Avidian Wealth Enterprises, LLC

Position in AXP — American Express Co

CIK 1471474 HOUSTON, TX

Position in AXP

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

Position Value

$969,086

+$249,184 QoQ

Shares Held

2,865

+20.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,578

of 2,990 holders

Holding Since

Dec 2022

10 quarters on record

Voting authority Sole 14% Shared 0% None 86%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $13,594,420 across 5 Credit Services names. AXP ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	18,359	$6,298,789
2	MA	Mastercard Inc	7,585	$3,895,656
3	COF	Capital One Financial Corp	9,487	$1,903,281
4	AXP	American Express Co This page	2,865	$969,086
5	SOFI	SoFi Technologies, Inc.	29,426	$527,608

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$969,086	2,865	+20.4%	Shares	Sole	2026-07-24
2026-03-31	$719,902	2,380	-4.0%	Shares	Sole	2026-05-07
2025-12-31	$917,476	2,480	-1.6%	Shares	Sole	2026-02-02
2025-09-30	$837,043	2,520	+11.7%	Shares	Sole	2025-10-30
2025-06-30	$719,618	2,256	+16.7%	Shares	Sole	2025-07-30
2025-03-31	$520,073	1,933	+1.2%	Shares	Sole	2025-04-25
2024-12-31	$567,165	1,911	+7.0%	Shares	Sole	2025-01-29
2024-09-30	$484,363	1,786	-16.1%	Shares	Sole	2024-10-30
2023-03-31	$351,178	2,129	+1.8%	Shares	Sole	2023-05-08
2022-12-31	$309,093	2,092	—	Shares	Sole	2023-02-06
No filing history on record for this holder in this stock.