Avidian Wealth Enterprises, LLC

13F filer · CIK 0001471474

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$3.62BU.S. long equity reported on 13F

Positions40658 new · 21 closed

Net flow last quarter+$104MBuys minus sells

Top 10 positions weight13.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026406 positions
EMXCEmax Holdings Corp	$109M	3.02%	Not reported	+0.9%	Q3 2022
NVDANvidia Corp	$101M	2.80%	0.00%	+5.2%	Q3 2020
AAPLApple Inc.	$61M	1.69%	0.00%	+2.9%	Q2 2014
NENoble Corp plc	$50.7M	1.40%	0.85%	+4.4%	Q1 2024
PMBSPuramed Bioscience Inc.	$36.3M	1.00%	0.37%	New	Q2 2026
XOMExxonMobil Holdings Corp	$32.5M	0.90%	0.01%	+1.1%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$30.9M	0.85%	Not reported	-0.7%	Q2 2015
MSFTMicrosoft Corp	$26.7M	0.74%	0.00%	+5.9%	Q4 2015
AMZNAmazon Com Inc	$24.2M	0.67%	0.00%	+0.5%	Q4 2015
AVGOBroadcom Inc.	$23.4M	0.65%	0.00%	+3.0%	Q4 2019
VLUEiSHARES TRUST	$22.5M	0.62%	Not reported	+73.1%	Q2 2020
GOOGLAlphabet Inc.	$21.1M	0.58%	0.00%	+6.7%	Q3 2019
LRCXLam Research Corp	$19.9M	0.55%	0.00%	+0.2%	Q3 2018
JPMJPMorgan Chase & Co	$13.5M	0.37%	0.00%	+1.9%	Q4 2014
GOOGAlphabet Inc.	$13M	0.36%	Not reported	+6.7%	Q3 2019
CVXChevron Corp	$12.8M	0.35%	0.00%	+7.1%	Q2 2015
METAMeta Platforms, Inc.	$12.1M	0.33%	Not reported	+3.0%	Q3 2016
LLYELI LILLY & Co	$10.4M	0.29%	0.00%	+8.7%	Q1 2017
BRK.BBerkshire Hathaway Inc	$9.97M	0.28%	Not reported	-5.7%	Q2 2015
JNJJohnson & Johnson	$9.65M	0.27%	0.00%	+0.2%	Q2 2014
MUMicron Technology Inc	$9.1M	0.25%	0.00%	+55.0%	Q1 2018
ABBVAbbVie Inc.	$8.89M	0.25%	0.00%	+5.4%	Q1 2017
