Avid Wealth Partners LLC Incresed Positions in Q2 2025

Avid Wealth Partners LLC

  • $175 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
61.1K
+ 18.16%
$43.53 - $54.46 $2.66M - $3.33M
398K $21.7B
IEFA
Ishares Tr

ETFs
50.6K
+ 45.08%
$67.83 - $84.09 $3.44M - $4.26M
163K $13.6B
IEMG
Ishares Inc

ETFs
53.4K
+ 102.65%
N/A
105K $6.32B
IVW
Ishares S&P 500 Growth ETF

ETFs
11.9K
+ 11.13%
$82.96 - $110.1 $988K - $1.31M
119K $13.1B
MGV
Vanguard Mega Cap Value

ETFs
19.8K
+ 29.24%
$114.87 - $131.25 $2.28M - $2.6M
87.7K $11.6B
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
27.9K
+ 24.77%
$55.57 - $62.73 $1.55M - $1.75M
140K $8.66B
MSFT
Microsoft Corp

Technology
1.29K
+ 64.68%
$354.56 - $497.45 $458K - $643K
3.29K $1.64B
EPI
Wisdomtree Tr India Earnings F

ETFs
11.6K
+ 14.96%
$41.3 - $47.52 $481K - $553K
89.5K $4.25B
RING
Ishares Inc Msci Global Gold M

ETFs
4.74K
+ 5.94%
$34.72 - $45.62 $165K - $216K
84.6K $3.7B
GLDM
World Gold Trust

ETFs
500
+ 0.32%
$58.96 - $67.97 $29.5K - $34K
157K $10.3B
NVDA
Nvidia Corp

Technology
1.36K
+ 21.72%
$94.31 - $157.99 $128K - $214K
7.6K $1.2B
AMZN
Amazon Com Inc

Consumer Cyclical
1.96K
+ 79.47%
$167.32 - $223.3 $328K - $438K
4.43K $972M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
9.93K
+ 22.6%
$48.13 - $49.85 $478K - $495K
53.9K $2.64B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
2.79K
+ 9.88%
$95.74 - $115.54 $267K - $322K
31K $3.54B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.73K
+ 17.68%
$97.29 - $105.63 $460K - $500K
31.5K $3.2B
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.87K
+ 159.04%
$83.97 - $92.85 $409K - $452K
7.92K $699M
SUB
Ishares Short Term National Mu

ETFs
2.75K
+ 29.5%
$104.77 - $106.34 $288K - $292K
12.1K $1.28B
META
Meta Platforms, Inc.

Communication Services
266
+ 46.18%
$484.66 - $738.09 $129K - $196K
842 $621M
GOOGL
Alphabet Inc.

Communication Services
1.2K
+ 81.17%
$144.7 - $178.6 $173K - $214K
2.67K $471M
AVGO
Broadcom Inc.

Technology
329
+ 27.19%
$146.29 - $275.65 $48.1K - $90.7K
1.54K $424M
AAPL
Apple Inc.

Technology
1.27K
+ 30.11%
$172.42 - $223.89 $219K - $284K
5.48K $1.12B
TSLA
Tesla, Inc.

Consumer Cyclical
100
+ 7.0%
$221.86 - $362.89 $22.2K - $36.3K
1.53K $486M
COST
Costco Wholesale Corp

Consumer Defensive
106
+ 48.4%
$908.13 - $1056.85 $96.3K - $112K
325 $322M
JPM
Jpmorgan Chase & CO

Financial Services
122
+ 8.4%
$210.28 - $289.91 $25.7K - $35.4K
1.58K $457M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
240
+ 44.86%
$483.48 - $539.8 $116K - $130K
775 $376M
Activity Summary
Buys All Purchases 39 New Holdings 13 Increased Positions 26 Sells All Sells 12 Reductions 12 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Avid Wealth Partners LLC Portfolio

Follow Avid Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avid Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avid Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email