Avidian Wealth Enterprises, LLC — Q4 2025 13F Holdings

Name: Avidian Wealth Enterprises, LLC — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001471474

Total reported value

$3.6B

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Full holdings list this quarter

Showing top 200 holdings (of 575 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	PSX	Phillips 66	Stock-Energy	0.04%	—	-0.89%
2	FNDF	Schwab Fndmn Intl Lrg Co ETF	ETF-Other	0.04%	—	-1.96%
3	GD	General Dynamics CORP	Stock-Industrials	0.04%	—	+2.24%
4	MINT	Pimco Enhanced Short Maturit	ETF-Other	0.04%	—	-1.05%
5	UNH	Unitedhealth Group INC	Stock-Healthcare	0.04%	—	+4.92%
6	BIV	Vanguard Intermediate-term B	ETF-Other	0.04%	—	+2.90%
7	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.04%	—	-4.08%
8	STX	Seagate Technology Holdings plc	Stock-Tech	0.04%	+0.06%	-21.43%
9	ASML	ASML Holding N.V.	Stock-Tech	0.04%	—	+4.83%
10	AVEM	Avantis Emerging Markets Eq	ETF-Emerging Markets	0.04%	—	+78.06%
11	SCHY	Schwab International Dvd ETF	ETF-Other	0.04%	—	—
12	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.04%	—	+1.04%
13	SSO	Proshares Ultra S&p500	ETF-Other	0.04%	—	+100.04%
14	ETHT	Proshares Ultra Ether ETF	ETF-Other	0.04%	—	—
15	TJX	Tjx Companies INC	Stock-Consumer Disc	0.04%	—	+6.53%
16	MO	Altria Group INC	Stock-Consumer Staples	0.04%	—	+3.57%
17	NVS	Novartis Ag-sponsored Adr	Stock-Healthcare	0.04%	—	-1.45%
18	UL	Unilever Plc-sponsored Adr	Stock-Consumer Staples	0.04%	—	—
19	ITA	Ishares U.s. Aerospace & Def	ETF-Other	0.04%	—	+4.78%
20	SDVY	First Trust Smid Cap Rising	ETF-Other	0.04%	—	+0.81%
21	LRCX	Lam Research CORP	Stock-Tech	0.04%	+0.24%	+2.75%
22	GLDM	Spdr Gold Minishares Trust	ETF-Commodities	0.04%	—	-17.41%
23	LMT	Lockheed Martin CORP	Stock-Industrials	0.04%	—	-3.77%
24	GE	General Electric	Stock-Industrials	0.04%	—	+0.78%
25	FEZ	State Street Spdr Euro Stoxx	ETF-Other	0.04%	—	+11.86%
26	SYK	Stryker CORP	Stock-Healthcare	0.04%	—	-0.18%
27	GDEC	Ft Vest US Equity Moderate B	ETF-Other	0.04%	—	—
28	DFAT	Dimensional US Target Value	ETF-Other	0.04%	—	+0.08%
29	ORI	Old Republic Intl CORP	Stock-Financials	0.04%	—	+23.68%
30	SBUX	Starbucks CORP	Stock-Consumer Disc	0.04%	—	-1.76%
31	DFAS	Dimensional US Small Cap ETF	ETF-Small Cap	0.04%	—	-50.00%
32	APH	Amphenol Corp-cl A	Stock-Tech	0.04%	—	-0.72%
33	BLK	Blackrock INC	Stock-Financials	0.04%	—	+2.49%
34	WMB	Williams Cos INC	Stock-Energy	0.04%	—	-3.14%
35	SPYI	Neos S&p 500 High Income ETF	ETF-Large Cap & Growth	0.03%	—	+27.45%
36	BP	Bp Plc-spons Adr	Stock-Energy	0.03%	—	-3.82%
37	BABA	Alibaba Group Holding-sp Adr	Stock-Consumer Disc	0.03%	—	+4.41%
38	SHLD	Global X Defense Tech ETF	ETF-Tech	0.03%	—	+8.91%
39	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.03%	—	+8.72%
40	NEE	Nextera Energy INC	Stock-Utilities	0.03%	—	-7.03%
41	VBK	Vanguard Small-cap Grwth ETF	ETF-Other	0.03%	—	-0.77%
42	IAGG	Ishares Intl Aggregate Bond	ETF-Other	0.03%	—	-7.82%
43	NEM	Newmont CORP	Stock-Materials	0.03%	—	+1.20%
44	AXP	American Express Co	Stock-Financials	0.03%	—	-1.59%
45	TXN	Texas Instruments INC	Stock-Tech	0.03%	—	-4.89%
46	UAL	United Airlines Holdings INC	Stock-Industrials	0.03%	—	+1.08%
47	C	Citigroup INC	Stock-Financials	0.03%	—	+4.34%
48	OKE	Oneok INC	Stock-Energy	0.03%	—	+6.04%
49	BND	Vanguard Total Bond Market	ETF-Other	0.03%	—	-4.11%
50	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	0.03%	—	+0.15%

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