CSCOCisco Systems, Inc.	$8.69M	0.24%	0.00%	+3.8%	Q1 2019
TSLATesla, Inc.	$8.43M	0.23%	0.00%	+11.5%	Q2 2014
RTXRTX Corp	$8.31M	0.23%	0.00%	+1.2%	Q2 2020
QQQInvesco QQQ Trust, Series 1	$8.12M	0.22%	Not reported	+1.5%	Q2 2020
NOBLNoble International, Ltd.	$7.65M	0.21%	Not reported	+4.8%	Q1 2021
AMDAdvanced Micro Devices Inc	$7.52M	0.21%	0.00%	+7.6%	Q4 2020
CMICummins Inc	$6.89M	0.19%	0.01%	+0.8%	Q3 2024
VVisa Inc.	$6.3M	0.17%	0.00%	+9.7%	Q1 2016
AVIVAviv REIT, Inc.	$6.26M	0.17%	0.17%	-1.5%	Q1 2026
WMTWalmart Inc.	$5.89M	0.16%	0.00%	-2.4%	Q3 2019
CATCaterpillar Inc	$5.7M	0.16%	0.00%	+2.8%	Q2 2019
CCitigroup Inc	$5.5M	0.15%	0.00%	+2.3%	Q4 2021
BACBank of America Corp	$5.49M	0.15%	0.00%	+5.0%	Q4 2018
WSMWilliams Sonoma Inc	$5.43M	0.15%	0.02%	+0.4%	Q1 2026
PANWPalo Alto Networks Inc	$5.24M	0.14%	0.00%	+6.2%	Q4 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$5.23M	0.14%	0.00%	+9.4%	Q3 2020
QCOMQualcomm Inc	$5.12M	0.14%	0.00%	+2.5%	Q3 2020
MSMorgan Stanley	$4.98M	0.14%	0.00%	+4.9%	Q1 2018
KMIKinder Morgan, Inc.	$4.96M	0.14%	0.01%	+2.1%	Q4 2015
STXSeagate Technology Holdings plc	$4.83M	0.13%	0.00%	-5.5%	Q3 2020
AMGNAmgen Inc	$4.82M	0.13%	0.00%	-5.6%	Q4 2019
HDHome Depot, Inc.	$4.75M	0.13%	0.00%	-2.1%	Q2 2019
PMPhilip Morris International Inc.	$4.6M	0.13%	0.00%	+4.5%	Q4 2015
PEPPepsico Inc	$4.38M	0.12%	0.00%	-0.1%	Q2 2014
MRKMerck & Co., Inc.	$4.37M	0.12%	0.00%	+10.5%	Q2 2019
GLDSPDR Gold Trust	$4.3M	0.12%	0.00%	+6.3%	Q3 2019
MCDMcdonalds Corp	$4.23M	0.12%	0.00%	+0.3%	Q1 2017
WMBWilliams Companies, Inc.	$4.21M	0.12%	0.00%	-3.7%	Q1 2020

