Napa Wealth Management Purchases and Sells in Q2 2025

Napa Wealth Management

$209 Billion
Q2 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BILS	76.8K + 2118.18%	$99.1 - $99.49 $7.61M - $7.64M	80.4K $8B
USFR	145K + 473.25%	$50.28 - $50.47 $7.28M - $7.31M	175K $8.83B
PWS	169K + 1010.05%	$29.02 - $30.78 $4.89M - $5.19M	185K $5.62B
EA SERIES TRUST	28.7K + 103.38%	N/A	56.6K $6.37B
GLOBAL X FDS	71.5K + 87.54%	N/A	153K $5.94B
SDCI	129K + 534.32%	N/A	153K $3.31B

New Holdings

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BIL	102K New	$91.43 - $91.74 $9.28M - $9.32M	102K $9.32B
PTBD	313K New	$19.43 - $20.13 $6.09M - $6.31M	313K $6.19B
VTIP	104K New	$49.57 - $50.27 $5.18M - $5.25M	104K $5.25B
RTX	19K New	$113.75 - $148.48 $2.16M - $2.82M	19K $2.77B
NFLX	2.03K New	$855.86 - $1339.13 $1.74M - $2.72M	2.03K $2.72B
JPM	9.33K New	$210.28 - $289.91 $1.96M - $2.71M	9.33K $2.71B

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CSHI	-128K - 82.56%	N/A	27K $1.34B
DIS	-13.9K - 89.5%	$81.72 - $124.01 $1.14M - $1.72M	1.63K $202M
CTA	-18.8K - 6.65%	$26.61 - $29.9 $500K - $561K	264K $7.05B
VICTORY PORTFOLIOS II	-39.2K - 49.36%	N/A	40.2K $1.42B
TIDAL TRUST III	-68.4K - 67.2%	N/A	33.4K $939M
FYLD	-39.3K - 44.13%	$23.46 - $29.42 $922K - $1.16M	49.7K $1.45B

Activity Summary All Purchases 71 New Holdings 37 Increased Positions 34 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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