Napa Wealth Management Incresed Positions in Q4 2024

Napa Wealth Management

  • $231 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQM
Invesco Exchange Traded Fd Tr

ETFs
29.7K
+ 417.56%
$198.04 - $221.51 $5.87M - $6.57M
36.8K $7.74B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.57K
+ 280.44%
$567.81 - $607.81 $2.03M - $2.17M
4.84K $2.84B
CSCO
Cisco Systems, Inc.

Technology
34.9K
+ 885.69%
$52.45 - $60.02 $1.83M - $2.09M
38.8K $2.3B
HD
Home Depot, Inc.

Consumer Cyclical
4.88K
+ 937.88%
$385.02 - $431.37 $1.88M - $2.1M
5.4K $2.1B
IVV
Ishares Core S&P 500 ETF

ETFs
2.96K
+ 74.4%
$570.51 - $610.59 $1.69M - $1.81M
6.94K $4.08B
TMUS
T Mobile Us, Inc.

Communication Services
7.32K
+ 128.13%
$206.1 - $246.94 $1.51M - $1.81M
13K $2.88B
MAXI
Simplify Exc Traded Fds Bitcoi
37.8K
+ 186.98%
N/A
58K $1.55B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.3K
+ 27.78%
$66.77 - $71.52 $757K - $811K
52.2K $3.6B
WMT
Walmart Inc.

Consumer Defensive
4.47K
+ 15.64%
$79.1 - $95.7 $353K - $427K
33K $2.98B
NVDA
Nvidia Corp

Technology
1.66K
+ 7.58%
$117.0 - $148.88 $194K - $247K
23.5K $3.15B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.93K
+ 38.01%
$113.92 - $127.38 $447K - $500K
14.3K $1.64B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
16.7K
+ 37.81%
$20.98 - $21.19 $350K - $353K
60.7K $1.28B
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
20.9K
+ 36.62%
$15.9 - $17.05 $333K - $357K
78K $1.3B
Roundhill ETF Trust
10K
+ 51.01%
N/A
29.7K $1.19B
Roundhill ETF Trust
7.6K
+ 45.21%
N/A
24.4K $1.22B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
10.4K
+ 95.53%
$33.43 - $36.52 $348K - $380K
21.3K $719M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
17.6K
+ 44.25%
N/A
57.3K $1.35B
Neos ETF Trust
6.56K
+ 29.6%
N/A
28.7K $1.41B
Invesco Actively Managed Exc
9.97K
+ 61.3%
N/A
26.2K $673M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
12.9K
+ 29.68%
$21.42 - $22.58 $276K - $291K
56.4K $1.21B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.79K
+ 40.39%
$53.94 - $58.15 $204K - $220K
13.2K $743M
SKYY
First Trust Cloud Computing Et

ETFs
1.13K
+ 22.28%
$99.98 - $130.46 $113K - $148K
6.22K $741M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
897
+ 24.98%
$238.25 - $261.28 $214K - $234K
4.49K $1.09B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.07K
+ 47.43%
$50.62 - $50.97 $206K - $207K
12.6K $641M
LQDW
Ishares Tr Invt Grade Corporat
10.7K
+ 29.26%
N/A
47.3K $1.24B
Neos ETF Trust
3.34K
+ 44.04%
N/A
10.9K $572M
GOOGL
Alphabet Inc.

Communication Services
426
+ 10.48%
$161.86 - $196.66 $69K - $83.8K
4.49K $850M
SVOL
Simplify ETF Simplify Volatili

ETFs
9.21K
+ 36.44%
$20.4 - $21.93 $188K - $202K
34.5K $717M
SPYI
Shp ETF Tr Neos S&P 500 High I
3.17K
+ 38.92%
N/A
11.3K $576M
Tidal Tr Ii
10.4K
+ 41.68%
N/A
35.4K $600M
Simplify Exchange Traded Fun
6.25K
+ 38.87%
N/A
22.3K $560M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
1.58K
+ 26.98%
$85.41 - $87.1 $135K - $137K
7.42K $641M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
7.78K
+ 42.71%
$21.81 - $23.88 $170K - $186K
26K $567M
HTGC
Hercules Capital, Inc.

Financial Services
3.9K
+ 3.24%
$18.53 - $20.22 $72.3K - $78.9K
124K $2.5B
Series Portfolios Tr
4.48K
+ 28.92%
N/A
20K $538M
WMB
Williams Companies, Inc.

Energy
190
+ 2.71%
$46.37 - $59.74 $8.81K - $11.4K
7.19K $389M
SHV
Ishares Tr

ETFs
302
+ 4.27%
$109.92 - $110.57 $33.2K - $33.4K
7.37K $812M
VTI
Vanguard Total Stock Market Et

ETFs
32
+ 1.41%
$280.04 - $302.45 $8.96K - $9.68K
2.3K $666M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
22
+ 3.03%
$563.99 - $620.12 $12.4K - $13.6K
749 $427M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
275
+ 4.07%
$72.28 - $78.42 $19.9K - $21.6K
7.03K $510M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.36%
$521.84 - $558.82 $1.57K - $1.68K
833 $449M
TBBK
Bancorp, Inc.

Financial Services
255
+ 3.81%
$47.01 - $60.36 $12K - $15.4K
6.94K $365M
SPMD
Spdr Portfolio

ETFs
89
+ 1.94%
$54.13 - $59.56 $4.82K - $5.3K
4.68K $256M
URI
United Rentals, Inc.

Industrials
53
+ 17.21%
$704.44 - $880.32 $37.3K - $46.7K
361 $254M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
103
+ 2.3%
$44.33 - $49.55 $4.57K - $5.1K
4.57K $205M
Cava Group Inc
355
+ 6.83%
N/A
5.55K $626M
TSCO
Tractor Supply CO

Consumer Cyclical
4.95K
+ 401.95%
$52.59 - $303.74 $260K - $1.5M
6.18K $328M
Activity Summary
Buys All Purchases 112 New Holdings 64 Increased Positions 48 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
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