Williams & Novak, LLC Incresed Positions in Q1 2025

Williams & Novak, LLC

  • $102 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
33.2K
+ 456.37%
$40.79 - $42.32 $1.36M - $1.41M
40.5K $1.71B
Fidelity Covington Trust
24K
+ 19.26%
N/A
149K $4.65B
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
8.7K
+ 6.44%
$48.91 - $52.91 $425K - $460K
144K $7.19B
MFEM
Pimco Rafi Dynamic Multi Facto

ETFs
25.7K
+ 25.38%
$18.41 - $19.64 $472K - $504K
127K $2.41B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.4K
+ 1.78%
$44.41 - $45.98 $196K - $202K
252K $11.5B
GOOGL
Alphabet Inc.

Communication Services
2.95K
+ 145.51%
$154.33 - $206.19 $455K - $608K
4.98K $782M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.37K
+ 50.05%
$56.17 - $59.71 $358K - $381K
19.1K $1.08B
PLTK
Playtika Holding Corp.

Communication Services
66.7K
+ 340.95%
$4.01 - $7.45 $267K - $497K
86.3K $454M
COST
Costco Wholesale Corp

Consumer Defensive
280
+ 64.37%
$890.62 - $1076.86 $249K - $302K
715 $682M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
5.81K
+ 14.43%
$29.14 - $32.97 $169K - $192K
46.1K $1.46B
QQQ
Invesco Qqq Trust, Series 1

ETFs
558
+ 25.43%
$468.34 - $539.52 $261K - $301K
2.75K $1.3B
PMX
Pimco Municipal Income Fund Iii

Financial Services
16.7K
+ 38.17%
$7.07 - $7.53 $118K - $126K
60.5K $436M
MSFT
Microsoft Corp

Technology
500
+ 19.64%
$375.39 - $447.2 $188K - $224K
3.05K $1.16B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.96K
+ 43.76%
$32.42 - $36.13 $95.9K - $107K
9.72K $322M
PDN
Invesco Fd Tr

ETFs
960
+ 7.19%
$31.2 - $34.9 $30K - $33.5K
14.3K $480M
AMZN
Amazon Com Inc

Consumer Cyclical
714
+ 23.07%
$190.26 - $242.06 $136K - $173K
3.81K $732M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
186
+ 1.78%
$59.28 - $66.1 $11K - $12.3K
10.6K $676M
BOND
Pimco Active Bond Exchange Tra

ETFs
290
+ 5.08%
$89.27 - $92.9 $25.9K - $26.9K
6K $554M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
650
+ 4.36%
$51.26 - $52.53 $33.3K - $34.1K
15.6K $802M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.32K
+ 7.08%
$59.61 - $66.71 $78.4K - $87.8K
19.9K $1.21B
Blackrock ETF Trust Ii
372
+ 3.7%
N/A
10.4K $544M
JPM
Jpmorgan Chase & CO

Financial Services
43
+ 3.44%
$225.19 - $279.95 $9.68K - $12K
1.29K $315M
SRE
Sempra Energy

Utilities
1.06K
+ 24.06%
$67.85 - $87.67 $71.9K - $92.9K
5.47K $391M
EGAN
Egain Corp

Technology
6.12K
+ 30.19%
$4.7 - $7.15 $28.8K - $43.8K
26.4K $127M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
33
+ 0.21%
$54.25 - $57.64 $1.79K - $1.9K
15.9K $883M
HLLY
Holley Inc.

Consumer Cyclical
2.12K
+ 14.7%
$2.4 - $3.18 $5.09K - $6.74K
16.5K $42.5M
DTC
Solo Brands, Inc.

Consumer Cyclical
288K
+ 466.28%
$0.17 - $1.16 $48.9K - $334K
349K $61.9M
EGHT
8 X8 Inc

Technology
700
+ 3.06%
$1.99 - $3.47 $1.39K - $2.43K
23.6K $48.1M
MYPS
Playstudios, Inc.

Communication Services
4.1K
+ 9.05%
$1.15 - $1.95 $4.72K - $8K
49.4K $60.3M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
58
+ 4.38%
$165.25 - $224.62 $9.58K - $13K
1.38K $233M
AMKR
Amkor Technology, Inc.

Technology
30
+ 0.25%
$18.06 - $26.73 $542 - $802
12.2K $222M
GOOG
Alphabet Inc.

Communication Services
20
+ 0.64%
$156.06 - $207.71 $3.12K - $4.15K
3.16K $502M
AVGO
Broadcom Inc.

Technology
11
+ 0.4%
$167.43 - $244.7 $1.84K - $2.69K
2.77K $466M
Activity Summary
Buys All Purchases 59 New Holdings 25 Increased Positions 34 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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