Avidian-Wealth-Enterprises

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GDX",
  null,
  null,
  null,
  "TROW",
  "AES",
  null,
  "NVG",
  null,
  "FNDF",
  "MPLX",
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "PAA",
  null,
  null,
  null,
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  null,
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  null,
  null,
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  "T",
  "ENOV",
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  "CAT",
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  "DBEF",
  null,
  "CMI",
  "USA",
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  null,
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  "RC",
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  null,
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  "WTTR",
  null,
  null,
  "NE",
  null,
  null,
  null,
  "FFIN",
  null,
  "BSL",
  null,
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  null,
  null,
  "HON",
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  "HPQ",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "ERNA",
  null,
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  "QCOM",
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  null,
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  null,
  null,
  "BTO",
  "EMXC",
  "HPI",
  "ITW",
  "GSIE",
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  "EMR",
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  null,
  null,
  "ICE",
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  "META",
  null,
  null,
  null,
  null,
  "HEFA",
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  "IJH",
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  "RMM",
  null,
  "TSI",
  null,
  null,
  null,
  null,
  null,
  null,
  "OXLC",
  null,
  null,
  "KMI",
  null,
  "LRCX",
  "ICF",
  null,
  null,
  "LIN",
  null,
  "SCHY",
  null,
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "MS",
  "DXPE",
  "TMUS",
  "GAB",
  "GE",
  "GPC",
  "HES",
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  null,
  "ORLY",
  "EMN",
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  "BX",
  "HSY",
  "AMP",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "DASH",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PEP",
  "PNC",
  null,
  "BSM",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "NVDA",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
  null,
  "FNDX",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SOC",
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  "BP",
  null,
  "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",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  "MYD",
  "VCIT",
  null,
  null,
  "DLY",
  "DSL",
  "VIG",
  "TRGP",
  "TSCO",
  "CLDI",
  "IWO",
  "SNY",
  "IEF",
  null,
  "TSM",
  null,
  null,
  null,
  "ETR",
  "VYM",
  "VRTX",
  "K",
  null,
  "RGLD",
  "MUSA",
  "VOYA",
  "AON",
  "AMCR",
  "AEE",
  "HAL",
  null,
  "AFL",
  "APH",
  "AMD",
  "SDY",
  "DRI",
  "WSO",
  "F",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "IWR",
  null,
  "GSLC",
  "CAH",
  "AEP",
  "SGOL",
  "EBS",
  "ES",
  null,
  "KALU",
  null,
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  "HCA",
  null,
  "LUV",
  null,
  null,
  "PLUG",
  null,
  null,
  null,
  null,
  "BBCA",
  null,
  null,
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VMI",
  "MGK",
  null,
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  null,
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  "XEL",
  "IUSG",
  null,
  null,
  null,
  "FNF",
  "AEM",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  "IMKTA",
  "SCHF",
  "SCHA",
  "JCI",
  "NXPI",
  "SO",
  "SLG",
  "PSX",
  "CRM",
  null,
  null,
  "ORI",
  null,
  null,
  null,
  null,
  "MTUM",
  null,
  "GEV",
  "DGRO",
  "MCK",
  "HESM",
  null,
  null,
  null,
  "ESGU",
  null,
  "PSA",
  "NUE",
  null,
  "EG",
  "FDX",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BHP",
  null,
  "BA",
  null,
  "BMY",
  "BCO",
  "BTI",
  "CHRW",
  "CCL",
  "STEL",
  "CVX",
  "LNG",
  "CB",
  "CHRD",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "ED",
  "CTRA",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CFR",
  "DHR",
  "DE",
  "FANG",
  null,
  null,
  null,
  "DFAC",
  "DFS",
  "RSP",
  "IJT",
  null,
  "EFA",
  "J",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "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

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Philip Morris International Inc.

PM|718172109

Shares:3.7K

Value:$589.3K

85207K107

Shares:50.7K

Value:$587.8K

316092824

Shares:9.7K

Value:$587.7K

46435G409

Shares:19.3K

Value:$586.4K

PLAINS ALL AMERICAN PIPELINE LP

PAA|726503105

Shares:28.9K

Value:$577.3K

464288513

Shares:7.3K

Value:$574.8K

3M CO

MMM|88579Y101

Shares:3.9K

Value:$573.7K

33733C108

Shares:7.2K

Value:$572.3K

Duke Energy CORP

DUK|26441C204

Shares:4.7K

Value:$567.9K

GENERAL ELECTRIC CO

GE|369604301

Shares:2.8K

Value:$566.9K

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:3.0K

Value:$561.1K

921909768

VXUS|921909768

Shares:8.9K

Value:$555.6K

46435U853

Shares:14.8K

Value:$546.4K

British American Tobacco p.l.c.

BTI|110448107

Shares:13.2K

Value:$544.9K

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:7.5K

Value:$541.8K

92206C813

Shares:7.1K

Value:$536.2K

United Airlines Holdings, Inc.

