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 9 of 26

Sort by:

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:6.2K

Value:$1.3M

Medtronic plc

MDT|G5960L103

Shares:14.6K

Value:$1.3M

464287564

ICF|464287564

Shares:21.2K

Value:$1.3M

92189F429

Shares:77.7K

Value:$1.3M

CATERPILLAR INC

CAT|149123101

Shares:3.9K

Value:$1.3M

922908751

VB|922908751

Shares:5.9K

Value:$1.3M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.4K

Value:$1.3M

808524409

Shares:47.4K

Value:$1.3M

Cigna Group

CI|125523100

Shares:3.8K

Value:$1.3M

233051200

DBEF|233051200

Shares:28.7K

Value:$1.2M

MORGAN STANLEY

MS|617446448

Shares:10.6K

Value:$1.2M

092528603

Shares:23.4K

Value:$1.2M

922908637

VV|922908637

Shares:4.8K

Value:$1.2M

921937835

BND|921937835

Shares:16.4K

Value:$1.2M

ABBOTT LABORATORIES

ABT|002824100

Shares:9.0K

Value:$1.2M

72201R833

Shares:11.8K

Value:$1.2M

Sable Offshore Corp.

SOC|78574H104

Shares:45.7K

Value:$1.2M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:6.9K

Value:$1.1M

Eaton Corp plc

ETN|G29183103

Shares:4.2K

Value:$1.1M

81369Y852

Shares:11.7K

Value:$1.1M

Instrument	Shares		Other Manager	Value
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	6.2K	QoQ +9.00% (+513) YoY -9.75% (-671)	All Managers (Combined)	$1.3M	QoQ +2.18% (+$28.1K) YoY -6.90% (-$97.5K)
Medtronic plc(MDTcusipG5960L103)	14.6K	QoQ +30.18% (+3.4K) YoY +9.68% (+1.3K)	All Managers (Combined)	$1.3M	QoQ +46.44% (+$416.1K) YoY +13.08% (+$151.8K)
(ICFcusip464287564)	21.2K	QoQ -10.78% (-2.6K) YoY -44.65% (-17.1K)	All Managers (Combined)	$1.3M	QoQ -8.90% (-$127.5K) YoY -40.98% (-$905.4K)
(cusip92189F429)✕	77.7K	QoQ +12.49% (+8.6K) YoY +50.26% (+26.0K)	All Managers (Combined)	$1.3M	QoQ +9.29% (+$110.8K) YoY +42.36% (+$387.6K)
CATERPILLAR INC(CATcusip149123101)	3.9K	QoQ -15.00% (-697) YoY -30.25% (-1.7K)	All Managers (Combined)	$1.3M	QoQ -22.73% (-$383.2K) YoY -37.22% (-$772.2K)
(VBcusip922908751)	5.9K	QoQ +180.13% (+3.8K) YoY +337.10% (+4.5K)	All Managers (Combined)	$1.3M	QoQ +158.56% (+$797.7K) YoY +324.08% (+$994.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.4K	QoQ +1.61% (+39) YoY +2.29% (+55)	All Managers (Combined)	$1.3M	QoQ +5.21% (+$63.5K) YoY +8.31% (+$98.5K)
(cusip808524409)✕	47.4K	QoQ 0.00% (+0) YoY NEW(+47.4K)	All Managers (Combined)	$1.3M	QoQ +1.95% (+$24.2K) YoY NEW(+$1.3M)
Cigna Group(CIcusip125523100)	3.8K	QoQ +5.05% (+184) YoY +49.66% (+1.3K)	All Managers (Combined)	$1.3M	QoQ +25.16% (+$252.8K) YoY +35.57% (+$329.9K)
(DBEFcusip233051200)	28.7K	QoQ -3.42% (-1.0K) YoY +253.73% (+20.6K)	All Managers (Combined)	$1.2M	QoQ +1.00% (-$12.3K) YoY +274.23% (+$911.3K)
MORGAN STANLEY(MScusip617446448)	10.6K	QoQ +2.64% (-274) YoY +5.67% (+572)	All Managers (Combined)	$1.2M	QoQ -4.74% (-$61.9K) YoY +30.93% (+$293.4K)
(cusip092528603)✕	23.4K	QoQ -0.15% (-37) YoY +92.07% (+11.2K)	All Managers (Combined)	$1.2M	QoQ +0.53% (-$6.5K) YoY +91.76% (+$586.6K)
(VVcusip922908637)	4.8K	QoQ +63.58% (+1.9K) YoY NEW(+4.8K)	All Managers (Combined)	$1.2M	QoQ +55.90% (+$439.4K) YoY NEW(+$1.2M)
(BNDcusip921937835)	16.4K	QoQ +48.00% (+5.3K) YoY +128.94% (+9.3K)	All Managers (Combined)	$1.2M	QoQ +51.17% (+$408.7K) YoY +131.54% (+$685.9K)
ABBOTT LABORATORIES(ABTcusip002824100)	9.0K	QoQ +3.87% (+337) YoY -8.21% (-809)	All Managers (Combined)	$1.2M	QoQ +21.81% (+$214.6K) YoY +7.11% (-$79.6K)
(cusip72201R833)✕	11.8K	QoQ -0.97% (-116) YoY -0.70% (-84)	All Managers (Combined)	$1.2M	QoQ -0.69% (-$8.4K) YoY -0.63% (-$7.5K)
Sable Offshore Corp.(SOCcusip78574H104)	45.7K	QoQ 0.00% (+0) YoY NEW(+45.7K)	All Managers (Combined)	$1.2M	QoQ +10.78% (+$112.9K) YoY NEW(+$1.2M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	6.9K	QoQ +1.95% (-132) YoY +38.91% (+1.9K)	All Managers (Combined)	$1.1M	QoQ -14.29% (-$190.6K) YoY +69.49% (+$468.4K)
Eaton Corp plc(ETNcusipG29183103)	4.2K	QoQ +1.71% (-70) YoY -18.27% (-930)	All Managers (Combined)	$1.1M	QoQ -16.68% (-$226.5K) YoY -28.94% (-$460.6K)
(cusip81369Y852)✕	11.7K	QoQ +12.18% (+1.3K) YoY +145.47% (+6.9K)	All Managers (Combined)	$1.1M	QoQ +11.75% (+$118.3K) YoY +189.92% (+$736.7K)