Napa Wealth Management Portfolio Holdings
Napa Wealth Management
- $231 Billion
- Q4 2024
Napa Wealth Management has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $231 Billion distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Shp ETF Tr Neos Enhanced Incom with a value of $27.2B, Invesco Actively Mngd ETF Tr U with a value of $23.7B, Invesco Exchange Traded Fd Tr with a value of $7.74B, Apple Inc. with a value of $5.43B, and Ishares Core S&P 500 ETF with a value of $4.08B.
Examining the 13F form we can see an increase of $20B in the current position value, from $211B to 231B.
Napa Wealth Management is based out at Napa, CA
Below you can find more details about Napa Wealth Management portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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