Avidian Wealth Enterprises, LLC

Avidian Wealth Enterprises, LLC reported 739 holdings worth US$3.62B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 24, 2026

Avidian Wealth Enterprises, LLC reported 739 holdings worth US$3.62B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 24, 2026 (Form 13F).

Holdings
739
Value as reported
US$3.62B

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation505KUS$101M2.8%
Apple Inc211KUS$61M1.7%
Alphabet Inc (google) Class C95,472US$34.1M0.94%
Exxon Mobil Corporation238KUS$32.5M0.90%
Microsoft Corp.71,580US$26.7M0.74%
Amazon.com, Inc.102KUS$24.2M0.67%
Broadcom Inc.62,064US$23.4M0.65%
Lam Research Corporation45,906US$19.9M0.55%
Jp Morgan Chase & Co.41,212US$13.5M0.37%
Chevron Corporation77,432US$12.8M0.35%
Meta Platforms, Inc.21,470US$12.1M0.33%
Eli Lilly And Company8,670US$10.4M0.29%
Berkshire Hathaway Inc.19,918US$9.97M0.28%
Johnson & Johnson38,004US$9.65M0.27%
Micron Technology, Inc.7,886US$9.1M0.25%
Abbvie Inc.35,331US$8.89M0.25%
Cisco Systems, Inc.73,969US$8.69M0.24%
Tesla, Inc.20,038US$8.43M0.23%
Rtx Corporation43,799US$8.31M0.23%
Advanced Micro Devices Inc12,939US$7.52M0.21%
Cummins Inc.9,665US$6.89M0.19%
Visa Inc.18,359US$6.3M0.17%
Walmart Inc.52,003US$5.89M0.16%
Caterpillar, Inc.5,356US$5.7M0.16%
Citigroup, Inc.39,295US$5.5M0.15%
Bank Of America Corporation96,320US$5.49M0.15%
Williams-sonoma, Inc.23,303US$5.43M0.15%
Palo Alto Networks, Inc.15,354US$5.24M0.14%
Taiwan Semiconductor Manufacturing Co., Ltd.10,941US$5.23M0.14%
Qualcomm Incorporated27,707US$5.12M0.14%
Morgan Stanley23,823US$4.98M0.14%
Kinder Morgan, Inc.155KUS$4.96M0.14%
Amgen Inc.13,323US$4.82M0.13%
Home Depot, Inc. (the)13,461US$4.75M0.13%
Philip Morris International Inc25,407US$4.6M0.13%
Pepsico, Inc.32,317US$4.38M0.12%
Merck & Company, Inc.33,988US$4.37M0.12%
Mcdonald's Corporation15,648US$4.23M0.12%
Williams Companies, Inc. (the)56,565US$4.21M0.12%
Norfolk Southern Corporation13,060US$4.11M0.11%
Blackrock, Inc.4,193US$4.03M0.11%
Costco Wholesale Corporation4,218US$3.95M0.11%
Mastercard Incorporated7,585US$3.9M0.11%
Marvell Technology, Inc.12,929US$3.85M0.11%
Duke Energy Corporation (holding Company)28,877US$3.66M0.10%
Nextera Energy, Inc.41,434US$3.64M0.10%
Asml Holding Nv1,791US$3.56M0.10%
Marathon Petroleum Corporation13,916US$3.56M0.10%
Lockheed Martin Corporation6,716US$3.42M0.09%
Unitedhealth Group Incorporated8,139US$3.38M0.09%
Coca-cola Company (the)40,422US$3.29M0.09%
Ge Aerospace7,993US$2.99M0.08%
International Business Machines Corporation10,579US$2.97M0.08%
Dollar General Corporation25,689US$2.96M0.08%
Procter & Gamble Company (the)20,035US$2.94M0.08%
United Parcel Service, Inc.26,367US$2.83M0.08%
General Dynamics Corporation7,941US$2.81M0.08%
Valero Energy Corporation10,373US$2.7M0.07%
Tjx Companies, Inc. (the)17,828US$2.7M0.07%
Metlife, Inc.31,713US$2.68M0.07%
Oracle Corporation18,292US$2.68M0.07%
Verizon Communications Inc.63,121US$2.67M0.07%
Enterprise Products Partners L.p.71,867US$2.64M0.07%
Intel Corporation18,733US$2.62M0.07%
Plains Gp Holdings, L.p.107KUS$2.6M0.07%
Palantir Technologies Inc.21,912US$2.56M0.07%
Blackstone Secured Lending Fund106KUS$2.5M0.07%
Abbott Laboratories25,399US$2.3M0.06%
Amphenol Corporation12,635US$2.23M0.06%
Cheniere Energy, Inc.9,200US$2.2M0.06%
Walt Disney Company (the)22,656US$2.18M0.06%
Union Pacific Corporation7,998US$2.18M0.06%
Applied Materials, Inc.2,987US$2.16M0.06%
Conocophillips20,575US$2.14M0.06%
Emerson Electric Company14,787US$2.12M0.06%
Texas Instruments Incorporated6,681US$1.99M0.06%
Phillips 6611,762US$1.99M0.05%
Starbucks Corporation19,041US$1.95M0.05%
American Water Works Company, Inc.14,777US$1.94M0.05%
Pfizer, Inc.79,424US$1.91M0.05%
Truist Financial Corporation38,308US$1.91M0.05%
Capital One Financial Corporation9,487US$1.9M0.05%
Air Products And Chemicals, Inc.6,378US$1.87M0.05%
Blackstone Inc.15,717US$1.85M0.05%
Gilead Sciences, Inc.14,589US$1.84M0.05%
American Tower Corporation (reit)11,202US$1.83M0.05%
Kimberly-clark Corporation16,689US$1.83M0.05%
Corteva, Inc.20,568US$1.74M0.05%
Stryker Corporation5,521US$1.74M0.05%
Ge Vernova Inc.1,479US$1.74M0.05%
Servisfirst Bancshares, Inc.19,795US$1.72M0.05%
Shell Plc22,017US$1.71M0.05%
Netflix, Inc.23,413US$1.67M0.05%
Charles Schwab Corporation (the)17,958US$1.66M0.05%
Boeing Company (the)7,644US$1.65M0.05%
Booking Holdings Inc. Common Stock9,248US$1.65M0.05%
Altria Group, Inc.22,549US$1.62M0.04%
Lowe's Companies, Inc.7,031US$1.55M0.04%
The Cigna Group5,553US$1.53M0.04%
Cardinal Health, Inc.6,413US$1.52M0.04%

Every holding of Avidian Wealth Enterprises, LLC

Source

View original at SEC

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