Avaii Wealth Management, LLC Purchases in Q2 2025

Avaii Wealth Management, LLC

  • $196 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
110K
+ 621.66%
$56.1 - $64.74 $6.17M - $7.12M
128K $7.96M
NVDA
Nvidia Corp

Technology
5.12K
+ 7.63%
$94.31 - $157.99 $482K - $808K
72.2K $11.4M
CGDV
Capital Group Divid Value ETF

ETFs
44.6K
+ 7.45%
$31.93 - $39.49 $1.42M - $1.76M
643K $25.4M
TSLA
Tesla, Inc.

Consumer Cyclical
6.55K
+ 56.67%
$221.86 - $362.89 $1.45M - $2.38M
18.1K $5.75M
JPM
Jpmorgan Chase & CO

Financial Services
5.93K
+ 29.94%
$210.28 - $289.91 $1.25M - $1.72M
25.7K $7.46M
SOXX
Ishares Semiconductor ETF

ETFs
3.27K
+ 13.38%
$154.86 - $239.07 $506K - $781K
27.7K $6.61M
META
Meta Platforms, Inc.

Communication Services
256
+ 2.41%
$484.66 - $738.09 $124K - $189K
10.9K $8.03M
TDIV
First Trust Nasdaq Technology

ETFs
60
+ 0.06%
$64.41 - $90.17 $3.86K - $5.41K
107K $9.67M
AMZN
Amazon Com Inc

Consumer Cyclical
2.25K
+ 6.8%
$167.32 - $223.3 $376K - $502K
35.3K $7.75M
USFR
Wisdomtree Floating Rate Treas

ETFs
18.4K
+ 67.63%
$50.28 - $50.47 $924K - $927K
45.5K $2.29M
IREN
Iris Energy LTD

Financial Services
27.4K
+ 107.67%
$5.3 - $14.57 $145K - $399K
52.9K $770K
JMEE
J P Morgan Exchange Traded Fd

ETFs
7.28K
New
$49.07 - $59.23 $357K - $431K
7.28K $431K
MSTR
Microstrategy Inc

Technology
1.04K
New
$237.95 - $421.61 $247K - $438K
1.04K $420K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.75K
+ 17.72%
$483.48 - $539.8 $847K - $946K
11.6K $5.65M
AMD
Advanced Micro Devices Inc

Technology
2.01K
+ 87.28%
$78.21 - $143.81 $157K - $289K
4.32K $612K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
5.26K
+ 35.63%
$35.12 - $48.24 $185K - $254K
20K $965K
VST
Vistra Corp.

Utilities
1.91K
New
$98.07 - $195.04 $187K - $373K
1.91K $370K
MRK
Merck & Co., Inc.

Healthcare
4.65K
New
$73.47 - $87.12 $341K - $405K
4.65K $367K
USTB
Victory Portfolios Ii Victorys

ETFs
6.07K
+ 4.7%
$50.21 - $50.82 $305K - $309K
135K $6.88M
MSFT
Microsoft Corp

Technology
46
+ 1.91%
$354.56 - $497.45 $16.3K - $22.9K
2.45K $1.22M
MU
Micron Technology Inc

Technology
1.11K
+ 22.52%
$64.72 - $127.91 $72K - $142K
6.05K $745K
CVX
Chevron Corp

Energy
2.19K
New
$133.73 - $168.51 $292K - $368K
2.19K $312K
CSCO
Cisco Systems, Inc.

Technology
4.27K
New
$53.19 - $69.38 $227K - $296K
4.27K $296K
CRWD
Crowd Strike Holdings, Inc.

Technology
99
+ 6.67%
$321.63 - $509.31 $31.8K - $50.4K
1.58K $806K
COST
Costco Wholesale Corp

Consumer Defensive
281
New
$908.13 - $1056.85 $255K - $297K
281 $278K
PFIX
Simplify ETF Simplify Int Rate

ETFs
4.87K
New
$45.32 - $62.42 $221K - $304K
4.87K $257K
SNAP
Snap Inc

Communication Services
28.2K
+ 65.29%
$7.23 - $9.21 $204K - $260K
71.5K $621K
XLK
Technology Sector Spdr

ETFs
930
New
$179.73 - $253.23 $167K - $236K
930 $235K
AMAT
Applied Materials Inc

Technology
1.28K
New
$126.95 - $183.52 $162K - $234K
1.28K $233K
EFG
Msci Eafe Growth ETF

ETFs
1.98K
New
$89.8 - $112.0 $178K - $221K
1.98K $221K
PLTR
Palantir Technologies Inc.

Technology
309
+ 9.45%
$74.01 - $144.25 $22.9K - $44.6K
3.58K $487K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
371
New
$456.74 - $568.03 $169K - $211K
371 $210K
SLV
I Shares Silver Trust

ETFs
6.42K
New
$27.08 - $33.74 $174K - $217K
6.42K $210K
SPY
Spdr S&P 500 ETF Trust

ETFs
202
+ 17.6%
$496.48 - $617.85 $100K - $125K
1.35K $834K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
9.04K
+ 21.65%
$19.58 - $19.93 $177K - $180K
50.8K $1.01M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
655
+ 9.81%
$75.29 - $91.16 $49.3K - $59.7K
7.33K $660K
C
Citigroup Inc

Financial Services
227
+ 4.79%
$58.13 - $85.12 $13.2K - $19.3K
4.97K $422K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
28
+ 2.68%
$179.95 - $278.88 $5.04K - $7.81K
1.07K $299K
KO
Coca Cola CO

Consumer Defensive
1.14K
+ 24.35%
$68.37 - $73.9 $77.8K - $84.1K
5.81K $411K
CAPE
Barclays Bank PLC

ETFs
917
+ 3.8%
$27.26 - $31.81 $25K - $29.2K
25.1K $797K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
1.17K
+ 9.63%
$48.5 - $49.35 $56.7K - $57.7K
13.3K $656K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1
+ 0.01%
$35.9 - $43.76 $35.9 - $43.8
15.5K $668K
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.05K
+ 11.59%
$45.95 - $47.33 $48.1K - $49.6K
10.1K $474K
IVW
Ishares S&P 500 Growth ETF

ETFs
6
+ 0.25%
$82.96 - $110.1 $498 - $661
2.41K $265K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
854
+ 19.44%
$50.47 - $54.75 $43.1K - $46.8K
5.25K $275K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
183
+ 5.92%
$90.56 - $109.49 $16.6K - $20K
3.27K $357K
T
At&T Inc.

Communication Services
444
+ 3.24%
$26.33 - $28.94 $11.7K - $12.8K
14.2K $409K
TLT
Ishares Barclays 20+ Year Trea

ETFs
285
+ 12.77%
$83.97 - $92.85 $23.9K - $26.5K
2.52K $222K
ZION
Zions Bancorporation, National Association

Financial Services
85
+ 1.26%
$41.39 - $51.94 $3.52K - $4.41K
6.86K $356K
Activity Summary
Buys All Purchases 71 New Holdings 18 Increased Positions 53 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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