Avidian-Wealth-Enterprises

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

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 • $2.2B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 23 of 26

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78464A763

SDY|78464A763

Shares:2.0K

Value:$268.4K

% of Portfolio:0.0% ($268.4K/$2.2B)

33740F573

Shares:11.1K

Value:$267.2K

% of Portfolio:0.0% ($267.2K/$2.2B)

46432F396

MTUM|46432F396

Shares:1.3K

Value:$264.3K

% of Portfolio:0.0% ($264.3K/$2.2B)

Corteva, Inc.

CTVA|22052L104

Shares:4.1K

Value:$260.0K

% of Portfolio:0.0% ($260.0K/$2.2B)

PACKAGING CORP OF AMERICA

PKG|695156109

Shares:1.3K

Value:$259.1K

% of Portfolio:0.0% ($259.1K/$2.2B)

Elevance Health, Inc.

ELV|036752103

Shares:595

Value:$258.9K

% of Portfolio:0.0% ($258.9K/$2.2B)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:734

Value:$258.8K

% of Portfolio:0.0% ($258.8K/$2.2B)

Enovis CORP

ENOV|194014502

Shares:6.7K

Value:$256.5K

% of Portfolio:0.0% ($256.5K/$2.2B)

JACOBS SOLUTIONS INC.

J|46982L108

Shares:2.1K

Value:$255.2K

% of Portfolio:0.0% ($255.2K/$2.2B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:901

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$2.2B)

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:1.5K

Value:$255.1K

% of Portfolio:0.0% ($255.1K/$2.2B)

BRINKS CO

BCO|109696104

Shares:2.9K

Value:$253.3K

% of Portfolio:0.0% ($253.3K/$2.2B)

72201R775

Shares:2.7K

Value:$253.1K

% of Portfolio:0.0% ($253.1K/$2.2B)

KAISER ALUMINUM CORP

KALU|483007704

Shares:4.1K

Value:$249.6K

% of Portfolio:0.0% ($249.6K/$2.2B)

25460E265

Shares:35.0K

Value:$249.3K

% of Portfolio:0.0% ($249.3K/$2.2B)

25434V401

Shares:4.1K

Value:$249.3K

% of Portfolio:0.0% ($249.3K/$2.2B)

INTEL CORP

INTC|458140100

Shares:10.9K

Value:$247.4K

% of Portfolio:0.0% ($247.4K/$2.2B)

NUCOR CORP

NUE|670346105

Shares:2.0K

Value:$246.1K

% of Portfolio:0.0% ($246.1K/$2.2B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:4.4K

Value:$245.0K

% of Portfolio:0.0% ($245.0K/$2.2B)

