Avid Wealth Partners LLC Portfolio Holdings by Sector
Avid Wealth Partners LLC
- $129 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
OEF DYNF IVW GLDM URA IVV HEFA IVE 29 stocks |
$124 Million
96.86% of portfolio
|
  18  
|
  11  
|
  6  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$997,592
0.78% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$737,108
0.57% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$696,642
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$692,308
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$410,463
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
COIN 1 stocks |
$271,343
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$222,284
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|