Avidian Wealth Enterprises, LLC

Filing Details

13F-HR • 2025-03-31
SEC
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
0001471474
Manager Name
Avidian Wealth Enterprises, LLC
Data Enrichment
68% identified
353 identified165 unidentified

Holdings

518 positions
Manager:
SEC
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Page 2 of 26
922908363
VOO|922908363
Shares:
44997(+1.4%)
Value:
$23.1B(-3.3%)
46641Q753
46641Q753
Shares:
529993(+44.5%)
Value:
$22.0B(+38.6%)
46138E362
46138E362
Shares:
420252(-3.5%)
Value:
$21.1B(+0.3%)
74347X831
74347X831
Shares:
366450(+103.9%)
Value:
$21.0B(+47.6%)
46432F388
46432F388
Shares:
184076
Value:
$19.6B
SPDR S&P 500 ETF TRUST
SPY|78462F103
Shares:
34290(-11.7%)
Value:
$19.2B(-15.7%)
78468R721
78468R721
Shares:
423250(+12.3%)
Value:
$19.1B(+11.0%)
464288638
464288638
Shares:
352649(+26.6%)
Value:
$18.5B(+29.1%)
46641Q647
46641Q647
Shares:
356226
Value:
$17.8B
464287499
IWR|464287499
Shares:
177822(+0.2%)
Value:
$15.1B(-3.5%)
316092782
316092782
Shares:
252014
Value:
$15.0B
92189H201
92189H201
Shares:
321958(-27.0%)
Value:
$14.7B(-28.0%)
MICROSOFT CORP
MSFT|594918104
Shares:
38766(-1.9%)
Value:
$14.6B(-12.6%)
922908629
VO|922908629
Shares:
54638(-1.6%)
Value:
$14.1B(-3.7%)
78468R853
78468R853
Shares:
342229(+3.1%)
Value:
$13.9B(-6.4%)
74348A467
74348A467
Shares:
134649(+1.6%)
Value:
$13.8B(+4.3%)
AMAZON COM INC
AMZN|023135106
Shares:
72242(+1.1%)
Value:
$13.7B(-12.3%)
808524862
808524862
Shares:
544445(+36.9%)
Value:
$13.3B(+38.5%)
33739E108
33739E108
Shares:
693914(+0.8%)
Value:
$12.2B(+0.2%)
46641Q217
46641Q217
Shares:
203375(+1.9%)
Value:
$11.4B(+4.3%)