Avid Wealth Partners LLC Portfolio Holdings

Avid Wealth Partners LLC

  • $147 Billion
  • Q1 2025

Avid Wealth Partners LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 49 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 $16.6B, Blackrock ETF Tr U S Equity Fa with a value of $16.4B, Ishares S&P 500 Growth ETF with a value of $9.94B, World Gold Trust with a value of $9.66B, and Ishares Core S&P 500 ETF with a value of $9.24B.

Examining the 13F form we can see an increase of $6.65B in the current position value, from $141B to 147B.

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 $147 Billion
ETFs: $139 Billion
Technology: $2.78 Billion
Energy: $919 Million
Consumer Cyclical: $840 Million
Financial Services: $641 Million
Communication Services: $560 Million
Consumer Defensive: $207 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.9B
$210 Million 0.14% of portfolio
1,221
Q4 2023 New
$68.7B
$203 Million 0.14% of portfolio
1,210
Q1 2025 Added 39.56%

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $147 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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