Avid Wealth Partners LLC Portfolio Holdings by Sector
Avid Wealth Partners LLC
- $141 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
OEF DYNF IEFA IVW GLDM URA IVV IJH 29 stocks |
$135 Million
96.23% of portfolio
|
  19  
|
  10  
|
  3  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$850,916
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
SUN 1 stocks |
$849,969
0.61% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$813,267
0.58% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$771,144
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$730,800
0.52% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$411,230
0.29% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$231,735
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
COIN 1 stocks |
$217,546
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
ZION 1 stocks |
$217,486
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$206,657
0.15% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|