Avid Wealth Partners LLC Portfolio Holdings by Sector

Avid Wealth Partners LLC

$175 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DYNF OEF IEFA IVW URA MGV GLDM XMLV 26 stocks	$152 Million 92.98% of portfolio	16	9	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1.64 Million 1.0% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1.63 Million 1.0% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$1.52 Million 0.93% of portfolio	3	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.12 Million 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$972,117 0.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC 2 stocks	$693,776 0.43% of portfolio	2	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$567,941 0.35% of portfolio	2	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$527,751 0.32% of portfolio	2	-	2	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$485,702 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$432,554 0.27% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology COIN 1 stocks	$392,198 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$376,472 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy SUN 1 stocks	$342,848 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$312,592 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$243,722 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$200,360 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts

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