Avidian Wealth Enterprises, LLC

Position in PLTR — Palantir Technologies Inc.

CIK 1471474 HOUSTON, TX

Position in PLTR

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

Position Value

$2,556,473

-$825,666 QoQ

Shares Held

21,912

-5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#932

of 2,816 holders

Holding Since

Mar 2021

11 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Technology · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $39,824,003 across 10 Software - Infrastructure names. PLTR ranks #4 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	71,580	$26,700,771
2	PANW	Palo Alto Networks Inc	15,354	$5,236,021
3	ORCL	Oracle Corp	18,292	$2,680,692
4	PLTR	Palantir Technologies Inc. This page	21,912	$2,556,473
5	FFIV	F5, Inc.	3,003	$1,249,127
6	XYZ	Block, Inc.	5,704	$433,504
7	FTNT	Fortinet, Inc.	2,458	$377,597
8	CRWD	CrowdStrike Holdings, Inc.	5,468	$260,803

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,556,473	21,912	-5.2%	Shares	Sole	2026-07-24
2026-03-31	$3,382,139	23,121	+4.4%	Shares	Sole	2026-05-07
2025-12-31	$3,934,851	22,137	+0.4%	Shares	Sole	2026-02-02
2025-09-30	$4,021,084	22,043	+7.8%	Shares	Sole	2025-10-30
2025-06-30	$2,788,698	20,457	+15.3%	Shares	Sole	2025-07-30
2025-03-31	$1,498,100	17,750	+1.0%	Shares	Sole	2025-04-25
2024-12-31	$1,329,197	17,575	+39.5%	Shares	Sole	2025-01-29
2024-09-30	$468,645	12,598	+49.4%	Shares	Sole	2024-10-30
2021-09-30	$202,705	8,432	-76.7%	Shares	Sole	2021-11-10
2021-06-30	$952,544	36,136	+14.0%	Shares	Sole	2021-08-09
2021-03-31	$737,966	31,686	—	Shares	Sole	2021-05-05
No filing history on record for this holder in this stock.