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| Name: |
Avid Wealth Partners LLC |
| City: |
SAN ANTONIO |
| State: |
TX |
| Zip: |
78257 |
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data |
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| Holdings
Found :
8 |
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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 |
|
OEF |
iShares S&P 100 Index |
1 |
- |
$252.10 |
$19,197,000 |
77,591 |
15.42% |
10,247,000 |
37,526 |
0.159 |
Closed - End Fund - E... |
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IVV |
iShares Core S&P 500 Etf |
2 |
- |
$531.23 |
$11,538,000 |
21,946 |
9.27% |
11,295,000 |
21,437 |
0 |
Closed - End Fund - E... |
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GLDM |
Spdr Gold Minishares Trust |
4 |
- |
$47.16 |
$7,475,000 |
169,684 |
6% |
776,000 |
5,923 |
0.084 |
N/A |
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URA |
Global X Uranium ETF |
5 |
- |
$31.52 |
$7,278,000 |
252,451 |
5.85% |
1,121,000 |
30,111 |
0.194 |
Closed - End Fund - E... |
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MUB |
iShares S&P National Munici... |
8 |
- |
$107.00 |
$5,463,000 |
50,772 |
4.39% |
3,054,000 |
28,553 |
0.003 |
Closed - End Fund - E... |
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DXJ |
WisdomTree Trust Japan Tota... |
15 |
- |
$107.78 |
$3,496,000 |
32,219 |
2.81% |
1,081,000 |
4,772 |
0.107 |
Closed - End Fund - E... |
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GTO |
Invesco Total Return Bond ETF |
20 |
- |
$46.59 |
$1,966,000 |
42,009 |
1.58% |
394,000 |
8,739 |
0.158 |
N/A |
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MSFT |
Microsoft Corp |
23 |
- |
$420.99 |
$1,048,000 |
2,492 |
0.84% |
168,000 |
153 |
0 |
Application Software |
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