Avidian Wealth Enterprises, LLC

Position in ELV — Elevance Health, Inc.

CIK 1471474 HOUSTON, TX

Position in ELV

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

Position Value

$268,777

+$55,643 QoQ

Shares Held

695

+14.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,177

of 1,592 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Healthcare · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $6,150,992 across 5 Healthcare Plans names. ELV ranks #4 (4.4% 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	7,300	$755,185
4	ELV	Elevance Health, Inc. This page	695	$268,777
5	CNC	Centene Corp	3,324	$213,367

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,777	695	+14.3%	Shares	Sole	2026-07-24
2025-12-31	$213,134	608	-12.3%	Shares	Sole	2026-02-02
2025-06-30	$269,549	693	+16.5%	Shares	Sole	2025-07-30
2025-03-31	$258,801	595	0.0%	Shares	Sole	2025-04-25
2024-12-31	$219,495	595	-24.1%	Shares	Sole	2025-01-29
2024-09-30	$407,680	784	-5.5%	Shares	Sole	2024-10-30
2024-06-30	$449,743	830	+33.0%	Shares	Sole	2024-08-06
2024-03-31	$323,568	624	+13.7%	Shares	Sole	2024-05-03
2023-12-31	$258,886	549	+3.6%	Shares	Sole	2024-02-06
2023-09-30	$230,772	530	+0.4%	Shares	Sole	2023-10-13
2023-06-30	$234,585	528	+18.4%	Shares	Sole	2023-08-03
2023-03-31	$205,075	446	+0.5%	Shares	Sole	2023-05-08
2022-12-31	$227,758	444	-65.9%	Shares	Sole	2023-02-06
2020-06-30	$342,399	1,302	-39.9%	Shares	Sole	2020-08-10
2020-03-31	$491,995	2,167	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.