Avidian Wealth Enterprises, LLC

Position in AON — Aon plc

CIK 1471474 HOUSTON, TX

Position in AON

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$646,132

+$81,267 QoQ

Shares Held

1,948

+11.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#683

of 1,246 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $2,072,355 across 3 Insurance Brokers names. AON ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co.	5,141	$1,180,219
2	AON	Aon plc This page	1,948	$646,132
3	MRSH	Marsh & Mclennan Companies, Inc.	1,476	$246,004

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$646,132	1,948	+11.3%	Shares	Sole	2026-07-24
2026-03-31	$564,865	1,750	+4.6%	Shares	Sole	2026-05-07
2025-12-31	$590,368	1,673	+1.0%	Shares	Sole	2026-02-02
2025-09-30	$590,496	1,656	+1.6%	Shares	Sole	2025-10-30
2025-06-30	$581,518	1,630	-0.1%	Shares	Sole	2025-07-30
2025-03-31	$650,915	1,631	+3.4%	Shares	Sole	2025-04-25
2024-12-31	$566,754	1,578	+1.7%	Shares	Sole	2025-01-29
2024-09-30	$536,976	1,552	+2.2%	Shares	Sole	2024-10-30
2024-06-30	$445,654	1,518	+4.1%	Shares	Sole	2024-08-06
2024-03-31	$486,563	1,458	+3.1%	Shares	Sole	2024-05-03
2023-12-31	$411,502	1,414	+4.7%	Shares	Sole	2024-02-06
2023-09-30	$437,697	1,350	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$466,710	1,352	-4.0%	Shares	Sole	2023-08-03
2023-03-31	$444,243	1,409	+0.1%	Shares	Sole	2023-05-08
2022-12-31	$422,296	1,407	+0.2%	Shares	Sole	2023-02-06
2022-09-30	$376,089	1,404	-0.1%	Shares	Sole	2022-11-03
2022-06-30	$378,900	1,405	-0.1%	Shares	Sole	2022-07-29
2022-03-31	$457,835	1,406	+0.2%	Shares	Sole	2022-05-10
2021-12-31	$421,685	1,403	-1.3%	Shares	Sole	2022-02-14
2021-09-30	$406,364	1,422	+0.9%	Shares	Sole	2021-11-10
2021-06-30	$336,651	1,410	+0.4%	Shares	Sole	2021-08-09
2021-03-31	$323,074	1,404	-0.8%	Shares	Sole	2021-05-05
2020-12-31	$299,158	1,416	+0.2%	Shares	Sole	2021-02-09
2020-09-30	$291,501	1,413	+0.3%	Shares	Sole	2021-02-03
2020-06-30	$271,373	1,409	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.