Avidian Wealth Enterprises, LLC
Position in ADP — Automatic Data Processing Inc
CIK 1471474
HOUSTON, TX
Position in ADP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$834,661
+$348,249 QoQ
Shares Held
3,727
+55.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,240
of 2,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $6,097,224 across 11 Software - Application names. ADP ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
|
6,063 | $949,829 | |
| 2 | UBER |
Uber Technologies, Inc
|
13,117 | $946,522 | |
| 3 | ADP |
Automatic Data Processing Inc
This page
|
3,727 | $834,661 | |
| 4 | NOW |
ServiceNow, Inc.
|
7,700 | $764,456 | |
| 5 | DDOG |
Datadog, Inc.
|
1,678 | $436,884 | |
| 6 | SHOP |
Shopify Inc.
|
3,755 | $428,745 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,088 | $408,348 | |
| 8 | INTU |
Intuit Inc.
|
1,426 | $372,186 |
All Filings in ADP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,661 | 3,727 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $486,412 | 2,394 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $374,526 | 1,456 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $427,336 | 1,456 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $467,534 | 1,516 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $446,073 | 1,460 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $412,749 | 1,410 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $355,598 | 1,285 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $326,289 | 1,367 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $309,178 | 1,238 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $257,897 | 1,107 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $222,295 | 924 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $253,857 | 1,155 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $568,819 | 2,555 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $514,743 | 2,155 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $484,498 | 2,142 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $461,247 | 2,196 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $541,545 | 2,380 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $618,176 | 2,507 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $471,611 | 2,359 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $413,328 | 2,081 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $410,676 | 2,179 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $373,191 | 2,118 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $515,555 | 3,696 | Shares | Sole | 2021-02-03 | |
| 2020-06-30 | $993,394 | 6,672 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $305,206 | 2,233 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||