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 151–200 of 575
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 50K | $1M+ | SH |
| XLY | SELECT SECTOR SPDR TR | 16K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 34K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 33K | $1M+ | SH |
| T | AT&T INC | 74K | $1M+ | SH |
| OEF | ISHARES TR | 5K | $1M+ | SH |
| JPST | J P MORGAN EXCHANGE TRADED F | 35K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 106K | $1M+ | SH |
| DIS | DISNEY WALT CO | 15K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 5K | $1M+ | SH |
| SHEL | SHELL PLC | 23K | $1M+ | SH |
| IFRA | ISHARES TR | 32K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 9K | $1M+ | SH |
| MRK | MERCK & CO INC | 16K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 17K | $1M+ | SH |
| FMUB | FIDELITY MERRIMACK STR TR | 31K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 3K | $1M+ | SH |
| ETN | EATON CORP PLC | 5K | $1M+ | SH |
| PFXF | VANECK ETF TRUST | 87K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 58K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| BSV | VANGUARD BD INDEX FDS | 19K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 33K | $1M+ | SH |
| XTEN | BONDBLOXX ETF TRUST | 32K | $1M+ | SH |
| LIN | LINDE PLC | 3K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 32K | $1M+ | SH |
| MDT | MEDTRONIC PLC | 15K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 17K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 47K | $1M+ | SH |
| KMI | KINDER MORGAN INC DEL | 50K | $1M+ | SH |
| GILD | GILEAD SCIENCES INC | 11K | $1M+ | SH |
| BINC | BLACKROCK ETF TRUST II | 26K | $1M+ | SH |
| XLC | SELECT SECTOR SPDR TR | 11K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 6K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 8K | $1M+ | SH |
| IXN | ISHARES TR | 12K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 13K | $1M+ | SH |
| CAH | CARDINAL HEALTH INC | 6K | $1M+ | SH |
| QCOM | QUALCOMM INC | 7K | $1M+ | SH |
| BA | BOEING CO | 6K | $1M+ | SH |
| ITOT | ISHARES TR | 8K | $1M+ | SH |
| COWZ | PACER FDS TR | 21K | $1M+ | SH |
| ICF | ISHARES TR | 21K | $1M+ | SH |
| DBEF | DBX ETF TR | 26K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 6K | $1M+ | SH |
| ABT | ABBOTT LABS | 10K | $1M+ | SH |
| SCZ | ISHARES TR | 16K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 16K | $1M+ | SH |
| PSX | PHILLIPS 66 | 9K | $1M+ | SH |