Avid Wealth Partners LLC Top Holdings and 13F Report (2024) About Avid Wealth Partners LLCInvestment ActivityAvid Wealth Partners LLC has $141.31 million in total holdings as of September 30, 2024.Avid Wealth Partners LLC owns shares of 43 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 18.88% of the portfolio was purchased this quarter.About 13.60% of the portfolio was sold this quarter.This quarter, Avid Wealth Partners LLC has purchased 39 new stocks and bought additional shares in 22 stocks.Avid Wealth Partners LLC sold shares of 11 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares S&P 100 ETF $19,104,506iShares U.S. Equity Factor Rotation Active ETF $16,415,722iShares Core MSCI EAFE ETF $13,940,979iShares S&P 500 Growth ETF $10,778,323SPDR Gold MiniShares Trust $8,608,279 Largest New Holdings this Quarter iShares Core S&P Mid-Cap ETF $5,920,555 HoldingSunoco $849,969 HoldingSprott Uranium Miners ETF $558,864 HoldingISHARES BITCOIN TRUST ETF $224,295 HoldingZions Bancorporation, National Association $217,486 Holding Largest Purchases this Quarter iShares Core MSCI EAFE ETF 114,518 shares (about $8.94M)iShares Core S&P Mid-Cap ETF 95,002 shares (about $5.92M)Invesco Total Return Bond ETF 50,301 shares (about $2.43M)Global X Uranium ETF 59,586 shares (about $1.70M)iShares National Muni Bond ETF 9,347 shares (about $1.02M) Largest Sales this Quarter iShares S&P 100 ETF 10,182 shares (about $2.82M)iShares 10-20 Year Treasury Bond ETF 16,651 shares (about $1.82M)iShares S&P 500 Growth ETF 10,132 shares (about $970.14K)iShares 20+ Year Treasury Bond ETF 4,699 shares (about $460.97K)WisdomTree Japan Hedged Equity Fund 4,109 shares (about $435.56K) 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$19,104,506$2,817,976 ▼-12.9%69,02913.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$16,415,722$518,050 ▲3.3%331,83211.6%ETFIEFAiShares Core MSCI EAFE ETF$13,940,979$8,938,130 ▲178.7%178,6169.9%ETFIVWiShares S&P 500 Growth ETF$10,778,323$970,142 ▼-8.3%112,5677.6%ETFGLDMSPDR Gold MiniShares Trust$8,608,279$291,042 ▲3.5%165,1316.1%FinanceURAGlobal X Uranium ETF$8,556,364$1,704,755 ▲24.9%299,0696.1%ETFIVViShares Core S&P 500 ETF$8,019,231$903,332 ▲12.7%13,9025.7%ETFIJHiShares Core S&P Mid-Cap ETF$5,920,555$5,920,555 ▲New Holding95,0024.2%ETFIVEiShares S&P 500 Value ETF$5,916,559$32,731 ▲0.6%30,0074.2%ETFIYWiShares U.S. Technology ETF$4,887,494$284,137 ▲6.2%32,2353.5%ManufacturingGTOInvesco Total Return Bond ETF$4,861,616$2,429,528 ▲99.9%100,6553.4%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,799,641$535,813 ▲12.6%78,5413.4%ManufacturingEPIWisdomTree India Earnings Fund$3,308,359$141,439 ▲4.5%65,5642.3%FinanceMUBiShares National Muni Bond ETF$3,061,628$1,015,365 ▲49.6%28,1842.2%ETFVTEBVanguard Tax-Exempt Bond ETF$2,842,272$19,835 ▼-0.7%55,6002.0%ETFDXJWisdomTree Japan Hedged Equity Fund$2,638,264$435,559 ▼-14.2%24,8891.9%FinancePAVEGlobal X U.S. Infrastructure Development ETF$2,457,129$270,339 ▲12.4%59,6971.7%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,212,682$1,820,414 ▼-45.1%20,2391.6%ETFJAAAJanus Henderson AAA CLO ETF$1,680,347$220,715 ▲15.1%33,0261.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,453,867$36,047 ▲2.5%14,4391.0%ETFSUBiShares Short-Term National Muni Bond ETF$963,993$755,330 ▲362.0%9,0780.7%ETFAAPLApple$850,916$85,045 ▲11.1%3,6520.6%Computer and TechnologySUNSunoco$849,969$849,969 ▲New Holding15,8340.6%Oils/EnergyMSFTMicrosoft$813,267$147,163 ▼-15.3%1,8900.6%Computer and TechnologyNVDANVIDIA$771,144$86,344 ▲12.6%6,3500.5%Computer and TechnologyBINCiShares Flexible Income Active ETF$634,652$206,733 ▲48.3%11,8560.4%ETFURNMSprott Uranium Miners ETF$558,864$558,864 ▲New Holding12,1810.4%ETFTLTiShares 20+ Year Treasury Bond ETF$483,241$460,972 ▼-48.8%4,9260.3%ETFSPYSPDR S&P 500 ETF Trust$433,763$5,738 ▼-1.3%7560.3%FinanceAMZNAmazon.com$411,230$15,465 ▲3.9%2,2070.3%Retail/WholesaleVVVanguard Large-Cap ETF$321,477$93,468 ▼-22.5%1,2210.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$306,010$24,370 ▲8.7%2,4360.2%ETFMETAMeta Platforms$293,662$572 ▲0.2%5130.2%Computer and TechnologyGOOGLAlphabet$235,507$829 ▲0.4%1,4200.2%Computer and TechnologyJPMJPMorgan Chase & Co.$231,7350.0%1,0990.2%FinanceISHARES BITCOIN TRUST ETF$224,295$224,295 ▲New Holding6,2080.2%SHS BEN INTCOINCoinbase Global$217,5460.0%1,2210.2%Business ServicesZIONZions Bancorporation, National Association$217,486$217,486 ▲New Holding4,6060.2%FinanceVTVVanguard Value ETF$207,913$42,770 ▼-17.1%1,1910.1%ETFBRK.BBerkshire Hathaway$206,657$206,657 ▲New Holding4490.1%FinanceFLINFranklin FTSE India ETF$205,310$5,447 ▼-2.6%4,9000.1%ETFIJSiShares S&P Small-Cap 600 Value ETF$203,693$203,693 ▲New Holding1,8920.1%ETFGOOGAlphabet$201,6310.0%1,2060.1%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$0$6,738,846 ▼-100.0%00.0%ETFXMHQInvesco S&P MidCap Quality ETF$0$5,209,625 ▼-100.0%00.0%ETFTIPiShares TIPS Bond ETF$0$450,718 ▼-100.0%00.0%ETFShowing 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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