Notify me when Avidian Wealth Enterprises, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 579 | $2.65B | +$173M | -$136M | +$36.3M | IVV, IEFA, NVDA, SPLG, USIG | 13F-HR | 10/30/2025, 09:05 AM |
| Q2 2025 | 549 | $2.46B | +$159M | -$133M | +$25.5M | IVV, IEFA, NVDA, USIG, MBB | 13F-HR | 7/30/2025, 08:56 AM |
| Q1 2025 | 518 | $2.25B | +$221M | -$137M | +$84M | IVV, IEFA, NVDA, USIG, SPLG | 13F-HR | 4/25/2025, 10:02 AM |
| Q4 2024 | 506 | $2.23B | +$173M | -$59.4M | +$113M | IVV, IEFA, NVDA, IJH, MBB | 13F-HR | 1/29/2025, 02:44 PM |
| Q3 2024 | 498 | $2.2B | +$90.1M | -$47.9M | +$42.2M | IVV, IEFA, NVDA, IJH, EMXC | 13F-HR | 10/30/2024, 04:22 PM |
| Q2 2024 | 489 | $2.07B | +$319M | -$64M | +$255M | IVV, IEFA, NVDA, SPLG, EMXC | 13F-HR | 8/6/2024, 09:55 AM |
| Q1 2024 | 436 | $1.87B | +$408M | -$223M | +$185M | IVV, IEFA, NVDA, SPLG, NE | 13F-HR | 5/3/2024, 03:33 PM |
| Q4 2023 | 414 | $1.6B | +$171M | -$114M | +$57.1M | IVV, IEFA, IEMG, MBB, SPLG | 13F-HR | 2/6/2024, 01:38 PM |
| Q3 2023 | 396 | $1.42B | +$71.8M | -$115M | -$42.9M | IVV, IEFA, IEMG, MBB, IWF | 13F-HR | 10/13/2023, 10:58 AM |
| Q2 2023 | 409 | $1.52B | +$152M | -$517M | -$365M | IVV, IEFA, IEMG, IWF, MBB | 13F-HR | 8/3/2023, 01:02 PM |
| Q1 2023 | 473 | $1.82B | +$398M | -$167M | +$231M | IVV, IEFA, IEMG, IWF, AAPL | 13F-HR | 5/8/2023, 04:35 PM |
| Q4 2022 | 444 | $1.53B | +$229M | -$175M | +$54.6M | IVV, IEFA, MBB, IEMG, AAPL | 13F-HR | 2/6/2023, 03:34 PM |
| Q3 2022 | 417 | $1.38B | +$240M | -$190M | +$49.8M | IVV, IEFA, MBB, IEMG, AAPL | 13F-HR | 11/3/2022, 12:58 PM |
| Q2 2022 | 448 | $1.41B | +$172M | -$159M | +$12.3M | IVV, IEFA, MBB, IEMG, AAPL | 13F-HR | 7/29/2022, 11:28 AM |
| Q1 2022 | 479 | $1.61B | +$220M | -$140M | +$79.7M | IVV, IEFA, MBB, QUAL, IEMG | 13F-HR | 5/10/2022, 11:50 AM |
| Q4 2021 | 511 | $1.58B | +$296M | -$90.7M | +$205M | IVV, IEFA, MBB, QUAL, IEMG | 13F-HR | 2/14/2022, 04:02 PM |
| Q3 2021 | 380 | $1.31B | +$127M | -$96.6M | +$30.3M | IVV, IEFA, IEMG, MBB, AAPL | 13F-HR | 11/10/2021, 10:08 AM |
| Q2 2021 | 374 | $1.3B | +$154M | -$74.5M | +$79.9M | IVV, IEFA, IEMG, MBB, AAPL | 13F-HR | 8/9/2021, 03:54 PM |
| Q1 2021 | 358 | $1.17B | +$231M | -$156M | +$75.6M | IVV, IEFA, MBB, IEMG, AAPL | 13F-HR | 5/5/2021, 11:10 AM |
| Q4 2020 | 314 | $1.05B | +$192M | -$109M | +$82.9M | IVV, IEFA, AAPL, MBB, IEMG | 13F-HR | 2/9/2021, 01:13 PM |
| Q3 2020 | 274 | $882M | $0 | $0 | IVV, IEFA, TBLL, AAPL, MBB | New Holdings | 2/3/2021, 02:54 PM | |
| Q3 2020 | 274 | $882M | +$206M | -$72.7M | +$133M | IVV, IEFA, TBLL, AAPL, MBB | 13F-HR | 11/5/2020, 06:32 PM |
| Q2 2020 | 247 | $741M | +$227M | -$184M | +$42.7M | IVV, TBLL, QUAL, IEFA, AGG | 13F-HR | 8/10/2020, 11:46 AM |
| Q1 2020 | 209 | $622M | +$214M | -$187M | +$26.1M | TBLL, VTI, AGG, QUAL, IEFA | 13F-HR | 4/22/2020, 05:18 PM |
