Notify me when Avidian Wealth Enterprises, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 575 | $2,746,556,990 | +$122,489,027 | -$62,965,268 | +$59,523,759 | IVV, IEFA, NVDA, SPYM, USIG | 13F-HR | 02 Feb 2026, 14:18 |
| Q3 2025 | 579 | $2,653,907,963 | +$172,641,521 | -$136,378,115 | +$36,263,406 | IVV, IEFA, NVDA, SPLG, USIG | 13F-HR | 30 Oct 2025, 09:05 |
| Q2 2025 | 549 | $2,458,959,941 | +$158,649,262 | -$133,105,479 | +$25,543,783 | IVV, IEFA, NVDA, USIG, MBB | 13F-HR | 30 Jul 2025, 08:56 |
| Q1 2025 | 518 | $2,246,159,861 | +$221,429,531 | -$137,474,496 | +$83,955,035 | IVV, IEFA, NVDA, USIG, SPLG | 13F-HR | 25 Apr 2025, 10:02 |
| Q4 2024 | 506 | $2,226,131,242 | +$172,788,881 | -$59,372,619 | +$113,416,262 | IVV, IEFA, NVDA, IJH, MBB | 13F-HR | 29 Jan 2025, 14:44 |
| Q3 2024 | 498 | $2,201,188,911 | +$90,063,104 | -$47,874,908 | +$42,188,196 | IVV, IEFA, NVDA, IJH, EMXC | 13F-HR | 30 Oct 2024, 16:22 |
| Q2 2024 | 489 | $2,073,410,129 | +$318,874,851 | -$64,042,054 | +$254,832,797 | IVV, IEFA, NVDA, SPLG, EMXC | 13F-HR | 06 Aug 2024, 09:55 |
| Q1 2024 | 436 | $1,870,321,281 | +$408,161,428 | -$223,285,914 | +$184,875,514 | IVV, IEFA, NVDA, SPLG, NE | 13F-HR | 03 May 2024, 15:33 |
| Q4 2023 | 414 | $1,602,391,522 | +$170,784,198 | -$113,667,034 | +$57,117,164 | IVV, IEFA, IEMG, MBB, SPLG | 13F-HR | 06 Feb 2024, 13:38 |
| Q3 2023 | 396 | $1,418,660,503 | +$71,812,533 | -$114,693,450 | -$42,880,917 | IVV, IEFA, IEMG, MBB, IWF | 13F-HR | 13 Oct 2023, 10:58 |
| Q2 2023 | 409 | $1,522,740,040 | +$152,215,597 | -$517,373,404 | -$365,157,807 | IVV, IEFA, IEMG, IWF, MBB | 13F-HR | 03 Aug 2023, 13:02 |
| Q1 2023 | 473 | $1,819,223,812 | +$398,275,934 | -$167,148,132 | +$231,127,802 | IVV, IEFA, IEMG, IWF, AAPL | 13F-HR | 08 May 2023, 16:35 |
| Q4 2022 | 444 | $1,534,138,881 | +$229,391,800 | -$174,779,992 | +$54,611,808 | IVV, IEFA, MBB, IEMG, AAPL | 13F-HR | 06 Feb 2023, 15:34 |
| Q3 2022 | 417 | $1,383,759,000 | +$239,974,433 | -$190,147,355 | +$49,827,078 | IVV, IEFA, MBB, IEMG, AAPL | 13F-HR | 03 Nov 2022, 12:58 |
| Q2 2022 | 448 | $1,410,487,000 | +$171,554,938 | -$159,254,942 | +$12,299,996 | IVV, IEFA, MBB, IEMG, AAPL | 13F-HR | 29 Jul 2022, 11:28 |
| Q1 2022 | 479 | $1,605,137,000 | +$220,175,203 | -$140,485,772 | +$79,689,431 | IVV, IEFA, MBB, QUAL, IEMG | 13F-HR | 10 May 2022, 11:50 |
