Avidian Wealth Enterprises, LLC
CIK: 0001471474SEC EDGAR →
Portfolio Value
$2.7M
Holdings
575
As of
Q4 2025
New Positions
575
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,801,278 | $161.1M | 5864.18% |
| 2 | NVIDIA CORPORATION | 649,508 | $121.1M | 4408.20% |
| 3 | SPDR SERIES TRUST | 1,033,682 | $82.9M | 3017.61% |
| 4 | ISHARES TR | 1,527,919 | $79.1M | 2878.56% |
| 5 | ISHARES TR | 743,187 | $70.8M | 2575.27% |
| 6 | ISHARES TR | 1,069,417 | $70.6M | 2568.54% |
| 7 | ISHARES INC | 968,498 | $70.4M | 2561.59% |
| 8 | ISHARES TR | 123,532 | $58.5M | 2127.70% |
| 9 | SCHWAB STRATEGIC TR | 2,174,011 | $54.5M | 1984.20% |
| 10 | J P MORGAN EXCHANGE TRADED F | 1,036,358 | $50.9M | 1851.01% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (575)
$161.1M · 1.8M shares
$121.1M · 650K shares
$82.9M · 1.0M shares
$79.1M · 1.5M shares
$70.8M · 743K shares
$70.6M · 1.1M shares
$70.4M · 968K shares
$58.5M · 124K shares
$54.5M · 2.2M shares
$50.9M · 1.0M shares
$47.9M · 1.0M shares
$46.9M · 743K shares
$46.3M · 170K shares
$43.4M · 1.5M shares
$38.8M · 1.5M shares
$37.0M · 308K shares
$33.6M · 1.4M shares
$33.2M · 701K shares
$24.4M · 203K shares
$22.3M · 465K shares
$22.0M · 45K shares
$21.6M · 427K shares
$21.0M · 390K shares
$20.0M · 146K shares
$19.3M · 84K shares
$18.7M · 511K shares
$18.3M · 364K shares
$16.2M · 169K shares
$16.2M · 241K shares
$15.3M · 324K shares
$14.9M · 299K shares
$14.4M · 592K shares
$14.1M · 213K shares
$13.9M · 48K shares
$13.8M · 757K shares
$12.6M · 248K shares
$12.5M · 40K shares
$11.8M · 56K shares
$11.5M · 128K shares
$11.4M · 422K shares
$11.3M · 487K shares
$10.4M · 49K shares
$9.6M · 210K shares
$9.3M · 177K shares
$9.3M · 134K shares
$9.3M · 27K shares
$9.2M · 221K shares
$8.9M · 190K shares
$8.2M · 26K shares
$8.2M · 118K shares
$8.0M · 122K shares
$7.8M · 110K shares
$7.7M · 51K shares
$7.3M · 30K shares
$7.2M · 98K shares
$7.0M · 14K shares
$6.9M · 259K shares
$6.7M · 150K shares
$6.7M · 21K shares
$6.6M · 64K shares
$6.5M · 14K shares
$6.3M · 19K shares
$6.2M · 115K shares
$6.2M · 98K shares
$6.0M · 98K shares
$5.9M · 62K shares
$5.8M · 266K shares
$5.7M · 57K shares
$5.3M · 13K shares
$5.2M · 26K shares
$5.2M · 46K shares
$5.2M · 42K shares
$4.9M · 25K shares
$4.9M · 23K shares
$4.8M · 149K shares
$4.7M · 13K shares
$4.7M · 14K shares
$4.7M · 170K shares
$4.6M · 183K shares
$4.3M · 86K shares
$4.2M · 39K shares
$4.2M · 20K shares
$4.2M · 18K shares
$4.1M · 10K shares
$3.9M · 22K shares
$3.9M · 55K shares
$3.8M · 262K shares
$3.8M · 20K shares
$3.7M · 28K shares
$3.6M · 71K shares
$3.6M · 35K shares
$3.5M · 33K shares
$3.3M · 64K shares
$3.1M · 9K shares
$2.9M · 25K shares
$2.9M · 49K shares
$2.8M · 85K shares
$2.7M · 55K shares
$2.7M · 34K shares
$2.7M · 45K shares
$2.6M · 8K shares
$2.6M · 95K shares
$2.6M · 48K shares
$2.6M · 14K shares
$2.5M · 8K shares
$2.5M · 28K shares
$2.5M · 8K shares
$2.5M · 18K shares
$2.5M · 56K shares
$2.5M · 21K shares
$2.5M · 17K shares
$2.4M · 48K shares
$2.4M · 48K shares
