Avaii Wealth Management, LLC Purchases in Q4 2024

Avaii Wealth Management, LLC

  • $182 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
39.1K
+ 352.91%
$117.0 - $148.88 $4.58M - $5.82M
50.2K $6.74M
CXSE
Wisdomtree Tr China Ex State O

ETFs
147K
New
$29.75 - $39.52 $4.38M - $5.83M
147K $4.4M
AMZN
Amazon Com Inc

Consumer Cyclical
806
+ 1.86%
$180.88 - $232.93 $146K - $188K
44.1K $9.67M
AVUV
American Centy ETF Tr Avantis

ETFs
14.6K
+ 22.91%
$94.37 - $106.41 $1.38M - $1.55M
78.2K $7.55M
IVV
Ishares Core S&P 500 ETF

ETFs
1.38K
+ 3.17%
$570.51 - $610.59 $788K - $843K
45K $26.5M
ICSH
Blackrock Ultra Short Term Bon

ETFs
14.1K
+ 16.87%
$50.35 - $50.69 $712K - $717K
98K $4.94M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.43K
New
$338.38 - $446.21 $485K - $639K
1.43K $622K
TSLA
Tesla, Inc.

Consumer Cyclical
31
+ 0.86%
$213.65 - $479.86 $6.62K - $14.9K
3.64K $1.47M
AMAT
Applied Materials Inc

Technology
2.02K
New
$161.44 - $213.89 $327K - $433K
2.02K $329K
QQQ
Invesco Qqq Trust, Series 1

ETFs
200
+ 2.05%
$481.22 - $538.17 $96.2K - $108K
9.95K $5.09M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.44K
New
$198.04 - $221.51 $286K - $320K
1.44K $303K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.61K
New
$113.92 - $127.38 $297K - $333K
2.61K $300K
SRLN
Ssga Active Trust

ETFs
6.86K
New
$41.48 - $42.08 $284K - $289K
6.86K $286K
SBUX
Starbucks Corp

Consumer Cyclical
3.07K
New
$87.44 - $102.5 $268K - $314K
3.07K $279K
MINO
Pimco ETF Tr Municipal Income

ETFs
6.18K
New
$44.94 - $46.07 $278K - $285K
6.18K $278K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
5.66K
+ 98.93%
$48.48 - $49.47 $274K - $280K
11.4K $553K
PLTR
Palantir Technologies Inc.

Technology
3.31K
New
$36.46 - $82.38 $121K - $272K
3.31K $250K
EMB
Ishares Tr

ETFs
2.75K
New
$88.94 - $93.46 $244K - $257K
2.75K $244K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.82K
+ 42.63%
$50.62 - $50.97 $244K - $246K
16.1K $818K
HD
Home Depot, Inc.

Consumer Cyclical
615
New
$385.02 - $431.37 $237K - $265K
615 $239K
TGTX
Tg Therapeutics, Inc.

Healthcare
1.41K
+ 4.86%
$21.31 - $35.09 $30K - $49.4K
30.4K $914K
FDN
First Tr Fd Dow Jones

ETFs
931
New
$210.5 - $257.24 $196K - $239K
931 $226K
PSC
Principal ETF U.S. Small Cap M

ETFs
4.31K
New
$50.76 - $56.6 $219K - $244K
4.31K $220K
BOND
Pimco Active Bond Exchange Tra

ETFs
2.41K
New
$90.42 - $94.5 $218K - $228K
2.41K $217K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.18K
New
$49.03 - $53.35 $205K - $223K
4.18K $214K
META
Meta Platforms, Inc.

Communication Services
18
+ 0.15%
$554.08 - $632.68 $9.97K - $11.4K
11.7K $6.88M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.27K
+ 47.45%
$174.22 - $187.62 $222K - $239K
3.96K $693K
AES
Aes Corp

Utilities
16.4K
New
$12.44 - $20.24 $204K - $333K
16.4K $211K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.72K
+ 17.52%
$53.94 - $58.15 $147K - $158K
18.2K $1.03M
IAU
Ishares Gold Trust

ETFs
2.99K
+ 20.2%
$48.37 - $52.65 $145K - $158K
17.8K $881K
TDIV
First Trust Nasdaq Technology

ETFs
4.44K
+ 3.87%
$78.03 - $82.13 $346K - $364K
119K $9.34M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4.12K
+ 2.52%
$63.01 - $68.55 $260K - $283K
168K $10.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
134
+ 10.11%
$275.15 - $388.2 $36.9K - $52K
1.46K $499K
MU
Micron Technology Inc

Technology
2.18K
+ 72.56%
$84.16 - $113.41 $183K - $247K
5.18K $435K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
4.45K
+ 24.75%
N/A
22.4K $572K
HLF
Herbalife Nutrition Ltd.

Consumer Defensive
19.4K
+ 49.33%
$6.33 - $8.67 $123K - $168K
58.6K $392K
INTC
Intel Corp

Technology
6.62K
+ 61.58%
$19.07 - $26.23 $126K - $174K
17.4K $348K
F
Ford Motor CO

Consumer Cyclical
8.42K
+ 79.38%
$9.69 - $11.4 $81.6K - $96K
19K $188K
USD
Proshares Ultra Semiconductors

ETFs
6.22K
+ 100.0%
$60.77 - $143.71 $378K - $893K
12.4K $809K
LQD
Ishares Iboxx $ Investment Gra

ETFs
848
+ 19.03%
$106.56 - $113.11 $90.4K - $95.9K
5.31K $566K
UBER
Uber Technologies, Inc

Technology
2.09K
+ 45.64%
$59.93 - $86.34 $125K - $180K
6.66K $401K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.45K
+ 20.82%
$45.83 - $48.07 $66.6K - $69.8K
8.43K $387K
TLT
Ishares Barclays 20+ Year Trea

ETFs
870
+ 38.93%
$87.1 - $98.49 $75.8K - $85.7K
3.11K $271K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
17
+ 0.12%
$42.05 - $48.31 $715 - $821
14.6K $676K
FDVV
Fidelity High Dividend ETF

ETFs
1.13K
+ 8.05%
$49.66 - $52.63 $56.1K - $59.4K
15.2K $756K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
8
+ 0.46%
$172.07 - $207.36 $1.38K - $1.66K
1.75K $344K
MARA
Marathon Digital Holdings, Inc.

Financial Services
1.53K
+ 9.92%
N/A
16.9K $382K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
764
+ 16.78%
$74.68 - $81.45 $57.1K - $62.2K
5.32K $397K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
690
+ 0.76%
$65.67 - $69.79 $45.3K - $48.2K
90.9K $6.09M
Activity Summary
Buys All Purchases 70 New Holdings 21 Increased Positions 49 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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