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CIK: 0001471474
Total reported value
$3.6B
$3.6B
439 檔
20.6%
During the Q1 2024 filing period, Avidian Wealth Enterprises, LLC (CIK: 0001471474) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $3.6B across 439 reported positions.
During Q1 2024, Avidian Wealth Enterprises, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 439 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.16% | +0.33% | -1.87% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 10.58% | +0.02% | +104.31% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.93% | +0.09% | +24.27% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | -0.21% | +13.96% | |
| 5 | NE | Noble Corporation plc | Stock-Energy | 3.09% | +0.16% | — | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.79% | -0.16% | +603.01% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.74% | -0.07% | +8.36% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.67% | -0.19% | +3500.87% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.44% | -0.57% | +60.93% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.28% | — | +94.21% | |
| 11 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.20% | +0.03% | +32.45% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.19% | +0.03% | -3.78% | |
| 13 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 1.96% | — | — | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.57% | +0.06% | +2.67% | |
| 15 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.51% | +0.07% | +2.11% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.48% | -0.10% | +8.89% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.18% | +0.02% | +55.07% | |
| 18 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 1.05% | -0.04% | +21.08% | |
| 19 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 1.02% | — | +15.63% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.99% | -0.03% | +20.65% | |
| 21 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.97% | -0.08% | +25.89% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.82% | -0.07% | +4.29% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.80% | -0.90% | EXIT | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.78% | -0.09% | +2804.95% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.70% | +0.01% | +30.84% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.70% | +0.32% | +9.52% | |
| 27 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.67% | -0.01% | +6.10% | |
| 28 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.66% | -0.01% | +0.88% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.65% | -0.05% | -7.08% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.64% | -0.03% | +427.62% | |
| 31 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.59% | -0.05% | +24.21% | |
| 32 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.54% | -0.01% | +88.49% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.07% | -0.28% | |
| 34 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.53% | -0.01% | +10.73% | |
| 35 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.53% | -0.01% | -13.81% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | +0.01% | +22.55% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.45% | -0.01% | -11.39% | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | -0.08% | +10.36% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.44% | -0.02% | -6.47% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.43% | +0.01% | -53.97% | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.07% | +5.06% | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.42% | — | +13.94% | |
| 43 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.40% | — | +74.43% | |
| 44 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.35% | +0.03% | +1.70% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.35% | -0.02% | -1.09% | |
| 46 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-Other | 0.34% | -0.01% | -0.33% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.33% | -0.29% | +16.97% | |
| 48 | EWW | Ishares Msci Mexico ETF | ETF-Other | 0.33% | — | — | |
| 49 | INDA | Ishares Msci India ETF | ETF-Other | 0.32% | -0.01% | — | |
| 50 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.30% | +0.02% | +41.87% |
According to official SEC Form 13F filings, Avidian Wealth Enterprises, LLC reported a total U.S. public equity portfolio value of $3.6B across 439 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, NVDA, IEFA) accounted for 20.6% of total reported equity market value during Q1 2024.
During Q1 2024, Avidian Wealth Enterprises, LLC's top holdings by market value included IVV (12.2%)、NVDA (10.6%)、IEFA (6.9%). The largest single position, IVV, represented 12.2% of total portfolio value.
In Q1 2024, Avidian Wealth Enterprises, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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