| Q4 2021 | 511 | $1,581,658,000 | +$295,853,339 | -$90,727,439 | +$205,125,900 | IVV, IEFA, MBB, QUAL, IEMG | 13F-HR | 14 Feb 2022, 16:02 |
| Q3 2021 | 380 | $1,309,764,000 | +$126,951,118 | -$96,629,379 | +$30,321,739 | IVV, IEFA, IEMG, MBB, AAPL | 13F-HR | 10 Nov 2021, 10:08 |
| Q2 2021 | 374 | $1,299,431,000 | +$154,372,344 | -$74,451,695 | +$79,920,649 | IVV, IEFA, IEMG, MBB, AAPL | 13F-HR | 09 Aug 2021, 15:54 |
| Q1 2021 | 358 | $1,169,103,000 | +$231,363,496 | -$155,751,786 | +$75,611,710 | IVV, IEFA, MBB, IEMG, AAPL | 13F-HR | 05 May 2021, 11:10 |
| Q4 2020 | 314 | $1,051,660,000 | +$192,392,848 | -$109,446,506 | +$82,946,342 | IVV, IEFA, AAPL, MBB, IEMG | 13F-HR | 09 Feb 2021, 13:13 |
| Q3 2020 | 274 | $881,968,000 | $0 | $0 | $0 | IVV, IEFA, TBLL, AAPL, MBB | New Holdings | 03 Feb 2021, 14:54 |
| Q3 2020 | 274 | $881,968,000 | +$206,204,835 | -$72,739,303 | +$133,465,532 | IVV, IEFA, TBLL, AAPL, MBB | 13F-HR | 05 Nov 2020, 18:32 |
| Q2 2020 | 247 | $740,772,000 | +$226,914,117 | -$184,200,870 | +$42,713,247 | IVV, TBLL, QUAL, IEFA, AGG | 13F-HR | 10 Aug 2020, 11:46 |
| Q1 2020 | 209 | $622,317,000 | +$213,611,594 | -$187,474,307 | +$26,137,287 | TBLL, VTI, AGG, QUAL, IEFA | 13F-HR | 22 Apr 2020, 17:18 |
| Q4 2019 | 227 | $703,683,000 | +$84,976,652 | -$24,910,332 | +$60,066,320 | VTI, IEFA, QUAL, AGG, SPLV | 13F-HR | 12 Feb 2020, 20:10 |
| Q3 2019 | 190 | $598,120,000 | +$324,160,481 | -$138,785,654 | +$185,374,827 | VTI, IEFA, AGG, QUAL, SPLV | 13F-HR | 14 Nov 2019, 09:41 |
| Q2 2019 | 146 | $422,953,000 | +$90,814,435 | -$130,998,489 | -$40,184,054 | VTI, QUAL, AMZN, IUSV, FLOT | 13F-HR | 14 Aug 2019, 09:37 |
| Q1 2019 | 133 | $449,918,000 | +$218,523,764 | -$88,438,233 | +$130,085,531 | VTI, EEMA, AMZN, IUSV, FLOT | 13F-HR | 15 May 2019, 16:29 |
| Q4 2018 | 92 | $286,442,000 | +$95,715,434 | -$93,256,937 | +$2,458,497 | FLOT, VOO, VTI, AMZN, EEMA | 13F-HR | 14 Feb 2019, 16:24 |
| Q3 2018 | 105 | $318,120,488 | +$51,428,477 | -$46,119,279 | +$5,309,198 | VOO, FLOT, QUAL, IUSV, EEM | 13F-HR | 14 Nov 2018, 16:26 |
| Q2 2018 | 101 | $300,316,560 | +$45,026,322 | -$40,167,671 | +$4,858,651 | VOO, FLOT, QUAL, IUSV, EEM | 13F-HR | 14 Aug 2018, 16:25 |
| Q1 2018 | 98 | $298,123,000 | +$116,024,967 | -$86,217,817 | +$29,807,150 | EEM, FLOT, QUAL, IUSV, VWOB | 13F-HR | 15 May 2018, 16:21 |
