Avidian Wealth Enterprises, LLC
Position in HPI — John Hancock Preferred Income Fund
CIK 1471474
HOUSTON, TX
Position in HPI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$345,164
+$5,174 QoQ
Shares Held
21,999
+4.8% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HPI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $14,722,392 across 24 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,193 | $4,031,821 | |
| 2 | BXSL |
Blackstone Secured Lending Fund
|
105,595 | $2,503,657 | |
| 3 | BX |
Blackstone Inc.
|
15,717 | $1,849,419 | |
| 4 | ARCC |
Ares Capital Corp
|
60,567 | $1,122,306 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
31,899 | $962,392 | |
| 6 | NFJ |
Virtus Dividend, Interest & Premium Strategy Fund
|
35,019 | $531,938 | |
| 7 | ARES |
Ares Management Corp
|
4,654 | $518,036 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
19,194 | $320,539 |
All Filings in HPI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,164 | 21,999 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $339,990 | 21,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $364,350 | 21,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $335,790 | 21,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $348,390 | 21,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $349,230 | 21,000 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $397,950 | 21,000 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $350,910 | 21,000 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $349,230 | 21,000 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $331,380 | 21,000 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $305,970 | 21,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $319,830 | 21,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $336,000 | 21,000 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||