Position in XYZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$433,504
+$100,228 QoQ
Shares Held
5,704
+3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#590
of 1,079 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in XYZ Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $39,824,003 across 10 Software - Infrastructure names. XYZ ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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.
|
21,912 | $2,556,473 | |
| 5 | FFIV |
F5, Inc.
|
3,003 | $1,249,127 | |
| 6 | XYZ |
Block, Inc.
This page
|
5,704 | $433,504 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,458 | $377,597 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
5,468 | $260,803 |
All Filings in XYZ
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $433,504 | 5,704 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $333,276 | 5,538 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $328,639 | 5,049 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $342,487 | 4,739 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $302,152 | 4,448 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $242,366 | 4,461 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $384,069 | 4,519 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $298,459 | 4,446 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $265,376 | 4,115 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $345,086 | 4,080 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $342,660 | 4,430 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $271,605 | 4,080 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $458,238 | 6,675 | Shares | Sole | 2023-05-08 | |
| 2022-03-31 | $224,824 | 1,658 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $242,911 | 1,504 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $312,991 | 1,305 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $290,122 | 1,190 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $227,050 | 1,000 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $217,640 | 1,000 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||