Q1 2026Reported May 7, 2026367 positions
NVDANvidia Corp	$83.8M	2.65%	0.00%	-26.1%	Q3 2020
EMXCEmax Holdings Corp	$83.3M	2.63%	Not reported	+9.3%	Q3 2022
NENoble Corp plc	$63.9M	2.02%	0.82%	-15.3%	Q1 2024
AAPLApple Inc.	$52M	1.65%	0.00%	+20.3%	Q2 2014
XOMExxonMobil Holdings Corp	$39.9M	1.26%	0.01%	+15.8%	Q4 2013
SPYSPDR S&P 500 ETF Trust	$27.1M	0.86%	Not reported	+8.5%	Q2 2015
MSFTMicrosoft Corp	$25M	0.79%	0.00%	+48.8%	Q4 2015
AMZNAmazon Com Inc	$21.1M	0.67%	0.00%	+20.8%	Q4 2015
AVGOBroadcom Inc.	$18.6M	0.59%	0.00%	+125.3%	Q4 2019
GOOGLAlphabet Inc.	$15.9M	0.50%	0.00%	+38.4%	Q3 2019
CVXChevron Corp	$15M	0.47%	0.00%	+42.6%	Q2 2015
METAMeta Platforms, Inc.	$11.9M	0.38%	Not reported	+32.0%	Q3 2016
JPMJPMorgan Chase & Co	$11.9M	0.38%	0.00%	+95.5%	Q4 2014
BRK.BBerkshire Hathaway Inc	$10.1M	0.32%	Not reported	+4.9%	Q2 2015
GOOGAlphabet Inc.	$9.87M	0.31%	Not reported	+31.6%	Q3 2019
LRCXLam Research Corp	$9.79M	0.31%	0.00%	+674.6%	Q3 2018
JNJJohnson & Johnson	$9.27M	0.29%	0.00%	+86.0%	Q2 2014
VLUEiSHARES TRUST	$9.26M	0.29%	Not reported	-55.4%	Q2 2020
RTXRTX Corp	$8.35M	0.26%	0.00%	+210.2%	Q2 2020
LLYELI LILLY & Co	$7.34M	0.23%	0.00%	+41.5%	Q1 2017
ABBVAbbVie Inc.	$7.29M	0.23%	0.00%	+82.2%	Q1 2017
NOBLNoble International, Ltd.	$6.9M	0.22%	Not reported	+2.1%	Q1 2021
TSLATesla, Inc.	$6.68M	0.21%	0.00%	+24.4%	Q2 2014
WMTWalmart Inc.	$6.62M	0.21%	0.00%	+14.7%	Q3 2019
QQQInvesco QQQ Trust, Series 1	$6.27M	0.20%	Not reported	+78.9%	Q2 2020
AVIVAviv REIT, Inc.	$6.14M	0.19%	0.17%	New	Q1 2026
CSCOCisco Systems, Inc.	$5.53M	0.18%	0.00%	+159.4%	Q1 2019
CMICummins Inc	$5.16M	0.16%	0.01%	+1032.4%	Q3 2024
KMIKinder Morgan, Inc.	$5.09M	0.16%	0.01%	+205.8%	Q4 2015
VVisa Inc.	$5.06M	0.16%	0.00%	+89.7%	Q1 2016
PEPPepsico Inc	$5.02M	0.16%	0.00%	+89.1%	Q2 2014
AMGNAmgen Inc	$4.97M	0.16%	0.00%	+125.1%	Q4 2019
MCDMcdonalds Corp	$4.85M	0.15%	0.00%	+107.9%	Q1 2017
GLDSPDR Gold Trust	$4.73M	0.15%	0.00%	+6.1%	Q3 2019
HDHome Depot, Inc.	$4.52M	0.14%	0.00%	+1.2%	Q2 2019
BACBank of America Corp	$4.47M	0.14%	0.00%	+168.3%	Q4 2018
CCitigroup Inc	$4.36M	0.14%	0.00%	+400.5%	Q4 2021
WMBWilliams Companies, Inc.	$4.27M	0.14%	0.00%	+266.0%	Q1 2020
WSMWilliams Sonoma Inc	$4.23M	0.13%	0.02%	New	Q1 2026
BLKBlackRock, Inc.	$4.14M	0.13%	0.00%	+376.3%	Q3 2018
LMTLockheed Martin Corp	$4.11M	0.13%	0.00%	+228.9%	Q4 2019
PMPhilip Morris International Inc.	$4.02M	0.13%	0.00%	+410.0%	Q4 2015
COSTCostco Wholesale Corp	$4.02M	0.13%	0.00%	+81.8%	Q4 2015
NEENextera Energy Inc	$3.8M	0.12%	0.00%	+253.3%	Q2 2019
MSMorgan Stanley	$3.74M	0.12%	0.00%	+100.2%	Q1 2018
HONHoneywell International Inc	$3.72M	0.12%	0.00%	+160.4%	Q3 2016
MRKMerck & Co., Inc.	$3.7M	0.12%	0.00%	+94.3%	Q2 2019
CATCaterpillar Inc	$3.69M	0.12%	0.00%	+19.7%	Q2 2019
DUKDuke Energy CORP	$3.67M	0.12%	0.00%	+313.6%	Q4 2021
MAMastercard Inc	$3.49M	0.11%	0.00%	+152.4%	Q3 2019

