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
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
- Manager Name
- Avidian-Wealth-Enterprises
Data Enrichment
68% identified353 identified165 unidentified
Holdings
518 positions • $2.2B total value
Manager:
Search and click to pin securities to the top
Page 9 of 26
92189F429
Shares:77.7K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.2B)
808524409
Shares:47.4K
Value:$1.3M
% of Portfolio:0.1% ($1.3M/$2.2B)
092528603
Shares:23.4K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$2.2B)
72201R833
Shares:11.8K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$2.2B)
Shares:6.9K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$2.2B)
81369Y852
Shares:11.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$2.2B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 6.2K | QoQ +9.00% (+513)YoY -9.75% (-671) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.2B) | ||
Medtronic plc(MDTcusipG5960L103) | 14.6K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.2B) | ||
| 21.2K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.2B) | |||
(cusip92189F429)✕ | 77.7K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.2B) | ||
CATERPILLAR INC(CATcusip149123101) | 3.9K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.2B) | ||
| 5.9K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.2B) | |||
| 2.4K | QoQ +1.61% (+39)YoY +2.29% (+55) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.2B) | ||
(cusip808524409)✕ | 47.4K | QoQ 0.00% (+0)YoY NEW(+47.4K) | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.2B) | YoY NEW(+$1.3M) |
Cigna Group(CIcusip125523100) | 3.8K | All Managers (Combined) | $1.3M | 0.1% ($1.3M/$2.2B) | ||
| 28.7K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.2B) | |||
MORGAN STANLEY(MScusip617446448) | 10.6K | QoQ +2.64% (-274)YoY +5.67% (+572) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.2B) | |
(cusip092528603)✕ | 23.4K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.2B) | ||
| 4.8K | YoY NEW(+4.8K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.2B) | YoY NEW(+$1.2M) | |
| 16.4K | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.2B) | |||
| 9.0K | QoQ +3.87% (+337)YoY -8.21% (-809) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.2B) | ||
(cusip72201R833)✕ | 11.8K | QoQ -0.97% (-116)YoY -0.70% (-84) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.2B) | |
| 45.7K | QoQ 0.00% (+0)YoY NEW(+45.7K) | All Managers (Combined) | $1.2M | 0.1% ($1.2M/$2.2B) | YoY NEW(+$1.2M) | |
| 6.9K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$2.2B) | |||
Eaton Corp plc(ETNcusipG29183103) | 4.2K | QoQ +1.71% (-70) | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$2.2B) | |
(cusip81369Y852)✕ | 11.7K | All Managers (Combined) | $1.1M | 0.1% ($1.1M/$2.2B) |