Avaii Wealth Management, LLC Incresed Positions in Q3 2024

Avaii Wealth Management, LLC

  • $178 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
3.57K
+ 8.92%
$520.18 - $576.82 $1.86M - $2.06M
43.6K $25.2M
AMZN
Amazon Com Inc

Consumer Cyclical
12.8K
+ 41.92%
$161.02 - $200.0 $2.06M - $2.56M
43.3K $8.06M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
12.3K
+ 8.11%
$58.75 - $64.07 $722K - $787K
164K $10.5M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
12.6K
+ 8.55%
$53.41 - $57.9 $672K - $729K
160K $9.24M
META
Meta Platforms, Inc.

Communication Services
453
+ 4.04%
$453.41 - $572.44 $205K - $259K
11.7K $6.67M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
735
+ 7.05%
$405.19 - $478.57 $298K - $352K
11.2K $5.14M
AMD
Advanced Micro Devices Inc

Technology
4.12K
+ 16.27%
$128.67 - $183.96 $530K - $758K
29.4K $4.83M
KWEB
Kraneshares Tr Csi China Inter

ETFs
13.2K
+ 143.52%
$24.73 - $34.02 $326K - $449K
22.4K $761K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
723
+ 1.46%
$100.75 - $111.62 $72.8K - $80.7K
50.1K $5.48M
TSLA
Tesla, Inc.

Consumer Cyclical
210
+ 6.19%
$191.76 - $263.26 $40.3K - $55.3K
3.61K $943K
ILF
Ishares Latin America 40 ETF

ETFs
2.6K
+ 1.7%
$23.4 - $26.7 $60.7K - $69.3K
155K $4.03M
BMY
Bristol Myers Squibb CO

Healthcare
1.9K
+ 18.58%
$39.66 - $51.75 $75.3K - $98.3K
12.1K $627K
SOXX
Ishares Semiconductor ETF

ETFs
2.35K
+ 10.74%
$199.29 - $265.49 $469K - $625K
24.3K $5.6M
FSMB
First Tr Et Fd Iii Short Durat

ETFs
7.78K
+ 62.97%
$19.74 - $20.07 $154K - $156K
20.1K $402K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
5.28K
+ 41.49%
$25.49 - $25.49 $134K - $134K
18K $458K
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.38K
+ 2.92%
$50.32 - $50.75 $120K - $121K
83.8K $4.25M
JHMM
John Hancock Multifactor Mid C

ETFs
266
+ 1.23%
$54.25 - $60.2 $14.4K - $16K
21.9K $1.32M
IREN
Iris Energy LTD

Financial Services
20K
+ 89.93%
$6.44 - $15.03 $129K - $301K
42.3K $356K
IAU
Ishares Gold Trust

ETFs
249
+ 1.71%
$44.06 - $50.5 $11K - $12.6K
14.8K $736K
CGXU
Capital Group Intl Focus Equit

ETFs
1.88K
+ 7.22%
$24.27 - $27.46 $45.6K - $51.6K
27.9K $752K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
409
+ 6.51%
$80.13 - $88.89 $32.8K - $36.4K
6.69K $590K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.42K
+ 25.59%
$45.71 - $48.29 $65K - $68.7K
6.98K $334K
LQD
Ishares Iboxx $ Investment Gra

ETFs
475
+ 11.93%
$106.11 - $113.72 $50.4K - $54K
4.46K $503K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
265
+ 1.34%
$42.22 - $48.62 $11.2K - $12.9K
20.1K $933K
CAPE
Barclays Bank PLC

ETFs
683
+ 2.92%
$27.05 - $29.64 $18.5K - $20.2K
24.1K $711K
IEF
Ishares Barclays

ETFs
275
+ 10.59%
$92.67 - $99.14 $25.5K - $27.3K
2.87K $281K
PARA
Paramount Global

Communication Services
2.35K
+ 11.51%
$9.98 - $11.95 $23.5K - $28.1K
22.8K $241K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
521
+ 3.7%
$37.45 - $44.25 $19.5K - $23.1K
14.6K $624K
UBER
Uber Technologies, Inc

Technology
34
+ 0.75%
$58.48 - $77.47 $1.99K - $2.63K
4.58K $343K
GOOG
Alphabet Inc.

Communication Services
204
+ 15.56%
$149.54 - $192.66 $30.5K - $39.3K
1.52K $253K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
108
+ 1.92%
$47.95 - $49.61 $5.18K - $5.36K
5.72K $282K
INTC
Intel Corp

Technology
2.87K
+ 36.47%
$18.9 - $34.87 $54.3K - $100K
10.8K $252K
CLSK
Cleanspark, Inc.

Technology
17.2K
+ 58.33%
$8.09 - $19.79 $139K - $339K
46.6K $434K
CRWD
Crowd Strike Holdings, Inc.

Technology
206
+ 18.41%
$217.89 - $392.15 $44.9K - $80.8K
1.33K $371K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
4.35K
+ 12.45%
$6.82 - $12.49 $29.6K - $54.3K
39.3K $282K
GOOGL
Alphabet Inc.

Communication Services
2.18K
+ 7.53%
$148.65 - $191.18 $324K - $417K
31.1K $5.16M
Activity Summary
Buys All Purchases 54 New Holdings 17 Increased Positions 37 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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