Avidian Wealth Enterprises, LLC

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

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Prologis, Inc.

PLD|74340W103

2182

Value:

$243.9M

852234103

4461(-1.3%)

Value:

$242.4M(-36.9%)

HCA Healthcare, Inc.

HCA|40412C101

699(-25.8%)

Value:

$241.6M(-14.6%)

33740F516

6398(+0.0%)

Value:

$241.0M(-2.5%)

S&P Global Inc.

SPGI|78409V104

474(-0.6%)

Value:

$240.8M(+1.4%)

DIAGEO PLC

DEO|25243Q205

2276(-3.5%)

Value:

$238.5M(-20.5%)

Bank of New York Mellon Corp

BK|064058100

2823(-61.2%)

Value:

$236.8M(-57.6%)

EASTMAN CHEMICAL CO

EMN|277432100

2682

Value:

$236.3M

MOODYS CORP /DE/

MCO|615369105

507(+18.7%)

Value:

$236.1M(+16.8%)

CUMMINS INC

CMI|231021106

753(-1.1%)

Value:

$236.1M(-11.0%)

HESS CORP

HES|42809H107

1477

Value:

$235.9M

GE Vernova Inc.

GEV|36828A101

767(+23.5%)

Value:

$234.2M(+14.7%)

XCEL ENERGY INC

XEL|98389B100

3293(-5.8%)

Value:

$233.1M(-1.3%)

Johnson Controls International plc

JCI|G51502105

2904(-15.3%)

Value:

$232.6M(-14.0%)

46138J825

11200(-3.1%)

Value:

$231.6M(-3.0%)

464287671

IUSG|464287671

1822

Value:

$231.5M

808524847

SCHH|808524847

10741(+0.4%)

Value:

$231.0M(+2.6%)

ALCON INC

ALC|H01301128

2416(+0.5%)

Value:

$229.3M(+12.4%)

MCKESSON CORP

MCK|58155Q103

339

Value:

$228.2M

Discover Financial Services

DFS|254709108

1334(+5.5%)

Value:

$227.7M(+4.0%)

Instrument	Shares		Other Manager	Value
Prologis, Inc.(PLDcusip74340W103)	2.2K	QoQ NEW(+2.2K) YoY -69.50% (-5.0K)	All Managers (Combined)	$243.9K	QoQ NEW(+$243.9K) YoY -73.82% (-$687.8K)
(cusip852234103)✕	4.5K	QoQ -1.28% (-58) YoY +9.33% (-381)	All Managers (Combined)	$242.4K	QoQ -36.89% (-$141.7K) YoY -29.76% (-$102.7K)
Hca Healthcare, Inc.(HCAcusip40412C101)	699	QoQ -25.79% (-243) YoY -14.75% (-121)	All Managers (Combined)	$241.6K	QoQ -14.58% (-$41.2K) YoY -11.67% (-$31.9K)
(cusip33740F516)✕	6.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$241.0K	QoQ -2.53% (-$6.3K) YoY +4.98% (+$11.5K)
S&P Global Inc.(SPGIcusip78409V104)	474	QoQ -0.62% (-3) YoY NEW(+474)	All Managers (Combined)	$240.8K	QoQ +1.38% (-$3.3K) YoY NEW(+$240.8K)
Diageo Plc(DEOcusip25243Q205)	2.3K	QoQ -3.51% (-83) YoY -21.16% (-611)	All Managers (Combined)	$238.5K	QoQ -20.49% (-$61.5K) YoY -44.45% (-$190.9K)
Bank Of New York Mellon Corp(BKcusip064058100)	2.8K	QoQ -61.17% (-4.4K) YoY -51.83% (-3.0K)	All Managers (Combined)	$236.8K	QoQ -57.61% (-$321.9K) YoY -29.88% (-$100.9K)
Eastman Chemical Co(EMNcusip277432100)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$236.3K	QoQ NEW(+$236.3K) YoY NEW(+$236.3K)
Moodys Corp /De/(MCOcusip615369105)	507	QoQ +18.73% (+80) YoY NEW(+507)	All Managers (Combined)	$236.1K	QoQ +16.78% (+$33.9K) YoY NEW(+$236.1K)
Cummins Inc(CMIcusip231021106)	753	QoQ -1.05% (-8) YoY NEW(+753)	All Managers (Combined)	$236.1K	QoQ -11.02% (-$29.3K) YoY NEW(+$236.1K)
Hess Corp(HEScusip42809H107)	1.5K	QoQ NEW(+1.5K) YoY +9.56% (+129)	All Managers (Combined)	$235.9K	QoQ NEW(+$235.9K) YoY +14.66% (+$30.2K)
Ge Vernova Inc.(GEVcusip36828A101)	767	QoQ +23.51% (+146) YoY NEW(+767)	All Managers (Combined)	$234.2K	QoQ +14.66% (+$30.0K) YoY NEW(+$234.2K)
Xcel Energy Inc(XELcusip98389B100)	3.3K	QoQ -5.80% (-203) YoY NEW(+3.3K)	All Managers (Combined)	$233.1K	QoQ -1.25% (-$3.0K) YoY NEW(+$233.1K)
Johnson Controls International Plc(JCIcusipG51502105)	2.9K	QoQ -15.26% (-523) YoY NEW(+2.9K)	All Managers (Combined)	$232.6K	QoQ -13.99% (-$37.8K) YoY NEW(+$232.6K)
(cusip46138J825)✕	11.2K	QoQ -3.11% (-360) YoY -24.84% (-3.7K)	All Managers (Combined)	$231.6K	QoQ -2.97% (-$7.1K) YoY -23.92% (-$72.8K)
(IUSGcusip464287671)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$231.5K	QoQ NEW(+$231.5K) YoY NEW(+$231.5K)
(SCHHcusip808524847)	10.7K	QoQ +0.41% (+44) YoY NEW(+10.7K)	All Managers (Combined)	$231.0K	QoQ +2.56% (+$5.8K) YoY NEW(+$231.0K)
Alcon Inc(ALCcusipH01301128)	2.4K	QoQ +0.49% (+12) YoY -8.72% (-231)	All Managers (Combined)	$229.3K	QoQ +12.38% (+$25.3K) YoY +4.03% (-$8.9K)
Mckesson Corp(MCKcusip58155Q103)	339	QoQ NEW(+339) YoY NEW(+339)	All Managers (Combined)	$228.2K	QoQ NEW(+$228.2K) YoY NEW(+$228.2K)
Discover Financial Services(DFScusip254709108)	1.3K	QoQ +5.53% (+70) YoY NEW(+1.3K)	All Managers (Combined)	$227.7K	QoQ +4.00% (+$8.8K) YoY NEW(+$227.7K)