Avidian Wealth Enterprises, LLC Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$2.7B
Holdings
575
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (575 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | PSXPHILLIPS 66 | 9,194 | $1.2M | 0.04% | |
| 202 | FNDFSCHWAB STRATEGIC TR | 26,165 | $1.2M | 0.04% | |
| 203 | GDGENERAL DYNAMICS CORP | 3,508 | $1.2M | 0.04% | |
| 204 | MINTPIMCO ETF TR | 11,661 | $1.2M | 0.04% | |
| 205 | UNHUNITEDHEALTH GROUP INC | 3,541 | $1.2M | 0.04% | |
| 206 | BIVVANGUARD BD INDEX FDS | 14,836 | $1.2M | 0.04% | |
| 207 | EEMISHARES TR | 20,915 | $1.1M | 0.04% | |
| 208 | STXSEAGATE TECHNOLOGY HLDNGS PL | 4,140 | $1.1M | 0.04% | |
| 209 | ASMLASML HOLDING N V | 1,064 | $1.1M | 0.04% | |
| 210 | AVEMAMERICAN CENTY ETF TR | 14,752 | $1.1M | 0.04% | |
| 211 | VIGVANGUARD SPECIALIZED FUNDS | 5,166 | $1.1M | 0.04% | |
| 212 | SCHYSCHWAB STRATEGIC TR | 38,089 | $1.1M | 0.04% | |
| 213 | SSOPROSHARES TR | 19,020 | $1.1M | 0.04% | |
| 214 | ETHTPROSHARES TR | 29,300 | $1.1M | 0.04% | |
| 215 | TJXTJX COS INC NEW | 7,126 | $1.1M | 0.04% | |
| 216 | MOALTRIA GROUP INC | 18,738 | $1.1M | 0.04% | |
| 217 | NVSNNOVARTIS AG | 7,812 | $1.1M | 0.04% | |
| 218 | ULUNILEVER PLC | 16,341 | $1.1M | 0.04% | |
| 219 | ITA*ISHARES TR | 4,909 | $1.1M | 0.04% | |
| 220 | LRCXLAM RESEARCH CORP | 5,914 | $1.0M | 0.04% | |
| 221 | SDVYFIRST TR EXCHANGE-TRADED FD | 26,430 | $1.0M | 0.04% | |
| 222 | GLDMWORLD GOLD TR | 11,811 | $1.0M | 0.04% | |
| 223 | LMTLOCKHEED MARTIN CORP | 2,070 | $1.0M | 0.04% | |
| 224 | FEZSPDR INDEX SHS FDS | 15,501 | $998K | 0.04% | |
| 225 | GEGE AEROSPACE | 3,243 | $998K | 0.04% | |
| 226 | SYKSTRYKER CORPORATION | 2,839 | $997K | 0.04% | |
| 227 | GDECFIRST TR EXCHNG TRADED FD VI | 26,051 | $985K | 0.04% | |
| 228 | DFATDIMENSIONAL ETF TRUST | 16,521 | $983K | 0.04% | |
| 229 | ORIOLD REP INTL CORP | 21,525 | $982K | 0.04% | |
| 230 | SBUXSTARBUCKS CORP | 11,636 | $979K | 0.04% | |
| 231 | DFASDIMENSIONAL ETF TRUST | 13,970 | $973K | 0.04% | |
| 232 | APHAMPHENOL CORP NEW | 7,170 | $968K | 0.04% | |
| 233 | BLKBLACKROCK INC | 904 | $967K | 0.04% | |
| 234 | WMBWILLIAMS COS INC | 16,044 | $964K | 0.04% | |
| 235 | SPYINEOS ETF TRUST | 18,274 | $959K | 0.03% | |
| 236 | BPBP PLC | 27,549 | $956K | 0.03% | |
| 237 | BABAALIBABA GROUP HLDG LTD | 6,443 | $944K | 0.03% | |
| 238 | SHLDGLOBAL X FDS | 14,527 | $941K | 0.03% | |
| 239 | VCITVANGUARD SCOTTSDALE FDS | 11,134 | $932K | 0.03% | |
| 240 | NEENEXTERA ENERGY INC | 11,592 | $930K | 0.03% | |
| 241 | VBKVANGUARD INDEX FDS | 3,076 | $929K | 0.03% | |
| 242 | IAGGISHARES TR | 18,490 | $924K | 0.03% | |
| 243 | NEMNEWMONT CORP | 9,240 | $922K | 0.03% | |
| 244 | AXPAMERICAN EXPRESS CO | 2,480 | $917K | 0.03% | |
| 245 | TXNTEXAS INSTRS INC | 5,269 | $914K | 0.03% | |
| 246 | UALUNITED AIRLS HLDGS INC | 8,037 | $898K | 0.03% | |
| 247 | TRVCCITIGROUP INC | 7,673 | $895K | 0.03% | |
| 248 | OKEONEOK INC NEW | 12,004 | $882K | 0.03% | |
