Position in BB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$126,500
New position
Shares Held
10,000
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 283 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $39,824,003 across 10 Software - Infrastructure names. BB ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
71,580 | $26,700,771 | |
| 2 | PANW |
Palo Alto Networks Inc
|
15,354 | $5,236,021 | |
| 3 | ORCL |
Oracle Corp
|
18,292 | $2,680,692 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
21,912 | $2,556,473 | |
| 5 | FFIV |
F5, Inc.
|
3,003 | $1,249,127 | |
| 6 | XYZ |
Block, Inc.
|
5,704 | $433,504 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,458 | $377,597 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,468 | $260,803 |
All Filings in BB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $126,500 | 10,000 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||