Napa Wealth Management has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $231 Billion distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Shp ETF Tr Neos Enhanced Incom with a value of $27.2B, Invesco Actively Mngd ETF Tr U with a value of $23.7B, Invesco Exchange Traded Fd Tr with a value of $7.74B, Apple Inc. with a value of $5.43B, and Ishares Core S&P 500 ETF with a value of $4.08B.
Examining the 13F form we can see an increase of $20B in the current position value, from $211B to 231B.
Napa Wealth Management is based out at Napa, CA
Below you can find more details about Napa Wealth Management portfolio as well as his latest detailed transactions.
