Long-term investor
Avidian Wealth Enterprises, LLC @avidianwealthenterprises
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001471474).
Record
- Tracked since 2025-06-30 (441 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months n/a · 1 year +15.7% · all +15.7%
- Max drawdown n/a · win rate 19% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 14.5% · long · since 2025-06-30
- IEFA · 4.8% · long · since 2025-06-30
- IJH · 3.2% · long · since 2025-06-30
- EMXC · 3.0% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- USIG · 2.5% · long · since 2025-06-30
- SPYM · 2.4% · long · since 2025-06-30
- JVAL · 2.0% · long · since 2025-06-30
- JQUA · 2.0% · long · since 2025-06-30
- IWF · 1.7% · long · since 2025-06-30
- AAPL · 1.7% · long · since 2025-06-30
- SCHR · 1.7% · long · since 2025-06-30