$2.4M · 17K shares
$2.3M · 15K shares
$2.3M · 54K shares
$2.3M · 33K shares
$2.3M · 14K shares
$2.3M · 8K shares
$2.3M · 49K shares
$2.2M · 78K shares
$2.2M · 67K shares
$2.1M · 67K shares
$2.1M · 27K shares
$2.1M · 14K shares
$2.1M · 88K shares
$2.1M · 11K shares
$2.1M · 6K shares
$2.0M · 43K shares
$2.0M · 39K shares
$2.0M · 61K shares
$2.0M · 14K shares
$2.0M · 28K shares
$2.0M · 11K shares
$2.0M · 21K shares
$2.0M · 21K shares
$2.0M · 8K shares
$2.0M · 13K shares
$1.9M · 50K shares
$1.9M · 56K shares
$1.9M · 5K shares
$1.9M · 20K shares
$1.9M · 50K shares
$1.9M · 16K shares
$1.9M · 34K shares
$1.9M · 33K shares
$1.8M · 74K shares
$1.8M · 5K shares
$1.7M · 35K shares
$1.7M · 106K shares
$1.7M · 15K shares
$1.7M · 5K shares
$1.7M · 23K shares
$1.7M · 32K shares
$1.7M · 9K shares
$1.7M · 16K shares
$1.6M · 17K shares
$1.6M · 31K shares
$1.6M · 5K shares
$1.5M · 87K shares
$1.5M · 58K shares
$1.5M · 5K shares
$1.5M · 19K shares
$1.5M · 33K shares
$1.5M · 32K shares
$1.5M · 3K shares
$1.4M · 32K shares
$1.4M · 15K shares
$1.4M · 17K shares
$1.4M · 47K shares
$1.4M · 50K shares
$1.4M · 11K shares
$1.3M · 26K shares
$1.3M · 11K shares
$1.3M · 6K shares
$1.3M · 8K shares
$1.3M · 12K shares
$1.3M · 13K shares
$1.3M · 6K shares
$1.3M · 7K shares
$1.3M · 6K shares
$1.3M · 21K shares
$1.3M · 8K shares
$1.3M · 21K shares
$1.2M · 26K shares
$1.2M · 6K shares
$1.2M · 10K shares
$1.2M · 16K shares
$1.2M · 16K shares
$1.2M · 9K shares
$1.2M · 26K shares
$1.2M · 4K shares
$1.2M · 12K shares
$1.2M · 4K shares
$1.2M · 15K shares
$1.1M · 21K shares
$1.1M · 4K shares
$1.1M · 15K shares
$1.1M · 38K shares
$1.1M · 5K shares
$1.1M · 29K shares
$1.1M · 19K shares
$1.1M · 7K shares
$1.1M · 19K shares
$1.1M · 8K shares
$1.1M · 16K shares
$1.1M · 5K shares
$1.0M · 6K shares
$1.0M · 26K shares
$1.0M · 12K shares
$1.0M · 2K shares
$998K · 3K shares
$998K · 16K shares
$997K · 3K shares
$985K · 26K shares
$983K · 17K shares
$982K · 22K shares
$979K · 12K shares
$973K · 14K shares
$968K · 7K shares
$964K · 16K shares
$959K · 18K shares
$956K · 28K shares
$944K · 6K shares
$941K · 15K shares
$932K · 11K shares
$930K · 12K shares
$929K · 3K shares
$924K · 18K shares
$922K · 9K shares
$917K · 2K shares
$914K · 5K shares
$898K · 8K shares
$895K · 8K shares
$882K · 12K shares
$881K · 12K shares
$878K · 7K shares
$877K · 17K shares
$871K · 3K shares
$871K · 9K shares
$859K · 5K shares
$859K · 5K shares
$848K · 15K shares
$847K · 2K shares
$827K · 28K shares
$825K · 17K shares
$821K · 31K shares
$819K · 20K shares
$819K · 14K shares
$816K · 3K shares
$812K · 3K shares
$807K · 34K shares
$805K · 36K shares
$794K · 7K shares
$794K · 8K shares
$788K · 8K shares
$786K · 22K shares
$777K · 3K shares
$769K · 8K shares
$767K · 14K shares
$764K · 14K shares
$764K · 5K shares
$762K · 14K shares
$760K · 14K shares
$759K · 3K shares
$758K · 3K shares
$756K · 2K shares
$746K · 14K shares
$745K · 15K shares
$737K · 28K shares
$736K · 19K shares
$735K · 59K shares
$728K · 3K shares
