Avidian Wealth Enterprises, LLC

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,
  "ALL",
  "GOOGL",
  "AXP",
  null,
  "SCHH",
  null,
  null,
  "ASML",
  "T",
  "ENOV",
  "BLK",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "ARCC",
  "BSX",
  "DBEF",
  null,
  "CMI",
  "USA",
  "DUK",
  null,
  "PAGP",
  "RC",
  "EQH",
  null,
  "EOG",
  "WTTR",
  null,
  null,
  "NE",
  null,
  null,
  null,
  "FFIN",
  null,
  "BSL",
  null,
  "ARKB",
  "GD",
  "GILD",
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "ERNA",
  null,
  "UNP",
  "QCOM",
  "FSCO",
  null,
  "ISRG",
  null,
  null,
  "BTO",
  "EMXC",
  "HPI",
  "ITW",
  "GSIE",
  "AMAT",
  "EMR",
  "BKNG",
  null,
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  "RVP",
  "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",
  "NVS",
  null,
  "ORLY",
  "EMN",
  "ADM",
  "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: 0001471474
Manager Name: Avidian Wealth Enterprises, LLC

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 21 of 26

Sort by:

ENBRIDGE INC

ENB|29250N105

Shares:7.2K

Value:$320.5K

78468R622

Shares:3.4K

Value:$319.4K

464287556

Shares:2.5K

Value:$319.2K

Sanofi

SNY|80105N105

Shares:5.8K

Value:$319.1K

33740U869

Shares:14.0K

Value:$318.5K

PINNACLE WEST CAPITAL CORP

PNW|723484101

Shares:3.3K

Value:$318.3K

JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND

BTO|409735206

Shares:9.1K

Value:$311.9K

33740F227

Shares:9.8K

Value:$311.5K

Fidelity National Financial, Inc.

