Avidian Wealth Enterprises, LLC

Position in CVS — CVS HEALTH Corp

CIK 1471474 HOUSTON, TX

Position in CVS

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

Position Value

$755,185

+$274,638 QoQ

Shares Held

7,300

+9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,078

of 2,051 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 13% Shared 0% None 87%

Healthcare · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $6,150,992 across 5 Healthcare Plans names. CVS ranks #3 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	8,139	$3,382,812
2	CI	Cigna Group	5,553	$1,530,851
3	CVS	CVS HEALTH Corp This page	7,300	$755,185
4	ELV	Elevance Health, Inc.	695	$268,777
5	CNC	Centene Corp	3,324	$213,367

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$755,185	7,300	+9.1%	Shares	Sole	2026-07-24
2026-03-31	$480,547	6,691	+2.4%	Shares	Sole	2026-05-07
2025-12-31	$518,776	6,537	+4.0%	Shares	Sole	2026-02-02
2025-09-30	$473,826	6,285	+3.5%	Shares	Sole	2025-10-30
2025-06-30	$418,777	6,071	+100.2%	Shares	Sole	2025-07-30
2025-03-31	$205,485	3,033	+2.1%	Shares	Sole	2025-04-25
2024-03-31	$236,966	2,971	+10.1%	Shares	Sole	2024-05-03
2023-12-31	$213,113	2,699	-26.3%	Shares	Sole	2024-02-06
2023-09-30	$255,680	3,662	-23.3%	Shares	Sole	2023-10-13
2023-06-30	$330,164	4,776	-25.6%	Shares	Sole	2023-08-03
2023-03-31	$476,772	6,416	+15.6%	Shares	Sole	2023-05-08
2022-12-31	$517,111	5,549	-0.8%	Shares	Sole	2023-02-06
2022-09-30	$533,309	5,592	-3.7%	Shares	Sole	2022-11-03
2022-06-30	$537,891	5,805	-42.3%	Shares	Sole	2022-07-29
2022-03-31	$1,017,970	10,058	-0.1%	Shares	Sole	2022-05-10
2021-12-31	$1,038,511	10,067	+172.6%	Shares	Sole	2022-02-14
2021-09-30	$313,387	3,693	+13.6%	Shares	Sole	2021-11-10
2021-06-30	$271,346	3,252	+7.3%	Shares	Sole	2021-08-09
2021-03-31	$228,022	3,031	-5.9%	Shares	Sole	2021-05-05
2020-12-31	$219,994	3,221	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.