$725K · 3K shares
$721K · 3K shares
$706K · 6K shares
$706K · 31K shares
$697K · 14K shares
$697K · 11K shares
$696K · 14K shares
$690K · 3K shares
$685K · 7K shares
$685K · 6K shares
$682K · 16K shares
$678K · 3K shares
$678K · 13K shares
$670K · 9K shares
$668K · 4K shares
$668K · 8K shares
$667K · 3K shares
$667K · 7K shares
$655K · 8K shares
$650K · 5K shares
$649K · 3K shares
$648K · 7K shares
$646K · 14K shares
$646K · 21K shares
$645K · 2K shares
$639K · 20K shares
$636K · 17K shares
$636K · 10K shares
$635K · 8K shares
$633K · 12K shares
$631K · 5K shares
$631K · 6K shares
$628K · 6K shares
$628K · 1K shares
$624K · 12K shares
$618K · 13K shares
$615K · 2K shares
$613K · 1K shares
$611K · 24K shares
$610K · 7K shares
$609K · 2K shares
$608K · 7K shares
$606K · 3K shares
$606K · 5K shares
$602K · 8K shares
$598K · 6K shares
$597K · 3K shares
$591K · 4K shares
$590K · 2K shares
$589K · 24K shares
$588K · 14K shares
$584K · 29K shares
$583K · 18K shares
$582K · 6K shares
$581K · 4K shares
$580K · 14K shares
$578K · 4K shares
$571K · 15K shares
$563K · 2K shares
$548K · 18K shares
$547K · 20K shares
$547K · 7K shares
$545K · 31K shares
$541K · 5K shares
$533K · 2K shares
$530K · 6K shares
$529K · 3K shares
$525K · 4K shares
$523K · 10K shares
$523K · 3K shares
$522K · 5K shares
$518K · 2K shares
$518K · 7K shares
$517K · 18K shares
$517K · 5K shares
$512K · 6K shares
$512K · 2K shares
$511K · 6K shares
$502K · 9K shares
$502K · 28K shares
$501K · 10K shares
$500K · 10K shares
$498K · 16K shares
$497K · 13K shares
$492K · 3K shares
$492K · 7K shares
$487K · 2K shares
$483K · 25K shares
$475K · 9K shares
$474K · 12K shares
$470K · 7K shares
$466K · 5K shares
$466K · 17K shares
$464K · 5K shares
$464K · 2K shares
$457K · 2K shares
$455K · 3K shares
$455K · 971 shares
$454K · 8K shares
$453K · 7K shares
$449K · 5K shares
$448K · 4K shares
$446K · 3K shares
$441K · 15K shares
$440K · 9K shares
$433K · 632K shares
$432K · 2K shares
$429K · 5K shares
$428K · 20K shares
$427K · 9K shares
$426K · 9K shares
$424K · 6K shares
$423K · 906 shares
$420K · 14K shares
$417K · 1K shares
$413K · 46K shares
$410K · 2K shares
$406K · 5K shares
$406K · 9K shares
$404K · 15K shares
$404K · 7K shares
$403K · 9K shares
$401K · 995 shares
$398K · 30K shares
$397K · 15K shares
$396K · 8K shares
$388K · 6K shares
$386K · 30K shares
$381K · 4K shares
$380K · 3K shares
$376K · 16K shares
$374K · 1K shares
$373K · 15K shares
$371K · 14K shares
$370K · 3K shares
$369K · 11K shares
$366K · 6K shares
$362K · 2K shares
$362K · 945 shares
$358K · 6K shares
$357K · 14K shares
$354K · 1K shares
$352K · 4K shares
$350K · 890 shares
$350K · 9K shares
$348K · 10K shares
$347K · 2K shares
$347K · 4K shares
$344K · 7K shares
$343K · 2K shares
$341K · 2K shares
$340K · 19K shares
$339K · 21K shares
$335K · 3K shares
$333K · 13K shares
$333K · 3K shares
$330K · 13K shares
$329K · 13K shares
$328K · 5K shares
$325K · 3K shares
$320K · 11K shares
$319K · 2K shares
$317K · 3K shares