BECTON DICKINSON & CO

BDX|075887109

Shares:1.1K

Value:$244.6K

% of Portfolio:0.0% ($244.6K/$2.2B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SDYcusip78464A763)	2.0K	QoQ +22.38% (+362) YoY +28.67% (+441)	All Managers (Combined)	$268.4K	0.0% ($268.4K/$2.2B)	QoQ +25.70% (+$54.9K) YoY +32.98% (+$66.6K)
(cusip33740F573)✕	11.1K	QoQ -12.52% (-1.6K) YoY NEW(+11.1K)	All Managers (Combined)	$267.2K	0.0% ($267.2K/$2.2B)	QoQ -7.99% (-$23.2K) YoY NEW(+$267.2K)
(MTUMcusip46432F396)	1.3K	QoQ +8.37% (+101) YoY -79.30% (-5.0K)	All Managers (Combined)	$264.3K	0.0% ($264.3K/$2.2B)	QoQ +5.88% (+$14.7K) YoY -77.67% (-$919.2K)
Corteva, Inc.(CTVAcusip22052L104)	4.1K	QoQ -8.62% (-390) YoY NEW(+4.1K)	All Managers (Combined)	$260.0K	0.0% ($260.0K/$2.2B)	QoQ +0.95% (-$2.5K) YoY NEW(+$260.0K)
PACKAGING CORP OF AMERICA(PKGcusip695156109)	1.3K	QoQ +6.08% (-75) YoY NEW(+1.3K)	All Managers (Combined)	$259.1K	0.0% ($259.1K/$2.2B)	QoQ -6.66% (-$18.5K) YoY NEW(+$259.1K)
Elevance Health, Inc.(ELVcusip036752103)	595	QoQ 0.00% (+0) YoY -4.64% (-29)	All Managers (Combined)	$258.9K	0.0% ($258.9K/$2.2B)	QoQ +17.92% (+$39.4K) YoY -19.96% (-$64.6K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	734	QoQ +22.94% (+137) YoY NEW(+734)	All Managers (Combined)	$258.8K	0.0% ($258.8K/$2.2B)	QoQ +26.69% (+$54.5K) YoY NEW(+$258.8K)
Enovis CORP(ENOVcusip194014502)	6.7K	QoQ +12.31% (-736) YoY NEW(+6.7K)	All Managers (Combined)	$256.5K	0.0% ($256.5K/$2.2B)	QoQ -2.20% (-$5.8K) YoY NEW(+$256.5K)
JACOBS SOLUTIONS INC.(Jcusip46982L108)	2.1K	QoQ +4.29% (-87) YoY +11.75% (-222)	All Managers (Combined)	$255.2K	0.0% ($255.2K/$2.2B)	QoQ -5.65% (-$15.3K) YoY -12.14% (-$35.3K)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	901	QoQ NEW(+901) YoY NEW(+901)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$2.2B)	QoQ NEW(+$255.1K) YoY NEW(+$255.1K)
SIMON PROPERTY GROUP INC /DE/(SPGcusip828806109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$255.1K	0.0% ($255.1K/$2.2B)	QoQ NEW(+$255.1K) YoY NEW(+$255.1K)
BRINKS CO(BCOcusip109696104)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$253.3K	0.0% ($253.3K/$2.2B)	QoQ NEW(+$253.3K) YoY NEW(+$253.3K)
(cusip72201R775)✕	2.7K	QoQ +0.18% (+5) YoY NEW(+2.7K)	All Managers (Combined)	$253.1K	0.0% ($253.1K/$2.2B)	QoQ +2.41% (+$6.0K) YoY NEW(+$253.1K)
KAISER ALUMINUM CORP(KALUcusip483007704)	4.1K	QoQ +15.77% (-561) YoY NEW(+4.1K)	All Managers (Combined)	$249.6K	0.0% ($249.6K/$2.2B)	QoQ -0.12% (-$324) YoY NEW(+$249.6K)
(cusip25460E265)✕	35.0K	QoQ NEW(+35.0K) YoY NEW(+35.0K)	All Managers (Combined)	$249.3K	0.0% ($249.3K/$2.2B)	QoQ NEW(+$249.3K) YoY NEW(+$249.3K)
(cusip25434V401)✕	4.1K	QoQ +0.02% (-1) YoY NEW(+4.1K)	All Managers (Combined)	$249.3K	0.0% ($249.3K/$2.2B)	QoQ -5.11% (-$13.4K) YoY NEW(+$249.3K)
INTEL CORP(INTCcusip458140100)	10.9K	QoQ NEW(+10.9K) YoY -38.29% (-6.8K)	All Managers (Combined)	$247.4K	0.0% ($247.4K/$2.2B)	QoQ NEW(+$247.4K) YoY -68.27% (-$532.3K)
NUCOR CORP(NUEcusip670346105)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$246.1K	0.0% ($246.1K/$2.2B)	QoQ NEW(+$246.1K) YoY NEW(+$246.1K)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	4.4K	QoQ -0.15% (-7) YoY +451.73% (+3.6K)	All Managers (Combined)	$245.0K	0.0% ($245.0K/$2.2B)	QoQ +3.67% (-$8.7K) YoY +16.13% (+$34.0K)
BECTON DICKINSON & CO(BDXcusip075887109)	1.1K	QoQ -21.64% (-295) YoY +16.84% (+154)	All Managers (Combined)	$244.6K	0.0% ($244.6K/$2.2B)	QoQ -20.90% (-$64.7K) YoY +8.21% (+$18.6K)