Q4 2025Reported Feb 2, 2026318 positions
NVDANvidia Corp	$121M	4.41%	0.00%	-1.3%	Q3 2020
EMXCEmax Holdings Corp	$70.4M	2.56%	Not reported	+1.8%	Q3 2022
AAPLApple Inc.	$46.3M	1.69%	0.00%	+2.4%	Q2 2014
NENoble Corp plc	$43.4M	1.58%	0.97%	0.0%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$26.2M	0.95%	Not reported	+0.2%	Q2 2015
XOMExxonMobil Holdings Corp	$24.4M	0.89%	0.00%	+0.7%	Q4 2013
MSFTMicrosoft Corp	$22M	0.80%	0.00%	0.0%	Q4 2015
VLUEiSHARES TRUST	$20M	0.73%	Not reported	-1.0%	Q2 2020
AMZNAmazon Com Inc	$19.3M	0.70%	0.00%	+4.0%	Q4 2015
GOOGLAlphabet Inc.	$12.5M	0.46%	0.00%	+14.4%	Q3 2019
METAMeta Platforms, Inc.	$10.4M	0.38%	Not reported	-1.7%	Q3 2016
BRK.BBerkshire Hathaway Inc	$10.1M	0.37%	Not reported	+6.6%	Q2 2015
AVGOBroadcom Inc.	$9.26M	0.34%	0.00%	+2.7%	Q4 2019
GOOGAlphabet Inc.	$8.2M	0.30%	Not reported	+20.1%	Q3 2019
CVXChevron Corp	$7.73M	0.28%	0.00%	+8.3%	Q2 2015
JPMJPMorgan Chase & Co	$6.67M	0.24%	0.00%	-1.2%	Q4 2014
NOBLNoble International, Ltd.	$6.63M	0.24%	Not reported	-0.2%	Q1 2021
TSLATesla, Inc.	$6.49M	0.24%	0.00%	-2.7%	Q2 2014
LLYELI LILLY & Co	$6.06M	0.22%	0.00%	+6.7%	Q1 2017
INVXInnovex International, Inc.	$5.82M	0.21%	0.39%	New	Q4 2025
WMTWalmart Inc.	$5.18M	0.19%	0.00%	+15.4%	Q3 2019
HDHome Depot, Inc.	$4.67M	0.17%	0.00%	+0.7%	Q2 2019
JNJJohnson & Johnson	$4.22M	0.15%	0.00%	+2.9%	Q2 2014
ABBVAbbVie Inc.	$4.2M	0.15%	0.00%	+7.3%	Q1 2017
GLDSPDR Gold Trust	$4.11M	0.15%	0.00%	+5.1%	Q3 2019
PLTRPalantir Technologies Inc.	$3.93M	0.14%	0.00%	+0.4%	Q1 2021
QQQInvesco QQQ Trust, Series 1	$3.73M	0.14%	Not reported	+8.4%	Q2 2020
VVisa Inc.	$3.09M	0.11%	0.00%	-2.2%	Q1 2016
PHYSSprott Physical Gold Trust	$2.81M	0.10%	0.02%	-27.3%	Q2 2016
IBITiShares Bitcoin Trust ETF	$2.71M	0.10%	0.00%	+12.9%	Q1 2024
RTXRTX Corp	$2.56M	0.09%	0.00%	+9.8%	Q2 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.54M	0.09%	0.00%	+1.7%	Q3 2020
IBMInternational Business Machines Corp	$2.51M	0.09%	0.00%	+1.6%	Q1 2019
CATCaterpillar Inc	$2.49M	0.09%	0.00%	+3.4%	Q2 2019
PEPPepsico Inc	$2.46M	0.09%	0.00%	-4.2%	Q2 2014
PGPROCTER & GAMBLE Co	$2.39M	0.09%	0.00%	-2.1%	Q4 2018
BXBlackstone Inc.	$2.35M	0.09%	0.00%	+0.5%	Q1 2020
KOCoca Cola Co	$2.31M	0.08%	0.00%	+7.6%	Q4 2018
MPCMarathon Petroleum Corp	$2.3M	0.08%	0.00%	+0.3%	Q1 2017
MCDMcdonalds Corp	$2.29M	0.08%	0.00%	+3.0%	Q1 2017
EPDEnterprise Products Partners L.P.	$2.14M	0.08%	0.00%	-12.6%	Q4 2013
CSCOCisco Systems, Inc.	$2.12M	0.08%	0.00%	+4.6%	Q1 2019
ORCLOracle Corp	$2.06M	0.07%	0.00%	+4.6%	Q4 2020
AMGNAmgen Inc	$2.05M	0.07%	0.00%	+2.1%	Q4 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$2.04M	0.07%	Not reported	+0.8%	Q2 2018
MSMorgan Stanley	$2.01M	0.07%	0.00%	-0.8%	Q1 2018
NFLXNetflix Inc	$2M	0.07%	0.00%	-2.3%	Q4 2018
THROTheron Resource Group	$1.93M	0.07%	0.64%	-9.8%	Q2 2025
COPConocophillips	$1.92M	0.07%	0.00%	-1.8%	Q2 2014
COSTCostco Wholesale Corp	$1.91M	0.07%	0.00%	+25.0%	Q4 2015

