Avidian Wealth Enterprises, LLC
Top Portfolio Positions
343 positions ·
$824,681,273 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
485,373 | $84,649,051 | 10.26% | |
| NE |
Noble Corp plc
Energy
|
1,301,679 | $63,873,388 | 7.75% | |
| AAPL |
Apple Inc.
Technology
|
204,904 | $52,002,586 | 6.31% | |
| XOM |
Exxon Mobil Corp
Energy
|
234,886 | $39,850,758 | 4.83% | |
| SPY |
Spdr S&P 500 ETF Trust
|
47,752 | $31,055,035 | 3.77% | |
| MSFT |
Microsoft Corp
Technology
|
68,587 | $25,388,849 | 3.08% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
101,102 | $21,056,513 | 2.55% | |
| AVGO |
Broadcom Inc.
Technology
|
60,250 | $18,647,977 | 2.26% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
55,449 | $15,944,914 | 1.93% | |
| CVX |
Chevron Corp
Energy
|
72,303 | $14,959,490 | 1.81% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DLY
Shares Held
Position Value (USD)
13 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $194,880 | 14,000 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $203,560 | 14,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $211,120 | 14,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $218,260 | 14,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $225,400 | 14,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $221,620 | 14,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $232,260 | 14,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $220,920 | 14,000 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $223,160 | 14,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $208,180 | 14,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $206,220 | 14,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $203,420 | 14,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $195,860 | 14,000 | Shares | Sole | 2023-05-08 | |
| No 13F history on record for this holder in this stock. | ||||||