| Q4 2019 | 227 | $704M | +$85M | -$24.9M | +$60.1M | VTI, IEFA, QUAL, AGG, SPLV | 13F-HR | 2/12/2020, 08:10 PM |
| Q3 2019 | 190 | $598M | +$324M | -$139M | +$185M | VTI, IEFA, AGG, QUAL, SPLV | 13F-HR | 11/14/2019, 09:41 AM |
| Q2 2019 | 146 | $423M | +$90.8M | -$131M | -$40.2M | VTI, QUAL, AMZN, IUSV, FLOT | 13F-HR | 8/14/2019, 09:37 AM |
| Q1 2019 | 133 | $450M | +$219M | -$88.4M | +$130M | VTI, EEMA, AMZN, IUSV, FLOT | 13F-HR | 5/15/2019, 04:29 PM |
| Q4 2018 | 92 | $286M | +$95.7M | -$93.3M | +$2.46M | FLOT, VOO, VTI, AMZN, EEMA | 13F-HR | 2/14/2019, 04:24 PM |
| Q3 2018 | 105 | $318M | +$51.4M | -$46.1M | +$5.31M | VOO, FLOT, QUAL, IUSV, EEM | 13F-HR | 11/14/2018, 04:26 PM |
| Q2 2018 | 101 | $300M | +$45M | -$40.2M | +$4.86M | VOO, FLOT, QUAL, IUSV, EEM | 13F-HR | 8/14/2018, 04:25 PM |
| Q1 2018 | 98 | $298M | +$116M | -$86.2M | +$29.8M | EEM, FLOT, QUAL, IUSV, VWOB | 13F-HR | 5/15/2018, 04:21 PM |
| Q4 2017 | 105 | $275M | +$40.6M | -$38.9M | +$1.66M | VOO, SPSB, QUAL, SPHD, IUSV | 13F-HR | 2/14/2018, 05:59 PM |
| Q3 2017 | 92 | $262M | +$87.6M | -$74.4M | +$13.2M | VOO, EEM, SPSB, QUAL, SPHD | 13F-HR | 11/14/2017, 04:27 PM |
| Q2 2017 | 88 | $241M | +$11.9M | -$36.4M | -$24.5M | VOO, SPHD, EEM, SCHP, QUAL | 13F-HR | 8/14/2017, 04:22 PM |
| Q1 2017 | 85 | $261M | +$115M | -$93.2M | +$22.3M | VOO, SPHD, EEM, SCHP, DGRO | 13F-HR | 5/15/2017, 04:30 PM |
| Q4 2016 | 83 | $230M | +$50.1M | -$52.3M | -$2.25M | VOO, SPHD, XLY, VNQ, DGRO | 13F-HR | 2/14/2017, 04:32 PM |
| Q3 2016 | 76 | $232M | +$97.2M | -$63.8M | +$33.4M | OUNZ, VOO, SPHD, XLY, TLT | 13F-HR | 11/14/2016, 04:23 PM |
| Q2 2016 | 70 | $198M | +$59.2M | -$56.6M | +$2.54M | OUNZ, XLY, XLV, XLP, PGX | 13F-HR | 8/15/2016, 04:16 PM |
| Q1 2016 | 80 | $186M | +$45.7M | -$69.6M | -$23.9M | SDY, XLY, XLV, XLP, XLF | 13F-HR | 5/16/2016, 01:00 PM |
| Q4 2015 | 50 | $205M | +$38.8M | -$1.25M | +$37.5M | SDY, XLY, XLK, XLF, XLV | 13F-HR | 2/12/2016, 12:33 PM |
| Q3 2015 | 33 | $160M | +$4.39M | -$72.8M | -$68.5M | SDY, XLY, XLF, XLK, XLV | 13F-HR | 11/16/2015, 11:55 AM |
| Q2 2015 | 39 | $240M | +$39.7M | -$30.9M | +$8.84M | SDY, XLK, XLY, XLF, XLV | 13F-HR | 8/14/2015, 03:25 PM |
| Q1 2015 | 39 | $236M | +$32.5M | -$39.2M | -$6.66M | SDY, XLK, XLY, XLF, XLV | 13F-HR | 5/15/2015, 02:19 PM |
| Q4 2014 | 36 | $242M | +$31.4M | -$44.9M | -$13.5M | SDY, XLK, XLY, XLF, DWX | 13F-HR | 2/17/2015, 02:03 PM |
| Q3 2014 | 42 | $256M | +$9.11M | -$16.4M | -$7.24M | SDY, XLK, XLF, DWX, XLY | 13F-HR | 11/14/2014, 02:26 PM |
| Q2 2014 | 46 | $271M | +$85.6M | -$34.3K | +$85.6M | SDY, XLK, XLF, DWX, XLE | 13F-HR | 8/14/2014, 02:04 PM |
| Q1 2014 | 14 | $177M | +$83.7M | -$19.1M | +$64.7M | SDY, XLK, XLF, DWX, XLY | 13F-HR | 5/15/2014, 03:28 PM |
| Q4 2013 | 28 | $108M | $0 | $0 | SDY, XLK, XLU, XOP, XLF | 13F-HR | 2/14/2014, 06:51 PM |