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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 : 5     View All Holdings Currently Viewing:  Closed 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
   (PANW)1 Year Chart         PANW Palo Alto Networks Inc 39 Closed $316.78 $0 0 0% -201,000 -681 0    Networking & Communic...
   (VEU)1 Year Chart         VEU Vanguard FTSE All-World ETF 43 Closed $57.31 $0 0 0% -226,000 -4,021 0    Closed - End Fund - F...
   (NFLX)1 Year Chart         NFLX Netflix Inc 42 Closed $610.52 $0 0 0% -223,000 -457 0    Music & Video Stores
   (TJX)1 Year Chart         TJX TJX Companies Inc 41 Closed $98.92 $0 0 0% -200,000 -2,137 0    Discount, Variety Stores
   (CRM)1 Year Chart         CRM Salesforce.com Inc 40 Closed $284.68 $0 0 0% -236,000 -898 0    Internet Software & S...

      5 Records Found
  1    
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