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CIK: 0001471474
Total reported value
$3.6B
$3.6B
579 檔
23.9%
In Q3 2025, Avidian Wealth Enterprises, LLC's U.S. equity holdings reached a combined market value of $3.6B, distributed across 579 disclosed stock positions.
In Q3 2025, Avidian Wealth Enterprises, LLC displayed an active expansion posture, initiating 4 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 579 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.59% | +0.47% | +2.05% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 6.39% | -0.14% | +1.24% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.62% | +0.13% | -10.22% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.07% | -0.17% | +36.15% | |
| 5 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.82% | -0.25% | +5.30% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.56% | +0.10% | +4.97% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.54% | -1.25% | +3.42% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.42% | +0.39% | +0.54% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.19% | +0.04% | -3.39% | |
| 10 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.94% | -0.21% | +3.91% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.79% | -0.15% | +1.45% | |
| 12 | JVAL | Jpmorgan US Value Factor ETF | ETF-Other | 1.78% | +0.15% | +3.58% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.71% | +0.12% | +2.77% | |
| 14 | NE | Noble Corporation plc | Stock-Energy | 1.64% | -0.62% | +0.00% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.60% | +0.04% | +6.08% | |
| 16 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 1.49% | -0.15% | +1901.11% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.32% | +0.04% | +1.10% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.21% | -0.02% | -0.97% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | — | +0.48% | |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 1.17% | -0.10% | +6.75% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | — | +3.25% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | -0.06% | +8.29% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.36% | +0.41% | |
| 24 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.83% | -0.07% | +2.25% | |
| 25 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.80% | -0.04% | +2.43% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.77% | -0.07% | +2.35% | |
| 27 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.69% | +0.33% | -22.50% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.67% | — | +5.91% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.61% | — | -4.53% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.59% | +0.01% | -70.58% | |
| 31 | ITM | Vaneck Intermediate Muni ETF | ETF-Other | 0.56% | -0.03% | +0.61% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.54% | +0.02% | -9.92% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.53% | -0.05% | +2.57% | |
| 34 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 0.51% | -0.01% | +0.56% | |
| 35 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.51% | -0.04% | +1.94% | |
| 36 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.49% | -0.09% | -39.84% | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.05% | +4.99% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.43% | +0.02% | -1.25% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.43% | -0.01% | +7.56% | |
| 40 | PZA | Invesco National Amt-free Mu | ETF-Other | 0.42% | -0.04% | +1139.91% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.42% | — | -0.25% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.04% | +8.23% | |
| 43 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-Other | 0.35% | — | -51.06% | |
| 44 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.34% | +0.04% | -11.94% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.34% | -0.04% | -0.14% | |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.34% | -0.01% | -0.92% | |
| 47 | TBIL | F/m US Treasury 3 Month Bill | ETF-Gov Bonds | 0.34% | -0.09% | +14.93% | |
| 48 | RDVY | First Trust Rising Dividend | ETF-Other | 0.33% | +0.01% | +2.20% | |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.33% | +0.01% | -65.66% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.33% | +0.03% | +3.98% |
According to official SEC Form 13F filings, Avidian Wealth Enterprises, LLC reported a total U.S. public equity portfolio value of $3.6B across 579 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, NVDA) accounted for 23.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
SCMB
市值: $39.6M
Top Position Liquidated / Trimmed
NVDA
前期市值: $95.2M
During Q3 2025, Avidian Wealth Enterprises, LLC's top holdings by market value included IVV (15.6%)、IEFA (6.4%)、NVDA (4.6%). The largest single position, IVV, represented 15.6% of total portfolio value.
In Q3 2025, Avidian Wealth Enterprises, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 32 positions, trimming 14 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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