Napa Wealth Management Incresed Positions in Q2 2025

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
76.8K
+ 2118.18%
$99.1 - $99.49 $7.61M - $7.64M
80.4K $8B
USFR
Wisdomtree Floating Rate Treas

ETFs
145K
+ 473.25%
$50.28 - $50.47 $7.28M - $7.31M
175K $8.83B
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
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
Uscf ETF Tr Summerhaven Dynami
129K
+ 534.32%
N/A
153K $3.31B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
9.47K
+ 63.26%
$171.4 - $227.1 $1.62M - $2.15M
24.4K $5.55B
PM
Philip Morris International Inc.

Consumer Defensive
14K
+ 922.88%
$149.23 - $184.95 $2.08M - $2.58M
15.5K $2.82B
MO
Altria Group, Inc.

Consumer Defensive
42.8K
+ 1009.55%
$55.56 - $60.91 $2.38M - $2.61M
47.1K $2.76B
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
60.1K
+ 306.57%
$30.64 - $32.21 $1.84M - $1.94M
79.7K $2.55B
NVDA
Nvidia Corp

Technology
6
+ 0.03%
$94.31 - $157.99 $566 - $948
23.6K $3.73B
PLTR
Palantir Technologies Inc.

Technology
1.29K
+ 16.62%
$74.01 - $144.25 $95.3K - $186K
9.03K $1.23B
TSLA
Tesla, Inc.

Consumer Cyclical
1.39K
+ 73.74%
$221.86 - $362.89 $308K - $503K
3.27K $1.04B
IVV
Ishares Core S&P 500 ETF

ETFs
233
+ 3.93%
$498.8 - $620.9 $116K - $145K
6.16K $3.82B
META
Meta Platforms, Inc.

Communication Services
319
+ 23.97%
$484.66 - $738.09 $155K - $235K
1.65K $1.22B
Ea Series Trust
2.3K
+ 1.3%
N/A
179K $5.91B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
2.51K
+ 39.45%
N/A
8.87K $800M
Marex Group PLC
7.75K
+ 128.3%
N/A
13.8K $544M
SPOT
Spotify Technology S.A.

Communication Services
249
+ 51.13%
$503.3 - $775.9 $125K - $193K
736 $565M
Simplify Exchange Traded Fun
21.2K
+ 17.08%
N/A
145K $4.09B
AXON
Axon Enterprise, Inc.

Industrials
62
+ 10.93%
$497.13 - $827.94 $30.8K - $51.3K
629 $521M
AMZN
Amazon Com Inc

Consumer Cyclical
340
+ 8.5%
$167.32 - $223.3 $56.9K - $75.9K
4.34K $953M
Roundhill ETF Trust
3.5K
+ 5.0%
N/A
73.5K $2.61B
Tcw ETF Trust
4.14K
+ 20.2%
N/A
24.6K $972M
Pacer Fds Tr
3.26K
+ 12.92%
N/A
28.5K $698M
Roundhill ETF Trust
2.9K
+ 5.47%
N/A
56K $2.47B
AOR
Ishares Tr Core Growth Allocat

ETFs
397
+ 4.28%
$53.36 - $61.57 $21.2K - $24.4K
9.68K $596M
Vaneck ETF Trust
1.15K
+ 10.28%
N/A
12.3K $491M
URI
United Rentals, Inc.

Industrials
1
+ 0.28%
$551.94 - $753.4 $552 - $753
363 $274M
SVOL
Simplify ETF Simplify Volatili

ETFs
962
+ 2.54%
$13.97 - $19.98 $13.4K - $19.2K
38.8K $714M
INDS
Pacer Fds Tr Benchmark Indl

ETFs
141
+ 1.06%
$31.58 - $37.56 $4.45K - $5.3K
13.5K $499M
REM
Ishares Tr Mtg Real Estate ETF

ETFs
847
+ 3.97%
$19.12 - $22.36 $16.2K - $18.9K
22.2K $474M
TSCO
Tractor Supply CO

Consumer Cyclical
28
+ 0.45%
$47.86 - $55.77 $1.34K - $1.56K
6.24K $329M
Activity Summary
Buys All Purchases 71 New Holdings 37 Increased Positions 34 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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