Avidian Wealth Enterprises, LLC - Portfolio overview

Avidian Wealth Enterprises, LLC has 703 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 13.58%
2. IEFA - ISHARES TR, 4.79%
3. IJH - ISHARES TR, 3.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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