| Q4 2017 | 105 | $275,482,376 | +$40,609,753 | -$38,947,415 | +$1,662,338 | VOO, SPSB, QUAL, SPHD, IUSV | 13F-HR | 14 Feb 2018, 17:59 |
| Q3 2017 | 92 | $262,404,000 | +$87,598,779 | -$74,377,655 | +$13,221,124 | VOO, EEM, SPSB, QUAL, SPHD | 13F-HR | 14 Nov 2017, 16:27 |
| Q2 2017 | 88 | $240,574,000 | +$11,924,968 | -$36,410,364 | -$24,485,396 | VOO, SPHD, EEM, SCHP, QUAL | 13F-HR | 14 Aug 2017, 16:22 |
| Q1 2017 | 85 | $260,943,000 | +$115,484,459 | -$93,150,086 | +$22,334,373 | VOO, SPHD, EEM, SCHP, DGRO | 13F-HR | 15 May 2017, 16:30 |
| Q4 2016 | 83 | $229,569,000 | +$50,085,263 | -$52,335,669 | -$2,250,406 | VOO, SPHD, XLY, VNQ, DGRO | 13F-HR | 14 Feb 2017, 16:32 |
| Q3 2016 | 76 | $231,987,898 | +$97,219,387 | -$63,795,838 | +$33,423,549 | OUNZ, VOO, SPHD, XLY, TLT | 13F-HR | 14 Nov 2016, 16:23 |
| Q2 2016 | 70 | $198,473,205 | +$59,178,405 | -$56,637,852 | +$2,540,553 | OUNZ, XLY, XLV, XLP, PGX | 13F-HR | 15 Aug 2016, 16:16 |
| Q1 2016 | 80 | $185,553,338 | +$45,671,163 | -$69,592,817 | -$23,921,654 | SDY, XLY, XLV, XLP, XLF | 13F-HR | 16 May 2016, 13:00 |
| Q4 2015 | 50 | $204,863,000 | +$38,759,025 | -$1,254,910 | +$37,504,115 | SDY, XLY, XLK, XLF, XLV | 13F-HR | 12 Feb 2016, 12:33 |
| Q3 2015 | 33 | $160,007,000 | +$4,390,645 | -$72,848,124 | -$68,457,479 | SDY, XLY, XLF, XLK, XLV | 13F-HR | 16 Nov 2015, 11:55 |
| Q2 2015 | 39 | $239,519,000 | +$39,705,172 | -$30,869,547 | +$8,835,625 | SDY, XLK, XLY, XLF, XLV | 13F-HR | 14 Aug 2015, 15:25 |
| Q1 2015 | 39 | $236,238,000 | +$32,489,211 | -$39,152,757 | -$6,663,546 | SDY, XLK, XLY, XLF, XLV | 13F-HR | 15 May 2015, 14:19 |
| Q4 2014 | 36 | $242,498,000 | +$31,366,239 | -$44,882,493 | -$13,516,254 | SDY, XLK, XLY, XLF, DWX | 13F-HR | 17 Feb 2015, 14:03 |
| Q3 2014 | 42 | $255,502,000 | +$9,112,300 | -$16,356,115 | -$7,243,815 | SDY, XLK, XLF, DWX, XLY | 13F-HR | 14 Nov 2014, 14:26 |
| Q2 2014 | 46 | $271,430,000 | +$85,627,722 | -$34,301 | +$85,593,421 | SDY, XLK, XLF, DWX, XLE | 13F-HR | 14 Aug 2014, 14:04 |
| Q1 2014 | 14 | $176,518,000 | +$83,745,359 | -$19,088,038 | +$64,657,321 | SDY, XLK, XLF, DWX, XLY | 13F-HR | 15 May 2014, 15:28 |
| Q4 2013 | 28 | $107,959,000 | $0 | $0 | $0 | SDY, XLK, XLU, XOP, XLF | 13F-HR | 14 Feb 2014, 18:51 |