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 351–400 of 575
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPSB | SPDR SERIES TRUST | 18K | $500K+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 20K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| SVOL | SIMPLIFY EXCHANGE TRADED FUN | 31K | $500K+ | SH |
| NOC | NORTHROP GRUMMAN CORP | 956 | $500K+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 5K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| BSX | BOSTON SCIENTIFIC CORP | 6K | $500K+ | SH |
| TMUS | T-MOBILE US INC | 3K | $500K+ | SH |
| IJT | ISHARES TR | 4K | $500K+ | SH |
| FANG | DIAMONDBACK ENERGY INC | 3K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 10K | $500K+ | SH |
| DXPE | DXP ENTERPRISES INC | 5K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 7K | $500K+ | SH |
| CME | CME GROUP INC | 2K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 97 | $500K+ | SH |
| HAL | HALLIBURTON CO | 18K | $500K+ | SH |
| PAYX | PAYCHEX INC | 5K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 6K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 2K | $500K+ | SH |
| CWB | SPDR SERIES TRUST | 6K | $500K+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 900 | $500K+ | SH |
| SPVU | INVESCO EXCH TRADED FD TR II | 9K | $500K+ | SH |
| PAA | PLAINS ALL AMERN PIPELINE L | 28K | $500K+ | SH |
| GSY | INVESCO ACTIVELY MANAGED EXC | 10K | $500K+ | SH |
| GSST | GOLDMAN SACHS ETF TR | 10K | $500K+ | SH |
| RSPH | INVESCO EXCHANGE TRADED FD T | 16K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 13K | $100K–$500K | SH |
| SMLF | ISHARES TR | 7K | $100K–$500K | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| RCL | ROYAL CARIBBEAN GROUP | 2K | $100K–$500K | SH |
| PAGP | PLAINS GP HLDGS L P | 25K | $100K–$500K | SH |
| AIQ | GLOBAL X FDS | 9K | $100K–$500K | SH |
| GAPR | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| IEV | ISHARES TR | 7K | $100K–$500K | SH |
| YMAR | FIRST TR EXCHNG TRADED FD VI | 17K | $100K–$500K | SH |
| VTES | VANGUARD WELLINGTON FD | 5K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 2K | $100K–$500K | SH |
| SO | SOUTHERN CO | 5K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 136 | $100K–$500K | SH |
| FDX | FEDEX CORP | 2K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 3K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 971 | $100K–$500K | SH |
| BHP | BHP GROUP LTD | 8K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 7K | $100K–$500K | SH |
| JTEK | J P MORGAN EXCHANGE TRADED F | 5K | $100K–$500K | SH |
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 3K | $100K–$500K | SH |
| FETH | FIDELITY ETHEREUM FD | 15K | $100K–$500K | SH |
| NEAR | ISHARES U S ETF TR | 9K | $100K–$500K | SH |