Avidian Wealth Enterprises, LLC
CIK: 1471474SEC EDGAR →
Portfolio Value
$1.9T
Holdings
743
As of
Q3 2026
New Positions
727
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 1,815,044 | $175.8B | 9.27% |
| 2 | ISHARES TR | 1,527,419 | $109.9B | 5.79% |
| 3 | ISHARES INC | 1,024,673 | $101.5B | 5.35% |
| 4 | ISHARES TR | 1,859,065 | $90.6B | 4.77% |
| 5 | SPDR SERIES TRUST | 862,435 | $77.4B | 4.08% |
| 6 | J P MORGAN EXCHANGE TRADED F | 989,337 | $73.0B | 3.85% |
| 7 | J P MORGAN EXCHANGE TRADED F | 1,196,536 | $69.3B | 3.65% |
| 8 | SCHWAB STRATEGIC TR | 2,528,415 | $59.9B | 3.16% |
| 9 | NOBLE CORP PLC | 1,336,902 | $55.8B | 2.94% |
| 10 | SCHWAB STRATEGIC TR | 2,232,098 | $53.9B | 2.84% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 395 | $1.5T | 81.1% |
| Unknown | 49 | $207.9B | 11.0% |
| Energy | 34 | $84.0B | 4.4% |
| Healthcare | 36 | $13.0B | 0.7% |
| Consumer Defensive | 20 | $12.5B | 0.7% |
| Technology | 75 | $10.1B | 0.5% |
| Utilities | 16 | $7.2B | 0.4% |
| Basic Materials | 17 | $6.3B | 0.3% |
| Industrials | 52 | $6.1B | 0.3% |
| Consumer Cyclical | 29 | $4.8B | 0.3% |
| Communication Services | 12 | $4.4B | 0.2% |
| Real Estate | 8 | $1.2B | 0.1% |