CIK 1471474
Avidian Wealth Enterprises, LLC
Institutional 13F holdings & portfolio
Holdings
575
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 551–575 of 575
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CALF | PACER FDS TR | 5K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 528 | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 1K | $100K–$500K | SH |
| DLY | DOUBLELINE YIELD OPPORTUNITI | 14K | $100K–$500K | SH |
| OMAB | GRUPO AEROPORTUARIO DEL CENT | 2K | $100K–$500K | SH |
| SRE | SEMPRA | 2K | $100K–$500K | SH |
| ACGL | ARCH CAP GROUP LTD | 2K | $100K–$500K | SH |
| NTRA | NATERA INC | 886 | $100K–$500K | SH |
| FEX | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| MDST | ULTIMUS MANAGERS TR | 8K | $100K–$500K | SH |
| SCHC | SCHWAB STRATEGIC TR | 4K | $100K–$500K | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI | 4K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 1K | $100K–$500K | SH |
| URI | UNITED RENTALS INC | 247 | $100K–$500K | SH |
| CVE | CENOVUS ENERGY INC | 11K | $100K–$500K | SH |
| DSL | DOUBLELINE INCOME SOLUTIONS | 16K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 12K | $100K–$500K | SH |
| SAN | BANCO SANTANDER SA | 13K | $100K–$500K | SH |
| GAB | GABELLI EQUITY TR INC | 19K | $100K–$500K | SH |
| MYD | BLACKROCK MUNIYIELD FD INC | 11K | $100K–$500K | SH |
| USA | LIBERTY ALL STAR EQUITY FD | 17K | $100K–$500K | SH |
| RC | READY CAPITAL CORP | 44K | $50K–$100K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 15K | $50K–$100K | SH |
| PLUG | PLUG POWER INC | 20K | $15K–$50K | SH |
| RVP | RETRACTABLE TECHNOLOGIES INC | 31K | $15K–$50K | SH |