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CIK: 0001471474
Total reported value
$3.6B
$3.6B
493 檔
26.5%
As reported in its official Q2 2024 Form 13F filing, Avidian Wealth Enterprises, LLC's tracked investment portfolio stood at $3.6B with 493 total positions.
During Q2 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 493 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 17.30% | +0.13% | +1296.66% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.55% | +0.47% | +6.61% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.04% | -0.14% | +3.97% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.50% | -0.17% | -10.31% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.46% | +0.39% | +4.65% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.45% | +0.10% | +6.39% | |
| 7 | NE | Noble Corporation plc | Stock-Energy | 2.43% | -0.62% | +0.00% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.41% | -1.25% | +3.66% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.10% | +0.01% | +1.54% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.04% | +0.04% | +0.74% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.01% | -0.21% | +3.98% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-Other | 1.95% | -0.25% | +4.87% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.59% | +0.04% | -3.45% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.40% | +0.12% | +8.17% | |
| 15 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 1.38% | — | +1.67% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.35% | -0.15% | +6.84% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.07% | +0.04% | +9.94% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.02% | -0.02% | +22.11% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | — | +92.44% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.91% | -0.36% | +33.92% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.89% | — | +20.61% | |
| 22 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.86% | -0.03% | -2.74% | |
| 23 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.80% | -0.07% | -3.40% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | -0.06% | +11.64% | |
| 25 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.67% | — | +2.94% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.59% | +0.02% | +11.12% | |
| 27 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.59% | +0.04% | +8.65% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.59% | — | +1.33% | |
| 29 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 0.58% | +0.15% | — | |
| 30 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.58% | +0.07% | — | |
| 31 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.57% | -0.02% | +2.15% | |
| 32 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.57% | — | +39.18% | |
| 33 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.54% | -0.07% | -1.12% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.51% | -0.01% | -3.98% | |
| 35 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.49% | -0.04% | -3.08% | |
| 36 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.48% | -0.01% | +6.23% | |
| 37 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.45% | -0.01% | +2.69% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.42% | +0.02% | +4.45% | |
| 39 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.37% | -0.05% | +1.31% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.37% | — | — | |
| 41 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.36% | — | +7.15% | |
| 42 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.36% | — | -8.43% | |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.35% | -0.01% | -4.62% | |
| 44 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.33% | +0.02% | -8.18% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.33% | -0.04% | -6.59% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | — | +2.97% | |
| 47 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.32% | -0.02% | +45.52% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.31% | — | +32.44% | |
| 49 | INDA | Ishares Msci India ETF | ETF-Other | 0.31% | -0.01% | +4.13% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.30% | +0.02% | +24.09% |
According to official SEC Form 13F filings, Avidian Wealth Enterprises, LLC reported a total U.S. public equity portfolio value of $3.6B across 493 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, IVV, IEFA) accounted for 26.5% of total reported equity market value during Q2 2024.
During Q2 2024, Avidian Wealth Enterprises, LLC's top holdings by market value included NVDA (17.3%)、IVV (11.6%)、IEFA (6.0%). The largest single position, NVDA, represented 17.3% of total portfolio value.
In Q2 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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