Avid Wealth Partners LLC Top Holdings and 13F Report (2025) About Avid Wealth Partners LLCInvestment ActivityAvid Wealth Partners LLC has $140.75 million in total holdings as of December 31, 2024.Avid Wealth Partners LLC owns shares of 45 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 7.01% of the portfolio was purchased this quarter.About 6.99% of the portfolio was sold this quarter.This quarter, Avid Wealth Partners LLC has purchased 43 new stocks and bought additional shares in 14 stocks.Avid Wealth Partners LLC sold shares of 21 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares S&P 100 ETF $16,853,792iShares U.S. Equity Factor Rotation Active ETF $16,120,361iShares Core MSCI EAFE ETF $12,920,366iShares S&P 500 Growth ETF $11,549,290iShares Core S&P 500 ETF $10,512,550 Largest New Holdings this Quarter iShares Russell Mid-Cap ETF $1,226,020 HoldingSPDR Nuveen Barclays Short Term Municipal Bond ETF $497,026 HoldingInvesco S&P 500 Equal Weight ETF $446,486 HoldingiShares MSCI EAFE Growth ETF $438,349 HoldingiShares Morningstar Value ETF $257,031 Holding Largest Purchases this Quarter iShares Core S&P Mid-Cap ETF 49,384 shares (about $3.08M)iShares Core S&P 500 ETF 3,956 shares (about $2.33M)iShares Russell Mid-Cap ETF 13,869 shares (about $1.23M)SPDR Nuveen Barclays Short Term Municipal Bond ETF 10,488 shares (about $497.03K)Invesco S&P 500 Equal Weight ETF 2,548 shares (about $446.49K) Largest Sales this Quarter iShares S&P 100 ETF 10,681 shares (about $3.09M)Global X Uranium ETF 43,078 shares (about $1.15M)iShares U.S. Equity Factor Rotation Active ETF 17,288 shares (about $886.01K)Invesco Total Return Bond ETF 18,174 shares (about $843.28K)SPDR Gold MiniShares Trust 9,159 shares (about $476.18K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAvid Wealth Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorOEFiShares S&P 100 ETF$16,853,792$3,085,202 ▼-15.5%58,34812.0%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$16,120,361$886,009 ▼-5.2%314,54411.5%ETFIEFAiShares Core MSCI EAFE ETF$12,920,366$367,214 ▲2.9%183,8419.2%ETFIVWiShares S&P 500 Growth ETF$11,549,290$120,314 ▲1.1%113,7528.2%ETFIVViShares Core S&P 500 ETF$10,512,550$2,328,796 ▲28.5%17,8587.5%ETFIJHiShares Core S&P Mid-Cap ETF$8,996,682$3,077,114 ▲52.0%144,3866.4%ETFGLDMSPDR Gold MiniShares Trust$8,108,984$476,176 ▼-5.5%155,9725.8%FinanceURAGlobal X Uranium ETF$6,855,439$1,153,629 ▼-14.4%255,9914.9%ETFIVEiShares S&P 500 Value ETF$5,916,470$188,779 ▲3.3%30,9964.2%ETFIYWiShares U.S. Technology ETF$4,799,357$342,811 ▼-6.7%30,0863.4%ManufacturingEMXCiShares MSCI Emerging Markets ex China ETF$4,425,218$70,144 ▲1.6%79,8063.1%ManufacturingGTOInvesco Total Return Bond ETF$3,827,135$843,277 ▼-18.1%82,4812.7%ETFDXJWisdomTree Japan Hedged Equity Fund$2,949,725$204,700 ▲7.5%26,7452.1%FinanceEPIWisdomTree India Earnings Fund$2,890,282$77,820 ▼-2.6%63,8452.1%FinanceVTEBVanguard Tax-Exempt Bond ETF$2,725,217$62,011 ▼-2.2%54,3631.9%ETFMUBiShares National Muni Bond ETF$2,670,143$332,862 ▼-11.1%25,0601.9%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,130,212$115,663 ▲5.7%21,4011.5%ETFPAVEGlobal X U.S. Infrastructure Development ETF$2,103,987$308,369 ▼-12.8%52,0661.5%ETFJAAAJanus Henderson AAA CLO ETF$1,511,012$163,743 ▼-9.8%29,7971.1%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,428,252$20,570 ▼-1.4%14,2341.0%ETFIWRiShares Russell Mid-Cap ETF$1,226,020$1,226,020 ▲New Holding13,8690.9%ETFAAPLApple$821,628$92,906 ▼-10.2%3,2810.6%Computer and TechnologySUNSunoco$814,5010.0%15,8340.6%Oils/EnergyBINCiShares Flexible Income Active ETF$728,800$112,051 ▲18.2%14,0100.5%ETFMSFTMicrosoft$625,506$171,129 ▼-21.5%1,4840.4%Computer and TechnologyAMZNAmazon.com$583,577$99,384 ▲20.5%2,6600.4%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$561,154$396,394 ▼-41.4%5,3200.4%ETFNVDANVIDIA$560,392$292,349 ▼-34.3%4,1730.4%Computer and TechnologySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$497,026$497,026 ▲New Holding10,4880.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$446,486$446,486 ▲New Holding2,5480.3%ETFSPYSPDR S&P 500 ETF Trust$443,0760.0%7560.3%FinanceEFGiShares MSCI EAFE Growth ETF$438,349$438,349 ▲New Holding4,5270.3%ETFURNMSprott Uranium Miners ETF$418,942$72,074 ▼-14.7%10,3930.3%ETFTLTiShares 20+ Year Treasury Bond ETF$354,822$75,366 ▼-17.5%4,0630.3%ETFISHARES BITCOIN TRUST ETF$334,852$5,517 ▲1.7%6,3120.2%SHS BEN INTITOTiShares Core S&P Total U.S. Stock Market ETF$311,646$1,672 ▼-0.5%2,4230.2%ETFCOINCoinbase Global$303,1740.0%1,2210.2%Business ServicesJPMJPMorgan Chase & Co.$285,015$21,574 ▲8.2%1,1890.2%FinanceFLINFranklin FTSE India ETF$270,227$84,517 ▲45.5%7,1300.2%ETFVVVanguard Large-Cap ETF$268,621$60,682 ▼-18.4%9960.2%ETFILCViShares Morningstar Value ETF$257,031$257,031 ▲New Holding3,1740.2%ETFGOOGLAlphabet$253,283$15,523 ▼-5.8%1,3380.2%Computer and TechnologyZIONZions Bancorporation, National Association$251,668$1,790 ▲0.7%4,6390.2%FinanceVTVVanguard Value ETF$201,6360.0%1,1910.1%ETFAVGOBroadcom$201,005$201,005 ▲New Holding8670.1%Computer and TechnologyMETAMeta Platforms$0$293,662 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$206,657 ▼-100.0%00.0%FinanceIJSiShares S&P Small-Cap 600 Value ETF$0$203,693 ▼-100.0%00.0%ETFGOOGAlphabet$0$201,631 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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