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Institutional Investment Manager
Avidian Wealth Enterprises, LLC
Avidian Wealth Enterprises, LLC (CIK: 0001471474) incorporated in Texas, located at One Citycentre, 800 Town & Country Blvd., Houston, TX. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q2)
Portfolio Summary: 70 holdings with a total value of $274,810,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 CHEVRON CORP NEW 2,721 285,000 0.10%
52 NEWFIELD EXPL CO 6,423 284,000 0.10%
53 AMAZON COM INC 380 272,000 0.10%
54 MICROSOFT CORP 5,268 270,000 0.10%
55 DEAN FOODS CO NEW 14,843 269,000 0.10%
56 VANGUARD INDEX FDS 1,387 267,000 0.10%
57 WELLS FARGO & CO NEW 5,491 260,000 0.09%
58 EQUIFAX INC 2,000 257,000 0.09%
59 BERKSHIRE HATHAWAY INC DEL 1,766 256,000 0.09%
60 PHILIP MORRIS INTL INC 2,461 250,000 0.09%
61 JOHNSON & JOHNSON 1,961 238,000 0.09%
62 HUB GROUP INC CL A 6,017 231,000 0.08%
63 ALTRIA GROUP INC 3,266 225,000 0.08%
64 BP PLC 6,100 217,000 0.08%
65 PROSHARES TR II 4,400 216,000 0.08%
66 COSTCO WHSL CORP NEW 1,323 208,000 0.08%
67 CORNING INC 16 208,000 0.08%
68 ALPS ETF TR 11,154 142,000 0.05%
69 SPROTT PHYSICAL GOLD TRUST 10,050 110,000 0.04%
70 ABERDEEN ASIA PACIFIC INCOM 12,888 65,000 0.02%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001315863-16-001722, filed 2016.08.15).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.