Avidian Wealth Enterprises, LLC

Position in LUV — Southwest Airlines Co

CIK 1471474 HOUSTON, TX

Position in LUV

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

Position Value

$366,624

+$112,689 QoQ

Shares Held

7,130

+5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#494

of 923 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $2,010,039 across 3 Airlines names. LUV ranks #2 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UAL	United Airlines Holdings, Inc.	9,759	$1,327,126
2	LUV	Southwest Airlines Co This page	7,130	$366,624
3	DAL	Delta Air Lines, Inc.	3,377	$316,289

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$366,624	7,130	+5.5%	Shares	Sole	2026-07-24
2026-03-31	$253,935	6,759	-2.8%	Shares	Sole	2026-05-07
2025-12-31	$287,326	6,952	-1.4%	Shares	Sole	2026-02-02
2025-09-30	$224,933	7,049	+4.2%	Shares	Sole	2025-10-30
2025-06-30	$219,521	6,767	+0.3%	Shares	Sole	2025-07-30
2025-03-31	$226,631	6,749	-2.1%	Shares	Sole	2025-04-25
2024-12-31	$231,776	6,894	0.0%	Shares	Sole	2025-01-29
2024-09-30	$204,269	6,894	-3.2%	Shares	Sole	2024-10-30
2024-06-30	$203,703	7,120	+0.7%	Shares	Sole	2024-08-06
2024-03-31	$206,402	7,071	-21.1%	Shares	Sole	2024-05-03
2023-06-30	$324,332	8,957	-20.6%	Shares	Sole	2023-08-03
2023-03-31	$366,888	11,275	-4.1%	Shares	Sole	2023-05-08
2022-12-31	$395,723	11,753	-1.6%	Shares	Sole	2023-02-06
2022-09-30	$368,198	11,939	-14.3%	Shares	Sole	2022-11-03
2022-06-30	$502,971	13,925	-2.7%	Shares	Sole	2022-07-29
2022-03-31	$655,214	14,306	-0.3%	Shares	Sole	2022-05-10
2021-12-31	$614,539	14,345	-15.1%	Shares	Sole	2022-02-14
2021-09-30	$868,961	16,896	+88.9%	Shares	Sole	2021-11-10
2021-06-30	$474,890	8,945	-17.5%	Shares	Sole	2021-08-09
2021-03-31	$662,317	10,847	-14.2%	Shares	Sole	2021-05-05
2020-12-31	$589,476	12,647	+44.2%	Shares	Sole	2021-02-09
2020-09-30	$328,950	8,772	+32.5%	Shares	Sole	2021-02-03
2020-06-30	$226,339	6,622	-0.6%	Shares	Sole	2020-08-10
2020-03-31	$237,305	6,664	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.