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Asset Manager ← All Institutions

Avidian Wealth Enterprises, LLC

ONE CITYCENTRE, 800 TOWN & COUNTRY BLVD. SUITE 220, HOUSTON, TX 77024 • 281-822-8800

Q2 2025 · Filed 2025-07-30
Market Value
$2.5B
+9.5%
Holdings
568
+24
New Purchases
55
Added To
242
Closed
25
Reduced
205
Top 10 Concentration
43.5%
Turnover
14.1%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 15.32% 14.36% +0.96% $376M
JVAL 1.73% 0.98% +0.75% $43M
NVDA 4.71% 4.24% +0.47% $116M
SPSM 0.95% 0.62% +0.33% $23M
RDVY 0.33% 0.01% +0.31% $8M
SPLV 0.31% 0.00% +0.31% $8M
NE 1.66% 1.41% +0.25% $41M
IEFA 6.52% 6.31% +0.21% $160M
MSFT 0.85% 0.65% +0.20% $21M
IJH 2.50% 2.32% +0.18% $61M
VOO 1.20% 1.03% +0.17% $29M
IWF 2.22% 2.06% +0.16% $54M
IJR 1.30% 1.16% +0.14% $32M
EMXC 2.43% 2.31% +0.12% $60M
AVGO 0.27% 0.18% +0.09% $7M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
FVAL 0.00% 0.67% -0.67% $0
SPLG 2.26% 2.89% -0.63% $55M
TQQQ 0.34% 0.94% -0.60% $8M
JMST 0.88% 1.33% -0.45% $22M
AAPL 1.31% 1.74% -0.43% $32M
NOBL 0.26% 0.61% -0.35% $6M
VTEB 2.13% 2.43% -0.30% $52M
XOM 0.88% 1.08% -0.21% $22M
SCHA 0.08% 0.23% -0.15% $2M
MBB 2.62% 2.75% -0.13% $64M
IUSB 1.88% 2.00% -0.11% $46M
SPHD 0.85% 0.94% -0.09% $21M
TFI 0.76% 0.85% -0.09% $19M
SCHR 2.01% 2.10% -0.09% $49M
SCHM 0.03% 0.11% -0.08% $814K

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 77.8%
Technology 7.6%
Energy 5.1%
Healthcare 2.0%
Industrials 1.9%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 70 $798M 32.5%
Large Cap 337 $1.3B 52.2%
Mid Cap 95 $292M 11.9%
Small Cap 46 $79M 3.2%
Micro Cap 20 $7M 0.3%

Portfolio Analytics

Avg Market Cap
$143.2B
Median Market Cap
$36.8B
Avg P/E
31.3
Median P/E
23.2
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
285
# ETFs / Funds
283

