Avaii Wealth Management, LLC Purchases and Sells in Q2 2025

Avaii Wealth Management, LLC

$196 Million
Q2 2025

Top Buys

Incresed Positions

53 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IAU	110K + 621.66%	$56.1 - $64.74 $6.17M - $7.12M	128K $7.96M
NVDA	5.12K + 7.63%	$94.31 - $157.99 $482K - $808K	72.2K $11.4M
CGDV	44.6K + 7.45%	$31.93 - $39.49 $1.42M - $1.76M	643K $25.4M
TSLA	6.55K + 56.67%	$221.86 - $362.89 $1.45M - $2.38M	18.1K $5.75M
JPM	5.93K + 29.94%	$210.28 - $289.91 $1.25M - $1.72M	25.7K $7.46M
SOXX	3.27K + 13.38%	$154.86 - $239.07 $506K - $781K	27.7K $6.61M

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JMEE	7.28K New	$49.07 - $59.23 $357K - $431K	7.28K $431K
MSTR	1.04K New	$237.95 - $421.61 $247K - $438K	1.04K $420K
VST	1.91K New	$98.07 - $195.04 $187K - $373K	1.91K $370K
MRK	4.65K New	$73.47 - $87.12 $341K - $405K	4.65K $367K
CVX	2.19K New	$133.73 - $168.51 $292K - $368K	2.19K $312K
CSCO	4.27K New	$53.19 - $69.38 $227K - $296K	4.27K $296K

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IJH	-27.2K - 16.41%	$51.16 - $62.02 $1.39M - $1.69M	139K $8.6M
JAVA	-6.26K - 50.19%	$56.84 - $65.5 $356K - $410K	6.21K $407K
RSP	-2.28K - 55.72%	$152.93 - $181.74 $349K - $415K	1.82K $329K
AAPL	-238 - 1.38%	$172.42 - $223.89 $41K - $53.3K	17K $3.48M
BABA	-2.22K - 52.15%	$99.37 - $134.05 $221K - $297K	2.04K $230K
COWZ	-5.22K - 48.03%	$47.46 - $55.3 $248K - $289K	5.65K $311K

Activity Summary All Purchases 71 New Holdings 18 Increased Positions 53 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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