Avid Wealth Partners LLC Purchases and Sells in Q2 2025

Avid Wealth Partners LLC

$175 Billion
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	61.1K + 18.16%	$43.53 - $54.46 $2.66M - $3.33M	398K $21.7B
IEFA	50.6K + 45.08%	$67.83 - $84.09 $3.44M - $4.26M	163K $13.6B
IEMG	53.4K + 102.65%	N/A	105K $6.32B
IVW	11.9K + 11.13%	$82.96 - $110.1 $988K - $1.31M	119K $13.1B
MGV	19.8K + 29.24%	$114.87 - $131.25 $2.28M - $2.6M	87.7K $11.6B
XMLV	27.9K + 24.77%	$55.57 - $62.73 $1.55M - $1.75M	140K $8.66B

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	144K New	N/A	144K $5.13B
BLACKROCK ETF TRUST	130K New	N/A	130K $3.75B
BNDX	14.5K New	$48.77 - $49.55 $708K - $719K	14.5K $718M
STIP	4.55K New	$102.02 - $103.5 $464K - $471K	4.55K $468M
ISRG	796 New	$451.58 - $565.94 $359K - $450K	796 $433M
GOOG	2.4K New	$146.58 - $180.01 $351K - $431K	2.4K $425M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-7.47K - 45.43%	$498.8 - $620.9 $3.73M - $4.64M	8.98K $5.57B
MUB	-16.9K - 40.71%	$102.31 - $105.8 $1.73M - $1.79M	24.6K $2.57B
GTO	-29.7K - 27.02%	$45.73 - $47.2 $1.36M - $1.4M	80.2K $3.76B
JAAA	-22.5K - 63.61%	$49.79 - $50.75 $1.12M - $1.14M	12.9K $653M
OEF	-10.2K - 16.62%	N/A	51.1K $15.6B
MINT	-6.11K - 64.35%	$100.04 - $100.54 $611K - $614K	3.38K $340M

Activity Summary All Purchases 39 New Holdings 13 Increased Positions 26 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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