StockDriftsStockDriftsTop 50 Avid Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DYNF | BLACKROCK ETF TRUST | 14.31% | 520.5K | $30.3M | +6.86%(+33.40K) | $48.77(+36.22%) | 2026-03-31 | |
| OEF | ISHARES TR | 9.04% | 60.1K | $19.1M | +6.34%(+3.58K) | $242.58(+52.86%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 6.91% | 100.9K | $14.6M | +5.37%(+5.14K) | $128.92(+20.36%) | 2026-03-31 | |
| GLDM | WORLD GOLD TR | 6.76% | 154.3K | $14.3M | -1.17%(-1.83K) | $41.13(+125.60%) | 2026-03-31 | |
| URA | GLOBAL X FDS | 6.49% | 283.7K | $13.7M | +0.71%(+1.99K) | $27.74(+92.19%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.16% | 96.6K | $10.9M | +7.16%(+6.45K) | $88.68(+54.77%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.65% | 15.1K | $9.8M | +11.32%(+1.53K) | $584.67(+27.55%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 4.64% | 178.9K | $9.8M | +14.37%(+22.48K) | $45.86(+32.96%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.9% | 118.3K | $8.2M | +4.64%(+5.25K) | $56.25(+45.87%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 3.6% | 230.9K | $7.6M | +17.90%(+35.05K) | $29.14(+66.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.74% | +55.05% |
| Top 20 Holdings Unweighted | +15.39% | +53.63% |
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