Portfolio (Quarterly)
Guide ↗
Avidian Wealth Enterprises, LLC
· CIK 0001471474| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | STIP | ISHARES TR | — | 2,397 | $245K | 0.01% | SOLD |
| 22 | — | ASTRAZENECA PLC | — | 2,652 | $244K | 0.01% | SOLD |
| 23 | TSCO | TRACTOR SUPPLY CO | Consumer Cyclical | 4,763 | $238K | 0.01% | SOLD |
| 24 | POWL | POWELL INDS INC | Industrials | 747 | $238K | 0.01% | SOLD |
| 25 | SLG | SL GREEN RLTY CORP | Real Estate | 5,023 | $230K | 0.01% | SOLD |
| 26 | OWL | BLUE OWL CAPITAL INC | Financial Services | 15,184 | $227K | 0.01% | SOLD |
| 27 | ZTS | ZOETIS INC | Healthcare | 1,774 | $223K | 0.01% | SOLD |
| 28 | DCI | DONALDSON INC | Industrials | 2,477 | $220K | 0.01% | SOLD |
| 29 | MELI | MERCADOLIBRE INC | Consumer Cyclical | 108 | $218K | 0.01% | SOLD |
| 30 | OMAB | GRUPO AEROPORTUARIO DEL CENT | Industrials | 1,868 | $203K | 0.01% | SOLD |
| 31 | ACGL | ARCH CAP GROUP LTD | Financial Services | 2,117 | $203K | 0.01% | SOLD |
| 32 | — | BLACKROCK MUNIYIELD FD INC | — | 10,759 | $113K | 0.00% | SOLD |
| 33 | RC | READY CAPITAL CORP | Real Estate | 43,695 | $95K | 0.00% | SOLD |
Sector Allocation
Technology
34.8%
Energy
14.8%
Financial Services
14.4%
Healthcare
7.6%
Industrials
7.5%
Consumer Cyclical
6.8%
Communication Services
6.1%
Consumer Defensive
4.1%
Utilities
1.9%
Basic Materials
1.3%