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
Search and click to pin securities to the top
Page 4 of 26
464287465
EFA|464287465
Shares:
74287(-18.4%)
Value:
$6.1B(-11.8%)
78463X749
78463X749
Shares:
138641(+2.7%)
Value:
$6.1B(+4.5%)
46432F339
QUAL|46432F339
Shares:
35031(+8.5%)
Value:
$6.0B(+4.1%)
381430503
GSLC|381430503
Shares:
53230(-0.3%)
Value:
$5.9B(-4.7%)
46434G103
IEMG|46434G103
Shares:
107308(+7.8%)
Value:
$5.8B(+11.4%)
464286822
464286822
Shares:
111565(-9.3%)
Value:
$5.7B(-1.3%)
46429B598
46429B598
Shares:
108807(-23.9%)
Value:
$5.6B(-25.6%)
808524607
SCHA|808524607
Shares:
221143(-7.8%)
Value:
$5.2B(-16.4%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
19973(+0.3%)
Value:
$4.9B(+2.6%)
808524771
FNDX|808524771
Shares:
206337(+0.5%)
Value:
$4.9B(+0.2%)
922908611
VBR|922908611
Shares:
25754(-2.1%)
Value:
$4.8B(-8.0%)
HOME DEPOT, INC.
HD|437076102
Shares:
12863(+0.3%)
Value:
$4.7B(-5.5%)
Alphabet Inc.
GOOGL|02079K305
Shares:
29182(-2.4%)
Value:
$4.5B(-20.3%)
464288414
MUB|464288414
Shares:
42302(-1.9%)
Value:
$4.5B(-3.0%)
922042858
VWO|922042858
Shares:
98396(-1.9%)
Value:
$4.5B(+0.8%)
ELI LILLY & Co
LLY|532457108
Shares:
5166(+4.9%)
Value:
$4.3B(+12.3%)
97717Y527
97717Y527
Shares:
83759(+40.2%)
Value:
$4.2B(+40.2%)
464287309
IVW|464287309
Shares:
44439(-1.3%)
Value:
$4.1B(-9.8%)
Broadcom Inc.
AVGO|11135F101
Shares:
24472(+4.0%)
Value:
$4.1B(-24.9%)
808524797
SCHD|808524797
Shares:
146328(-0.3%)
Value:
$4.1B(+2.0%)