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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464287598

IWD|464287598

57243(+0.3%)

Value:

$10.8B(+2.0%)

97717X669

115402(+0.4%)

Value:

$9.2B(-0.9%)

46434V803

HEFA|46434V803

251965(+2.7%)

Value:

$9.1B(+7.3%)

808524201

SCHX|808524201

401128(-2.3%)

Value:

$8.9B(-7.0%)

Meta Platforms, Inc.

META|30303M102

14988(+1.8%)

Value:

$8.6B(+0.2%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

15965(+1.5%)

Value:

$8.5B(+19.2%)

464287408

IVE|464287408

42990(+8.8%)

Value:

$8.2B(+8.7%)

464287622

IWB|464287622

26158(+0.8%)

Value:

$8.0B(-4.0%)

921943858

VEA|921943858

154183(-1.1%)

Value:

$7.8B(+5.1%)

78464A284

301811(-37.2%)

Value:

$7.6B(-38.1%)

922042775

VEU|922042775

124381(-2.6%)

Value:

$7.5B(+2.9%)

74933W452

149189(+85.5%)

Value:

$7.5B(+86.0%)

CHEVRON CORP

CVX|166764100

42821(+3.0%)

Value:

$7.2B(+19.0%)

464287226

70726(-3.6%)

Value:

$7.0B(-1.6%)

46434V621

DGRO|46434V621

113004(-6.8%)

Value:

$7.0B(-6.2%)

464287648

IWO|464287648

27229(-1.5%)

Value:

$7.0B(-12.5%)

464287655

IWM|464287655

33381(-4.9%)

Value:

$6.7B(-14.1%)

97717W794

118207(+0.0%)

Value:

$6.5B(+11.4%)

78464A664

227031(-57.4%)

Value:

$6.2B(-55.6%)

921910816

MGK|921910816

19689(-1.0%)

Value:

$6.1B(-10.9%)

Instrument	Shares		Other Manager	Value
(IWDcusip464287598)	57.2K	QoQ +0.32% (+184) YoY +4.01% (+2.2K)	All Managers (Combined)	$10.8M	QoQ +1.96% (+$207.4K) YoY +9.26% (+$913.7K)
(cusip97717X669)✕	115.4K	QoQ +0.41% (-482) YoY +42.69% (+34.5K)	All Managers (Combined)	$9.2M	QoQ -0.90% (-$84.5K) YoY +49.56% (+$3.1M)
(HEFAcusip46434V803)	252.0K	QoQ +2.72% (+6.7K) YoY +2.38% (+5.9K)	All Managers (Combined)	$9.1M	QoQ +7.27% (+$620.4K) YoY +6.52% (+$560.4K)
(SCHXcusip808524201)	401.1K	QoQ -2.34% (-9.6K) YoY NEW(+401.1K)	All Managers (Combined)	$8.9M	QoQ -6.97% (-$664.4K) YoY NEW(+$8.9M)
Meta Platforms, Inc.(METAcusip30303M102)	15.0K	QoQ +1.83% (+270) YoY +63.60% (+5.8K)	All Managers (Combined)	$8.6M	QoQ +0.24% (+$20.8K) YoY +94.19% (+$4.2M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	16.0K	QoQ +1.48% (+234) YoY +22.94% (+3.0K)	All Managers (Combined)	$8.5M	QoQ +19.24% (+$1.4M) YoY +55.71% (+$3.0M)
(IVEcusip464287408)	43.0K	QoQ +8.83% (+3.5K) YoY -6.90% (-3.2K)	All Managers (Combined)	$8.2M	QoQ +8.65% (+$653.0K) YoY -5.03% (-$434.1K)
(IWBcusip464287622)	26.2K	QoQ +0.80% (-210) YoY +5.17% (+1.3K)	All Managers (Combined)	$8.0M	QoQ -4.01% (-$335.5K) YoY +12.00% (+$860.2K)
(VEAcusip921943858)	154.2K	QoQ -1.07% (-1.7K) YoY +28.83% (+34.5K)	All Managers (Combined)	$7.8M	QoQ +5.14% (-$383.7K) YoY +30.52% (+$1.8M)
(cusip78464A284)✕	301.8K	QoQ -37.24% (-179.1K) YoY -30.11% (-130.1K)	All Managers (Combined)	$7.6M	QoQ -38.12% (-$4.7M) YoY -31.39% (-$3.5M)
(VEUcusip922042775)	124.4K	QoQ -2.62% (-3.3K) YoY -22.06% (-35.2K)	All Managers (Combined)	$7.5M	QoQ +2.89% (-$212.1K) YoY -19.39% (-$1.8M)
(cusip74933W452)✕	149.2K	QoQ +85.49% (+68.8K) YoY NEW(+149.2K)	All Managers (Combined)	$7.5M	QoQ +86.05% (+$3.5M) YoY NEW(+$7.5M)
Chevron Corp(CVXcusip166764100)	42.8K	QoQ +3.02% (+1.3K) YoY +17.25% (+6.3K)	All Managers (Combined)	$7.2M	QoQ +18.99% (+$1.1M) YoY +24.35% (+$1.4M)
(cusip464287226)✕	70.7K	QoQ -3.57% (-2.6K) YoY +31.45% (+16.9K)	All Managers (Combined)	$7.0M	QoQ -1.56% (-$111.2K) YoY +32.77% (+$1.7M)
(DGROcusip46434V621)	113.0K	QoQ -6.84% (-8.3K) YoY -8.20% (-10.1K)	All Managers (Combined)	$7.0M	QoQ -6.17% (-$459.2K) YoY -2.32% (-$165.9K)
(IWOcusip464287648)	27.2K	QoQ -1.49% (-413) YoY -17.90% (-5.9K)	All Managers (Combined)	$7.0M	QoQ -12.54% (-$998.1K) YoY -22.52% (-$2.0M)
(IWMcusip464287655)	33.4K	QoQ -4.89% (-1.7K) YoY +18.73% (+5.3K)	All Managers (Combined)	$6.7M	QoQ -14.13% (-$1.1M) YoY +12.63% (+$746.8K)
(cusip97717W794)✕	118.2K	QoQ +0.04% (+51) YoY -12.00% (-16.1K)	All Managers (Combined)	$6.5M	QoQ +11.43% (+$668.0K) YoY -6.29% (-$437.2K)
(cusip78464A664)✕	227.0K	QoQ -57.37% (-305.6K) YoY -54.18% (-268.5K)	All Managers (Combined)	$6.2M	QoQ -55.63% (-$7.8M) YoY -55.29% (-$7.7M)
(MGKcusip921910816)	19.7K	QoQ -1.00% (-199) YoY -6.48% (-1.4K)	All Managers (Combined)	$6.1M	QoQ -10.95% (-$748.4K) YoY +0.77% (-$46.8K)