Avid Wealth Partners LLC Portfolio Holdings

Avid Wealth Partners LLC

  • $141 Billion
  • Q4 2024

Avid Wealth Partners LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 45 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 $16.9B, Blackrock ETF Tr U S Equity Fa with a value of $16.1B, Ishares Tr with a value of $12.9B, Ishares S&P 500 Growth ETF with a value of $11.5B, and Ishares Core S&P 500 ETF with a value of $10.5B.

Examining the 13F form we can see an decrease of $555M in the current position value, from $141B to 141B.

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 $141 Billion
ETFs: $135 Billion
Technology: $2.51 Billion
Energy: $815 Million
Consumer Cyclical: $584 Million
Financial Services: $537 Million
Communication Services: $253 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.72B
$815 Million 0.58% of portfolio
15,834
Q3 2024 New
$8.66B
$252 Million 0.18% of portfolio
4,639
Q4 2024 Added 0.72%

Summary

  • Portfolio
  • No. of Stocks 45
  • Current Value $141 Billion
  • Prior Value $141 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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