Avid Wealth Partners

Avid Wealth Partners as of March 31, 2025

Portfolio Holdings for Avid Wealth Partners

Avid Wealth Partners holds 49 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr S&p 100 Etf (OEF) 11.3 $17M 61k 270.83
Blackrock Etf Trust Ishares Us Equit (DYNF) 11.1 $16M 337k 48.76
Ishares Tr S&p 500 Grwt Etf (IVW) 6.7 $9.9M 107k 92.83
World Gold Tr Spdr Gld Minis (GLDM) 6.6 $9.7M 156k 61.89
Ishares Tr Core S&p500 Etf (IVV) 6.3 $9.2M 17k 561.91
Vanguard World Mega Cap Val Etf (MGV) 5.9 $8.7M 68k 128.84
Ishares Tr Core Msci Eafe (IEFA) 5.8 $8.5M 112k 75.65
Global X Fds Global X Uranium (URA) 5.1 $7.6M 330k 22.92
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 4.7 $6.9M 113k 61.72
Invesco Actively Managed Exc Total Return (GTO) 3.5 $5.2M 110k 46.93
Ishares Tr U.s. Tech Etf (IYW) 3.2 $4.7M 34k 140.44
Ishares Tr National Mun Etf (MUB) 3.0 $4.4M 42k 105.44
Wisdomtree Tr India Erngs Fd (EPI) 2.3 $3.4M 78k 43.71
Wisdomtree Tr Japn Hedge Eqt (DXJ) 2.1 $3.1M 28k 110.18
Ishares Msci Gbl Gold Mn (RING) 2.1 $3.1M 80k 38.36
Ishares Tr Msci Usa Min Vol (USMV) 2.0 $2.9M 31k 93.66
Ishares Core Msci Emkt (IEMG) 1.9 $2.8M 52k 53.97
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.9 $2.8M 27k 103.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $2.2M 44k 49.62
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 1.2 $1.8M 35k 50.71
Ishares Emng Mkts Eqt (EMGF) 1.1 $1.6M 33k 46.78
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.9 $1.3M 28k 46.81
Sprott Fds Tr Uranium Miners E (URNM) 0.7 $995k 31k 32.44
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $984k 9.3k 105.60
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.6 $955k 9.5k 100.62
Ishares Tr Core S&p Ttl Stk (ITOT) 0.6 $949k 7.8k 122.01
Apple (AAPL) 0.6 $935k 4.2k 222.13
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.6 $919k 16k 58.06
Ishares Msci Emrg Chn (EMXC) 0.6 $912k 17k 55.09
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $897k 17k 52.38
Microsoft Corporation (MSFT) 0.5 $750k 2.0k 375.39
NVIDIA Corporation (NVDA) 0.5 $677k 6.2k 108.38
Vanguard Index Fds Large Cap Etf (VV) 0.4 $601k 2.3k 257.03
Franklin Templeton Etf Tr Franklin India (FLIN) 0.4 $575k 16k 36.84
Amazon (AMZN) 0.3 $470k 2.5k 190.26
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $428k 2.5k 173.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $423k 756.00 559.39
Tesla Motors (TSLA) 0.3 $370k 1.4k 259.16
JPMorgan Chase & Co. (JPM) 0.2 $356k 1.5k 245.30
Meta Platforms Cl A (META) 0.2 $332k 576.00 576.36
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $315k 3.5k 90.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $285k 535.00 532.58
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.2 $279k 3.1k 91.03
Alphabet Cap Stk Cl A (GOOGL) 0.2 $228k 1.5k 154.64
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $217k 4.6k 47.60
Coinbase Global Com Cl A (COIN) 0.1 $210k 1.2k 172.23
Costco Wholesale Corporation (COST) 0.1 $207k 219.00 945.78
Vanguard Index Fds Value Etf (VTV) 0.1 $206k 1.2k 172.74
Broadcom (AVGO) 0.1 $203k 1.2k 167.43