Avidian Wealth Enterprises, LLC

Position in V — Visa Inc.

CIK 1471474 HOUSTON, TX

Position in V

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

Position Value

$6,298,789

+$1,241,710 QoQ

Shares Held

18,359

+9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.67%

of 13F equity value

Holder Rank

#1,507

of 4,491 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $13,594,420 across 5 Credit Services names. V ranks #1 (46.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	18,359	$6,298,789
2	MA	Mastercard Inc	7,585	$3,895,656
3	COF	Capital One Financial Corp	9,487	$1,903,281
4	AXP	American Express Co	2,865	$969,086
5	SOFI	SoFi Technologies, Inc.	29,426	$527,608

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,298,789	18,359	+9.7%	Shares	Sole	2026-07-24
2026-03-31	$5,057,079	16,732	+89.7%	Shares	Sole	2026-05-07
2025-12-31	$3,093,262	8,820	-2.2%	Shares	Sole	2026-02-02
2025-09-30	$3,079,588	9,021	+8.5%	Shares	Sole	2025-10-30
2025-06-30	$2,952,950	8,317	+6.2%	Shares	Sole	2025-07-30
2025-03-31	$2,744,101	7,830	-12.0%	Shares	Sole	2025-04-25
2024-12-31	$2,812,756	8,900	+3.6%	Shares	Sole	2025-01-29
2024-09-30	$2,361,820	8,590	+3.8%	Shares	Sole	2024-10-30
2024-06-30	$2,171,676	8,274	+8.4%	Shares	Sole	2024-08-06
2024-03-31	$2,130,496	7,634	+17.2%	Shares	Sole	2024-05-03
2023-12-31	$1,695,138	6,511	+4.5%	Shares	Sole	2024-02-06
2023-09-30	$1,432,732	6,229	-27.8%	Shares	Sole	2023-10-13
2023-06-30	$2,049,927	8,632	-34.0%	Shares	Sole	2023-08-03
2023-03-31	$2,949,918	13,084	+14.1%	Shares	Sole	2023-05-08
2022-12-31	$2,382,591	11,468	+6.7%	Shares	Sole	2023-02-06
2022-09-30	$1,910,092	10,752	+2.4%	Shares	Sole	2022-11-03
2022-06-30	$2,068,329	10,505	+7.5%	Shares	Sole	2022-07-29
2022-03-31	$2,167,801	9,775	-13.0%	Shares	Sole	2022-05-10
2021-12-31	$2,433,870	11,231	+71.9%	Shares	Sole	2022-02-14
2021-09-30	$1,455,448	6,534	+36.5%	Shares	Sole	2021-11-10
2021-06-30	$1,119,530	4,788	-1.6%	Shares	Sole	2021-08-09
2021-03-31	$1,029,854	4,864	+6.1%	Shares	Sole	2021-05-05
2020-12-31	$1,002,658	4,584	-6.5%	Shares	Sole	2021-02-09
2020-09-30	$980,452	4,903	+9.8%	Shares	Sole	2021-02-03
2020-06-30	$862,890	4,467	+8.1%	Shares	Sole	2020-08-10
2020-03-31	$665,586	4,131	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.