| 249 | BNDVANGUARD BD INDEX FDS | 11,898 | $881K | 0.03% | |
| 250 | IEIISHARES TR | 7,364 | $878K | 0.03% | |
| 251 | JAAAJANUS DETROIT STR TR | 17,349 | $877K | 0.03% | |
| 252 | IXJISHARES TR | 8,947 | $871K | 0.03% | |
| 253 | FSLRFIRST SOLAR INC | 3,338 | $871K | 0.03% | |
| 254 | PANWPALO ALTO NETWORKS INC | 4,667 | $859K | 0.03% | |
| 255 | AEMAGNICO EAGLE MINES LTD | 5,069 | $859K | 0.03% | |
| 256 | BMTABRITISH AMERN TOB PLC | 14,982 | $848K | 0.03% | |
| 257 | VMIVALMONT INDS INC | 2,106 | $847K | 0.03% | |
| 258 | SCHMSCHWAB STRATEGIC TR | 27,535 | $827K | 0.03% | |
| 259 | BCCCGLOBAL X FDS | 17,269 | $825K | 0.03% | |
| 260 | RDVIFIRST TR EXCHANGE-TRADED FD | 31,303 | $821K | 0.03% | |
| 261 | ADMARCHER DANIELS MIDLAND CO | 14,255 | $819K | 0.03% | |
| 262 | XFEBFIRST TR EXCHNG TRADED FD VI | 19,826 | $819K | 0.03% | |
| 263 | MTUMISHARES TR | 3,264 | $816K | 0.03% | |
| 264 | APPAPPLOVIN CORP | 1,209 | $814K | 0.03% | |
| 265 | COFCAPITAL ONE FINL CORP | 3,352 | $812K | 0.03% | |
| 266 | PSLV/USPROTT ASSET MANAGEMENT LP | 34,143 | $807K | 0.03% | |
| 267 | TLTWISHARES TR | 35,543 | $805K | 0.03% | |
| 268 | AXONAXON ENTERPRISE INC | 1,412 | $801K | 0.03% | |
| 269 | TMOTHERMO FISHER SCIENTIFIC INC | 1,372 | $794K | 0.03% | |
| 270 | AEEAMEREN CORP | 7,953 | $794K | 0.03% | |
| 271 | DUKDUKE ENERGY CORP NEW | 6,780 | $794K | 0.03% | |
| 272 | EDCONSOLIDATED EDISON INC | 7,944 | $788K | 0.03% | |
| 273 | CSXCSX CORP | 21,707 | $786K | 0.03% | |
| 274 | CITHE CIGNA GROUP | 2,825 | $777K | 0.03% | |
| 275 | BBCAJ P MORGAN EXCHANGE TRADED F | 8,271 | $769K | 0.03% | |
| 276 | USBUS BANCORP DEL | 14,388 | $767K | 0.03% | |
| 277 | 4I1PHILIP MORRIS INTL INC | 4,768 | $764K | 0.03% | |
| 278 | QQQINEOS ETF TRUST | 14,203 | $764K | 0.03% | |
| 279 | GPIXGOLDMAN SACHS ETF TR | 14,450 | $762K | 0.03% | |
| 280 | GPIQGOLDMAN SACHS ETF TR | 14,387 | $760K | 0.03% | |
| 281 | MUMICRON TECHNOLOGY INC | 2,662 | $759K | 0.03% | |
| 282 | PSAPUBLIC STORAGE OPER CO | 2,922 | $758K | 0.03% | |
| 283 | REEVEREST GROUP LTD | 2,229 | $756K | 0.03% | |
| 284 | XLFSELECT SECTOR SPDR TR | 13,636 | $746K | 0.03% | |
| 285 | PULSPGIM ETF TR | 15,043 | $745K | 0.03% | |
| 286 | SCHBSCHWAB STRATEGIC TR | 28,122 | $737K | 0.03% | |
| 287 | IVLUISHARES TR | 19,348 | $736K | 0.03% | |
| 288 | OBDCBLUE OWL CAPITAL CORPORATION | 59,205 | $735K | 0.03% | |
| 289 | UNPUNION PAC CORP | 3,149 | $728K | 0.03% | |
| 290 | WMWASTE MGMT INC DEL | 3,302 | $725K | 0.03% | |
| 291 | VBVANGUARD INDEX FDS | 2,797 | $721K | 0.03% | |
| 292 | SCHISCHWAB STRATEGIC TR | 30,769 | $706K | 0.03% | |
| 293 | AFLAFLAC INC | 6,404 | $706K | 0.03% | |
| 294 | ISTBISHARES TR | 14,305 | $697K | 0.03% | |
| 295 | SLVISHARES SILVER TR | 10,824 | $697K | 0.03% | |
| 296 | FLOTISHARES TR | 13,685 | $696K | 0.03% | |
| 297 | LOWLOWES COS INC | 2,861 | $690K | 0.03% | |
| 298 | USMVISHARES TR | 7,276 | $685K | 0.02% | |
| 299 | PRUPRUDENTIAL FINL INC | 6,075 | $685K | 0.02% | |
| 300 | URAGLOBAL X FDS | 15,976 | $682K | 0.02% |