Avidian-Wealth-Enterprises

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "GDX",
  null,
  null,
  null,
  "TROW",
  "AES",
  null,
  "NVG",
  null,
  "FNDF",
  "MPLX",
  "ACN",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "BABA",
  "PAA",
  null,
  null,
  null,
  "ALL",
  "GOOGL",
  "AXP",
  null,
  "SCHH",
  null,
  null,
  "ASML",
  "T",
  "ENOV",
  "BLK",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "ARCC",
  "BSX",
  "DBEF",
  null,
  "CMI",
  "USA",
  "DUK",
  null,
  "PAGP",
  "RC",
  "EQH",
  null,
  "EOG",
  "WTTR",
  null,
  null,
  "NE",
  null,
  null,
  null,
  "FFIN",
  null,
  "BSL",
  null,
  "ARKB",
  "GD",
  "GILD",
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  "ERNA",
  null,
  "UNP",
  "QCOM",
  "FSCO",
  null,
  "ISRG",
  null,
  null,
  "BTO",
  "EMXC",
  "HPI",
  "ITW",
  "GSIE",
  "AMAT",
  "EMR",
  "BKNG",
  null,
  null,
  "ICE",
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  "HEFA",
  "IVW",
  "IJH",
  "RVP",
  "RMM",
  null,
  "TSI",
  null,
  null,
  null,
  null,
  null,
  null,
  "OXLC",
  null,
  null,
  "KMI",
  null,
  "LRCX",
  "ICF",
  null,
  null,
  "LIN",
  null,
  "SCHY",
  null,
  "MPC",
  "MMC",
  "MA",
  "MDT",
  "MSFT",
  null,
  "MDLZ",
  "MS",
  "DXPE",
  "TMUS",
  "GAB",
  "GE",
  "GPC",
  "HES",
  "NVS",
  null,
  "ORLY",
  "EMN",
  "ADM",
  "BX",
  "HSY",
  "AMP",
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "DASH",
  "PAYX",
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  null,
  "IWF",
  null,
  null,
  null,
  "PANW",
  "PEP",
  "PNC",
  null,
  "BSM",
  "PGR",
  "IEMG",
  null,
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  null,
  "NVDA",
  "ENB",
  "INTC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  null,
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "PKG",
  "MSTR",
  null,
  null,
  "FNDX",
  null,
  null,
  "IEFA",
  "SPGI",
  null,
  null,
  "SOC",
  "SCHX",
  null,
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "SPG",
  "RIO",
  "SHEL",
  "RTX",
  "GLD",
  "STX",
  null,
  null,
  null,
  null,
  "BP",
  null,
  "AMT",
  null,
  "SPLG",
  null,
  "IBM",
  "SYK",
  "SBUX",
  "CI",
  "TXN",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "UBER",
  "UAL",
  "UL",
  "UPS",
  "BIV",
  "VNQ",
  "VO",
  "NEM",
  "MET",
  "VV",
  "RCL",
  "ATEC",
  "SCHW",
  "ALC",
  "SUN",
  "PNW",
  null,
  "VWO",
  "VSS",
  null,
  null,
  null,
  null,
  null,
  "IWV",
  null,
  null,
  null,
  null,
  null,
  "MYD",
  "VCIT",
  null,
  null,
  "DLY",
  "DSL",
  "VIG",
  "TRGP",
  "TSCO",
  "CLDI",
  "IWO",
  "SNY",
  "IEF",
  null,
  "TSM",
  null,
  null,
  null,
  "ETR",
  "VYM",
  "VRTX",
  "K",
  null,
  "RGLD",
  "MUSA",
  "VOYA",
  "AON",
  "AMCR",
  "AEE",
  "HAL",
  null,
  "AFL",
  "APH",
  "AMD",
  "SDY",
  "DRI",
  "WSO",
  "F",
  "WEC",
  "DEO",
  "AJG",
  "WM",
  "FSLR",
  "IWR",
  null,
  "GSLC",
  "CAH",
  "AEP",
  "SGOL",
  "EBS",
  "ES",
  null,
  "KALU",
  null,
  "NVO",
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  "HCA",
  null,
  "LUV",
  null,
  null,
  "PLUG",
  null,
  null,
  null,
  null,
  "BBCA",
  null,
  null,
  "VEU",
  null,
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  null,
  "VMI",
  "MGK",
  null,
  null,
  "VXUS",
  "VBK",
  "BNDX",
  "VTEB",
  "BND",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VUSB",
  "VTV",
  "V",
  null,
  "WMT",
  "WFC",
  "WELL",
  "WMB",
  null,
  null,
  "XEL",
  "IUSG",
  null,
  null,
  null,
  "FNF",
  "AEM",
  "SCHD",
  "ET",
  "DVY",
  "SCHG",
  null,
  "IMKTA",
  "SCHF",
  "SCHA",
  "JCI",
  "NXPI",
  "SO",
  "SLG",
  "PSX",
  "CRM",
  null,
  null,
  "ORI",
  null,
  null,
  null,
  null,
  "MTUM",
  null,
  "GEV",
  "DGRO",
  "MCK",
  "HESM",
  null,
  null,
  null,
  "ESGU",
  null,
  "PSA",
  "NUE",
  null,
  "EG",
  "FDX",
  "KMB",
  "ADP",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BDX",
  "BHP",
  null,
  "BA",
  null,
  "BMY",
  "BCO",
  "BTI",
  "CHRW",
  "CCL",
  "STEL",
  "CVX",
  "LNG",
  "CB",
  "CHRD",
  "CSCO",
  "C",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "ED",
  "CTRA",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "CSX",
  "CFR",
  "DHR",
  "DE",
  "FANG",
  null,
  null,
  null,
  "DFAC",
  "DFS",
  "RSP",
  "IJT",
  null,
  "EFA",
  "J",
  "ADI",
  "MCO",
  "USMV",
  "IWB",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "MO",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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 • $2,245,595.924K total value

