Avid Wealth Partners
Latest statistics and disclosures from Avid Wealth Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001992344
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Positions held by Avid Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Avid Wealth Partners
Avid Wealth Partners holds 30 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr U.s. Tech Etf (IYW) | 17.1 | $17M | 140k | 122.75 |
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| Ishares Tr Core Msci Eafe (IEFA) | 11.3 | $11M | 162k | 70.35 |
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| Ishares Msci Emrg Chn (EMXC) | 9.0 | $9.0M | 163k | 55.41 |
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| Ishares Tr S&p 100 Etf (OEF) | 8.9 | $9.0M | 40k | 223.39 |
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| Ishares Tr Russell 2000 Etf (IWM) | 8.8 | $8.9M | 44k | 200.71 |
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| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 7.5 | $7.6M | 85k | 88.71 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 6.6 | $6.7M | 164k | 40.91 |
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| Global X Fds Global X Uranium (URA) | 6.1 | $6.2M | 222k | 27.69 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 5.2 | $5.3M | 53k | 98.88 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.5 | $3.6M | 71k | 50.30 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 3.2 | $3.2M | 32k | 99.79 |
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| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 2.4 | $2.4M | 27k | 87.98 |
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| Ishares Tr National Mun Etf (MUB) | 2.4 | $2.4M | 22k | 108.41 |
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| Invesco Actively Managed Etf Total Return (GTO) | 1.6 | $1.6M | 33k | 47.24 |
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| Microsoft Corporation (MSFT) | 0.9 | $880k | 2.3k | 376.04 |
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| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.9 | $858k | 15k | 58.45 |
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| Apple (AAPL) | 0.7 | $749k | 3.9k | 192.53 |
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| Amazon (AMZN) | 0.5 | $496k | 3.3k | 151.94 |
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| NVIDIA Corporation (NVDA) | 0.5 | $465k | 939.00 | 495.22 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $445k | 937.00 | 475.31 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $375k | 2.7k | 139.69 |
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| Meta Platforms Cl A (META) | 0.4 | $357k | 1.0k | 353.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $347k | 2.5k | 140.93 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $243k | 509.00 | 477.63 |
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| salesforce (CRM) | 0.2 | $236k | 898.00 | 263.14 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $226k | 4.0k | 56.14 |
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| Netflix (NFLX) | 0.2 | $223k | 457.00 | 486.88 |
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| Coinbase Global Com Cl A (COIN) | 0.2 | $212k | 1.2k | 173.92 |
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| Palo Alto Networks (PANW) | 0.2 | $201k | 681.00 | 294.88 |
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| TJX Companies (TJX) | 0.2 | $201k | 2.1k | 93.81 |
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Past Filings by Avid Wealth Partners
SEC 13F filings are viewable for Avid Wealth Partners going back to 2023
- Avid Wealth Partners 2023 Q4 filed Jan. 23, 2024