Avid Wealth Partners LLC Portfolio Holdings

Avid Wealth Partners LLC

  • $129 Billion
  • Q2 2024

Avid Wealth Partners LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $129 Billion distributed in 39 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 100 ETF with a value of $20.9B, Blackrock ETF Tr U S Equity Fa with a value of $15.1B, Ishares S&P 500 Growth ETF with a value of $11.4B, World Gold Trust with a value of $7.35B, and Global X Uranium ETF with a value of $6.93B.

Examining the 13F form we can see an increase of $4.23B in the current position value, from $124B to 129B.

Avid Wealth Partners LLC is based out at San Antonio, TX

Below you can find more details about Avid Wealth Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $129 Billion
ETFs: $124 Billion
Technology: $2.66 Billion
Communication Services: $737 Million
Consumer Cyclical: $410 Million
Financial Services: $222 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 39
  • Current Value $129 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 7 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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