Avidian Wealth Enterprises, LLC

Position in DG — Dollar General Corp

CIK 1471474 HOUSTON, TX

Position in DG

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

Position Value

$2,957,060

-$45,146 QoQ

Shares Held

25,689

+1.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#335

of 1,127 holders

Holding Since

Dec 2020

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $13,286,567 across 4 Discount Stores names. DG ranks #3 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc.	52,003	$5,889,859
2	COST	Costco Wholesale Corp /New	4,218	$3,945,812
3	DG	Dollar General Corp This page	25,689	$2,957,060
4	TGT	Target Corp	3,781	$493,836

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,957,060	25,689	+1.6%	Shares	Sole	2026-07-24
2026-03-31	$3,002,206	25,286	+2523.0%	Shares	Sole	2026-05-07
2020-12-31	$202,729	964	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.