Top Holdings (568 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 15.32% 606,257 $376M $620.90 $54M +32,517 +5.7%
2 IEFA 6.52% 1,919,424 $160M $83.48 $19M +45,917 +2.5%
3 NVDA 4.71% 732,838 $116M $157.99 $21M -145,682 -16.6%
4 USIG 2.85% 1,360,396 $70M $51.44 $5M +86,746 +6.8%
5 MBB 2.62% 685,940 $64M $93.89 $3M +27,394 +4.2%
6 IJH 2.50% 990,856 $61M $62.02 $9M +99,085 +11.1%
7 EMXC 2.43% 946,525 $60M $63.14 $8M +4,252 +0.5%
8 SPLG 2.26% 763,291 $55M $72.69 -$9M -222,505 -22.6%
9 IWF 2.22% 128,270 $54M $424.58 $8M +191 +0.1%
10 VTEB 2.13% 1,066,333 $52M $49.03 -$2M -32,163 -2.9%
11 SCHR 2.01% 1,974,812 $49M $25.03 $2M +75,037 +4.0%
12 IUSB 1.88% 1,000,740 $46M $46.23 $1M +28,709 +3.0%
13 JVAL 1.73% 961,736 $43M $44.23 $21M +431,743 +81.5%
14 JQUA 1.71% 701,245 $42M $60.05 $4M +33,913 +5.1%
15 NE 1.66% 1,536,888 $41M $26.55 $9M +201,929 +15.1%
16 AAPL 1.31% 156,880 $32M $205.17 -$7M -18,907 -10.8%
17 IJR 1.30% 292,492 $32M $109.29 $6M +43,765 +17.6%
18 SCHF 1.25% 1,392,588 $31M $22.10 $3M -775 -0.1%
19 VOO 1.20% 51,763 $29M $568.03 $6M +6,766 +15.0%
20 JCPB 1.17% 612,874 $29M $47.06 $2M +36,437 +6.3%
21 SPSM 0.95% 547,383 $23M $42.60 $9M +205,154 +60.0%
22 SPY 0.93% 37,086 $23M $617.85 $4M +2,796 +8.2%
23 JMST 0.88% 425,380 $22M $50.92 -$8M -160,269 -27.4%
24 XOM 0.88% 200,571 $22M $107.80 -$3M -4,222 -2.1%
25 VLUE 0.88% 190,257 $22M $113.21 $2M +6,181 +3.4%
26 MSFT 0.85% 41,939 $21M $497.42 $6M +3,173 +8.2%
27 SPHD 0.85% 437,540 $21M $47.56 -$300K +17,288 +4.1%
28 JMUB 0.83% 409,288 $20M $49.64 $3M +53,062 +14.9%
29 IGIB 0.80% 371,222 $20M $53.29 $1M +18,573 +5.3%
30 TFI 0.76% 416,232 $19M $44.67 -$483K -7,018 -1.7%
31 AMZN 0.68% 76,007 $17M $219.39 $3M +3,765 +5.2%
32 IWR 0.66% 175,456 $16M $91.97 $1M -2,366 -1.3%
33 VO 0.62% 54,124 $15M $279.83 $1M -514 -0.9%
34 ITM 0.59% 318,001 $14M $45.47 -$193K -3,957 -1.2%
35 SCHO 0.56% 563,358 $14M $24.38 $483K +18,913 +3.5%
36 FPE 0.52% 722,073 $13M $17.80 $647K +28,159 +4.1%
37 BBJP 0.51% 204,506 $13M $61.78 $1M +1,131 +0.6%
38 META 0.46% 15,300 $11M $738.09 $3M +312 +2.1%
39 IWD 0.45% 56,972 $11M $194.23 $295K -271 -0.5%
40 SCHX 0.42% 426,335 $10M $24.44 $2M +25,207 +6.3%
41 DGRW 0.40% 117,955 $10M $83.74 $662K +2,553 +2.2%
42 HEFA 0.36% 230,338 $9M $37.96 -$400K -21,627 -8.6%
43 IVE 0.35% 43,857 $9M $195.42 $378K +867 +2.0%
44 BRK-B 0.34% 17,445 $8M $485.76 -$28K +1,480 +9.3%
45 VEU 0.34% 124,720 $8M $67.22 $839K +339 +0.3%
46 TQQQ 0.34% 100,500 $8M $83.00 -$13M -265,950 -72.6%
47 VEA 0.33% 141,607 $8M $57.01 $236K -12,576 -8.2%
48 RDVY 0.33% 127,471 $8M $62.74 $8M +122,471 +2449.4%
49 IWB 0.32% 23,430 $8M $339.58 -$68K -2,728 -10.4%
50 TBIL 0.32% 156,894 $8M $50.00 $383K +7,705 +5.2%
51 IWO 0.31% 26,683 $8M $285.86 $670K -546 -2.0%
52 IEMG 0.31% 126,764 $8M $60.03 $2M +19,456 +18.1%
53 SPLV 0.31% 103,028 $8M $72.82 +103,028 NEW
54 DGRO 0.30% 117,214 $7M $63.94 $513K +4,210 +3.7%
55 HYMB 0.30% 299,341 $7M $24.78 -$194K -2,470 -0.8%
