Avaii Wealth Management, LLC Incresed Positions in Q3 2025

Avaii Wealth Management, LLC

  • $229 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
JPM
Jpmorgan Chase & CO

Financial Services
1.02K
+ 3.97%
$282.78 - $316.06 $289K - $323K
26.8K $8.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.34K
+ 11.51%
$459.11 - $506.91 $615K - $679K
13K $6.53M
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
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
MRK
Merck & Co., Inc.

Healthcare
3.86K
+ 83.06%
$77.6 - $87.37 $299K - $337K
8.51K $713K
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
SPY
Spdr S&P 500 ETF Trust

ETFs
264
+ 19.56%
$617.65 - $666.84 $163K - $176K
1.61K $1.08M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.71K
+ 61.28%
$83.08 - $100.2 $142K - $171K
4.5K $450K
AMD
Advanced Micro Devices Inc

Technology
656
+ 15.2%
$134.8 - $184.42 $88.4K - $121K
4.97K $804K
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
C
Citigroup Inc

Financial Services
351
+ 7.07%
$85.57 - $103.49 $30K - $36.3K
5.32K $539K
UBER
Uber Technologies, Inc

Technology
876
+ 13.34%
$86.91 - $99.57 $76.1K - $87.2K
7.44K $729K
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
GOOG
Alphabet Inc.

Communication Services
29
+ 2.11%
$175.16 - $255.24 $5.08K - $7.4K
1.41K $342K
GLD
Spdr Gold Trust

ETFs
42
+ 2.73%
$300.96 - $355.47 $12.6K - $14.9K
1.58K $560K
MO
Altria Group, Inc.

Consumer Defensive
203
+ 2.1%
$57.75 - $67.68 $11.7K - $13.7K
9.86K $651K
CSCO
Cisco Systems, Inc.

Technology
1.18K
+ 27.63%
$66.2 - $71.79 $78K - $84.6K
5.45K $372K
VST
Vistra Corp.

Utilities
339
+ 17.75%
$182.0 - $217.92 $61.7K - $73.9K
2.25K $440K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
180
+ 5.5%
$108.46 - $120.63 $19.5K - $21.7K
3.45K $410K
RSP
Invesco S&P 500 Equal Weight E

ETFs
193
+ 10.63%
$181.56 - $190.33 $35K - $36.7K
2.01K $380K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
634
+ 4.76%
$49.05 - $49.99 $31.1K - $31.7K
14K $695K
DGRO
Ishares Core Dividend Growth E

ETFs
21
+ 0.29%
$64.12 - $68.08 $1.35K - $1.43K
7.35K $500K
KMB
Kimberly Clark Corp

Consumer Defensive
642
+ 5.92%
$121.72 - $136.77 $78.1K - $87.8K
11.5K $1.43M
EMB
Ishares Tr

ETFs
230
+ 7.78%
$91.52 - $95.59 $21K - $22K
3.19K $303K
TGTX
Tg Therapeutics, Inc.

Healthcare
676
+ 2.56%
$26.39 - $39.19 $17.8K - $26.5K
27K $977K
IVW
Ishares S&P 500 Growth ETF

ETFs
9
+ 0.37%
$108.97 - $121.65 $981 - $1.09K
2.42K $292K
VO
Vanguard Mid Cap ETF

ETFs
8
+ 0.61%
$279.83 - $293.74 $2.24K - $2.35K
1.31K $385K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 1.35%
$567.77 - $614.76 $2.84K - $3.07K
376 $230K
WMT
Walmart Inc.

Consumer Defensive
27
+ 0.92%
$94.4 - $104.27 $2.55K - $2.82K
2.98K $306K
TFC
Truist Financial Corp

Financial Services
7
+ 0.12%
$42.83 - $47.07 $300 - $329
6.01K $274K
IQLT
Ishares Msci Intl Quality Fact

ETFs
21
+ 0.14%
$41.43 - $44.2 $870 - $928
15.5K $684K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
289
+ 6.42%
$50.47 - $50.74 $14.6K - $14.7K
4.79K $242K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
7
+ 0.11%
$73.94 - $78.51 $518 - $550
6.23K $483K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.1%
$70.77 - $73.59 $212 - $221
3.08K $225K
MMM
3 M CO

Industrials
3
+ 0.22%
$144.41 - $160.2 $433 - $481
1.39K $216K
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
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