Q3 2025Reported Oct 30, 2025322 positions
NVDANvidia Corp	$123M	4.62%	0.00%	-10.2%	Q3 2020
EMXCEmax Holdings Corp	$64.2M	2.42%	Not reported	+0.5%	Q3 2022
NENoble Corp plc	$43.5M	1.64%	0.97%	0.0%	Q1 2024
AAPLApple Inc.	$42.4M	1.60%	0.00%	+6.1%	Q2 2014
SPYSPDR S&P 500 ETF Trust	$25.5M	0.96%	Not reported	+3.3%	Q2 2015
MSFTMicrosoft Corp	$23.5M	0.89%	0.00%	+8.3%	Q4 2015
XOMExxonMobil Holdings Corp	$22.7M	0.86%	0.00%	+0.4%	Q4 2013
VLUEiSHARES TRUST	$18.4M	0.69%	Not reported	-22.5%	Q2 2020
AMZNAmazon Com Inc	$17.7M	0.67%	0.00%	+5.9%	Q4 2015
METAMeta Platforms, Inc.	$11.8M	0.44%	Not reported	+5.0%	Q3 2016
BRK.BBerkshire Hathaway Inc	$9.49M	0.36%	Not reported	+8.2%	Q2 2015
AVGOBroadcom Inc.	$8.59M	0.32%	0.00%	+9.2%	Q4 2019
GOOGLAlphabet Inc.	$8.52M	0.32%	0.00%	+11.5%	Q3 2019
CVXChevron Corp	$7.27M	0.27%	0.00%	+10.6%	Q2 2015
JPMJPMorgan Chase & Co	$6.61M	0.25%	0.00%	+5.6%	Q4 2014
TSLATesla, Inc.	$6.6M	0.25%	0.00%	+15.4%	Q2 2014
NOBLNoble International, Ltd.	$6.58M	0.25%	Not reported	-0.2%	Q1 2021
HDHome Depot, Inc.	$5.47M	0.21%	0.00%	+1.0%	Q2 2019
GOOGAlphabet Inc.	$5.3M	0.20%	Not reported	+5.8%	Q3 2019
WMTWalmart Inc.	$4.15M	0.16%	0.00%	+2.9%	Q3 2019
LLYELI LILLY & Co	$4.03M	0.15%	0.00%	+10.0%	Q1 2017
PLTRPalantir Technologies Inc.	$4.02M	0.15%	0.00%	+7.8%	Q1 2021
ABBVAbbVie Inc.	$3.97M	0.15%	0.00%	+7.3%	Q1 2017
JNJJohnson & Johnson	$3.68M	0.14%	0.00%	+6.6%	Q2 2014
GLDSPDR Gold Trust	$3.51M	0.13%	0.00%	+26.3%	Q3 2019
PHYSSprott Physical Gold Trust	$3.47M	0.13%	0.03%	+26.6%	Q2 2016
QQQInvesco QQQ Trust, Series 1	$3.36M	0.13%	Not reported	-8.3%	Q2 2020
IBITiShares Bitcoin Trust ETF	$3.14M	0.12%	0.00%	+19.1%	Q1 2024
VVisa Inc.	$3.08M	0.12%	0.00%	+8.5%	Q1 2016
ORCLOracle Corp	$2.84M	0.11%	0.00%	-5.9%	Q4 2020
MPCMarathon Petroleum Corp	$2.71M	0.10%	0.00%	+0.7%	Q1 2017
PGPROCTER & GAMBLE Co	$2.62M	0.10%	0.00%	+3.6%	Q4 2018
NFLXNetflix Inc	$2.62M	0.10%	0.00%	+20.9%	Q4 2018
BXBlackstone Inc.	$2.59M	0.10%	0.00%	+0.7%	Q1 2020
PEPPepsico Inc	$2.51M	0.09%	0.00%	+8.2%	Q2 2014
EPDEnterprise Products Partners L.P.	$2.39M	0.09%	0.00%	+1.6%	Q4 2013
IBMInternational Business Machines Corp	$2.35M	0.09%	0.00%	+3.4%	Q1 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.29M	0.09%	0.00%	+10.5%	Q3 2020
MCDMcdonalds Corp	$2.21M	0.08%	0.00%	+4.4%	Q1 2017
RTXRTX Corp	$2.13M	0.08%	0.00%	+9.1%	Q2 2020
THROTheron Resource Group	$2.11M	0.08%	0.70%	+28.3%	Q2 2025
TAt&T Inc.	$2.08M	0.08%	0.00%	+6.9%	Q4 2013
KOCoca Cola Co	$2.03M	0.08%	0.00%	+2.0%	Q4 2018
CATCaterpillar Inc	$2.01M	0.08%	0.00%	+1.7%	Q2 2019
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$1.98M	0.07%	Not reported	-31.6%	Q2 2018
COPConocophillips	$1.97M	0.07%	0.00%	+2.3%	Q2 2014
ETEnergy Transfer LP	$1.86M	0.07%	0.00%	+6.6%	Q3 2019
ETNEaton Corp plc	$1.86M	0.07%	0.00%	+16.8%	Q1 2021
MSMorgan Stanley	$1.82M	0.07%	0.00%	+8.6%	Q1 2018
CSCOCisco Systems, Inc.	$1.8M	0.07%	0.00%	+6.0%	Q1 2019

Premium opens every quarter this fund has filed