$317K · 10K shares
$316K · 38K shares
$314K · 7K shares
$313K · 3K shares
$313K · 2K shares
$312K · 965 shares
$311K · 3K shares
$311K · 2K shares
$306K · 1K shares
$305K · 4K shares
$305K · 4K shares
$304K · 2K shares
$301K · 22K shares
$298K · 2K shares
$297K · 843 shares
$296K · 1K shares
$293K · 8K shares
$287K · 7K shares
$287K · 2K shares
$286K · 6K shares
$282K · 9K shares
$282K · 3K shares
$280K · 3K shares
$277K · 2K shares
$275K · 6K shares
$275K · 2K shares
$274K · 3K shares
$273K · 6K shares
$273K · 4K shares
$271K · 2K shares
$265K · 5K shares
$265K · 20K shares
$264K · 2K shares
$263K · 3K shares
$262K · 1K shares
$261K · 2K shares
$260K · 11K shares
$259K · 9K shares
$258K · 7K shares
$256K · 3K shares
$256K · 2K shares
$250K · 510 shares
$248K · 6K shares
$246K · 1K shares
$245K · 2K shares
$243K · 4K shares
$243K · 3K shares
$242K · 3K shares
$242K · 1K shares
$242K · 12K shares
$241K · 4K shares
$240K · 3K shares
$240K · 9K shares
$240K · 917 shares
$240K · 2K shares
$239K · 2K shares
$238K · 5K shares
$237K · 7K shares
$237K · 11K shares
$237K · 747 shares
$236K · 3K shares
$235K · 10K shares
$233K · 4K shares
$232K · 9K shares
$232K · 5K shares
$230K · 5K shares
$230K · 9K shares
$227K · 5K shares
$226K · 5K shares
$226K · 15K shares
$223K · 2K shares
$222K · 527 shares
$220K · 10K shares
$220K · 2K shares
$219K · 2K shares
$219K · 5K shares
$219K · 4K shares
$218K · 5K shares
$215K · 9K shares
$214K · 3K shares
$213K · 608 shares
$210K · 4K shares
$210K · 8K shares
$208K · 4K shares
$207K · 2K shares
$206K · 5K shares
$205K · 1K shares
$205K · 528 shares
$203K · 2K shares
$203K · 2K shares
$203K · 2K shares
$203K · 14K shares
$202K · 886 shares
$201K · 2K shares
$201K · 8K shares
$201K · 4K shares
$200K · 4K shares
$200K · 1K shares
$189K · 11K shares
$180K · 16K shares
$151K · 12K shares
$147K · 13K shares
$119K · 19K shares
$112K · 11K shares
$105K · 17K shares
$95K · 44K shares
$94K · 15K shares
$39K · 20K shares
$32K · 52K shares
$26K · 38K shares
$23K · 31K shares
$10K · 16K shares
$10K · 20K shares
$6K · 6K shares
$5K · 6K shares
$4K · 6K shares
$2K · 4K shares
$2K · 2K shares
$2K · 3K shares
$1K · 1K shares
$967 · 904 shares
$814 · 1K shares
$801 · 1K shares
$794 · 1K shares
$659 · 1K shares
$604 · 925 shares
$545 · 956 shares
$518 · 97 shares
$509 · 900 shares
$461 · 136 shares
$432 · 847 shares
$417 · 631 shares
$416 · 474 shares
$374 · 427 shares
$321 · 615 shares
$273 · 225 shares
$262 · 320 shares
$217 · 108 shares
$200 · 247 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 313 | $1.5B | 68.6% |
| Technology | 44 | $230.4M | 10.5% |
| Unknown | 34 | $204.6M | 9.3% |
| Energy | 31 | $105.3M | 4.8% |
| Consumer Cyclical | 23 | $40.6M | 1.8% |
| Communication Services | 10 | $28.0M | 1.3% |
| Healthcare | 31 | $26.6M | 1.2% |
| Industrials | 41 | $23.2M | 1.1% |
| Consumer Defensive | 14 | $17.9M | 0.8% |
| Basic Materials | 14 | $7.6M | 0.3% |
| Utilities | 14 | $6.4M | 0.3% |
| Real Estate | 6 | $2.0M | 0.1% |