| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 16.3% |
| ISHARES TR | 3 | Q2 2024 | 11.3% |
| ISHARES TR | 3 | Q2 2024 | 17.1% |
| WORLD GOLD TR | 3 | Q2 2024 | 6.6% |
| GLOBAL X FDS | 3 | Q2 2024 | 6.1% |
| INVESCO EXCHANGE TRADED FD T | 3 | Q2 2024 | 7.5% |
| ISHARES INC | 3 | Q2 2024 | 9.0% |
| ISHARES TR | 3 | Q2 2024 | 9.3% |
| ISHARES TR | 3 | Q2 2024 | 4.4% |
| WISDOMTREE TR | 3 | Q2 2024 | 2.8% |
View Avid Wealth Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-19 |
| 13F-HR | 2024-07-19 |
| 13F-HR | 2024-05-08 |
| 13F-HR | 2024-01-23 |
View Avid Wealth Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.