Avid Wealth Partners LLC Purchases and Sells in Q3 2025

Avid Wealth Partners LLC

$201 Billion
Q3 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	13.8K + 3.47%	$54.35 - $59.32 $751K - $820K	412K $24.4B
GLDM	9.36K + 5.98%	$64.73 - $76.45 $606K - $715K	166K $12.7B
RING	801 + 0.95%	$42.96 - $64.71 $34.4K - $51.8K	85.4K $5.52B
OEF	994 + 1.95%	N/A	52.1K $17.3B
MUB	15.9K + 64.8%	$103.24 - $106.68 $1.65M - $1.7M	40.6K $4.32B
IVW	2.33K + 1.96%	$108.97 - $121.65 $254K - $284K	121K $14.6B

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	972 New	$567.77 - $614.76 $552K - $598K	972 $597M
GE	743 New	$244.75 - $305.63 $182K - $227K	743 $224M
ORCL	770 New	$218.96 - $328.33 $169K - $253K	770 $217M
SAN	10.7K New	$8.27 - $10.48 $88.8K - $112K	10.7K $112M

Top Sells

Reduced Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTEB	-23.7K - 43.94%	$48.5 - $50.19 $1.15M - $1.19M	30.2K $1.51B
ISRG	-50 - 6.28%	$433.66 - $544.47 $21.7K - $27.2K	746 $334M
LLY	-68 - 16.96%	$625.65 - $812.69 $42.5K - $55.3K	333 $254M
COST	-38 - 11.69%	$915.95 - $994.57 $34.8K - $37.8K	287 $266M
SUB	-230 - 1.91%	$106.17 - $107.3 $24.4K - $24.7K	11.8K $1.26B
TLT	-311 - 3.92%	$85.01 - $90.35 $26.4K - $28.1K	7.61K $680M

Activity Summary All Purchases 37 New Holdings 4 Increased Positions 33 All Sells 15 Reductions 15 Sold out 0 Calls 0 Puts 0

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