Avidian Wealth Enterprises, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing reports the firm holds positions in 753 distinct securities.
The largest position disclosed in the portfolio is in Exxon Mobil Holdings Corp. Shs, with 20,190,000 shares valued at $201,900,000. The firm also holds significant stakes in Apple Inc. (18,821,600 shares) and Amazon.com Inc. (85,330 shares). Other notable holdings include Blackstone Inc. (16,680 shares), Blackstone Secd Lending Fd Common Stock (132,350 shares), and Energy Transfer L P (86,614 shares).
The filing lists the firm's contact information as One Citycentre, 800 Town & Country Blvd. Suite 220, Houston, TX 77024. The compliance associate listed is Jeannette Escamilla.