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CIK: 0001471474
Total reported value
$3.6B
$3.6B
518 檔
19.1%
At the close of Q1 2025, Avidian Wealth Enterprises, LLC disclosed equity holdings valued at approximately $3.6B, spread across 518 reported holdings.
In Q1 2025, Avidian Wealth Enterprises, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 518 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 14.35% | +0.47% | +2.37% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.31% | -0.14% | -11.79% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.24% | +0.13% | -0.35% | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.90% | -0.25% | +22.63% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.89% | -0.17% | +17.32% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 2.75% | -1.25% | -1.71% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.43% | +0.01% | +3.94% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.32% | +0.10% | -18.88% | |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.31% | +0.39% | -10.68% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.10% | -0.21% | -10.75% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.06% | +0.04% | -3.07% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.99% | -0.15% | +25.06% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.74% | +0.04% | -2.11% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.68% | +0.12% | -3.44% | |
| 15 | NE | Noble Corporation plc | Stock-Energy | 1.41% | -0.62% | +1.72% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.33% | -0.09% | +981.89% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.23% | -0.02% | +0.91% | |
| 18 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.21% | -0.10% | — | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.16% | +0.04% | -9.99% | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.08% | -0.36% | -0.21% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.03% | — | +1.41% | |
| 22 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 0.98% | +0.15% | +44.54% | |
| 23 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.94% | -0.07% | -3.53% | |
| 24 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.93% | +0.04% | +103.88% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.87% | +0.33% | — | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.85% | — | -11.66% | |
| 27 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.85% | — | +12.32% | |
| 28 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.82% | -0.07% | +26.63% | |
| 29 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.79% | -0.04% | — | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.67% | — | +0.22% | |
| 31 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.67% | — | — | |
| 32 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.65% | -0.03% | -27.04% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | -0.06% | -1.89% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.63% | +0.02% | -1.63% | |
| 35 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.62% | +0.01% | +3.13% | |
| 36 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.61% | -0.01% | +1.59% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.61% | — | +1.13% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.59% | -0.05% | +36.90% | |
| 39 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.54% | -0.04% | +0.82% | |
| 40 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.51% | -0.01% | +1.96% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | +0.02% | +0.32% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.41% | -0.01% | +0.42% | |
| 43 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.41% | -0.01% | +2.73% | |
| 44 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.39% | — | -2.34% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | -0.05% | +1.83% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.38% | -0.04% | +1.49% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.36% | -0.04% | +8.83% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.36% | — | +0.81% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | -0.02% | -1.08% | |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.34% | -0.01% | -37.24% |
According to official SEC Form 13F filings, Avidian Wealth Enterprises, LLC reported a total U.S. public equity portfolio value of $3.6B across 518 disclosed positions in Q1 2025.
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 19.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $322.4M
During Q1 2025, Avidian Wealth Enterprises, LLC's top holdings by market value included IVV (14.3%)、IEFA (6.3%)、NVDA (4.2%). The largest single position, IVV, represented 14.3% of total portfolio value.
In Q1 2025, Avidian Wealth Enterprises, LLC made 50 total portfolio adjustments, initiating 50 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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