Avidian Wealth Enterprises, LLC Q2 2025 Filing
Filed July 30, 2025
Portfolio Value
$2.5T
Holdings
549
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (549 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | LMTLOCKHEED MARTIN CORP | 2,183 | $1.0B | 0.04% | |
| 202 | SOCSABLE OFFSHORE CORP | 45,707 | $1.0B | 0.04% | |
| 203 | BIVVANGUARD BD INDEX FDS | 12,939 | $1.0B | 0.04% | |
| 204 | GDGENERAL DYNAMICS CORP | 3,354 | $978.4M | 0.04% | |
| 205 | TXNTEXAS INSTRS INC | 4,687 | $973.2M | 0.04% | |
| 206 | MOALTRIA GROUP INC | 16,551 | $970.4M | 0.04% | |
| 207 | IAU*ISHARES GOLD TR | 15,358 | $957.7M | 0.04% | |
| 208 | NVSNNOVARTIS AG | 7,749 | $937.8M | 0.04% | |
| 209 | SSOPROSHARES TR | 9,504 | $928.7M | 0.04% | |
| 210 | JAAAJANUS DETROIT STR TR | 18,234 | $925.4M | 0.04% | |
| 211 | SDVYFIRST TR EXCHANGE-TRADED FD | 26,092 | $920.5M | 0.04% | |
| 212 | NEMNEWMONT CORP | 15,761 | $918.2M | 0.04% | |
| 213 | GDECFIRST TR EXCHNG TRADED FD VI | 26,051 | $915.8M | 0.04% | |
| 214 | BABOEING CO | 4,342 | $909.8M | 0.04% | |
| 215 | BNDVANGUARD BD INDEX FDS | 12,286 | $904.6M | 0.04% | |
| 216 | VLOVALERO ENERGY CORP | 6,653 | $894.3M | 0.04% | |
| 217 | DFATDIMENSIONAL ETF TRUST | 16,490 | $889.8M | 0.04% | |
| 218 | BCCCGLOBAL X FDS | 20,415 | $889.7M | 0.04% | |
| 219 | OKEONEOK INC NEW | 10,871 | $887.4M | 0.04% | |
| 220 | IAGGISHARES TR | 17,361 | $887.0M | 0.04% | |
| 221 | VCITVANGUARD SCOTTSDALE FDS | 10,685 | $886.0M | 0.04% | |
| 222 | PZAINVESCO EXCH TRADED FD TR II | 39,254 | $878.9M | 0.04% | |
| 223 | IEIISHARES TR | 7,365 | $877.1M | 0.04% | |
| 224 | BLKBLACKROCK INC | 832 | $873.3M | 0.04% | |
| 225 | ACNACCENTURE PLC IRELAND | 2,905 | $868.2M | 0.04% | |
| 226 | IXJISHARES TR | 10,064 | $866.4M | 0.04% | |
| 227 | PANWPALO ALTO NETWORKS INC | 4,226 | $864.8M | 0.04% | |
| 228 | VBKVANGUARD INDEX FDS | 3,098 | $857.9M | 0.03% | |
| 229 | KMBKIMBERLY-CLARK CORP | 6,510 | $839.2M | 0.03% | |
| 230 | VXUSVANGUARD STAR FDS | 12,069 | $833.8M | 0.03% | |
| 231 | ZTSZOETIS INC | 5,296 | $826.0M | 0.03% | |
| 232 | NVONOVO-NORDISK A S | 11,947 | $824.6M | 0.03% | |
| 233 | EDCONSOLIDATED EDISON INC | 8,216 | $824.4M | 0.03% | |
| 234 | TLTWISHARES TR | 35,543 | $823.9M | 0.03% | |
| 235 | PSAPUBLIC STORAGE OPER CO | 2,808 | $823.8M | 0.03% | |
| 236 | FTECFIDELITY COVINGTON TRUST | 4,138 | $816.0M | 0.03% | |
| 237 | SCHMSCHWAB STRATEGIC TR | 29,026 | $814.2M | 0.03% | |
| 238 | CLCOLGATE PALMOLIVE CO | 8,906 | $809.5M | 0.03% | |
| 239 | RDVIFIRST TR EXCHANGE-TRADED FD | 32,757 | $809.4M | 0.03% | |
| 240 | BPBP PLC | 27,024 | $808.8M | 0.03% | |
| 241 | ASMLASML HOLDING N V | 983 | $787.8M | 0.03% | |
| 242 | ADBEADOBE INC | 2,026 | $783.8M | 0.03% | |
| 243 | OBDCBLUE OWL CAPITAL CORPORATION | 53,918 | $773.2M | 0.03% | |
| 244 | XFEBFIRST TR EXCHNG TRADED FD VI | 19,826 | $767.1M | 0.03% | |
| 245 | FLOTISHARES TR | 14,919 | $761.2M | 0.03% | |
| 246 | REEVEREST GROUP LTD | 2,234 | $759.2M | 0.03% | |
| 247 | TJXTJX COS INC NEW | 6,101 | $753.4M | 0.03% | |
| 248 | CSXCSX CORP | 22,957 | $749.1M | 0.03% | |
