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Latest Avid Wealth Partners LLC Stock Portfolio

Equity Portfolio Value

About Avid Wealth Partners LLC and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Avid Wealth Partners LLC reported an equity portfolio of $100.9 Millions as of 31 Dec, 2023.

The top stock holdings of Avid Wealth Partners LLC are AGG, IBCE, EMGF. The fund has invested 17.1% of it's portfolio in ISHARES TR and 11.3% of portfolio in ISHARES TR.

Avid Wealth Partners LLC opened new stock positions in ISHARES TR (AGG), ISHARES TR (IBCE) and ISHARES INC (EMGF).

New Buys

Ticker$ Bought
ISHARES TR17,231,600
ISHARES TR11,395,400
ISHARES INC9,036,150
ISHARES TR8,950,120
ISHARES TR8,893,060
INVESCO EXCHANGE TRADED FD T7,559,320
WORLD GOLD TR6,699,460
GLOBAL X FDS6,156,600

New stocks bought by Avid Wealth Partners LLC

Additions

No additions were made to existing positions by Avid Wealth Partners LLC

Reductions

None of the existing positions were reduced by Avid Wealth Partners LLC

Sold off

None of the stocks were completely sold off by Avid Wealth Partners LLC

Current Stock Holdings of Avid Wealth Partners LLC

Last Reported on: 23 Jan, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC0.743,891749,134NEW
AAXJISHARES TR2.3922,2192,408,760NEW
AGGISHARES TR17.08140,38017,231,600NEW
AGGISHARES TR8.8740,0658,950,120NEW
AGGISHARES TR8.8144,3088,893,060NEW
AGGISHARES TR5.2453,4065,280,780NEW
AGGISHARES TR0.24509243,114NEW
AGNGGLOBAL X FDS6.10222,3406,156,600NEW
AGZDWISDOMTREE TR2.3927,4472,414,790NEW
AMZNAMAZON COM INC0.493,263495,780NEW
BILSPDR SER TR0.8514,678857,942NEW
BONDPIMCO ETF TR3.1832,1313,206,400NEW
COINCOINBASE GLOBAL INC0.211,221212,356NEW
CRMSALESFORCE INC0.23898236,300NEW
CSDINVESCO EXCHANGE TRADED FD T7.4985,2147,559,320NEW
EMGFISHARES INC8.96163,0789,036,150NEW
GLDMWORLD GOLD TR6.64163,7616,699,460NEW
GOOGALPHABET INC0.372,682374,649NEW
GOOGALPHABET INC0.342,462346,970NEW
GSYINVESCO ACTIVELY MANAGED ETF1.5633,2701,571,680NEW
IBCEISHARES TR11.30161,98111,395,400NEW
JAAAJANUS DETROIT STR TR3.5470,8943,565,960NEW
METAMETA PLATFORMS INC0.351,009357,146NEW
MSFTMICROSOFT CORP0.872,339879,558NEW
NFLXNETFLIX INC0.22457222,504NEW
NVDANVIDIA CORPORATION0.46939465,012NEW
PANWPALO ALTO NETWORKS INC0.20681200,813NEW
SPYSPDR S&P 500 ETF TR0.44937445,365NEW
TJXTJX COS INC NEW0.202,137200,472NEW
VEUVANGUARD INTL EQUITY INDEX F0.224,021225,739NEW