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 $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SUN Sunoco LP Energy	$4.55B	$850 Million 0.6% of portfolio	15,834	Q3 2024 New
ZION Zions Bancorporation, National Association Financial Services	$9.06B	$217 Million 0.15% of portfolio	4,606	Q3 2024 New

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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Avid Wealth Partners LLC Portfolio Holdings