Avid Wealth Partners LLC Top Holdings and 13F Report (2025) About Avid Wealth Partners LLCInvestment ActivityAvid Wealth Partners LLC has $147.40 million in total holdings as of March 31, 2025.Avid Wealth Partners LLC owns shares of 49 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 27.50% of the portfolio was purchased this quarter.About 20.97% of the portfolio was sold this quarter.This quarter, Avid Wealth Partners LLC has purchased 45 new stocks and bought additional shares in 24 stocks.Avid Wealth Partners LLC sold shares of 10 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares S&P 100 ETF $16,596,865iShares U.S. Equity Factor Rotation Active ETF $16,418,848iShares S&P 500 Growth ETF $9,935,455SPDR Gold MiniShares Trust $9,656,140iShares Core S&P 500 ETF $9,243,980 Largest New Holdings this Quarter 921910840 - Vanguard Mega Cap Value ETF $8,738,888 Holding46138E198 - Invesco S&P MidCap Low Volatility ETF $6,948,797 Holding46434G855 - iShares MSCI Global Gold Miners ETF $3,061,550 Holding46429B697 - iShares MSCI USA Min Vol Factor ETF $2,889,751 Holding46434G103 - iShares Core MSCI Emerging Markets ETF $2,805,307 Holding Largest Purchases this Quarter Vanguard Mega Cap Value ETF 67,827 shares (about $8.74M)Invesco S&P MidCap Low Volatility ETF 112,586 shares (about $6.95M)iShares MSCI Global Gold Miners ETF 79,811 shares (about $3.06M)iShares MSCI USA Min Vol Factor ETF 30,854 shares (about $2.89M)iShares Core MSCI Emerging Markets ETF 51,979 shares (about $2.81M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 71,492 shares (about $5.41M)iShares MSCI Emerging Markets ex China ETF 63,244 shares (about $3.48M)iShares Core S&P 500 ETF 1,407 shares (about $790.61K)iShares S&P 500 Growth ETF 6,724 shares (about $624.19K)Vanguard Tax-Exempt Bond ETF 10,432 shares (about $517.64K) 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$16,596,865$794,351 ▲5.0%61,28111.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$16,418,848$1,081,691 ▲7.1%336,72811.1%ETFIVWiShares S&P 500 Growth ETF$9,935,455$624,192 ▼-5.9%107,0286.7%ETFGLDMSPDR Gold MiniShares Trust$9,656,140$3,033 ▲0.0%156,0216.6%FinanceIVViShares Core S&P 500 ETF$9,243,980$790,607 ▼-7.9%16,4516.3%ETFMGVVanguard Mega Cap Value ETF$8,738,888$8,738,888 ▲New Holding67,8275.9%ETFIEFAiShares Core MSCI EAFE ETF$8,499,188$5,408,361 ▼-38.9%112,3495.8%ETFURAGlobal X Uranium ETF$7,563,089$1,695,781 ▲28.9%329,9785.1%ETFXMLVInvesco S&P MidCap Low Volatility ETF$6,948,797$6,948,797 ▲New Holding112,5864.7%ETFGTOInvesco Total Return Bond ETF$5,156,735$1,285,887 ▲33.2%109,8813.5%ETFIYWiShares U.S. Technology ETF$4,706,615$481,293 ▲11.4%33,5133.2%ManufacturingMUBiShares National Muni Bond ETF$4,375,865$1,733,539 ▲65.6%41,5013.0%ETFEPIWisdomTree India Earnings Fund$3,401,531$610,851 ▲21.9%77,8202.3%FinanceDXJWisdomTree Japan Hedged Equity Fund$3,104,892$158,109 ▲5.4%28,1802.1%FinanceRINGiShares MSCI Global Gold Miners ETF$3,061,550$3,061,550 ▲New Holding79,8112.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,889,751$2,889,751 ▲New Holding30,8542.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,805,307$2,805,307 ▲New Holding51,9791.9%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,775,890$555,572 ▲25.0%26,7561.9%ETFVTEBVanguard Tax-Exempt Bond ETF$2,179,856$517,636 ▼-19.2%43,9311.5%ETFJAAAJanus Henderson AAA CLO ETF$1,793,505$282,504 ▲18.7%35,3681.2%ETFEMGFiShares Emerging Markets Equity Factor ETF$1,552,581$1,552,581 ▲New Holding33,1891.1%ETFISHARES BITCOIN TRUST ETF$1,318,685$1,023,220 ▲346.3%28,1710.9%SHS BEN INTURNMSprott Uranium Miners ETF$994,773$657,624 ▲195.1%30,6650.7%ETFSUBiShares Short-Term National Muni Bond ETF$984,403$422,611 ▲75.2%9,3220.7%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$954,667$477,535 ▼-33.3%9,4880.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$948,628$652,998 ▲220.9%7,7750.6%ETFAAPLApple$935,389$206,581 ▲28.3%4,2110.6%Computer and TechnologySUNSunoco$919,3220.0%15,8340.6%EnergyEMXCiShares MSCI Emerging Markets ex China ETF$912,382$3,484,041 ▼-79.2%16,5620.6%ManufacturingBINCiShares Flexible Income Active ETF$896,955$163,111 ▲22.2%17,1240.6%ETFMSFTMicrosoft$750,405$193,326 ▲34.7%1,9990.5%Computer and TechnologyNVDANVIDIA$676,725$224,455 ▲49.6%6,2440.5%Computer and TechnologyVVVanguard Large-Cap ETF$601,450$345,448 ▲134.9%2,3400.4%ETFFLINFranklin FTSE India ETF$574,667$311,998 ▲118.8%15,5990.4%ETFAMZNAmazon.com$469,752$36,340 ▼-7.2%2,4690.3%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$428,398$12,992 ▼-2.9%2,4730.3%ETFSPYSPDR S&P 500 ETF Trust$422,8990.0%7560.3%FinanceTSLATesla$370,340$370,340 ▲New Holding1,4290.3%Auto/Tires/TrucksJPMJPMorgan Chase & Co.$356,421$64,759 ▲22.2%1,4530.2%FinanceMETAMeta Platforms$331,983$331,983 ▲New Holding5760.2%Computer and TechnologyIGMiShares Expanded Tech Sector ETF$315,260$315,260 ▲New Holding3,4770.2%ETFBRK.BBerkshire Hathaway$284,930$284,930 ▲New Holding5350.2%FinanceTLTiShares 20+ Year Treasury Bond ETF$278,461$91,394 ▼-24.7%3,0590.2%ETFGOOGLAlphabet$228,249$21,340 ▲10.3%1,4760.2%Computer and TechnologySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$217,008$282,220 ▼-56.5%4,5590.1%FinanceCOINCoinbase Global$210,2930.0%1,2210.1%FinanceCOSTCostco Wholesale$207,126$207,126 ▲New Holding2190.1%Retail/WholesaleVTVVanguard Value ETF$205,7330.0%1,1910.1%ETFAVGOBroadcom$202,590$57,428 ▲39.6%1,2100.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$0$8,996,682 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$5,916,470 ▼-100.0%00.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$0$2,103,987 ▼-100.0%00.0%ETFIWRiShares Russell Mid-Cap ETF$0$1,226,020 ▼-100.0%00.0%ETFEFGiShares MSCI EAFE Growth ETF$0$438,349 ▼-100.0%00.0%ETFILCViShares Morningstar Value ETF$0$257,031 ▼-100.0%00.0%ETFZIONZions Bancorporation, National Association$0$251,668 ▼-100.0%00.0%FinanceShowing 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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