518 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 8 of 26

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46641Q332

Shares:28.2K

Value:$1.6M

NETFLIX INC

NFLX|64110L106

Shares:1.7K

Value:$1.6M

46138E339

Shares:17.3K

Value:$1.6M

LINDE PLC

LIN|G54950103

Shares:3.4K

Value:$1.6M

ORACLE CORP

ORCL|68389X105

Shares:11.4K

Value:$1.6M

25434V203

Shares:50.3K

Value:$1.6M

74933W601

Shares:28.2K

Value:$1.6M

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:25.2K

Value:$1.6M

81369Y803

XLK|81369Y803

Shares:7.5K

Value:$1.5M

AMGEN INC

AMGN|031162100

Shares:4.9K

Value:$1.5M

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:13.9K

Value:$1.5M

46654Q203

Shares:29.4K

Value:$1.5M

46435U713

Shares:33.7K

Value:$1.5M

Merck & Co., Inc.

MRK|58933Y105

Shares:16.8K

Value:$1.5M

RTX Corp

RTX|75513E101

Shares:11.3K

Value:$1.5M

Palantir Technologies Inc.

PLTR|69608A108

Shares:17.8K

Value:$1.5M

BP PLC

BP|055622104

Shares:44.3K

Value:$1.5M

921937827

BSV|921937827

Shares:18.9K

Value:$1.5M

KINDER MORGAN, INC.

