Avid Wealth Partners LLC
CIK 1992344 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- IYW17.08%
- IEFA11.30%
- EMXC8.96%
- OEF8.87%
- IWM8.82%
- XMHQ7.49%
- GLDM6.64%
- URA6.10%
- TLT5.23%
- JAAA3.53%
Share classes counted separately84.02%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $17.23M | 17.08% | 140.38K shares | Prior unavailable — | — | ↗▾ |
| 02 | IEFAISHARES CORE MSCI EAFE ETFCORE MSCI EAFE View history and evidence | $11.40M | 11.30% | 161.98K shares | Prior unavailable — | — | ↗▾ |
| 03 | EMXCISHARES MSCI EMR MRK EX CHNAMSCI EMRG CHN View history and evidence | $9.04M | 8.96% | 163.08K shares | Prior unavailable — | — | ↗▾ |
| 04 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $8.95M | 8.87% | 40.06K shares | Prior unavailable — | — | ↗▾ |
| 05 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $8.89M | 8.82% | 44.31K shares | Prior unavailable — | — | ↗▾ |
| 06 | XMHQINVESCO S&P MIDCAP QUAL ETFS&P MDCP QUALITY View history and evidence | $7.56M | 7.49% | 85.21K shares | Prior unavailable — | — | ↗▾ |
| 07 | GLDMSPDR GOLD MINISHARES TRUSTSPDR GLD MINIS View history and evidence | $6.70M | 6.64% | 163.76K shares | Prior unavailable — | — | ↗▾ |
| 08 | URAGLOBAL X URANIUM ETFGLOBAL X URANIUM View history and evidence | $6.16M | 6.10% | 222.34K shares | Prior unavailable — | — | ↗▾ |
| 09 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $5.28M | 5.23% | 53.41K shares | Prior unavailable — | — | ↗▾ |
| 10 | JAAAJANUS HENDERSON AAA CLO ETFHENDRSON AAA CL View history and evidence | $3.57M | 3.53% | 70.89K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1992344 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 23, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 100882943
}Take these holdings further.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.