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CIK: 0001471474
Total reported value
$3.6B
$3.6B
549 檔
21.8%
According to the latest 13F quarterly dataset, Avidian Wealth Enterprises, LLC managed an equity portfolio of $3.6B at the end of Q2 2025, spanning 549 distinct U.S. exchange-listed positions.
In Q2 2025, Avidian Wealth Enterprises, LLC displayed an active expansion posture, initiating 3 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 549 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.30% | +0.47% | +5.67% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.51% | -0.14% | +2.45% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.71% | +0.13% | -16.58% | |
| 4 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.84% | -0.25% | +6.81% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 2.62% | -1.25% | +4.16% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.50% | +0.10% | +11.11% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.43% | +0.39% | +0.45% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.26% | -0.17% | -22.57% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.21% | +0.04% | +0.15% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.13% | +0.01% | -2.93% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-Other | 2.01% | -0.21% | +3.95% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.88% | -0.15% | +2.95% | |
| 13 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 1.73% | +0.15% | +81.46% | |
| 14 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.71% | +0.12% | +5.08% | |
| 15 | NE | Noble Corporation plc | Stock-Energy | 1.66% | -0.62% | +15.13% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.31% | +0.04% | -10.76% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.30% | +0.04% | +17.60% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.25% | -0.02% | -0.06% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | — | +15.04% | |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.17% | -0.10% | +6.32% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.95% | +0.01% | +59.95% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.93% | — | +8.15% | |
| 23 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.88% | -0.09% | -27.37% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.88% | -0.36% | -2.06% | |
| 25 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.88% | +0.33% | +3.36% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.06% | +8.19% | |
| 27 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.85% | -0.07% | +4.11% | |
| 28 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.83% | -0.04% | +14.90% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.80% | -0.07% | +5.27% | |
| 30 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.76% | — | -1.66% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | — | +5.21% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.66% | — | -1.33% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.62% | +0.02% | -0.94% | |
| 34 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.59% | -0.03% | -1.23% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.56% | -0.05% | +3.47% | |
| 36 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.52% | -0.04% | +4.06% | |
| 37 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.51% | -0.01% | +0.56% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.05% | +2.08% | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | +0.02% | -0.47% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | — | +6.28% | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.40% | -0.01% | +2.21% | |
| 42 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.36% | -0.01% | -8.58% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.35% | -0.04% | +2.02% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.34% | -0.04% | +9.27% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.34% | — | +0.27% | |
| 46 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.34% | +0.04% | -72.57% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.33% | -0.02% | -8.16% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.33% | +0.01% | +2449.42% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.32% | — | -10.43% | |
| 50 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.32% | -0.09% | +5.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1% | +5.67% | Add |
| 2 | JVAL | Jpmorgan US Value Factor ETF | +0.8% | +81.46% | Add |
| 3 | NVDA | Nvidia CORP | +0.5% | -16.58% | Trim |
| 4 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +59.95% | Add |
| 5 | RDVY | First Trust Rising Dividend | +0.3% | +2449.42% | Add |
| 6 | SPLV | Invesco S&p 500 Low Volatili | +0.3% | NEW | New buy |
| 7 | NE | Noble Corporation plc | +0.3% | +15.13% | Add |
| 8 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +2.45% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +8.19% | Add |
| 10 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +11.11% | Add |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +15.04% | Add |
| 12 | IWF | Ishares Russell 1000 Growth | +0.2% | +0.15% | Add |
| 13 | IJR | Ishares Core S&p Small-cap E | +0.1% | +17.60% | Add |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +0.45% | Add |
| 15 | AVGO | Broadcom Inc | +0.1% | -2.54% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.15% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +2.08% | Add |
| 18 | VUG | Vanguard Growth ETF | +0.1% | +33.33% | Add |
| 19 | SCMB | Schwab Municipal Bond ETF | +0.1% | NEW | New buy |
| 20 | AMZN | Amazon.com Inc | +0.1% | +5.21% | Add |
| 21 | THRO | Ishares U.s. Thematic Rotati | +0.1% | NEW | New buy |
| 22 | IEMG | Ishares Core Msci Emerging | +0.1% | +18.13% | Add |
| 23 | IYW | Ishares Ustechnology ETF | +0.1% | +15.19% | Add |
| 24 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +45.13% | Add |
| 25 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +1.83% | Add |
| 26 | JMUB | Jpmorgan Municipal ETF | 0% | +14.90% | Add |
| 27 | PLTR | Palantir Technologies Inc-a | 0% | +15.25% | Add |
| 28 | JQUA | Jpmorgan US Quality Factor | 0% | +5.08% | Add |
| 29 | SCHX | Schwab US Large-cap ETF | 0% | +6.28% | Add |
| 30 | SCHF | Schwab Intl Equity ETF | 0% | -0.06% | Trim |
| 31 | MGK | Vanguard Mega Cap Growth ETF | 0% | -0.03% | Trim |
| 32 | VLUE | Ishares Msci USA Value Facto | 0% | +3.36% | Add |
| 33 | BBJP | Jpmorgan Betabuilders Japan | — | +0.56% | Add |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +5.27% | Add |
| 35 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | +6.32% | Add |
| 36 | USIG | Ishares Broad Usd Investment | -0.1% | +6.81% | Add |
| 37 | CVX | Chevron CORP | -0.1% | -1.19% | Trim |
| 38 | SCHM | Schwab US Mid Cap ETF | -0.1% | -70.02% | Trim |
| 39 | SCHR | Schwab Intermediate-term US | -0.1% | +3.95% | Add |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | +2.95% | Add |
| 41 | MBB | Ishares Mbs ETF | -0.1% | +4.16% | Add |
| 42 | SCHA | Schwab US Small-cap ETF | -0.2% | -64.85% | Trim |
| 43 | XOM | Exxon Mobil CORP | -0.2% | -2.06% | Trim |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -2.93% | Trim |
| 45 | NOBL | Proshares S&p 500 Dividend A | -0.4% | -52.52% | Trim |
| 46 | AAPL | Apple Inc | -0.4% | -10.76% | Trim |
| 47 | JMST | JPM Ultra-short Muni Income | -0.5% | -27.37% | Trim |
| 48 | TQQQ | Proshares Ultrapro Qqq | -0.6% | -72.57% | Trim |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.6% | -22.57% | Trim |
| 50 | FVAL | Fidelity Value Factor ETF | -0.7% | EXIT | Sold out |
According to official SEC Form 13F filings, Avidian Wealth Enterprises, LLC reported a total U.S. public equity portfolio value of $3.6B across 549 disclosed positions in Q2 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 21.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
SPLV
市值: $7.5M
Top Position Liquidated / Trimmed
FVAL
前期市值: $15.0M
During Q2 2025, Avidian Wealth Enterprises, LLC's top holdings by market value included IVV (15.3%)、IEFA (6.5%)、NVDA (4.7%). The largest single position, IVV, represented 15.3% of total portfolio value.
In Q2 2025, Avidian Wealth Enterprises, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 32 positions, trimming 14 holdings, and fully liquidating 1 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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