Napa Wealth Management Purchases and Sells in Q1 2025

Napa Wealth Management

$178 Billion
Q1 2025

Top Buys

Incresed Positions

33 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CTA	245K + 655.5%	$27.81 - $30.21 $6.81M - $7.4M	282K $8.36B
EDV	32.9K + 385.79%	$65.05 - $73.43 $2.14M - $2.42M	41.4K $2.95B
EA SERIES TRUST	76.9K + 76.73%	N/A	177K $5.51B
FTGC	89.8K + 281.8%	$23.95 - $25.86 $2.15M - $2.32M	122K $3.1B
TLTW	66.8K + 116.52%	N/A	124K $2.99B
ROUNDHILL ETF TRUST	40.3K + 135.62%	N/A	70K $2.43B

New Holdings

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAUM	150K New	$26.29 - $31.17 $3.94M - $4.67M	150K $4.67B
SIMPLIFY EXCHANGE TRADED FUN	124K New	N/A	124K $3.86B
SCHQ	94.9K New	$30.72 - $33.22 $2.91M - $3.15M	94.9K $3.11B
EA SERIES TRUST	27.8K New	N/A	27.8K $3.1B
GLOBAL X FDS	81.7K New	N/A	81.7K $2.75B
TIDAL TR II	128K New	N/A	128K $2.64B

Top Sells

Reduced Positions

70 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSHI	-391K - 71.64%	N/A	155K $7.68B
GSY	-378K - 79.96%	$50.03 - $50.27 $18.9M - $19M	94.7K $4.75B
QQQM	-21.8K - 59.28%	$192.82 - $222.1 $4.2M - $4.84M	15K $2.89B
AAPL	-13K - 59.91%	$209.68 - $247.1 $2.72M - $3.21M	8.69K $1.93B
SCHG	-94K - 78.89%	$24.91 - $29.02 $2.34M - $2.73M	25.1K $630M
BILS	-24.7K - 87.22%	$99.16 - $99.52 $2.45M - $2.46M	3.63K $361M

Activity Summary All Purchases 86 New Holdings 53 Increased Positions 33 All Sells 70 Reductions 70 Sold out 0 Calls 0 Puts 0

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