Avaii Wealth Management, LLC Purchases in Q3 2025

Avaii Wealth Management, LLC

  • $229 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
18.4K
New
$342.99 - $392.76 $6.3M - $7.22M
18.4K $6.88M
TSLA
Tesla, Inc.

Consumer Cyclical
10.1K
+ 55.84%
$293.94 - $444.72 $2.97M - $4.49M
28.2K $12.5M
CVX
Chevron Corp

Energy
42.8K
+ 1957.62%
$145.57 - $161.83 $6.23M - $6.92M
45K $6.98M
ITB
Ishares Tr

ETFs
44.1K
New
$94.18 - $117.14 $4.16M - $5.17M
44.1K $4.73M
CGDV
Capital Group Divid Value ETF

ETFs
28.6K
+ 4.44%
$39.59 - $42.21 $1.13M - $1.21M
672K $28.2M
IVV
Ishares Core S&P 500 ETF

ETFs
791
+ 2.39%
$620.67 - $670.08 $491K - $530K
34K $22.7M
IAU
Ishares Gold Trust

ETFs
8.27K
+ 6.48%
$61.62 - $72.77 $510K - $602K
136K $9.9M
TDIV
First Trust Nasdaq Technology

ETFs
3.8K
+ 3.55%
$89.27 - $100.33 $339K - $381K
111K $10.9M
SOXX
Ishares Semiconductor ETF

ETFs
809
+ 2.92%
$236.93 - $271.12 $192K - $219K
28.5K $7.72M
AAPL
Apple Inc.

Technology
670
+ 3.95%
$202.38 - $256.87 $136K - $172K
17.6K $4.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.34K
+ 11.51%
$459.11 - $506.91 $615K - $679K
13K $6.53M
UNH
Unitedhealth Group Inc

Healthcare
1.67K
+ 48.21%
$237.77 - $353.61 $397K - $591K
5.14K $1.77M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3K
+ 2.16%
$62.09 - $66.51 $186K - $199K
142K $9.24M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.58K
+ 126.47%
$103.83 - $179.9 $267K - $463K
4.61K $824K
UNP
Union Pacific Corp

Industrials
2.49K
New
$214.91 - $237.16 $536K - $591K
2.49K $589K
XLU
Utilities Sector Spdr

ETFs
6.59K
New
$81.14 - $87.32 $534K - $575K
6.59K $574K
HD
Home Depot, Inc.

Consumer Cyclical
1.32K
New
$357.4 - $423.42 $473K - $561K
1.32K $536K
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 0.48%
$546.99 - $602.2 $24.6K - $27.1K
9.51K $5.71M
USTB
Victory Portfolios Ii Victorys

ETFs
8.38K
+ 6.2%
$50.54 - $51.1 $424K - $428K
144K $7.33M
WEC
Wec Energy Group, Inc.

Utilities
3.18K
New
$103.66 - $114.59 $330K - $364K
3.18K $364K
MRK
Merck & Co., Inc.

Healthcare
3.86K
+ 83.06%
$77.6 - $87.37 $299K - $337K
8.51K $713K
PFF
Ishares Trust Ishares Pfd And

ETFs
10.3K
New
$30.67 - $32.13 $315K - $330K
10.3K $325K
SNAP
Snap Inc

Communication Services
49.2K
+ 68.86%
$6.99 - $10.35 $344K - $510K
121K $930K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
4.95K
+ 87.67%
$55.15 - $58.11 $273K - $288K
10.6K $608K
GOOGL
Alphabet Inc.

Communication Services
1.13K
New
$174.36 - $254.72 $197K - $288K
1.13K $275K
JD
Jd.Com, Inc.

Consumer Cyclical
7.7K
New
$30.39 - $35.64 $234K - $274K
7.7K $269K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
8.2K
New
$26.52 - $31.32 $217K - $257K
8.2K $254K
BA
Boeing CO

Industrials
1.16K
New
$209.79 - $237.38 $244K - $276K
1.16K $251K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.83K
New
$50.53 - $50.82 $244K - $245K
4.83K $245K
AVGO
Broadcom Inc.

Technology
737
New
$264.74 - $369.57 $195K - $272K
737 $243K
SPY
Spdr S&P 500 ETF Trust

ETFs
264
+ 19.56%
$617.65 - $666.84 $163K - $176K
1.61K $1.08M
NVO
Novo Nordisk A S

Healthcare
4.34K
New
$45.38 - $71.7 $197K - $311K
4.34K $240K
IEMG
Ishares Inc

ETFs
4.21K
New
N/A
4.21K $225K
FCX
Freeport Mcmoran Inc

Basic Materials
5.67K
New
$35.34 - $47.21 $200K - $268K
5.67K $222K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.71K
+ 61.28%
$83.08 - $100.2 $142K - $171K
4.5K $450K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.8K
New
$109.47 - $119.06 $197K - $214K
1.8K $213K
PWB
Invesco Exchange Traded Fd Tr

ETFs
1.69K
New
$115.87 - $125.42 $196K - $212K
1.69K $212K
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
4.46K
New
$44.14 - $47.9 $197K - $213K
4.46K $211K
SOFI
So Fi Technologies, Inc.

Financial Services
7.82K
New
$17.64 - $29.81 $138K - $233K
7.82K $206K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.32K
New
$139.82 - $155.45 $184K - $205K
1.32K $204K
AMD
Advanced Micro Devices Inc

Technology
656
+ 15.2%
$134.8 - $184.42 $88.4K - $121K
4.97K $804K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.06K
New
N/A
2.06K $176K
PLTR
Palantir Technologies Inc.

Technology
16
+ 0.45%
$130.68 - $186.97 $2.09K - $2.99K
3.6K $655K
MSFT
Microsoft Corp

Technology
192
+ 7.83%
$491.09 - $535.64 $94.3K - $103K
2.64K $1.37M
MCD
Mcdonalds Corp

Consumer Cyclical
362
+ 29.31%
$291.67 - $316.99 $106K - $115K
1.6K $485K
UBER
Uber Technologies, Inc

Technology
876
+ 13.34%
$86.91 - $99.57 $76.1K - $87.2K
7.44K $729K
C
Citigroup Inc

Financial Services
351
+ 7.07%
$85.57 - $103.49 $30K - $36.3K
5.32K $539K
CGXU
Capital Group Intl Focus Equit

ETFs
1.62K
+ 6.13%
$26.49 - $29.62 $43K - $48.1K
28.1K $833K
XOM
Exxon Mobil Corp

Energy
602
+ 9.25%
$105.83 - $117.22 $63.7K - $70.6K
7.11K $801K
Activity Summary
Buys All Purchases 93 New Holdings 25 Increased Positions 68 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Avaii Wealth Management, LLC Portfolio

Follow Avaii Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avaii Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avaii Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email