Avidian Wealth Enterprises, LLC

Position in MCO — Moodys Corp /De/

CIK 1471474 HOUSTON, TX

Position in MCO

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

Position Value

$439,785

+$85,987 QoQ

Shares Held

971

+19.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#913

of 1,401 holders

Holding Since

Jun 2020

8 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $3,849,348 across 5 Financial Data & Stock Exchanges names. MCO ranks #5 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CME	Cme Group Inc.	6,525	$1,440,915
2	SPGI	S&P Global Inc.	2,093	$762,890
3	NDAQ	Nasdaq, Inc.	8,975	$707,409
4	ICE	Intercontinental Exchange, Inc.	4,048	$498,349
5	MCO	Moodys Corp /De/ This page	971	$439,785

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,785	971	+19.7%	Shares	Sole	2026-07-24
2026-03-31	$353,798	811	-37.2%	Shares	Sole	2026-05-07
2025-12-31	$660,018	1,292	+5.1%	Shares	Sole	2026-02-02
2025-09-30	$585,593	1,229	+24.9%	Shares	Sole	2025-10-30
2025-06-30	$493,564	984	+94.1%	Shares	Sole	2025-07-30
2025-03-31	$236,104	507	+18.7%	Shares	Sole	2025-04-25
2024-12-31	$202,128	427	-61.7%	Shares	Sole	2025-01-29
2020-06-30	$306,323	1,115	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.