UAL|910047109

Shares:7.7K

Value:$534.0K

46138E537

Shares:23.1K

Value:$531.9K

CITIGROUP INC

C|172967424

Shares:7.4K

Value:$525.7K

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.9K

Value:$520.1K

Instrument	Shares		Other Manager	Value
Philip Morris International Inc.(PMcusip718172109)	3.7K	QoQ -21.96% (-1.0K) YoY NEW(+3.7K)	All Managers (Combined)	$589.3K	QoQ +2.90% (-$16.7K) YoY NEW(+$589.3K)
(cusip85207K107)✕	50.7K	QoQ +2.42% (+1.2K) YoY +15.10% (+6.7K)	All Managers (Combined)	$587.8K	QoQ +23.12% (+$110.4K) YoY +61.06% (+$222.9K)
(cusip316092824)✕	9.7K	QoQ +24.19% (+1.9K) YoY NEW(+9.7K)	All Managers (Combined)	$587.7K	QoQ +24.25% (+$114.7K) YoY NEW(+$587.7K)
(cusip46435G409)✕	19.3K	QoQ 0.00% (+0) YoY -0.22% (-44)	All Managers (Combined)	$586.4K	QoQ +11.80% (+$61.9K) YoY +7.12% (-$39.0K)
PLAINS ALL AMERICAN PIPELINE LP(PAAcusip726503105)	28.9K	QoQ +3.25% (+911) YoY +3.39% (+947)	All Managers (Combined)	$577.3K	QoQ +20.90% (+$99.8K) YoY +17.75% (+$87.1K)
(cusip464288513)✕	7.3K	QoQ +0.33% (+24) YoY +25.16% (+1.5K)	All Managers (Combined)	$574.8K	QoQ +0.63% (+$3.7K) YoY +27.04% (+$122.4K)
3M CO(MMMcusip88579Y101)	3.9K	QoQ -3.88% (-158) YoY -20.25% (-992)	All Managers (Combined)	$573.7K	QoQ +9.34% (-$49.0K) YoY +10.42% (-$54.2K)
(cusip33733C108)✕	7.2K	QoQ +0.18% (-13) YoY +1.49% (-106)	All Managers (Combined)	$572.3K	QoQ -3.42% (-$20.3K) YoY -2.32% (-$13.6K)
Duke Energy CORP(DUKcusip26441C204)	4.7K	QoQ +31.04% (+1.1K) YoY +103.85% (+2.4K)	All Managers (Combined)	$567.9K	QoQ +48.35% (+$185.1K) YoY +157.09% (+$347.0K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.8K	QoQ +10.83% (+277) YoY +78.17% (+1.2K)	All Managers (Combined)	$566.9K	QoQ +32.96% (+$140.6K) YoY +103.12% (+$287.8K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	3.0K	QoQ -6.78% (-215) YoY -1.60% (-48)	All Managers (Combined)	$561.1K	QoQ -14.74% (-$97.0K) YoY -24.51% (-$182.2K)
(VXUScusip921909768)	8.9K	QoQ +114.35% (+4.8K) YoY NEW(+8.9K)	All Managers (Combined)	$555.6K	QoQ +125.88% (+$309.6K) YoY NEW(+$555.6K)
(cusip46435U853)✕	14.8K	QoQ -94.32% (-246.6K) YoY -93.36% (-208.8K)	All Managers (Combined)	$546.4K	QoQ -94.31% (-$9.1M) YoY -93.32% (-$7.6M)
British American Tobacco p.l.c.(BTIcusip110448107)	13.2K	QoQ +2.40% (+309) YoY -1.02% (-136)	All Managers (Combined)	$544.9K	QoQ +16.63% (+$77.7K) YoY +34.24% (-$139.0K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	7.5K	QoQ -13.87% (-1.2K) YoY +25.21% (+1.5K)	All Managers (Combined)	$541.8K	QoQ -11.97% (-$73.7K) YoY +55.09% (+$192.5K)
(cusip92206C813)✕	7.1K	QoQ -3.76% (-276) YoY -7.50% (-573)	All Managers (Combined)	$536.2K	QoQ -2.30% (-$12.7K) YoY -10.24% (-$61.2K)
United Airlines Holdings, Inc.(UALcusip910047109)	7.7K	QoQ -7.63% (-639) YoY -9.35% (-798)	All Managers (Combined)	$534.0K	QoQ -34.31% (-$279.0K) YoY +30.72% (-$125.5K)
(cusip46138E537)✕	23.1K	QoQ +52.96% (+8.0K) YoY -79.46% (-89.3K)	All Managers (Combined)	$531.9K	QoQ +49.27% (+$175.6K) YoY -80.14% (-$2.1M)
CITIGROUP INC(Ccusip172967424)	7.4K	QoQ +12.46% (+821) YoY +37.88% (+2.0K)	All Managers (Combined)	$525.7K	QoQ +13.41% (+$62.2K) YoY +54.78% (+$186.1K)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.9K	QoQ +1.15% (-22) YoY NEW(+1.9K)	All Managers (Combined)	$520.1K	QoQ -8.28% (-$47.0K) YoY NEW(+$520.1K)