Napa Wealth Management New Holdings in Q4 2024

Napa Wealth Management

  • $231 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GSY
Invesco Actively Mngd ETF Tr U

ETFs
472K
New
$50.0 - $50.27 $23.6M - $23.7M
472K $23.7B
SCHG
Schwab Strategic Tr Us Large C

ETFs
119K
New
$25.93 - $105.3 $3.09M - $12.5M
119K $3.32B
Ea Series Trust
100K
New
N/A
100K $3.16B
TJX
Tjx Companies Inc

Consumer Cyclical
25K
New
$112.15 - $127.2 $2.8M - $3.18M
25K $3.02B
IWM
Ishares Russell 2000 ETF

ETFs
13.1K
New
$216.13 - $242.4 $2.82M - $3.17M
13.1K $2.89B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
6.49K
New
$417.69 - $450.94 $2.71M - $2.93M
6.49K $2.76B
Capitol Ser Tr
67.7K
New
N/A
67.7K $2.58B
DASH
Door Dash, Inc.

Communication Services
15.1K
New
$141.93 - $180.48 $2.14M - $2.72M
15.1K $2.53B
GILD
Gilead Sciences, Inc.

Healthcare
24.3K
New
$83.95 - $97.9 $2.04M - $2.38M
24.3K $2.25B
MO
Altria Group, Inc.

Consumer Defensive
41.3K
New
$49.06 - $57.74 $2.03M - $2.39M
41.3K $2.16B
Ishares Bitcoin Trust ETF
28.9K
New
N/A
28.9K $1.53B
Victory Portfolios Ii
44.8K
New
N/A
44.8K $1.53B
DDOG
Datadog, Inc.

Technology
10.3K
New
$113.98 - $168.65 $1.17M - $1.73M
10.3K $1.47B
Atlassian Corporation
5.75K
New
N/A
5.75K $1.4B
FYLD
Cambria Foreign Shareholder Yi

ETFs
49.1K
New
$24.86 - $27.99 $1.22M - $1.37M
49.1K $1.24B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
38.3K
New
$31.31 - $35.01 $1.2M - $1.34M
38.3K $1.2B
EXPE
Expedia Group, Inc.

Consumer Cyclical
6.38K
New
$146.47 - $191.01 $934K - $1.22M
6.38K $1.19B
IBM
International Business Machines Corp

Technology
5.11K
New
$204.9 - $238.04 $1.05M - $1.22M
5.11K $1.12B
Pacer Fds Tr
34.6K
New
N/A
34.6K $1.11B
PYPL
Pay Pal Holdings, Inc.

Financial Services
12.8K
New
$77.25 - $91.3 $988K - $1.17M
12.8K $1.09B
FISV
Fiserv Inc

Technology
5.13K
New
N/A
5.13K $1.05B
FXI
Ishares Tr

ETFs
33.8K
New
$29.52 - $36.69 $998K - $1.24M
33.8K $1.03B
TWLO
Twilio Inc

Communication Services
9.47K
New
$63.73 - $114.96 $604K - $1.09M
9.47K $1.02B
Arista Networks Inc
9.25K
New
N/A
9.25K $1.02B
JPM
Jpmorgan Chase & CO

Financial Services
4.25K
New
$205.18 - $250.29 $872K - $1.06M
4.25K $1.02B
NDAQ
Nasdaq, Inc.

Financial Services
13K
New
$70.87 - $83.05 $921K - $1.08M
13K $1B
EQIX
Equinix Inc

Real Estate
1.06K
New
$865.69 - $985.0 $920K - $1.05M
1.06K $1B
MCO
Moodys Corp

Financial Services
2.11K
New
$454.04 - $500.88 $958K - $1.06M
2.11K $998M
HOOD
Robinhood Markets, Inc.

Technology
26.5K
New
$22.33 - $43.2 $591K - $1.14M
26.5K $986M
MA
Mastercard Inc

Financial Services
1.87K
New
$491.3 - $536.15 $919K - $1M
1.87K $985M
DLR
Digital Realty Trust, Inc.

Real Estate
5.55K
New
$156.46 - $195.69 $868K - $1.09M
5.55K $984M
SHOP
Shopify Inc.

Technology
9.24K
New
$78.14 - $119.49 $722K - $1.1M
9.24K $982M
ORCL
Oracle Corp

Technology
5.78K
New
$165.41 - $192.43 $955K - $1.11M
5.78K $962M
Tcw ETF Trust
21.2K
New
N/A
21.2K $821M
XLG
Invesco Exchange Traded Fd Tr

ETFs
15.4K
New
$46.94 - $51.62 $723K - $795K
15.4K $769M
EQWL
Invesco Exchange Traded Fd Tr

ETFs
7.35K
New
$101.22 - $107.72 $744K - $792K
7.35K $752M
EQAL
Invesco ETF

ETFs
14.7K
New
$48.01 - $51.95 $706K - $764K
14.7K $710M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.1K
New
$61.68 - $67.87 $685K - $754K
11.1K $692M
OEF
Ishares S&P 100 ETF

ETFs
2.26K
New
N/A
2.26K $653M
Tidal Tr Ii
32.6K
New
N/A
32.6K $628M
PFIX
Simplify ETF Simplify Int Rate

ETFs
11.8K
New
$39.93 - $52.66 $471K - $621K
11.8K $617M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.24K
New
$174.22 - $187.62 $565K - $608K
3.24K $568M
FV
First Trust Dorsey Wright Focu

ETFs
9.59K
New
$57.47 - $62.82 $551K - $602K
9.59K $566M
Simplify Exchange Traded Fun
23.4K
New
N/A
23.4K $562M
ITB
Ishares Tr

ETFs
5.43K
New
$103.31 - $129.34 $561K - $702K
5.43K $561M
SRVR
Pacer Fds Tr Benchmark Data &

ETFs
17.4K
New
$29.34 - $32.61 $510K - $567K
17.4K $522M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
14.5K
New
$34.66 - $42.95 $502K - $622K
14.5K $512M
Vaneck ETF Trust
11.4K
New
N/A
11.4K $490M
REZ
Ishares Tr Residential And Mul

ETFs
6.04K
New
$79.04 - $89.77 $477K - $542K
6.04K $489M
Activity Summary
Buys All Purchases 112 New Holdings 64 Increased Positions 48 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email