Avid Wealth Partners

Avid Wealth Partners as of Dec. 31, 2023

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
Ishares Tr Core Msci Eafe (IEFA) 11.3 $11M 162k 70.35
Ishares Msci Emrg Chn (EMXC) 9.0 $9.0M 163k 55.41
Ishares Tr S&p 100 Etf (OEF) 8.9 $9.0M 40k 223.39
Ishares Tr Russell 2000 Etf (IWM) 8.8 $8.9M 44k 200.71
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 7.5 $7.6M 85k 88.71
World Gold Tr Spdr Gld Minis (GLDM) 6.6 $6.7M 164k 40.91
Global X Fds Global X Uranium (URA) 6.1 $6.2M 222k 27.69
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.2 $5.3M 53k 98.88
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.5 $3.6M 71k 50.30
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 3.2 $3.2M 32k 99.79
Wisdomtree Tr Japn Hedge Eqt (DXJ) 2.4 $2.4M 27k 87.98
Ishares Tr National Mun Etf (MUB) 2.4 $2.4M 22k 108.41
Invesco Actively Managed Etf Total Return (GTO) 1.6 $1.6M 33k 47.24
Microsoft Corporation (MSFT) 0.9 $880k 2.3k 376.04
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.9 $858k 15k 58.45
Apple (AAPL) 0.7 $749k 3.9k 192.53
Amazon (AMZN) 0.5 $496k 3.3k 151.94
NVIDIA Corporation (NVDA) 0.5 $465k 939.00 495.22
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $445k 937.00 475.31
Alphabet Cap Stk Cl A (GOOGL) 0.4 $375k 2.7k 139.69
Meta Platforms Cl A (META) 0.4 $357k 1.0k 353.96
Alphabet Cap Stk Cl C (GOOG) 0.3 $347k 2.5k 140.93
Ishares Tr Core S&p500 Etf (IVV) 0.2 $243k 509.00 477.63
salesforce (CRM) 0.2 $236k 898.00 263.14
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $226k 4.0k 56.14
Netflix (NFLX) 0.2 $223k 457.00 486.88
Coinbase Global Com Cl A (COIN) 0.2 $212k 1.2k 173.92
Palo Alto Networks (PANW) 0.2 $201k 681.00 294.88
TJX Companies (TJX) 0.2 $201k 2.1k 93.81