56 DOL 0.29% 121,448 $7M $59.57 $725K +3,241 +2.7%
57 MGK 0.29% 19,684 $7M $366.16 $1M -5 -0.0%
58 IWM 0.29% 33,039 $7M $215.79 $470K -342 -1.0%
59 EWW 0.27% 111,232 $7M $60.56 $1M -333 -0.3%
60 QUAL 0.27% 36,726 $7M $182.82 $728K +1,695 +4.8%
61 EFA 0.27% 75,061 $7M $89.39 $638K +774 +1.0%
62 AVGO 0.27% 23,850 $7M $275.65 $2M -622 -2.5%
63 NOBL 0.26% 63,934 $6M $100.70 -$7M -70,715 -52.5%
64 VUG 0.26% 14,618 $6M $438.40 $2M +3,654 +33.3%
65 SPTL 0.26% 238,691 $6M $26.58 $156K +11,660 +5.1%
66 RWO 0.26% 143,592 $6M $44.14 $288K +4,951 +3.6%
67 AGG 0.25% 62,631 $6M $99.20 -$783K -8,095 -11.4%
68 INDA 0.25% 109,527 $6M $55.68 $497K +720 +0.7%
69 CVX 0.25% 42,310 $6M $143.19 -$1M -511 -1.2%
70 GSLC 0.24% 47,742 $6M $121.38 -$65K -5,488 -10.3%
71 JPM 0.23% 19,826 $6M $289.92 $849K -147 -0.7%
72 IYW 0.23% 32,386 $6M $173.27 $2M +4,271 +15.2%
73 GOOGL 0.23% 31,418 $6M $176.23 $1M +2,236 +7.7%
74 VBR 0.20% 25,605 $5M $195.01 $196K -149 -0.6%
75 HD 0.20% 13,362 $5M $366.64 $185K +499 +3.9%
76 VGT 0.19% 7,134 $5M $663.32 $1M +269 +3.9%
77 SCHD 0.19% 175,635 $5M $26.50 $563K +29,307 +20.0%
78 VWO 0.19% 93,158 $5M $49.46 $154K -5,238 -5.3%
79 FNDX 0.19% 186,558 $5M $24.54 -$293K -19,779 -9.6%
80 EFV 0.18% 69,854 $4M $63.48 $2M +21,721 +45.1%
81 IVW 0.17% 38,542 $4M $110.10 $118K -5,897 -13.3%
82 USFR 0.17% 83,720 $4M $50.31 -$4K -39 -0.1%
83 MUB 0.17% 39,567 $4M $104.48 -$326K -2,735 -6.5%
84 TSLA 0.17% 12,862 $4M $317.67 $1M +1,260 +10.9%
85 DYNF 0.16% 73,102 $4M $54.46 $468K +1,052 +1.5%
86 VTV 0.16% 21,921 $4M $176.74 $82K -33 -0.1%
87 WMT 0.16% 39,131 $4M $97.78 $244K -1,671 -4.1%
88 LLY 0.15% 4,806 $4M $779.60 -$520K -360 -7.0%
89 IJS 0.15% 37,315 $4M $99.49 -$58K -1,365 -3.5%
90 GOOG 0.15% 20,559 $4M $177.39 $572K +876 +4.5%
91 NVDY 0.14% 209,500 $4M $16.77 $314K +1,500 +0.7%
92 SUB 0.14% 32,929 $4M $106.34 -$10K -323 -1.0%
93 QQQ 0.14% 6,103 $3M $551.65 $917K +879 +16.8%
94 DFIV 0.12% 70,079 $3M $42.83 $114K -3,274 -4.5%
95 ABBV 0.12% 15,977 $3M $185.62 -$598K -1,030 -6.1%
96 V 0.12% 8,317 $3M $355.05 $209K +487 +6.2%
97 JNJ 0.12% 18,589 $3M $152.75 -$277K -201 -1.1%
98 PLTR 0.11% 20,457 $3M $136.32 $1M +2,707 +15.2%
99 VYM 0.11% 20,578 $3M $133.31 -$161K -1,939 -8.6%
100 VCSH 0.11% 33,819 $3M $79.50 -$20K -490 -1.4%

Options Breakdown

0 Calls $0 Call Value 1 Puts $1M Put Value

Top Puts

SymbolSharesValueStatus
IEF 14,000 $1M

New Positions

SymbolValue% Port
SPLV $8M 0.31%
SCMB $2M 0.08%
THRO $2M 0.06%
IAGG $887K 0.04%
TLTW $824K 0.03%
OBDC $773K 0.03%
BAI $686K 0.03%
COF $581K 0.02%
FMUN $574K 0.02%
SVOL $571K 0.02%
CGMU $534K 0.02%
GSY $531K 0.02%
GSST $501K 0.02%
PULS $501K 0.02%
QQQM $497K 0.02%

Sold Out Positions

SymbolValue% Port
BDX —%
EMN —%
APD —%
HESM —%
AES —%
BCO —%
A —%
HPQ —%
PLD —%
MCK —%
MPLX —%
KALU —%
ARCC —%
MLN —%
TROW —%
View SEC EDGAR Filings for Avidian Wealth Enterprises, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms