Avaii Wealth Management, LLC Purchases and Sells in Q1 2025

Avaii Wealth Management, LLC

$171 Million
Q1 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	160K + 2779.11%	$57.21 - $65.8 $9.16M - $10.5M	166K $9.68M
BMY	67.2K + 590.9%	$53.9 - $63.11 $3.62M - $4.24M	78.6K $4.79M
JPM	15K + 307.82%	$225.19 - $279.95 $3.37M - $4.19M	19.8K $4.86M
TSLA	7.92K + 217.68%	$222.15 - $428.22 $1.76M - $3.39M	11.6K $2.99M
NVDA	16.9K + 33.57%	$106.98 - $149.43 $1.8M - $2.52M	67.1K $7.27M
MO	4.25K + 74.1%	$50.81 - $60.02 $216K - $255K	9.98K $599K

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGDV	599K New	$34.95 - $37.36 $20.9M - $22.4M	599K $21.3M
USTB	129K New	$50.08 - $50.71 $6.47M - $6.55M	129K $6.54M
FTLS	12.8K New	$63.42 - $68.17 $814K - $875K	12.8K $822K
BABA	4.26K New	$80.53 - $147.57 $343K - $628K	4.26K $562K
BIDU	3.39K New	$77.43 - $102.51 $263K - $348K	3.39K $312K
LTPZ	4.39K New	$50.99 - $55.74 $224K - $245K	4.39K $238K

Top Sells

Reduced Positions

54 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAVA	-155K - 92.57%	$61.9 - $66.89 $9.62M - $10.4M	12.5K $792K
COWZ	-150K - 93.26%	$53.6 - $58.97 $8.06M - $8.87M	10.9K $590K
IVV	-8.4K - 18.66%	$554.06 - $615.85 $4.65M - $5.17M	36.6K $20.6M
SPHQ	-87.5K - 96.2%	$65.27 - $71.18 $5.71M - $6.23M	3.45K $229K
ICSH	-84.9K - 86.64%	$50.44 - $50.7 $4.28M - $4.3M	13.1K $663K
AMD	-28.7K - 92.56%	$96.63 - $129.55 $2.77M - $3.71M	2.3K $236K

Activity Summary All Purchases 60 New Holdings 12 Increased Positions 48 All Sells 54 Reductions 54 Sold out 0 Calls 0 Puts 0

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