Avidian Wealth Enterprises, LLC

Q3 2020 13F Holdings Report, New Holdings, Stock Holdings

Signature - Title
Hope Edick - Chief Compliance Officer
Location
Houston, TX
Holdings as of
30 Sep 2020
Value $
$881,968,000
Num holdings
274
Filing time
03 Feb 2021, 14:54:04 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included IVV, IEFA, TBLL, AAPL, and MBB.
Previous filing
Q2 2020 - 10 Aug 2020
Next filing
Q4 2020 - 09 Feb 2021
SEC
View on sec.gov
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Hope Edick Chief Compliance Officer Houston, Texas 03 Feb 2021