Avidian Wealth Enterprises, LLC
Top Portfolio Positions
343 positions ·
$825,023,858 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 | 7.74% | |
| AAPL |
Apple Inc.
Technology
|
204,904 | $52,002,586 | 6.30% | |
| XOM |
Exxon Mobil Corp
Energy
|
234,886 | $39,850,758 | 4.83% | |
| SPY |
Spdr S&P 500 ETF Trust
|
47,752 | $31,055,035 | 3.76% | |
| 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 LB
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $277,166 | 4,014 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $213,400 | 4,000 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $269,846 | 3,993 | Shares | Sole | 2025-07-30 | |
| No 13F history on record for this holder in this stock. | ||||||