Avidian Wealth Enterprises, LLC

Q2 2025 13F-HR Holdings

Location
Houston, TX
Holdings as of
6/30/2025
Date filed
7/30/2025
Form type
13F-HR
Num holdings
550
Total value ($000)
$2,460,301
Net value change ($000)
—
New positions
547
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2014 Next filing: 10/30/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 376,425 —
IEFA 160,234 —
NVDA 115,781 —
USIG 69,979 —
MBB 64,403 —
IJH 61,453 —
EMXC 59,764 —
SPYM 55,484 —
IWF 54,461 —
VTEB 52,282 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,341 (0.1% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type