Williams & Novak, LLC Sells in Q1 2025

Williams & Novak, LLC

  • $102 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-2.66K
- 22.0%
$209.68 - $247.1 $559K - $658K
9.45K $2.11B
SPY
Spdr S&P 500 ETF Trust

ETFs
-669
- 12.29%
$551.42 - $612.93 $369K - $410K
4.78K $2.68B
MUB
Ishares National Muni Bond ETF

ETFs
-4.61K
- 58.08%
$104.71 - $107.69 $483K - $496K
3.33K $351M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-6.1K
- 20.07%
$49.34 - $55.91 $301K - $341K
24.3K $1.22B
PWZ
Invesco California Amt Free Mu

ETFs
-16K
- 29.8%
$23.68 - $24.72 $379K - $396K
37.7K $906M
SYPR
Sypris Solutions Inc

Consumer Cyclical
-23.1K
- 1.01%
$1.44 - $3.05 $33.3K - $70.5K
2.27M $3.74B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-2.54K
- 23.06%
$108.02 - $120.45 $275K - $306K
8.49K $938M
Pimco ETF Tr
-12.9K
- 19.1%
N/A
54.5K $1.43B
CMF
Ishares California Muni Bond E

ETFs
-3.25K
- 7.11%
$55.93 - $57.47 $181K - $186K
42.4K $2.38B
MOD
Modine Manufacturing CO

Consumer Cyclical
-373
- 6.91%
$76.06 - $142.68 $28.4K - $53.2K
5.02K $403M
VTI
Vanguard Total Stock Market Et

ETFs
-432
- 18.05%
$271.18 - $303.12 $117K - $131K
1.96K $541M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
-6.27K
- 27.07%
$21.79 - $23.09 $137K - $145K
16.9K $371M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-1.88K
- 8.22%
$55.05 - $58.37 $104K - $110K
21K $1.19B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-2.3K
- 29.22%
$49.75 - $50.27 $114K - $116K
5.57K $278M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-47
- 1.0%
$161.27 - $192.3 $7.58K - $9.04K
4.67K $760M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-1.7K
- 26.41%
$55.97 - $64.13 $95.1K - $109K
4.74K $268M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-82
- 4.77%
$507.05 - $563.67 $41.6K - $46.2K
1.64K $845M
IXUS
Ishares Tr

ETFs
-2.94K
- 9.1%
$65.06 - $72.31 $191K - $213K
29.4K $2.06B
HYD
Vaneck High Yield Muni ETF

ETFs
-1.04K
- 3.49%
$50.79 - $52.53 $52.7K - $54.5K
28.7K $1.47B
PCQ
Pimco California Municipal Income Fund

Financial Services
-5K
- 2.36%
$8.76 - $9.34 $43.8K - $46.7K
207K $1.85B
CSCO
Cisco Systems, Inc.

Technology
-1.25K
- 21.68%
$58.74 - $64.87 $73.4K - $81K
4.51K $279M
XLK
Technology Sector Spdr

ETFs
-35
- 1.63%
$206.38 - $242.18 $7.22K - $8.48K
2.11K $438M
CPSI
Computer Programs & Systems Inc

Healthcare
-5.87K
- 42.81%
N/A
7.85K $213M
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-2.4K
- 16.25%
$26.51 - $28.57 $63.6K - $68.6K
12.4K $340M
PRTS
Car Parts.Com, Inc.

Consumer Cyclical
-24.9K
- 16.4%
$0.88 - $1.39 $21.9K - $34.5K
127K $125M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-995
- 3.82%
$25.12 - $26.05 $25K - $25.9K
25.1K $634M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-759
- 5.04%
$39.96 - $43.3 $30.3K - $32.9K
14.3K $589M
CNDT
Conduent Inc

Technology
-1.77K
- 10.8%
$2.7 - $4.42 $4.77K - $7.8K
14.6K $39.4M
MKTW
Marketwise, Inc.

Technology
-12.2K
- 4.23%
$0.49 - $0.83 $5.96K - $10.1K
275K $139M
VMEO
Vimeo, Inc.

Technology
-1.1K
- 8.23%
$5.26 - $6.93 $5.79K - $7.62K
12.3K $64.3M
ANGO
Angiodynamics Inc

Healthcare
-3.2K
- 15.66%
$8.37 - $12.94 $26.7K - $41.3K
17.2K $166M
ARAY
Accuray Inc

Healthcare
-3.8K
- 6.47%
$1.74 - $2.69 $6.61K - $10.2K
55K $97.8M
PCK
Pimco California Municipal Income Fund Ii

Financial Services
-4K
- 1.8%
$5.54 - $5.98 $22.2K - $23.9K
218K $1.26B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-556
- 15.68%
$442.66 - $534.52 $246K - $297K
2.99K $1.59B
TRGP
Targa Resources Corp.

Energy
-250
- 15.15%
$178.44 - $217.22 $44.6K - $54.3K
1.4K $284M
EMGF
Ishares Msci Emerging Markets

ETFs
-596
- 5.01%
$44.18 - $48.23 $26.3K - $28.7K
11.3K $532M
ASRT
Assertio Holdings, Inc.

Healthcare
-2.5K
- 20.0%
$0.67 - $0.88 $1.68K - $2.2K
10K $6.6M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
-2.2K
- 4.22%
$31.42 - $34.87 $69.2K - $76.8K
49.9K $1.68B
VOD
Vodafone Group Public LTD CO

Communication Services
-655
- 6.12%
$8.05 - $9.86 $5.27K - $6.46K
10K $93.1M
III
Information Services Group Inc.

Technology
-5.55K
- 12.68%
$2.98 - $4.0 $16.5K - $22.2K
38.2K $150M
DGRO
Ishares Core Dividend Growth E

ETFs
-64
- 0.2%
$60.46 - $64.42 $3.87K - $4.12K
31.2K $1.93B
IEMG
Ishares Inc

ETFs
-244
- 2.32%
N/A
10.3K $558M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-150
- 2.65%
$61.2 - $68.24 $9.18K - $10.2K
5.52K $365M
SVM
Silvercorp Metals Inc

Basic Materials
-1.7K
- 9.39%
$2.94 - $4.19 $5K - $7.12K
16.4K $63M
AMGN
Amgen Inc

Healthcare
-90
- 9.18%
$258.59 - $327.36 $23.3K - $29.5K
890 $273M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1
- 0.01%
$32.74 - $36.2 $32.7 - $36.2
10.5K $368M
IDEV
Ishares Core Msci Intl Develop

ETFs
-235
- 2.84%
$63.77 - $71.36 $15K - $16.8K
8.05K $556M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-129
- 1.33%
$51.39 - $57.43 $6.63K - $7.41K
9.59K $533M
RING
Ishares Inc Msci Global Gold M

ETFs
-12.8K
- 24.71%
$28.64 - $38.36 $365K - $490K
38.9K $1.49B
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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