Portfolio (Quarterly)
Guide ↗
Avidian Wealth Enterprises, LLC
· CIK 0001471474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | EWW | ISHARES INC | — | 108,568 | $7.4M | 0.28% | SOLD |
| 2 | UL | UNILEVER PLC | Consumer Defensive | 18,654 | $1.1M | 0.04% | SOLD |
| 3 | FTEC | FIDELITY COVINGTON TRUST | — | 4,138 | $919K | 0.04% | SOLD |
| 4 | — | KELLANOVA | — | 7,357 | $603K | 0.02% | SOLD |
| 5 | — | ISHARES TR | — | 21,885 | $551K | 0.02% | SOLD |
| 6 | VCLT | VANGUARD SCOTTSDALE FDS | — | 6,920 | $537K | 0.02% | SOLD |
| 7 | STEL | STELLAR BANCORP INC | Financial Services | 16,552 | $502K | 0.02% | SOLD |
| 8 | RMM | RIVERNORTH MANAGED DUR MUN I | Financial Services | 24,000 | $339K | 0.01% | SOLD |
| 9 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 4,284 | $268K | 0.01% | SOLD |
| 10 | MSTR | STRATEGY INC | Technology | 795 | $256K | 0.01% | SOLD |
| 11 | COIN | COINBASE GLOBAL INC | Financial Services | 750 | $253K | 0.01% | SOLD |
| 12 | ETHU | VOLATILITY SHS TR | — | 1,898 | $246K | 0.01% | SOLD |
| 13 | ARM | ARM HOLDINGS PLC | Technology | 1,664 | $235K | 0.01% | SOLD |
| 14 | — | SYNOVUS FINL CORP | — | 4,713 | $231K | 0.01% | SOLD |
| 15 | HOOD | ROBINHOOD MKTS INC | Financial Services | 1,596 | $228K | 0.01% | SOLD |
| 16 | CLS | CELESTICA INC | Technology | 915 | $225K | 0.01% | SOLD |
| 17 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 4,308 | $224K | 0.01% | SOLD |
| 18 | IRM | IRON MTN INC DEL | Real Estate | 2,179 | $222K | 0.01% | SOLD |
| 19 | QTUM | ETF SER SOLUTIONS | — | 2,091 | $219K | 0.01% | SOLD |
| 20 | BLSH | BULLISH | Technology | 3,360 | $214K | 0.01% | SOLD |
Sector Allocation
Technology
38.2%
Energy
17.5%
Financial Services
14.2%
Consumer Cyclical
6.9%
Communication Services
6.5%
Healthcare
5.8%
Industrials
4.7%
Consumer Defensive
3.4%
Basic Materials
1.2%
Utilities
1.2%