StockDriftsStockDriftsTop 50 Avidian Wealth Enterprises, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 14.06% | 678.6K | $443.3M | +7.30%(+46.15K) | $426.86(+75.33%) | 2026-03-31 | |
| IEFA | ISHARES TR | 4.96% | 1.73M | $156.3M | -4.13%(-74.40K) | $68.51(+42.02%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.13% | 1.46M | $98.7M | +36.61%(+391.47K) | $56.01(+35.85%) | 2026-03-31 | |
| USIG | ISHARES TR | 2.75% | 1.69M | $86.7M | +10.75%(+164.22K) | $53.33(-4.19%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.66% | 480.3K | $83.8M | -26.06%(-169.24K) | $56.62(+244.07%) | 2026-03-31 | |
| EMXC | ISHARES INC | 2.64% | 1.06M | $83.3M | +9.28%(+89.89K) | $58.46(+65.90%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 2.55% | 1.05M | $80.4M | +1.61%(+16.64K) | $54.28(+61.50%) | 2026-03-31 | |
| MBB | ISHARES TR | 2.42% | 804.3K | $76.4M | +8.22%(+61.07K) | $103.01(-8.62%) | 2026-03-31 | |
| NE | NOBLE CORP PLC | 2.03% | 1.30M | $63.9M | -15.28%(-234.72K) | $45.00(-15.58%) | 2026-03-31 | |
| SCHR | SCHWAB STRATEGIC TR | 1.88% | 2.38M | $59.3M | +9.52%(+206.99K) | $25.79(-4.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.51% | +42.43% |
| Top 20 Holdings Unweighted | +10.46% | +34.77% |
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