VIDENT ADVISORY, LLC other names

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Adviser Profile

As of Date:

05/09/2024

Adviser Type:

- Large advisory firm
- An investment adviser (or subadviser) to an investment company


Number of Employees:

21 320.00%

of those in investment advisory functions:

6 500.00%


Registration:

SEC, Approved, 1/28/2019

AUM:

8,989,806,701 524.41%

of that, discretionary:

8,239,802,782 472.32%

GAV:

0

Avg Account Size:

9,584,016 -97.34%

% High Net Worth:

49.82% 100.00%


SMA’s:

NO

Private Funds:

0

Contact Info

(40 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 966M 725M 483M 242M
2018 2019 2020 2021 2022 2023

Recent News

Private Funds

No private funds

Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
031162100 AMGEN INC $28,988,130 1.00% 63.00% 65.00%
00724F101 ADOBE INC $24,559,386 1.00% 76.00% 108.00%
02209S103 ALTRIA GROUP INC $24,850,837 1.00% 44.00% 33.00%
00287Y109 ABBVIE INC $44,193,849 1.00% 44.00% 23.00%
02079K305 ALPHABET INC $36,007,823 1.00% -37.00% -42.00%
110122108 BRISTOL-MYERS SQUIBB CO $32,644,182 1.00% 49.00% 41.00%
13321L108 CAMECO CORP $40,111,244 1.00% 21.00% 21.00%
11135F101 BROADCOM INC $24,774,564 1.00% 61.00% 35.00%
17275R102 CISCO SYS INC $29,765,775 1.00% 28.00% 29.00%
26922A503 ETF SER SOLUTIONS $42,504,131 1.00% 29.00% 21.00%