Napa Wealth Management Purchases in Q3 2025

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
9.03K
New
$29.41 - $32.05 $265K - $289K
9.03K $269M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.21K
New
$71.86 - $87.45 $230K - $280K
3.21K $267M
COLD
Americold Realty Trust

Real Estate
20.6K
New
$12.14 - $16.98 $250K - $350K
20.6K $252M
TPR
Tapestry, Inc.

Consumer Cyclical
2.18K
New
$86.48 - $116.14 $188K - $253K
2.18K $246M
MELI
Mercadolibre Inc

Consumer Cyclical
104
New
$2292.04 - $2514.05 $238K - $261K
104 $243M
HIGH
Simplify Exchange Traded Fds E
13.4K
+ 21.4%
N/A
75.9K $1.75B
CRDO
Credo Technology Group Holding LTD

Technology
1.62K
New
$87.59 - $172.31 $142K - $280K
1.62K $236M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.31K
New
$103.83 - $179.9 $136K - $235K
1.31K $234M
MAXI
Simplify Exc Traded Fds Bitcoi
8.25K
New
N/A
8.25K $229M
XLK
Technology Sector Spdr

ETFs
806
New
$250.97 - $282.66 $202K - $228K
806 $227M
UPS
United Parcel Service Inc

Industrials
2.59K
New
$82.58 - $105.54 $214K - $273K
2.59K $216M
Ge Vernova Inc
351
New
N/A
351 $216M
XLV
Select Sector Spdr Fund Health

ETFs
1.49K
New
$129.01 - $139.72 $192K - $208K
1.49K $207M
HD
Home Depot, Inc.

Consumer Cyclical
505
New
$357.4 - $423.42 $180K - $214K
505 $205M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.36K
+ 15.31%
N/A
10.2K $999M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
6.38K
+ 5.2%
N/A
129K $3.02B
AVGO
Broadcom Inc.

Technology
75
+ 4.41%
$264.74 - $369.57 $19.9K - $27.7K
1.78K $586M
MSFT
Microsoft Corp

Technology
142
+ 7.67%
$491.09 - $535.64 $69.7K - $76.1K
1.99K $1.03B
HTGC
Hercules Capital, Inc.

Financial Services
2.02K
+ 1.85%
$18.34 - $19.53 $37K - $39.4K
111K $2.1B
URI
United Rentals, Inc.

Industrials
1
+ 0.28%
$774.14 - $975.23 $774 - $975
364 $347M
Roundhill ETF Trust
1.44K
+ 2.57%
N/A
57.4K $2.54B
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
220
+ 0.4%
$11.48 - $12.67 $2.53K - $2.79K
55.2K $700M
AOR
Ishares Tr Core Growth Allocat

ETFs
352
+ 3.64%
$60.99 - $64.39 $21.5K - $22.7K
10K $646M
HYGW
Ishares Tr High Yield Corporat
1.79K
+ 9.46%
N/A
20.7K $629M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.26K
+ 6.27%
$20.84 - $21.03 $47.1K - $47.5K
38.3K $803M
Roundhill ETF Trust
1.08K
+ 1.47%
N/A
74.6K $2.66B
Simplify Exchange Traded Fun
1.94K
+ 10.24%
N/A
20.9K $495M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
984
+ 1.79%
$9.19 - $9.88 $9.04K - $9.72K
56K $546M
NETL
ETF Ser Solutions Net Lease CO

ETFs
1.11K
+ 5.88%
$23.71 - $25.18 $26.2K - $27.8K
19.9K $490M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 1.12%
$567.77 - $614.76 $3.41K - $3.69K
540 $331M
TSCO
Tractor Supply CO

Consumer Cyclical
24
+ 0.38%
$54.08 - $62.65 $1.3K - $1.5K
6.26K $356M
PFIX
Simplify ETF Simplify Int Rate

ETFs
1.39K
+ 15.45%
$45.54 - $60.66 $63.5K - $84.6K
10.4K $502M
VNQI
Vanguard Global Ex U.S. Real

ETFs
135
+ 1.17%
$45.22 - $48.34 $6.1K - $6.53K
11.7K $558M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
273
+ 2.17%
$38.58 - $40.06 $10.5K - $10.9K
12.8K $509M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
65
+ 0.21%
$22.18 - $22.83 $1.44K - $1.48K
30.5K $694M
PFFV
Global X Variable Rate Preferr

Technology
368
+ 1.31%
$22.87 - $23.38 $8.42K - $8.6K
28.4K $657M
AOA
Ishares Tr Core Aggressive All

ETFs
37
+ 1.54%
$82.71 - $88.14 $3.06K - $3.26K
2.44K $215M
Invesco Actively Managed Exc
436
+ 1.62%
N/A
27.3K $700M
Series Portfolios Tr
399
+ 2.26%
N/A
18.1K $485M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
104
+ 1.58%
$85.71 - $86.94 $8.91K - $9.04K
6.7K $582M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
473
+ 2.16%
$22.78 - $23.33 $10.8K - $11K
22.4K $514M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22
+ 0.16%
$50.53 - $50.82 $1.11K - $1.12K
13.6K $692M
SVOL
Simplify ETF Simplify Volatili

ETFs
218
+ 0.56%
$16.48 - $19.27 $3.59K - $4.2K
39K $702M
SPOT
Spotify Technology S.A.

Communication Services
33
+ 4.48%
$620.01 - $738.53 $20.5K - $24.4K
769 $537M
AXON
Axon Enterprise, Inc.

Industrials
39
+ 6.2%
$698.02 - $870.97 $27.2K - $34K
668 $479M
Activity Summary
Buys All Purchases 96 New Holdings 49 Increased Positions 47 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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