| 249 | VMIVALMONT INDS INC | 2,287 | $746.9M | 0.03% | |
| 250 | VSSVANGUARD INTL EQUITY INDEX F | 5,541 | $744.6M | 0.03% | |
| 251 | 4I1PHILIP MORRIS INTL INC | 4,078 | $742.8M | 0.03% | |
| 252 | GEGE AEROSPACE | 2,882 | $741.9M | 0.03% | |
| 253 | STXSEAGATE TECHNOLOGY HLDNGS PL | 5,100 | $736.0M | 0.03% | |
| 254 | AMDADVANCED MICRO DEVICES INC | 5,181 | $735.2M | 0.03% | |
| 255 | AEEAMEREN CORP | 7,649 | $734.6M | 0.03% | |
| 256 | AXPAMERICAN EXPRESS CO | 2,256 | $719.6M | 0.03% | |
| 257 | VIGVANGUARD SPECIALIZED FUNDS | 3,481 | $712.5M | 0.03% | |
| 258 | NEENEXTERA ENERGY INC | 10,183 | $706.9M | 0.03% | |
| 259 | PAYXPAYCHEX INC | 4,843 | $704.4M | 0.03% | |
| 260 | WFCWELLS FARGO CO NEW | 8,787 | $704.0M | 0.03% | |
| 261 | ALSALLSTATE CORP | 3,486 | $701.7M | 0.03% | |
| 262 | WMWASTE MGMT INC DEL | 3,039 | $695.3M | 0.03% | |
| 263 | USMVISHARES TR | 7,402 | $694.8M | 0.03% | |
| 264 | ADMARCHER DANIELS MIDLAND CO | 13,113 | $692.1M | 0.03% | |
| 265 | FBNDFIDELITY MERRIMACK STR TR | 15,110 | $691.3M | 0.03% | |
| 266 | AFLAFLAC INC | 6,535 | $689.2M | 0.03% | |
| 267 | EOGEOG RES INC | 5,745 | $687.1M | 0.03% | |
| 268 | BAIBLACKROCK ETF TRUST | 23,769 | $685.7M | 0.03% | |
| 269 | OEFISHARES TR | 2,247 | $684.0M | 0.03% | |
| 270 | APHAMPHENOL CORP NEW | 6,838 | $675.3M | 0.03% | |
| 271 | FEZSPDR INDEX SHS FDS | 11,140 | $665.4M | 0.03% | |
| 272 | KNGFIRST TR EXCHANGE-TRADED FD | 13,497 | $662.7M | 0.03% | |
| 273 | SGOLETFS GOLD TR | 20,950 | $660.8M | 0.03% | |
| 274 | BBCAJ P MORGAN EXCHANGE TRADED F | 8,180 | $660.1M | 0.03% | |
| 275 | DEDEERE & CO | 1,286 | $654.0M | 0.03% | |
| 276 | PRUPRUDENTIAL FINL INC | 6,080 | $653.2M | 0.03% | |
| 277 | BMTABRITISH AMERN TOB PLC | 13,651 | $646.1M | 0.03% | |
| 278 | NXPINXP SEMICONDUCTORS N V | 2,952 | $644.9M | 0.03% | |
| 279 | TLHISHARES TR | 6,341 | $644.2M | 0.03% | |
| 280 | SPHQINVESCO EXCHANGE TRADED FD T | 8,983 | $640.1M | 0.03% | |
| 281 | HSYHERSHEY CO | 3,856 | $639.8M | 0.03% | |
| 282 | IVLUISHARES TR | 19,348 | $636.4M | 0.03% | |
| 283 | PSLV/USPROTT PHYSICAL SILVER TR | 51,874 | $634.9M | 0.03% | |
| 284 | TMUST-MOBILE US INC | 2,620 | $624.1M | 0.03% | |
| 285 | UNPUNION PAC CORP | 2,707 | $622.8M | 0.03% | |
| 286 | XLFISELECT SECTOR SPDR TR | 7,688 | $622.5M | 0.03% | |
| 287 | UALUNITED AIRLS HLDGS INC | 7,812 | $622.1M | 0.03% | |
| 288 | BACVERIZON COMMUNICATIONS INC | 14,368 | $621.7M | 0.03% | |
| 289 | FDLOFIDELITY COVINGTON TRUST | 9,666 | $607.0M | 0.02% | |
| 290 | CRMSALESFORCE INC | 2,225 | $606.7M | 0.02% | |
| 291 | BABAALIBABA GROUP HLDG LTD | 5,297 | $600.7M | 0.02% | |
| 292 | VBVANGUARD INDEX FDS | 2,522 | $597.7M | 0.02% | |
| 293 | BMYBRISTOL-MYERS SQUIBB CO | 12,907 | $597.5M | 0.02% | |
| 294 | PFFISHARES TR | 19,426 | $596.0M | 0.02% | |
| 295 | FABFIRST TR EXCHANGE-TRADED ALP | 7,219 | $586.7M | 0.02% | |
| 296 | KELKELLANOVA | 7,370 | $586.1M | 0.02% | |
| 297 | HYGISHARES TR | 7,236 | $583.6M | 0.02% | |
| 298 | AONAON PLC | 1,630 | $581.6M | 0.02% | |
| 299 | COFCAPITAL ONE FINL CORP | 2,729 | $580.6M | 0.02% | |
| 300 | DHRDANAHER CORPORATION | 2,931 | $579.1M | 0.02% |