Avidian Wealth Enterprises, LLC
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified353 identified165 unidentified
Holdings
518 positions
Manager:
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Page 5 of 26
464287721
Shares:
28115(-0.0%)
Value:
$3.9B(-12.0%)
464287879
Shares:
38680(-3.4%)
Value:
$3.8B(-13.3%)
09290C103
Shares:
72050(-0.4%)
Value:
$3.5B(-5.3%)
464288158
Shares:
33252(-17.7%)
Value:
$3.5B(-17.6%)
88634T774
Shares:
208000(+193.8%)
Value:
$3.2B(+93.5%)
46434V878
Shares:
60165(-7.8%)
Value:
$3.1B(-7.3%)
25434V807
Shares:
73353(+289.5%)
Value:
$2.9B(+332.1%)
26922B527
Shares:
97424(+540.9%)
Value:
$2.9B(+547.3%)
46436E718
Shares:
28407(+19.4%)
Value:
$2.9B(+19.8%)
464288877
Shares:
48133(-21.2%)
Value:
$2.8B(-11.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.0K | QoQ +1.51% (-164)YoY +4.23% (+445) | All Managers (Combined) | $4.1M | ||
(cusip464287721)✕ | 28.1K | QoQ -0.03% (-9) | All Managers (Combined) | $3.9M | |
22.0K | All Managers (Combined) | $3.8M | |||
(cusip464287879)✕ | 38.7K | All Managers (Combined) | $3.8M | ||
6.9K | QoQ -1.32% (-92)YoY +5.04% (+330) | All Managers (Combined) | $3.7M | ||
Walmart Inc.(WMTcusip931142103) | 40.8K | QoQ +0.59% (-243)YoY +1.40% (+567) | All Managers (Combined) | $3.6M | |
Abbvie Inc.(ABBVcusip00287Y109) | 17.0K | All Managers (Combined) | $3.6M | ||
(cusip09290C103)✕ | 72.0K | All Managers (Combined) | $3.5M | ||
(cusip464288158)✕ | 33.3K | All Managers (Combined) | $3.5M | ||
(cusip88634T774)✕ | 208.0K | YoY NEW(+208.0K) | All Managers (Combined) | $3.2M | YoY NEW(+$3.2M) |
18.8K | All Managers (Combined) | $3.1M | |||
Alphabet Inc.(GOOGcusip02079K107) | 19.7K | All Managers (Combined) | $3.1M | ||
(cusip46434V878)✕ | 60.2K | All Managers (Combined) | $3.1M | ||
60.8K | All Managers (Combined) | $3.0M | |||
Tesla, Inc.(TSLAcusip88160R101) | 11.6K | All Managers (Combined) | $3.0M | ||
22.5K | All Managers (Combined) | $2.9M | |||
(cusip25434V807)✕ | 73.4K | YoY NEW(+73.4K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) |
(cusip26922B527)✕ | 97.4K | YoY NEW(+97.4K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) |
(cusip46436E718)✕ | 28.4K | All Managers (Combined) | $2.9M | ||
(cusip464288877)✕ | 48.1K | All Managers (Combined) | $2.8M |