Avid Wealth Partners LLC Portfolio Holdings
Avid Wealth Partners LLC
- $147 Billion
- Q1 2025
Avid Wealth Partners LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $147 Billion distributed in 49 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 $16.6B, Blackrock ETF Tr U S Equity Fa with a value of $16.4B, Ishares S&P 500 Growth ETF with a value of $9.94B, World Gold Trust with a value of $9.66B, and Ishares Core S&P 500 ETF with a value of $9.24B.
Examining the 13F form we can see an increase of $6.65B in the current position value, from $141B to 147B.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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