FNF|31620R303

Shares:4.8K

Value:$311.5K

Amcor plc

AMCR|G0250X107

Shares:32.0K

Value:$310.0K

DARDEN RESTAURANTS INC

DRI|237194105

Shares:1.5K

Value:$308.7K

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:2.1K

Value:$308.2K

92204A207

Shares:1.4K

Value:$307.8K

MPLX LP

MPLX|55336V100

Shares:5.7K

Value:$306.1K

33740U687

Shares:8.8K

Value:$302.7K

Ark 21Shares Bitcoin ETF

ARKB|040919102

Shares:3.7K

Value:$302.4K

33740F466

Shares:12.8K

Value:$300.9K

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:1.2K

Value:$297.7K

GENUINE PARTS CO

GPC|372460105

Shares:2.5K

Value:$297.3K

Blackstone Senior Floating Rate 2027 Term Fund

BSL|09256U105

Shares:21.0K

Value:$296.9K

Instrument	Shares		Other Manager	Value
Enbridge Inc(ENBcusip29250N105)	7.2K	QoQ -4.80% (-365) YoY +9.60% (+634)	All Managers (Combined)	$320.5K	QoQ -0.58% (-$1.9K) YoY +34.23% (+$81.8K)
(cusip78468R622)✕	3.4K	QoQ -5.86% (-209) YoY -11.18% (-422)	All Managers (Combined)	$319.4K	QoQ -6.03% (-$20.5K) YoY -11.08% (-$39.8K)
(cusip464287556)✕	2.5K	QoQ -0.08% (-2) YoY +9.66% (+220)	All Managers (Combined)	$319.2K	QoQ -3.32% (-$11.0K) YoY +2.19% (+$6.9K)
Sanofi(SNYcusip80105N105)	5.8K	QoQ +0.75% (+43) YoY -36.47% (-3.3K)	All Managers (Combined)	$319.1K	QoQ +15.85% (+$43.7K) YoY -27.50% (-$121.1K)
(cusip33740U869)✕	14.0K	QoQ -6.11% (-914) YoY 0.00% (+0)	All Managers (Combined)	$318.5K	QoQ -1.36% (-$4.4K) YoY +2.34% (+$7.3K)
Pinnacle West Capital Corp(PNWcusip723484101)	3.3K	QoQ -1.27% (-43) YoY NEW(+3.3K)	All Managers (Combined)	$318.3K	QoQ +10.94% (-$31.4K) YoY NEW(+$318.3K)
John Hancock Financial Opportunities Fund(BTOcusip409735206)	9.1K	QoQ 0.00% (-0) YoY -12.61% (-1.3K)	All Managers (Combined)	$311.9K	QoQ -4.42% (-$14.4K) YoY +0.76% (-$2.4K)
(cusip33740F227)✕	9.8K	QoQ -11.78% (-1.3K) YoY NEW(+9.8K)	All Managers (Combined)	$311.5K	QoQ -12.17% (-$43.2K) YoY NEW(+$311.5K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	4.8K	QoQ +11.09% (+478) YoY NEW(+4.8K)	All Managers (Combined)	$311.5K	QoQ +28.79% (+$69.6K) YoY NEW(+$311.5K)
Amcor Plc(AMCRcusipG0250X107)	32.0K	QoQ NEW(+32.0K) YoY NEW(+32.0K)	All Managers (Combined)	$310.0K	QoQ NEW(+$310.0K) YoY NEW(+$310.0K)
Darden Restaurants Inc(DRIcusip237194105)	1.5K	QoQ +2.83% (+41) YoY NEW(+1.5K)	All Managers (Combined)	$308.7K	QoQ +14.42% (+$38.9K) YoY NEW(+$308.7K)
Applied Materials Inc /De(AMATcusip038222105)	2.1K	QoQ +14.87% (+275) YoY +69.92% (+874)	All Managers (Combined)	$308.2K	QoQ +2.51% (+$7.5K) YoY +19.53% (+$50.4K)
(cusip92204A207)✕	1.4K	QoQ +6.75% (+89) YoY +8.73% (+113)	All Managers (Combined)	$307.8K	QoQ +10.47% (+$29.2K) YoY +16.54% (+$43.7K)
Mplx Lp(MPLXcusip55336V100)	5.7K	QoQ +1.94% (+109) YoY NEW(+5.7K)	All Managers (Combined)	$306.1K	QoQ +14.00% (+$37.6K) YoY NEW(+$306.1K)
(cusip33740U687)✕	8.8K	QoQ +6.99% (+577) YoY +29.49% (+2.0K)	All Managers (Combined)	$302.7K	QoQ +4.88% (+$14.1K) YoY +34.69% (+$78.0K)
Ark 21shares Bitcoin Etf(ARKBcusip040919102)	3.7K	QoQ 0.00% (-0) YoY -21.72% (-1.0K)	All Managers (Combined)	$302.4K	QoQ -11.86% (-$40.7K) YoY -9.34% (-$31.2K)
(cusip33740F466)✕	12.8K	QoQ -22.35% (-3.7K) YoY NEW(+12.8K)	All Managers (Combined)	$300.9K	QoQ -26.54% (-$108.7K) YoY NEW(+$300.9K)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	1.2K	QoQ +11.31% (+124) YoY NEW(+1.2K)	All Managers (Combined)	$297.7K	QoQ +27.90% (+$64.9K) YoY NEW(+$297.7K)
Genuine Parts Co(GPCcusip372460105)	2.5K	QoQ +7.72% (+179) YoY NEW(+2.5K)	All Managers (Combined)	$297.3K	QoQ +9.92% (+$26.8K) YoY NEW(+$297.3K)
Blackstone Senior Floating Rate 2027 Term Fund(BSLcusip09256U105)	21.0K	QoQ +2.27% (+468) YoY +81.49% (+9.4K)	All Managers (Combined)	$296.9K	QoQ +0.77% (+$2.3K) YoY +78.96% (+$131.0K)