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CIK: 0001471474
Total reported value
$3.6B
$3.6B
506 檔
20.3%
During the Q4 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 506 reported positions.
In Q4 2024, Avidian Wealth Enterprises, LLC displayed an active expansion posture, initiating 41 new positions and adding to 80 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 506 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.82% | +0.33% | +6.96% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.71% | +0.09% | +4.18% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.32% | +0.02% | -13.11% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.08% | -0.16% | +4.42% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 2.76% | -0.07% | +3.67% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.63% | -0.19% | +0.69% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.60% | -0.21% | +1.03% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.38% | +0.03% | +0.01% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.38% | -0.57% | +0.39% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.35% | +0.03% | +6.96% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.32% | — | +109.56% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.06% | +0.36% | |
| 13 | NE | Noble Corporation plc | Stock-Energy | 1.85% | +0.16% | -0.01% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.78% | +0.07% | +5.18% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.58% | -0.10% | +2.22% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.43% | +0.02% | +9.03% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.15% | -0.03% | +108.77% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.07% | +0.07% | -0.20% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.02% | -0.07% | +1.72% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 0.99% | -0.90% | EXIT | |
| 21 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.95% | -0.08% | +0.03% | |
| 22 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.91% | -0.04% | -2.92% | |
| 23 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.79% | +0.19% | +6.70% | |
| 24 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.77% | -0.09% | +1.61% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | +0.32% | +1.64% | |
| 26 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 0.71% | -0.05% | +2.83% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.70% | +0.01% | +0.45% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.70% | -0.08% | +1.10% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.67% | -0.29% | — | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.66% | -0.05% | -2.17% | |
| 31 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.64% | -0.03% | +5.71% | |
| 32 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.64% | -0.01% | -14.57% | |
| 33 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.63% | -0.01% | +3.09% | |
| 34 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.59% | -0.01% | +0.25% | |
| 35 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.55% | -0.01% | +0.84% | |
| 36 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.55% | -0.05% | +1.12% | |
| 37 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.49% | -0.01% | +2.46% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | +0.01% | +0.58% | |
| 39 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.43% | — | +5.07% | |
| 40 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.43% | +0.01% | +111.15% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.43% | +0.01% | +197.88% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.42% | +0.02% | +13.05% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | +0.09% | +8.96% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.38% | — | +1.56% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.38% | +0.03% | +0.74% | |
| 46 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.36% | -0.02% | -2.86% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.35% | -0.01% | -2.61% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | -0.07% | -0.89% | |
| 49 | INDA | Ishares Msci India ETF | ETF-Other | 0.34% | -0.01% | +4.41% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.33% | -0.02% | +11.15% |
According to official SEC Form 13F filings, Avidian Wealth Enterprises, LLC reported a total U.S. public equity portfolio value of $3.6B across 506 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, NVDA) accounted for 20.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPSM
市值: $14.9M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $1.0M
During Q4 2024, Avidian Wealth Enterprises, LLC's top holdings by market value included IVV (14.8%)、IEFA (6.7%)、NVDA (5.3%). The largest single position, IVV, represented 14.8% of total portfolio value.
In Q4 2024, Avidian Wealth Enterprises, LLC made 200 total portfolio adjustments, initiating 41 new buys, adding to 80 positions, trimming 46 holdings, and fully liquidating 33 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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