Avid Wealth Partners

Avid Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Avid Wealth Partners

Avid Wealth Partners holds 45 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 100 Etf (OEF) 12.0 $17M 58k 288.85
Blackrock Etf Trust Ishares Us Equit (DYNF) 11.5 $16M 315k 51.25
Ishares Tr Core Msci Eafe (IEFA) 9.2 $13M 184k 70.28
Ishares Tr S&p 500 Grwt Etf (IVW) 8.2 $12M 114k 101.53
Ishares Tr Core S&p500 Etf (IVV) 7.5 $11M 18k 588.67
Ishares Tr Core S&p Mcp Etf (IJH) 6.4 $9.0M 144k 62.31
World Gold Tr Spdr Gld Minis (GLDM) 5.8 $8.1M 156k 51.99
Global X Fds Global X Uranium (URA) 4.9 $6.9M 256k 26.78
Ishares Tr S&p 500 Val Etf (IVE) 4.2 $5.9M 31k 190.88
Ishares Tr U.s. Tech Etf (IYW) 3.4 $4.8M 30k 159.52
Ishares Msci Emrg Chn (EMXC) 3.1 $4.4M 80k 55.45
Invesco Actively Managed Exc Total Return (GTO) 2.7 $3.8M 83k 46.40
Wisdomtree Tr Japn Hedge Eqt (DXJ) 2.1 $2.9M 27k 110.29
Wisdomtree Tr India Erngs Fd (EPI) 2.1 $2.9M 64k 45.27
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.9 $2.7M 54k 50.13
Ishares Tr National Mun Etf (MUB) 1.9 $2.7M 25k 106.55
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.5 $2.1M 21k 99.54
Global X Fds Us Infr Dev Etf (PAVE) 1.5 $2.1M 52k 40.41
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.1 $1.5M 30k 50.71
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $1.4M 14k 100.34
Ishares Tr Rus Mid Cap Etf (IWR) 0.9 $1.2M 14k 88.40
Apple (AAPL) 0.6 $822k 3.3k 250.42
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.6 $815k 16k 51.44
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $729k 14k 52.02
Microsoft Corporation (MSFT) 0.4 $626k 1.5k 421.50
Amazon (AMZN) 0.4 $584k 2.7k 219.39
Ishares Tr Shrt Nat Mun Etf (SUB) 0.4 $561k 5.3k 105.48
NVIDIA Corporation (NVDA) 0.4 $560k 4.2k 134.29
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.4 $497k 11k 47.39
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $447k 2.5k 175.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $443k 756.00 586.08
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $438k 4.5k 96.83
Sprott Fds Tr Uranium Miners E (URNM) 0.3 $419k 10k 40.31
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.3 $355k 4.1k 87.33
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $335k 6.3k 53.05
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $312k 2.4k 128.62
Coinbase Global Com Cl A (COIN) 0.2 $303k 1.2k 248.30
JPMorgan Chase & Co. (JPM) 0.2 $285k 1.2k 239.71
Franklin Templeton Etf Tr Franklin India (FLIN) 0.2 $270k 7.1k 37.90
Vanguard Index Fds Large Cap Etf (VV) 0.2 $269k 996.00 269.70
Ishares Tr Morningstar Valu (ILCV) 0.2 $257k 3.2k 80.98
Alphabet Cap Stk Cl A (GOOGL) 0.2 $253k 1.3k 189.30
Zions Bancorporation (ZION) 0.2 $252k 4.6k 54.25
Vanguard Index Fds Value Etf (VTV) 0.1 $202k 1.2k 169.30
Broadcom (AVGO) 0.1 $201k 867.00 231.84