KMI|49456B101

Shares:50.7K

Value:$1.4M

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:31.7K

Value:$1.3M

Instrument	Shares		Other Manager	Value
(cusip46641Q332)✕	28.2K	QoQ +46.21% (+8.9K) YoY +224.53% (+19.5K)	All Managers (Combined)	$1.6M	QoQ +45.22% (+$501.7K) YoY +220.50% (+$1.1M)
NETFLIX INC(NFLXcusip64110L106)	1.7K	QoQ -2.20% (-39) YoY +37.82% (+474)	All Managers (Combined)	$1.6M	QoQ +2.31% (-$36.4K) YoY +111.63% (+$849.5K)
(cusip46138E339)✕	17.3K	QoQ -90.58% (-166.8K) YoY NEW(+17.3K)	All Managers (Combined)	$1.6M	QoQ -90.82% (-$15.9M) YoY NEW(+$1.6M)
LINDE PLC(LINcusipG54950103)	3.4K	QoQ +6.18% (+200) YoY +633.33% (+3.0K)	All Managers (Combined)	$1.6M	QoQ +18.10% (+$244.9K) YoY +635.05% (+$1.4M)
ORACLE CORP(ORCLcusip68389X105)	11.4K	QoQ -5.02% (-604) YoY +10.86% (+1.1K)	All Managers (Combined)	$1.6M	QoQ -20.31% (-$406.5K) YoY +23.40% (+$302.4K)
(cusip25434V203)✕	50.3K	QoQ -12.28% (-7.0K) YoY NEW(+50.3K)	All Managers (Combined)	$1.6M	QoQ -6.18% (-$103.6K) YoY NEW(+$1.6M)
(cusip74933W601)✕	28.2K	QoQ +0.25% (-71) YoY +0.64% (+181)	All Managers (Combined)	$1.6M	QoQ -7.25% (-$122.5K) YoY +12.84% (+$178.4K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	25.2K	QoQ +4.48% (+1.1K) YoY +7.54% (+1.8K)	All Managers (Combined)	$1.6M	QoQ +8.91% (+$127.2K) YoY +32.96% (+$385.3K)
(XLKcusip81369Y803)	7.5K	QoQ -12.22% (-1.0K) YoY +55.09% (+2.7K)	All Managers (Combined)	$1.5M	QoQ -22.05% (-$437.2K) YoY +53.77% (+$540.3K)
AMGEN INC(AMGNcusip031162100)	4.9K	QoQ -15.32% (-893) YoY +49.30% (+1.6K)	All Managers (Combined)	$1.5M	QoQ +1.20% (-$18.3K) YoY +63.59% (+$597.4K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	13.9K	QoQ -3.64% (-526) YoY -36.49% (-8.0K)	All Managers (Combined)	$1.5M	QoQ -15.95% (-$290.4K) YoY -53.00% (-$1.7M)
(cusip46654Q203)✕	29.4K	QoQ +47.85% (+9.5K) YoY NEW(+29.4K)	All Managers (Combined)	$1.5M	QoQ +35.78% (+$401.0K) YoY NEW(+$1.5M)
(cusip46435U713)✕	33.7K	QoQ -47.71% (-30.8K) YoY +158.82% (+20.7K)	All Managers (Combined)	$1.5M	QoQ -49.09% (-$1.5M) YoY +169.02% (+$955.2K)
Merck & Co., Inc.(MRKcusip58933Y105)	16.8K	QoQ -1.59% (-272) YoY +10.22% (-1.6K)	All Managers (Combined)	$1.5M	QoQ -11.21% (-$190.0K) YoY -25.01% (-$501.8K)
RTX Corp(RTXcusip75513E101)	11.3K	QoQ -11.78% (-1.5K) YoY -21.52% (-3.1K)	All Managers (Combined)	$1.5M	QoQ +0.97% (-$14.5K) YoY +6.58% (-$92.7K)
Palantir Technologies Inc.(PLTRcusip69608A108)	17.8K	QoQ +0.99% (+175) YoY NEW(+17.8K)	All Managers (Combined)	$1.5M	QoQ +12.70% (+$168.9K) YoY NEW(+$1.5M)
BP PLC(BPcusip055622104)	44.3K	QoQ +52.90% (+15.3K) YoY +43.16% (+13.3K)	All Managers (Combined)	$1.5M	QoQ +74.78% (+$639.9K) YoY +28.38% (+$330.6K)
(BSVcusip921937827)	18.9K	QoQ +0.24% (+47) YoY -4.30% (-852)	All Managers (Combined)	$1.5M	QoQ +1.55% (+$22.7K) YoY -2.30% (-$34.9K)
KINDER MORGAN, INC.(KMIcusip49456B101)	50.7K	QoQ +0.01% (+10) YoY +41.40% (+14.8K)	All Managers (Combined)	$1.4M	QoQ +4.14% (+$57.6K) YoY +119.96% (+$788.9K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	31.7K	QoQ +0.78% (-248) YoY +22.72% (+5.9K)	All Managers (Combined)	$1.3M	QoQ -4.30% (-$59.6K) YoY +35.05% (+$343.8K)