Avid Wealth Partners LLC

13F Portfolio Filings

Latest portfolio report
Q1 2024 - May 8, 2024
Value $
$124M
Signature - Title
Alicia Fuschak - COO & CCO
Location
17806 W Interstate 10 Ste. 105, San Antonio, Texas
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 38 $124M +$59.4M -$43.8M +$15.6M OEF, IVV, IEFA, GLDM, URA, DYNF 13F-HR 5/8/2024, 12:47 PM
Q4 2023 30 $101M IYW, IEFA, EMXC, OEF, IWM, XMHQ 13F-HR 1/23/2024, 04:41 PM