Avaii Wealth Management, LLC Purchases in Q4 2025

Avaii Wealth Management, LLC

  • $232 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XMMO
Invesco Exchange Traded Fd Tr

ETFs
58.1K
New
$132.67 - $138.39 $7.71M - $8.04M
58.1K $7.79M
GLW
Corning Inc

Technology
91.9K
New
$82.06 - $90.29 $7.54M - $8.29M
91.9K $7.54M
IREN
Iris Energy LTD

Financial Services
98.6K
+ 208.92%
$47.02 - $76.41 $4.64M - $7.53M
146K $7.22M
TDIV
First Trust Nasdaq Technology

ETFs
27.1K
+ 24.41%
$96.0 - $102.5 $2.6M - $2.78M
138K $13.3M
CGDV
Capital Group Divid Value ETF

ETFs
19.5K
+ 2.91%
$41.33 - $43.47 $808K - $849K
691K $29.7M
USD
Proshares Ultra Semiconductors

ETFs
12.4K
+ 100.0%
$97.17 - $127.0 $1.21M - $1.58M
24.9K $2.64M
MRK
Merck & Co., Inc.

Healthcare
6.78K
+ 79.66%
$82.49 - $92.93 $559K - $630K
15.3K $1.42M
XLU
Utilities Sector Spdr

ETFs
7.08K
+ 107.42%
$87.89 - $92.9 $622K - $657K
13.7K $1.21M
FSLR
First Solar, Inc.

Technology
1.97K
New
$223.36 - $277.39 $440K - $546K
1.97K $499K
NVO
Novo Nordisk A S

Healthcare
9.1K
+ 209.68%
$45.68 - $59.65 $416K - $543K
13.4K $651K
XLK
Technology Sector Spdr

ETFs
930
+ 100.0%
$278.39 - $304.13 $259K - $283K
1.86K $535K
CIFR
Cipher Mining Inc.

Financial Services
17.3K
New
$12.6 - $24.71 $218K - $428K
17.3K $260K
AMZN
Amazon Com Inc

Consumer Cyclical
506
+ 5.49%
$213.04 - $254.0 $108K - $129K
9.72K $2.28M
GILD
Gilead Sciences, Inc.

Healthcare
2.02K
New
$110.56 - $125.2 $223K - $252K
2.02K $250K
USTB
Victory Portfolios Ii Victorys

ETFs
5.11K
+ 3.55%
$50.79 - $51.05 $259K - $261K
149K $7.56M
LLY
Eli Lilly & CO

Healthcare
6
+ 0.74%
$799.57 - $1025.28 $4.8K - $6.15K
814 $831K
JCI
Johnson Controls International PLC

Industrials
1.76K
New
$105.55 - $122.66 $186K - $216K
1.76K $209K
CSCO
Cisco Systems, Inc.

Technology
1.33K
+ 24.44%
$67.46 - $78.0 $89.8K - $104K
6.78K $527K
BMY
Bristol Myers Squibb CO

Healthcare
2.46K
+ 16.38%
$42.6 - $49.08 $105K - $120K
17.4K $816K
BA
Boeing CO

Industrials
797
+ 68.47%
$191.81 - $225.32 $153K - $180K
1.96K $376K
GOOGL
Alphabet Inc.

Communication Services
287
+ 25.35%
$236.57 - $291.31 $67.9K - $83.6K
1.42K $392K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
5.75K
+ 11.61%
$20.02 - $20.12 $115K - $116K
55.3K $1.11M
MINO
Pimco ETF Tr Municipal Income

ETFs
1.55K
+ 21.35%
$45.17 - $45.79 $69.9K - $70.8K
8.79K $400K
GOOG
Alphabet Inc.

Communication Services
32
+ 2.28%
$237.49 - $291.74 $7.6K - $9.34K
1.44K $410K
CVX
Chevron Corp

Energy
533
+ 1.19%
$148.9 - $157.72 $79.4K - $84.1K
45.5K $7.04M
EMB
Ishares Tr

ETFs
600
+ 18.84%
$94.63 - $97.03 $56.8K - $58.2K
3.79K $363K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
93
+ 24.73%
$600.51 - $631.95 $55.8K - $58.8K
469 $289K
ZION
Zions Bancorporation, National Association

Financial Services
1.89K
+ 27.73%
$46.93 - $56.93 $88.7K - $108K
8.71K $444K
QQQ
Invesco Qqq Trust, Series 1

ETFs
43
+ 0.45%
$589.5 - $635.77 $25.3K - $27.3K
9.55K $5.77M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
993
+ 20.58%
$50.55 - $50.74 $50.2K - $50.4K
5.82K $294K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
920
+ 6.59%
$49.78 - $50.16 $45.8K - $46.1K
14.9K $743K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
635
+ 20.64%
$72.21 - $75.0 $45.9K - $47.6K
3.71K $272K
GLD
Spdr Gold Trust

ETFs
32
+ 2.03%
$354.79 - $403.15 $11.4K - $12.9K
1.61K $605K
UITB
Usaa ETF Tr Core Intermediate

ETFs
996
+ 10.22%
$47.38 - $47.93 $47.2K - $47.7K
10.7K $508K
XOM
Exxon Mobil Corp

Energy
12
+ 0.17%
$110.64 - $119.78 $1.33K - $1.44K
7.12K $838K
KWEB
Kraneshares Tr Csi China Inter

ETFs
1.88K
+ 16.5%
$38.24 - $42.94 $72K - $80.8K
13.3K $508K
KO
Coca Cola CO

Consumer Defensive
71
+ 1.31%
$66.1 - $71.61 $4.69K - $5.08K
5.49K $388K
JMEE
J P Morgan Exchange Traded Fd

ETFs
499
+ 7.28%
$61.3 - $64.67 $30.6K - $32.3K
7.35K $461K
AVGO
Broadcom Inc.

Technology
42
+ 5.7%
$324.63 - $385.98 $13.6K - $16.2K
779 $266K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
40
+ 2.81%
$242.67 - $261.79 $9.71K - $10.5K
1.46K $366K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
309
+ 1.54%
$52.27 - $56.39 $16.2K - $17.4K
20.3K $1.09M
CGXU
Capital Group Intl Focus Equit

ETFs
83
+ 0.3%
$29.32 - $31.03 $2.43K - $2.58K
28.2K $846K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
32
+ 0.45%
$88.45 - $91.41 $2.83K - $2.93K
7.21K $652K
IEMG
Ishares Inc

ETFs
158
+ 3.75%
N/A
4.37K $234K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1
+ 0.01%
$43.84 - $45.35 $43.8 - $45.4
15.5K $693K
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 1.31%
$293.81 - $310.11 $6.17K - $6.51K
1.62K $493K
WMT
Walmart Inc.

Consumer Defensive
61
+ 2.05%
$101.18 - $109.03 $6.17K - $6.65K
3.04K $312K
DGS
Wisdomtree Emerging Markets Sm

ETFs
57
+ 1.28%
$55.31 - $57.46 $3.15K - $3.28K
4.5K $257K
PFF
Ishares Trust Ishares Pfd And

ETFs
352
+ 3.42%
$30.84 - $31.79 $10.9K - $11.2K
10.6K $328K
Activity Summary
Buys All Purchases 72 New Holdings 6 Increased Positions 66 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 1 Puts 0
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