Avidian Wealth Enterprises
DXPE icon

Avidian Wealth Enterprises’s DXP Enterprises DXPE Stock Holding History

Avidian Wealth Enterprises’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.01M Hold
5,586
– – 0.03% 332
2026
Q2 		$943K Buy
5,586
+825
+17% +$130K 0.03% 335
2026
Q1 		$665K Buy
4,761
+6
+0.1% +$805 0.02% 380
2025
Q4 		$522K Hold
4,755
– – 0.02% 364
2025
Q3 		$566K Hold
4,755
– – 0.02% 342
2025
Q2 		$417K Buy
4,755
+596
+14% +$49.6K 0.02% 377
2025
Q1 		$342K Sell
4,159
-335
-7% -$30.9K 0.02% 381
2024
Q4 		$371K Buy
+4,494
New +$295K 0.02% 355

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Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Avidian Wealth Enterprises's DXPE Position: Q3 2026 in Review

Avidian Wealth Enterprises held its DXP Enterprises (DXPE) position steady in Q3 2026 at 5,586 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #332.

Avidian Wealth Enterprises first reported a position in DXPE in Q4 2024 and has held it in 8 quarters since. 40 funds tracked by Wall St. Rank hold DXPE as of Q3 2026.

  • Avidian Wealth Enterprises held 5,586 shares of DXP Enterprises worth $1.01M as of Q3 2026.
  • Avidian Wealth Enterprises left its DXP Enterprises share count unchanged in Q3 2026.
  • DXP Enterprises made up 0.03% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #332 holding.
  • Avidian Wealth Enterprises first reported a position in DXP Enterprises in Q4 2024 and has held it in 8 quarters since.
  • 40 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.