Portfolio (Quarterly)
Guide ↗
Avidian Wealth Enterprises, LLC
· CIK 0001471474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | LANDBRIDGE COMPANY LLC | — | 4,000 | $213K | 0.01% | SOLD |
| 22 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 299 | $209K | 0.01% | SOLD |
| 23 | BTO | HANCOCK JOHN FINL OPPTYS FD | Financial Services | 5,789 | $208K | 0.01% | SOLD |
| 24 | DEO | DIAGEO PLC | Consumer Defensive | 2,171 | $207K | 0.01% | SOLD |
| 25 | PGR | PROGRESSIVE CORP | Financial Services | 838 | $207K | 0.01% | SOLD |
| 26 | BITQ | EXCHANGE TRADED CONCEPTS TRU | — | 8,207 | $206K | 0.01% | SOLD |
| 27 | CTAS | CINTAS CORP | Industrials | 1,001 | $205K | 0.01% | SOLD |
| 28 | TROW | PRICE T ROWE GROUP INC | Financial Services | 1,977 | $203K | 0.01% | SOLD |
| 29 | ULTY | TIDAL TRUST II | — | 26,326 | $144K | 0.01% | SOLD |
| 30 | — | NEW GOLD INC CDA | — | 20,051 | $144K | 0.01% | SOLD |
| 31 | EBS | EMERGENT BIOSOLUTIONS INC | Healthcare | 10,440 | $92K | 0.00% | SOLD |
| 32 | TSI | TCW STRATEGIC INCOME FD INC | Financial Services | 10,100 | $50K | 0.00% | SOLD |
| 33 | EVEX | EVE HLDG INC | Industrials | 12,919 | $49K | 0.00% | 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%