Napa Wealth Management Purchases and Sells in Q4 2024

Napa Wealth Management

$231 Billion
Q4 2024

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	29.7K + 417.56%	$198.04 - $221.51 $5.87M - $6.57M	36.8K $7.74B
SPY	3.57K + 280.44%	$567.81 - $607.81 $2.03M - $2.17M	4.84K $2.84B
CSCO	34.9K + 885.69%	$52.45 - $60.02 $1.83M - $2.09M	38.8K $2.3B
HD	4.88K + 937.88%	$385.02 - $431.37 $1.88M - $2.1M	5.4K $2.1B
IVV	2.96K + 74.4%	$570.51 - $610.59 $1.69M - $1.81M	6.94K $4.08B
TMUS	7.32K + 128.13%	$206.1 - $246.94 $1.51M - $1.81M	13K $2.88B

New Holdings

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSY	472K New	$50.0 - $50.27 $23.6M - $23.7M	472K $23.7B
SCHG	119K New	$25.93 - $105.3 $3.09M - $12.5M	119K $3.32B
EA SERIES TRUST	100K New	N/A	100K $3.16B
TJX	25K New	$112.15 - $127.2 $2.8M - $3.18M	25K $3.02B
IWM	13.1K New	$216.13 - $242.4 $2.82M - $3.17M	13.1K $2.89B
DIA	6.49K New	$417.69 - $450.94 $2.71M - $2.93M	6.49K $2.76B

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSHI	-373K - 40.58%	N/A	546K $27.2B
BILS	-34.9K - 55.13%	$99.0 - $99.5 $3.45M - $3.47M	28.4K $2.81B
META	-4.3K - 56.39%	$554.08 - $632.68 $2.38M - $2.72M	3.32K $1.95B
LLY	-2.67K - 87.66%	$727.2 - $932.06 $1.94M - $2.49M	376 $290M
COST	-2.74K - 69.37%	$873.59 - $994.69 $2.39M - $2.72M	1.21K $1.11B
SPTS	-72.9K - 48.31%	$28.88 - $29.33 $2.11M - $2.14M	78K $2.26B

Activity Summary All Purchases 112 New Holdings 64 Increased Positions 48 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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