Avid Wealth Partners LLC Portfolio Holdings by Sector
Avid Wealth Partners LLC
- $147 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
OEF DYNF IVW GLDM IVV MGV IEFA URA 34 stocks |
$139 Million
95.91% of portfolio
|
  23  
|
  9  
|
  7  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$935,389
0.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
SUN 1 stocks |
$919,322
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$879,315
0.61% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$750,405
0.52% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$560,232
0.39% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$469,752
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$370,340
0.26% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$356,421
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$284,930
0.2% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
COIN 1 stocks |
$210,293
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$207,126
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|