Avidian Wealth Enterprises, LLC Q1 2024 Filing

Filed May 3, 2024

Portfolio Value

$2.1T

Holdings

439

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (439 positions)

StockValue
IVVISHARES TR
$251K
NVDANVIDIA CORPORATION
$218K
AQLTISHARES TR
$143K
SPYMSPDR SER TR
$64K
NENOBLE CORP PLC
$64K
IJHISHARES TR
$57K
MBBISHARES TR
$56K
EMXCISHARES INC
$55K
VTEBVANGUARD MUN BD FDS
$50K
SCHRSCHWAB STRATEGIC TR
$47K
USIGISHARES TR
$45K
IWFISHARES TR
$45K
SMCIUSDSUPER MICRO COMPUTER INC
$40K
AAPLAPPLE INC
$32K
JQUAJ P MORGAN EXCHANGE TRADED F
$31K
IUSBISHARES TR
$31K
IJRISHARES TR
$24K
ITMVANECK ETF TRUST
$22K
OMFLINVESCO EXCH TRD SLF IDX FD
$21K
SCHFSCHWAB STRATEGIC TR
$20K
SPHDINVESCO EXCH TRADED FD TR II
$20K
SPYSPDR S&P 500 ETF TR
$17K
XOMEXXON MOBIL CORP
$16K
TFISPDR SER TR
$16K
IWRISHARES TR
$14K
MSFTMICROSOFT CORP
$14K
SPTLSPDR SER TR
$14K
NOBLPROSHARES TR
$14K
VOVANGUARD INDEX FDS
$13K
IGIBISHARES TR
$13K
XFEBFIRST TR EXCH TRADED FD III
$12K
HYMBSPDR SER TR
$11K
VOOVANGUARD INDEX FDS
$11K
TQQQPROSHARES TR
$11K
BBJPJ P MORGAN EXCHANGE TRADED F
$11K
IWDISHARES TR
$10K
VEUVANGUARD INTL EQUITY INDEX F
$9K
AMZNAMAZON COM INC
$9K
IWOISHARES TR
$9K
SCHOSCHWAB STRATEGIC TR
$9K
IVEISHARES TR
$9K
HEFAISHARES TR
$9K
USHYISHARES TR
$8K
IWBISHARES TR
$7K
DGROISHARES TR
$7K
DOLWISDOMTREE TR
$7K
SPSMSPDR SER TR
$7K
EWWISHARES INC
$7K
INDAISHARES TR
$7K
DGRWWISDOMTREE TR
$6K
VBRVANGUARD INDEX FDS
$6K
MGKVANGUARD WORLD FD
$6K
VEAVANGUARD TAX-MANAGED FDS
$6K
RWOSPDR INDEX SHS FDS
$6K
EFAISHARES TR
$6K
IWMISHARES TR
$6K
CVXCHEVRON CORP NEW
$6K
HDHOME DEPOT INC
$5K
BRK/BBERKSHIRE HATHAWAY INC DEL
$5K
GSLCGOLDMAN SACHS ETF TR
$5K
QUALISHARES TR
$5K
AGGISHARES TR
$5K
IEMGISHARES INC
$5K
SLBSCHLUMBERGER LTD
$5K
MUBISHARES TR
$5K
VWOVANGUARD INTL EQUITY INDEX F
$5K
CROXCROCS INC
$5K
IJSISHARES TR
$5K
METAMETA PLATFORMS INC
$4K
FNDXSCHWAB STRATEGIC TR
$4K
FBNDFIDELITY MERRIMACK STR TR
$4K
CGMSCAPITAL GRP FIXED INCM ETF T
$4K
VUGVANGUARD INDEX FDS
$4K
DYNFBLACKROCK ETF TRUST
$3K
VGTVANGUARD WORLD FD
$3K
JPMJPMORGAN CHASE & CO
$3K
GOOGLALPHABET INC
$3K
UPSUNITED PARCEL SERVICE INC
$3K
VTVVANGUARD INDEX FDS
$3K
PEPPEPSICO INC
$3K
IVWISHARES TR
$3K
IYEISHARES TR
$3K
RSPINVESCO EXCHANGE TRADED FD T
$3K
IGSBISHARES TR
$3K
MLNVANECK ETF TRUST
$3K
LLYELI LILLY & CO
$3K
ABBVABBVIE INC
$3K
JNJJOHNSON & JOHNSON
$3K
SCZISHARES TR
$3K
PZAINVESCO EXCH TRADED FD TR II
$3K
PGPROCTER AND GAMBLE CO
$3K
EFVISHARES TR
$3K
IYWISHARES TR
$3K
EFGISHARES TR
$3K
SUBISHARES TR
$3K
ICSHISHARES TR
$2K
SCHZSCHWAB STRATEGIC TR
$2K
VUSBVANGUARD BD INDEX FDS
$2K
AVGOBROADCOM INC
$2K
WMTWALMART INC
$2K
Page 1 of 5Next