Avid Wealth Partners LLC Incresed Positions in Q3 2025

Avid Wealth Partners LLC

  • $201 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.8K
+ 3.47%
$54.35 - $59.32 $751K - $820K
412K $24.4B
GLDM
World Gold Trust

ETFs
9.36K
+ 5.98%
$64.73 - $76.45 $606K - $715K
166K $12.7B
RING
Ishares Inc Msci Global Gold M

ETFs
801
+ 0.95%
$42.96 - $64.71 $34.4K - $51.8K
85.4K $5.52B
OEF
Ishares S&P 100 ETF

ETFs
994
+ 1.95%
N/A
52.1K $17.3B
MUB
Ishares National Muni Bond ETF

ETFs
15.9K
+ 64.8%
$103.24 - $106.68 $1.65M - $1.7M
40.6K $4.32B
IVW
Ishares S&P 500 Growth ETF

ETFs
2.33K
+ 1.96%
$108.97 - $121.65 $254K - $284K
121K $14.6B
MGV
Vanguard Mega Cap Value

ETFs
5.15K
+ 5.87%
$129.46 - $137.85 $666K - $709K
92.8K $12.8B
IEFA
Ishares Tr

ETFs
7.26K
+ 4.45%
$81.7 - $87.53 $593K - $635K
170K $14.9B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22.6K
+ 175.79%
$50.53 - $50.82 $1.14M - $1.15M
35.5K $1.8B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
11.3K
+ 334.27%
$100.16 - $100.7 $1.13M - $1.14M
14.7K $1.48B
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
8.15K
+ 5.8%
$60.96 - $64.31 $497K - $524K
149K $9.45B
IYW
Ishares Dj Us Tech ETF

ETFs
389
+ 1.44%
$171.38 - $197.01 $66.7K - $76.6K
27.4K $5.36B
TSLA
Tesla, Inc.

Consumer Cyclical
975
+ 63.77%
$293.94 - $444.72 $287K - $434K
2.5K $1.11B
IVV
Ishares Core S&P 500 ETF

ETFs
209
+ 2.33%
$620.67 - $670.08 $130K - $140K
9.19K $6.15B
Blackrock ETF Trust
6.34K
+ 4.4%
N/A
151K $5.7B
DXJ
Wisdomtree Trust Japan Hedged

ETFs
756
+ 2.44%
$112.94 - $129.99 $85.4K - $98.3K
31.7K $4.06B
AAPL
Apple Inc.

Technology
557
+ 10.17%
$202.38 - $256.87 $113K - $143K
6.04K $1.54B
NVDA
Nvidia Corp

Technology
736
+ 9.68%
$153.3 - $186.58 $113K - $137K
8.34K $1.56B
GOOG
Alphabet Inc.

Communication Services
123
+ 5.13%
$175.16 - $255.24 $21.5K - $31.4K
2.52K $614M
GOOGL
Alphabet Inc.

Communication Services
40
+ 1.5%
$174.36 - $254.72 $6.97K - $10.2K
2.71K $660M
Ishares Bitcoin Trust ETF
982
+ 3.22%
N/A
31.4K $2.04B
AVGO
Broadcom Inc.

Technology
287
+ 18.65%
$264.74 - $369.57 $76K - $106K
1.83K $602M
EPI
Wisdomtree Tr India Earnings F

ETFs
8.64K
+ 9.66%
$43.79 - $47.63 $379K - $412K
98.1K $4.34B
JPM
Jpmorgan Chase & CO

Financial Services
99
+ 6.29%
$282.78 - $316.06 $28K - $31.3K
1.67K $528M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
216
+ 0.69%
$98.52 - $103.93 $21.3K - $22.4K
31.7K $3.27B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
68
+ 8.77%
$459.11 - $506.91 $31.2K - $34.5K
843 $424M
META
Meta Platforms, Inc.

Communication Services
41
+ 4.87%
$695.21 - $791.73 $28.5K - $32.5K
883 $648M
WMT
Walmart Inc.

Consumer Defensive
129
+ 5.12%
$94.4 - $104.27 $12.2K - $13.5K
2.65K $273M
COIN
Coinbase Global, Inc.

Technology
108
+ 9.65%
$297.99 - $419.78 $32.2K - $45.3K
1.23K $414M
MA
Mastercard Inc

Financial Services
3
+ 0.74%
$550.18 - $598.96 $1.65K - $1.8K
407 $232M
V
Visa Inc.

Financial Services
6
+ 0.71%
$332.09 - $358.86 $1.99K - $2.15K
853 $291M
NFLX
Netflix Inc

Communication Services
3
+ 1.65%
$1147.87 - $1297.18 $3.44K - $3.89K
185 $222M
Activity Summary
Buys All Purchases 37 New Holdings 4 Increased Positions 33 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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