Avid Wealth Partners

Avid Wealth Partners as of June 30, 2025

Portfolio Holdings for Avid Wealth Partners

Avid Wealth Partners holds 52 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Blackrock Etf Trust Ishares Us Equit (DYNF) 12.4 $22M 398k 54.46
Ishares Tr S&p 100 Etf (OEF) 8.9 $16M 51k 304.35
Ishares Tr Core Msci Eafe (IEFA) 7.8 $14M 163k 83.48
Ishares Tr S&p 500 Grwt Etf (IVW) 7.5 $13M 119k 110.10
Global X Fds Global X Uranium (URA) 7.0 $12M 315k 38.81
Vanguard World Mega Cap Val Etf (MGV) 6.6 $12M 88k 131.88
World Gold Tr Spdr Gld Minis (GLDM) 5.9 $10M 157k 65.52
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 5.0 $8.7M 141k 61.67
Ishares Core Msci Emkt (IEMG) 3.6 $6.3M 105k 60.03
Ishares Tr Core S&p500 Etf (IVV) 3.2 $5.6M 9.0k 620.87
Blackrock Etf Trust Ishares Us Thema (THRO) 2.9 $5.1M 144k 35.58
Ishares Tr U.s. Tech Etf (IYW) 2.7 $4.7M 27k 173.27
Wisdomtree Tr India Erngs Fd (EPI) 2.4 $4.2M 90k 47.47
Invesco Actively Managed Exc Total Return (GTO) 2.2 $3.8M 80k 46.89
Blackrock Etf Trust Ishares A I Inno (BAI) 2.1 $3.8M 130k 28.85
Ishares Msci Gbl Gold Mn (RING) 2.1 $3.7M 85k 43.78
Wisdomtree Tr Japn Hedge Eqt (DXJ) 2.0 $3.5M 31k 114.27
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.8 $3.2M 32k 101.60
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.5 $2.6M 54k 49.03
Ishares Tr National Mun Etf (MUB) 1.5 $2.6M 25k 104.48
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.1 $1.9M 31k 61.21
Microsoft Corporation (MSFT) 0.9 $1.6M 3.3k 497.41
Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $1.3M 12k 106.34
NVIDIA Corporation (NVDA) 0.7 $1.2M 7.6k 158.00
Apple (AAPL) 0.6 $1.1M 5.5k 205.17
Amazon (AMZN) 0.6 $972k 4.4k 219.39
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $902k 17k 52.84
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.4 $718k 15k 49.51
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $699k 7.9k 88.25
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $653k 13k 50.75
Meta Platforms Cl A (META) 0.4 $622k 842.00 738.09
Tesla Motors (TSLA) 0.3 $486k 1.5k 317.66
Alphabet Cap Stk Cl A (GOOGL) 0.3 $471k 2.7k 176.23
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $468k 4.6k 102.91
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $468k 756.00 619.61
JPMorgan Chase & Co. (JPM) 0.3 $457k 1.6k 289.91
Intuitive Surgical Com New (ISRG) 0.2 $433k 796.00 543.41
Alphabet Cap Stk Cl C (GOOG) 0.2 $425k 2.4k 177.39
Broadcom (AVGO) 0.2 $424k 1.5k 275.65
Coinbase Global Com Cl A (COIN) 0.2 $392k 1.1k 350.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $377k 775.00 485.77
Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) 0.2 $343k 6.4k 53.59
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.2 $340k 3.4k 100.54
Costco Wholesale Corporation (COST) 0.2 $322k 325.00 989.94
Eli Lilly & Co. (LLY) 0.2 $313k 401.00 779.53
Visa Com Cl A (V) 0.2 $301k 847.00 355.05
Wal-Mart Stores (WMT) 0.1 $246k 2.5k 97.78
Netflix (NFLX) 0.1 $244k 182.00 1339.13
Bank of America Corporation (BAC) 0.1 $237k 5.0k 47.32
Mastercard Incorporated Cl A (MA) 0.1 $227k 404.00 561.94
Vanguard Index Fds Value Etf (VTV) 0.1 $211k 1.2k 177.70
Philip Morris International (PM) 0.1 $200k 1.1k 183.48