921908844

VIG|921908844

Shares:3.5K

Value:$675.4K

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.9K

Value:$675.0K

ADOBE INC.

ADBE|00724F101

Shares:1.8K

Value:$673.5K

316092808

Shares:4.2K

Value:$670.8K

CSX CORP

CSX|126408103

Shares:22.6K

Value:$664.1K

81369Y308

Shares:8.1K

Value:$658.6K

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.3K

Value:$657.2K

HERSHEY CO

HSY|427866108

Shares:3.8K

Value:$656.8K

VALMONT INDUSTRIES INC

VMI|920253101

Shares:2.3K

Value:$652.6K

Instrument	Shares		Other Manager	Value
(cusip33740U661)✕	19.8K	QoQ -8.13% (-1.8K) YoY +56.19% (+7.1K)	All Managers (Combined)	$712.7K	QoQ -9.92% (-$78.6K) YoY +65.80% (+$282.9K)
abrdn Gold ETF Trust(SGOLcusip00326A104)	23.7K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$706.7K	QoQ +19.04% (+$113.0K) YoY +40.39% (+$203.3K)
COMCAST CORP(CMCSAcusip20030N101)	19.0K	QoQ +17.44% (+2.8K) YoY +26.93% (+4.0K)	All Managers (Combined)	$702.6K	QoQ +15.47% (+$94.2K) YoY +8.04% (+$52.3K)
BOEING CO(BAcusip097023105)	4.1K	QoQ -4.46% (-191) YoY -18.49% (-928)	All Managers (Combined)	$697.4K	QoQ -7.94% (-$60.2K) YoY -27.97% (-$270.9K)
(cusip98149E303)✕	11.2K	QoQ +103.30% (+5.7K) YoY NEW(+11.2K)	All Managers (Combined)	$692.3K	QoQ +142.02% (+$406.3K) YoY NEW(+$692.3K)
(USMVcusip46429B697)	7.4K	QoQ +0.72% (+53) YoY -5.54% (-434)	All Managers (Combined)	$691.8K	QoQ +6.25% (+$40.7K) YoY +5.84% (-$38.2K)
Alibaba Group Holding Ltd(BABAcusip01609W102)	5.2K	QoQ +3.23% (+164) YoY +50.50% (+1.8K)	All Managers (Combined)	$691.2K	QoQ +61.00% (+$261.9K) YoY +175.04% (+$439.9K)
(cusip74347R107)✕	8.3K	QoQ NEW(+8.3K) YoY NEW(+8.3K)	All Managers (Combined)	$688.7K	QoQ NEW(+$688.7K) YoY NEW(+$688.7K)
(cusip316188309)✕	15.0K	QoQ -84.44% (-81.7K) YoY -82.97% (-73.3K)	All Managers (Combined)	$686.4K	QoQ -84.17% (-$3.7M) YoY -82.84% (-$3.3M)
(cusip33739Q705)✕	13.5K	QoQ -10.07% (-1.5K) YoY -15.55% (-2.5K)	All Managers (Combined)	$681.9K	QoQ -9.52% (-$71.8K) YoY -20.57% (-$176.6K)
(cusip25434V609)✕	13.2K	QoQ 0.00% (-0) YoY +2.44% (-316)	All Managers (Combined)	$680.5K	QoQ -7.48% (-$55.1K) YoY -3.08% (-$21.6K)
(VIGcusip921908844)	3.5K	QoQ 0.00% (-0) YoY +82.44% (+1.6K)	All Managers (Combined)	$675.4K	QoQ -0.93% (-$6.4K) YoY +93.83% (+$326.9K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.9K	QoQ +0.69% (+20) YoY -17.78% (-631)	All Managers (Combined)	$675.0K	QoQ +15.52% (+$90.7K) YoY -10.71% (-$81.0K)
ADOBE INC.(ADBEcusip00724F101)	1.8K	QoQ -7.38% (-140) YoY +20.02% (-293)	All Managers (Combined)	$673.5K	QoQ -20.11% (-$169.6K) YoY -8.77% (-$64.8K)
(cusip316092808)✕	4.2K	QoQ -0.64% (-27) YoY +0.55% (+23)	All Managers (Combined)	$670.8K	QoQ -13.33% (-$103.2K) YoY +4.07% (+$26.2K)
CSX CORP(CSXcusip126408103)	22.6K	QoQ -28.88% (-9.2K) YoY -27.89% (-8.7K)	All Managers (Combined)	$664.1K	QoQ -35.14% (-$359.9K) YoY -42.75% (-$496.1K)
(cusip81369Y308)✕	8.1K	QoQ -1.88% (-155) YoY -12.38% (-1.1K)	All Managers (Combined)	$658.6K	QoQ +1.92% (-$12.4K) YoY -6.29% (-$44.3K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.3K	QoQ +16.59% (+188) YoY +17.63% (+198)	All Managers (Combined)	$657.2K	QoQ +11.45% (+$67.5K) YoY +0.72% (+$4.7K)
HERSHEY CO(HSYcusip427866108)	3.8K	QoQ -2.63% (-104) YoY -23.67% (-1.2K)	All Managers (Combined)	$656.8K	QoQ -1.66% (-$11.1K) YoY -32.88% (-$321.8K)
VALMONT INDUSTRIES INC(VMIcusip920253101)	2.3K	QoQ -4.38% (-105) YoY -11.49% (-297)	All Managers (Combined)	$652.6K	QoQ -11.03% (-$80.9K) YoY +10.63% (-$62.7K)