Avaii Wealth Management, LLC Purchases and Sells in Q4 2024

Avaii Wealth Management, LLC

$182 Million
Q4 2024

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	39.1K + 352.91%	$117.0 - $148.88 $4.58M - $5.82M	50.2K $6.74M
AMZN	806 + 1.86%	$180.88 - $232.93 $146K - $188K	44.1K $9.67M
AVUV	14.6K + 22.91%	$94.37 - $106.41 $1.38M - $1.55M	78.2K $7.55M
IVV	1.38K + 3.17%	$570.51 - $610.59 $788K - $843K	45K $26.5M
ICSH	14.1K + 16.87%	$50.35 - $50.69 $712K - $717K	98K $4.94M
TSLA	31 + 0.86%	$213.65 - $479.86 $6.62K - $14.9K	3.64K $1.47M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CXSE	147K New	$29.75 - $39.52 $4.38M - $5.83M	147K $4.4M
ULTA	1.43K New	$338.38 - $446.21 $485K - $639K	1.43K $622K
AMAT	2.02K New	$161.44 - $213.89 $327K - $433K	2.02K $329K
QQQM	1.44K New	$198.04 - $221.51 $286K - $320K	1.44K $303K
IJR	2.61K New	$113.92 - $127.38 $297K - $333K	2.61K $300K
SRLN	6.86K New	$41.48 - $42.08 $284K - $289K	6.86K $286K

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-29K - 93.02%	$161.86 - $196.66 $4.69M - $5.7M	2.17K $411K
TLH	-2.7K - 5.4%	$99.04 - $109.59 $268K - $296K	47.4K $4.72M
CALF	-4.93K - 24.56%	$43.84 - $48.76 $216K - $240K	15.1K $666K
VCSH	-3.07K - 30.74%	$77.86 - $79.27 $239K - $244K	6.92K $540K
REGL	-2.67K - 51.61%	$80.18 - $88.79 $214K - $237K	2.5K $201K
KMB	-511 - 4.5%	$130.37 - $146.09 $66.6K - $74.7K	10.8K $1.42M

Activity Summary All Purchases 70 New Holdings 21 Increased Positions 49 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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