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Home > Institutional Investor > Avid Wealth Partners Llc > Profile

Instuitional Investor - Avid Wealth Partners Llc

Fund Profile
Filing Period:
Fund Name: Avid Wealth Partners Llc
Portfolio Value $100,882,943
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 140,380 $17,231,645 17.08%
2.
Ishares Tr
 161,981 $11,395,363 11.29%
3.
Ishares Inc
 163,078 $9,036,152 8.95%
4.
Ishares Trust
 IEF 40,065 $8,950,120 8.87%
5.
Ishares Trust
 IEF 44,308 $8,893,059 8.81%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)