Avid Wealth Partners LLC Portfolio Holdings

Avid Wealth Partners LLC

  • $141 Billion
  • Q3 2024

Avid Wealth Partners LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 43 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 $19.1B, Blackrock ETF Tr U S Equity Fa with a value of $16.4B, Ishares Tr with a value of $13.9B, Ishares S&P 500 Growth ETF with a value of $10.8B, and World Gold Trust with a value of $8.61B.

Examining the 13F form we can see an increase of $12.6B in the current position value, from $129B 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: $2.65 Billion
Energy: $850 Million
Communication Services: $731 Million
Financial Services: $656 Million
Consumer Cyclical: $411 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $141 Billion
  • Prior Value $129 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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