Avaii Wealth Management, LLC Purchases and Sells in Q3 2025

Avaii Wealth Management, LLC

$229 Million
Q3 2025

Top Buys

Incresed Positions

68 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	10.1K + 55.84%	$293.94 - $444.72 $2.97M - $4.49M	28.2K $12.5M
CVX	42.8K + 1957.62%	$145.57 - $161.83 $6.23M - $6.92M	45K $6.98M
CGDV	28.6K + 4.44%	$39.59 - $42.21 $1.13M - $1.21M	672K $28.2M
IVV	791 + 2.39%	$620.67 - $670.08 $491K - $530K	34K $22.7M
IAU	8.27K + 6.48%	$61.62 - $72.77 $510K - $602K	136K $9.9M
TDIV	3.8K + 3.55%	$89.27 - $100.33 $339K - $381K	111K $10.9M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ETN	18.4K New	$342.99 - $392.76 $6.3M - $7.22M	18.4K $6.88M
ITB	44.1K New	$94.18 - $117.14 $4.16M - $5.17M	44.1K $4.73M
UNP	2.49K New	$214.91 - $237.16 $536K - $591K	2.49K $589K
XLU	6.59K New	$81.14 - $87.32 $534K - $575K	6.59K $574K
HD	1.32K New	$357.4 - $423.42 $473K - $561K	1.32K $536K
WEC	3.18K New	$103.66 - $114.59 $330K - $364K	3.18K $364K

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	-9.12K - 83.91%	$695.21 - $791.73 $6.34M - $7.22M	1.75K $1.28M
AMZN	-26.1K - 73.91%	$211.65 - $238.24 $5.52M - $6.22M	9.22K $2.02M
BMY	-66.7K - 81.65%	$43.31 - $48.98 $2.89M - $3.27M	15K $676K
NVDA	-14.3K - 19.88%	$153.3 - $186.58 $2.2M - $2.68M	57.8K $10.8M
CRWD	-480 - 30.32%	$412.46 - $514.1 $198K - $247K	1.1K $540K
FTLS	-4.28K - 36.56%	$65.78 - $69.95 $282K - $299K	7.43K $519K

Activity Summary All Purchases 93 New Holdings 25 Increased Positions 68 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

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