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 101–150 of 575
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HYD | VANECK ETF TRUST | 64K | $1M+ | SH |
| V | VISA INC | 9K | $1M+ | SH |
| IJS | ISHARES TR | 25K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 49K | $1M+ | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 85K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 55K | $1M+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 34K | $1M+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 45K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 95K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 48K | $1M+ | SH |
| RTX | RTX CORPORATION | 14K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 8K | $1M+ | SH |
| VIGI | VANGUARD WHITEHALL FDS | 28K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 8K | $1M+ | SH |
| ACWI | ISHARES TR | 18K | $1M+ | SH |
| CAT | CATERPILLAR INC | 4K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 56K | $1M+ | SH |
| SPMO | INVESCO EXCH TRADED FD TR II | 21K | $1M+ | SH |
| PEP | PEPSICO INC | 17K | $1M+ | SH |
| ICSH | ISHARES TR | 48K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 48K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 17K | $1M+ | SH |
| BX | BLACKSTONE INC | 15K | $1M+ | SH |
| GSIE | GOLDMAN SACHS ETF TR | 54K | $1M+ | SH |
| KO | COCA COLA CO | 33K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 14K | $1M+ | SH |
| MCD | MCDONALDS CORP | 8K | $1M+ | SH |
| AMLP | ALPS ETF TR | 49K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 78K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 67K | $1M+ | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 67K | $1M+ | SH |
| CSCO | CISCO SYS INC | 27K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 14K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 88K | $1M+ | SH |
| ORCL | ORACLE CORP | 11K | $1M+ | SH |
| AMGN | AMGEN INC | 6K | $1M+ | SH |
| IYE | ISHARES TR | 43K | $1M+ | SH |
| IGSB | ISHARES TR | 39K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 61K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 14K | $1M+ | SH |
| TMFC | RBB FD INC | 28K | $1M+ | SH |
| MS | MORGAN STANLEY | 11K | $1M+ | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 8K | $1M+ | SH |
| NFLX | NETFLIX INC | 21K | $1M+ | SH |
| ESGU | ISHARES TR | 13K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 50K | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 56K | $1M+ | SH |
| IWV | ISHARES TR | 5K | $1M+ | SH |
| COP | CONOCOPHILLIPS | 20K | $1M+ | SH |