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  Name: Avid Wealth Partners LLC
  City: SAN ANTONIO
  State: TX
  Zip: 78257
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $124,490,000
  Total Value Change : $23,607,000
  Securities Held Change : 8
   
All Securities Held : 38
  New Positions : 13
  Closed Positions : 5
  Increased Positions : 8
  Unchanged Positions : 2
  Decreased Positions : 15

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Holdings Found : 13     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DYNF)1 Year Chart         DYNF Blackrock Us Equity Factor ... 6 New $45.03 $7,111,000 160,151 5.71% 7,111,000 160,151 1.779    N/A
   (IVE)1 Year Chart         IVE iShares S&P 500/BARRA Value 9 New $186.16 $5,280,000 28,263 4.24% 5,280,000 28,263 0.02    Closed - End Fund - E...
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 10 New $86.27 $5,165,000 61,173 4.15% 5,165,000 61,173 0.012    Closed - End Fund - E...
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 11 New $0.00 $4,329,000 88,065 3.48% 4,329,000 88,065 0.085    N/A
   (TLH)1 Year Chart         TLH iShares Barclays 10-20 Year... 12 New $102.69 $4,202,000 40,011 3.38% 4,202,000 40,011 0.043    Closed - End Fund - E...
   (IXC)1 Year Chart         IXC iShares tr S&P Glbl Energy 16 New $43.36 $2,134,000 49,695 1.71% 2,134,000 49,695 0.055    Closed - End Fund - E...
   (EPI)1 Year Chart         EPI WisdomTree India Earnings 17 New $45.12 $2,129,000 48,882 1.71% 2,129,000 48,882 0.176    Closed - End Fund - E...
   (PAVE)1 Year Chart         PAVE Global X Us Infrastructure ... 21 New $0.00 $1,770,000 44,473 1.42% 1,770,000 44,473 0.033    N/A
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 28 New $50.26 $446,000 8,823 0.36% 446,000 8,823 0.001    N/A
   (TIP)1 Year Chart         TIP iShares Lehman TIPS Bond 30 New $106.68 $333,000 3,096 0.27% 333,000 3,096 0    Closed - End Fund - E...
   (BINC)1 Year Chart         BINC Blackrock Flexible Income Etf 32 New $0.00 $302,000 5,759 0.24% 302,000 5,759 0.006    N/A
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 36 New $37.15 $235,000 5,808 0.19% 235,000 5,808 0.065    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 38 New $413.12 $208,000 495 0.17% 208,000 495 0    Property & Casualty I...
      13 Records Found
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Page 1 of 1
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