Avidian Wealth Enterprises, LLC Q1 2025 Filing

Filed April 25, 2025

Portfolio Value

$2.2B

Holdings

518

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (518 positions)

StockValue
IVVISHARES TR
$322.4M
AQLTISHARES TR
$141.7M
NVDANVIDIA CORPORATION
$95.2M
USIGISHARES TR
$65.1M
SPYMSPDR SER TR
$64.8M
MBBISHARES TR
$61.8M
VTEBVANGUARD MUN BD FDS
$54.5M
IJHISHARES TR
$52.0M
EMXCISHARES INC
$51.9M
SCHRSCHWAB STRATEGIC TR
$47.2M
IWFISHARES TR
$46.2M
IUSBISHARES TR
$44.8M
AAPLAPPLE INC
$39.0M
JQUAJ P MORGAN EXCHANGE TRADED F
$37.7M
NENOBLE CORP PLC
$31.6M
JMSTJ P MORGAN EXCHANGE TRADED F
$29.8M
SCHFSCHWAB STRATEGIC TR
$27.6M
JCPBJ P MORGAN EXCHANGE TRADED F
$27.1M
IJRISHARES TR
$26.0M
XOMEXXON MOBIL CORP
$24.4M
VOOVANGUARD INDEX FDS
$23.1M
JVALJ P MORGAN EXCHANGE TRADED F
$22.0M
SPHDINVESCO EXCH TRADED FD TR II
$21.1M
TQQQPROSHARES TR
$21.0M
VLUEISHARES TR
$19.6M
SPYSPDR S&P 500 ETF TR
$19.2M
TFISPDR SER TR
$19.1M
IGIBISHARES TR
$18.5M
JMUBJ P MORGAN EXCHANGE TRADED F
$17.8M
IWRISHARES TR
$15.1M
FVALFIDELITY COVINGTON TRUST
$15.0M
ITMVANECK ETF TRUST
$14.7M
MSFTMICROSOFT CORP
$14.6M
VOVANGUARD INDEX FDS
$14.1M
SPSMSPDR SER TR
$13.9M
NOBLPROSHARES TR
$13.8M
AMZNAMAZON COM INC
$13.7M
SCHOSCHWAB STRATEGIC TR
$13.3M
XFEBFIRST TR EXCH TRADED FD III
$12.2M
BBJPJ P MORGAN EXCHANGE TRADED F
$11.4M
IWDISHARES TR
$10.8M
DGRWWISDOMTREE TR
$9.2M
HEFAISHARES TR
$9.1M
SCHXSCHWAB STRATEGIC TR
$8.9M
METAMETA PLATFORMS INC
$8.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$8.5M
IVEISHARES TR
$8.2M
IWBISHARES TR
$8.0M
VEAVANGUARD TAX-MANAGED FDS
$7.8M
HYMBSPDR SER TR
$7.6M
VEUVANGUARD INTL EQUITY INDEX F
$7.5M
TBILRBB FD INC
$7.5M
CVXCHEVRON CORP NEW
$7.2M
AGGISHARES TR
$7.0M
DGROISHARES TR
$7.0M
IWOISHARES TR
$7.0M
IWMISHARES TR
$6.7M
DOLWISDOMTREE TR
$6.5M
SPTLSPDR SER TR
$6.2M
MGKVANGUARD WORLD FD
$6.1M
EFAISHARES TR
$6.1M
RWOSPDR INDEX SHS FDS
$6.1M
QUALISHARES TR
$6.0M
GSLCGOLDMAN SACHS ETF TR
$5.9M
IEMGISHARES INC
$5.8M
EWWISHARES INC
$5.7M
INDAISHARES TR
$5.6M
SCHASCHWAB STRATEGIC TR
$5.2M
JPMJPMORGAN CHASE & CO.
$4.9M
FNDXSCHWAB STRATEGIC TR
$4.9M
VBRVANGUARD INDEX FDS
$4.8M
HDHOME DEPOT INC
$4.7M
GOOGLALPHABET INC
$4.5M
MUBISHARES TR
$4.5M
VWOVANGUARD INTL EQUITY INDEX F
$4.5M
LLYELI LILLY & CO
$4.3M
USFRWISDOMTREE TR
$4.2M
IVWISHARES TR
$4.1M
AVGOBROADCOM INC
$4.1M
SCHDSCHWAB STRATEGIC TR
$4.1M
VUGVANGUARD INDEX FDS
$4.1M
IYWISHARES TR
$3.9M
VTVVANGUARD INDEX FDS
$3.8M
IJSISHARES TR
$3.8M
VGTVANGUARD WORLD FD
$3.7M
WMTWALMART INC
$3.6M
ABBVABBVIE INC
$3.6M
DYNFBLACKROCK ETF TRUST
$3.5M
SUBISHARES TR
$3.5M
NVDYTIDAL TR II
$3.2M
JNJJOHNSON & JOHNSON
$3.1M
GOOGALPHABET INC
$3.1M
ICSHISHARES TR
$3.1M
VUSBVANGUARD BD INDEX FDS
$3.0M
TSLATESLA INC
$3.0M
VYMVANGUARD WHITEHALL FDS
$2.9M
DFIVDIMENSIONAL ETF TRUST
$2.9M
BGIGETF SER SOLUTIONS
$2.9M
SGOVISHARES TR
$2.9M
EFVISHARES TR
$2.8M
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