Avid-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "GOOGL",
  "AVGO",
  null,
  null,
  "EMXC",
  null,
  "MUB",
  "META",
  "IVW",
  null,
  null,
  null,
  "MSFT",
  "IEMG",
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  "IEFA",
  null,
  "VV",
  "SUN",
  null,
  null,
  null,
  null,
  null,
  "AMZN",
  null,
  null,
  null,
  "MGV",
  "VTEB",
  "VTV",
  null,
  null,
  "BRK-B",
  null,
  "COIN",
  "COST",
  "RSP",
  "USMV",
  "TSLA",
  null,
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-17
Total Holdings: 49
Total Value: 147403222
Accession Number: 0001992344-25-000003
Form Type: 13F-HR
CIK: avid-wealth-partners
Manager Name: Avid-Wealth-Partners

Data Enrichment

55% identified

27 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

49 positions • $147.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287549

Shares:3.5K

Value:$315.3K

% of Portfolio:0.2% ($315.3K/$147.4M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:535

Value:$284.9K

% of Portfolio:0.2% ($284.9K/$147.4M)

464287432

Shares:3.1K

Value:$278.5K

% of Portfolio:0.2% ($278.5K/$147.4M)

Alphabet Inc.

GOOGL|02079K305

Shares:1.5K

Value:$228.2K

% of Portfolio:0.2% ($228.2K/$147.4M)

78468R739

Shares:4.6K

Value:$217.0K

% of Portfolio:0.1% ($217.0K/$147.4M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:1.2K

Value:$210.3K

% of Portfolio:0.1% ($210.3K/$147.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:219

Value:$207.1K

% of Portfolio:0.1% ($207.1K/$147.4M)

922908744

VTV|922908744

Shares:1.2K

Value:$205.7K

% of Portfolio:0.1% ($205.7K/$147.4M)

Broadcom Inc.

AVGO|11135F101

Shares:1.2K

Value:$202.6K

% of Portfolio:0.1% ($202.6K/$147.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287549)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$315.3K	0.2% ($315.3K/$147.4M)	QoQ NEW(+$315.3K) YoY NEW(+$315.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	535	QoQ NEW(+535) YoY +8.08% (+40)	All Managers (Combined)	$284.9K	0.2% ($284.9K/$147.4M)	QoQ NEW(+$284.9K) YoY +36.88% (+$76.8K)
(cusip464287432)✕	3.1K	QoQ -24.71% (-1.0K) YoY -76.28% (-9.8K)	All Managers (Combined)	$278.5K	0.2% ($278.5K/$147.4M)	QoQ -21.52% (-$76.4K) YoY -77.18% (-$942.0K)
Alphabet Inc.(GOOGLcusip02079K305)	1.5K	QoQ +10.31% (-138) YoY -7.98% (-128)	All Managers (Combined)	$228.2K	0.2% ($228.2K/$147.4M)	QoQ -9.88% (-$25.0K) YoY -5.71% (-$13.8K)
(cusip78468R739)✕	4.6K	QoQ -56.53% (-5.9K) YoY NEW(+4.6K)	All Managers (Combined)	$217.0K	0.1% ($217.0K/$147.4M)	QoQ -56.33% (-$280.0K) YoY NEW(+$217.0K)
Coinbase Global, Inc.(COINcusip19260Q107)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$210.3K	0.1% ($210.3K/$147.4M)	QoQ -30.63% (-$92.9K) YoY -35.03% (-$113.4K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	219	QoQ NEW(+219) YoY NEW(+219)	All Managers (Combined)	$207.1K	0.1% ($207.1K/$147.4M)	QoQ NEW(+$207.1K) YoY NEW(+$207.1K)
(VTVcusip922908744)	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$205.7K	0.1% ($205.7K/$147.4M)	QoQ +2.03% (+$4.1K) YoY NEW(+$205.7K)
Broadcom Inc.(AVGOcusip11135F101)	1.2K	QoQ +39.56% (+343) YoY NEW(+1.2K)	All Managers (Combined)	$202.6K	0.1% ($202.6K/$147.4M)	QoQ +0.78% (+$1.6K) YoY NEW(+$202.6K)