Avaii Wealth Management, LLC Sells in Q2 2025

Avaii Wealth Management, LLC

  • $196 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-27.2K
- 16.41%
$51.16 - $62.02 $1.39M - $1.69M
139K $8.6M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
-6.26K
- 50.19%
$56.84 - $65.5 $356K - $410K
6.21K $407K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.28K
- 55.72%
$152.93 - $181.74 $349K - $415K
1.82K $329K
AAPL
Apple Inc.

Technology
-238
- 1.38%
$172.42 - $223.89 $41K - $53.3K
17K $3.48M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.22K
- 52.15%
$99.37 - $134.05 $221K - $297K
2.04K $230K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.22K
- 48.03%
$47.46 - $55.3 $248K - $289K
5.65K $311K
TGTX
Tg Therapeutics, Inc.

Healthcare
-2.93K
- 9.99%
$33.37 - $45.51 $97.7K - $133K
26.4K $949K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-3.54K
- 20.25%
$50.34 - $51.86 $178K - $183K
13.9K $715K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-6.97K
- 27.04%
N/A
18.8K $479K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-3.82K
- 23.66%
$28.28 - $35.22 $108K - $135K
12.3K $423K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-931
- 18.97%
$82.21 - $83.12 $76.5K - $77.4K
3.98K $329K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-920
- 13.66%
$77.94 - $79.5 $71.7K - $73.1K
5.81K $462K
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.37K
- 10.48%
$50.48 - $50.71 $69.2K - $69.5K
11.7K $594K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.68K
- 29.04%
$43.53 - $54.46 $73K - $91.3K
4.1K $223K
CGXU
Capital Group Intl Focus Equit

ETFs
-4.78K
- 15.29%
$21.44 - $27.35 $103K - $131K
26.5K $719K
FTLS
First Tr Long/Short Equity ETF

ETFs
-1.12K
- 8.75%
$60.06 - $66.28 $67.4K - $74.4K
11.7K $775K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-793
- 14.98%
$50.36 - $50.68 $39.9K - $40.2K
4.5K $228K
INTC
Intel Corp

Technology
-1.28K
- 7.57%
$18.13 - $22.69 $23.2K - $29.1K
15.7K $350K
MO
Altria Group, Inc.

Consumer Defensive
-327
- 3.28%
$55.56 - $60.91 $18.2K - $19.9K
9.65K $566K
CPRI
Capri Holdings LTD

Consumer Cyclical
-164
- 1.22%
$12.48 - $19.63 $2.05K - $3.22K
13.3K $235K
VHT
Vanguard Health Care ETF

ETFs
-30
- 2.34%
$236.71 - $261.92 $7.1K - $7.86K
1.25K $310K
F
Ford Motor CO

Consumer Cyclical
-3.8K
- 17.69%
$8.69 - $10.85 $33K - $41.2K
17.7K $191K
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-760
- 8.46%
$86.05 - $107.7 $65.4K - $81.9K
8.23K $885K
AMCR
Amcor PLC

Consumer Cyclical
-164
- 0.9%
$8.57 - $9.81 $1.41K - $1.61K
18.1K $165K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-379
- 10.98%
$59.24 - $71.39 $22.5K - $27.1K
3.07K $219K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-65
- 2.28%
$69.8 - $85.28 $4.54K - $5.54K
2.79K $231K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-155
- 1.39%
$50.52 - $50.92 $7.83K - $7.89K
11K $559K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-47
- 0.43%
$85.42 - $94.39 $4.01K - $4.44K
10.8K $1.01M
PSC
Principal ETF U.S. Small Cap M

ETFs
-459
- 10.3%
$43.14 - $53.28 $19.8K - $24.5K
4K $212K
J P Morgan Exchange Traded F
-620
- 2.66%
N/A
22.7K $0
J P Morgan Exchange Traded F
-26.5K
- 16.0%
N/A
139K $0
Grayscale Ethereum Trust ETF
-2.53K
- 15.61%
N/A
13.7K $0
DGRO
Ishares Core Dividend Growth E

ETFs
-335
- 4.37%
$55.22 - $63.94 $18.5K - $21.4K
7.33K $468K
ADBE
Adobe Inc.

Technology
-2
- 0.27%
$340.0 - $420.68 $680 - $841
740 $286K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-10
- 0.36%
$105.23 - $109.61 $1.05K - $1.1K
2.79K $305K
MMM
3 M CO

Industrials
-20
- 1.42%
$126.09 - $154.15 $2.52K - $3.08K
1.39K $211K
EMB
Ishares Tr

ETFs
-17
- 0.57%
$86.54 - $92.62 $1.47K - $1.57K
2.96K $273K
TFC
Truist Financial Corp

Financial Services
-102
- 1.67%
$34.79 - $42.99 $3.55K - $4.38K
6K $257K
DGS
Wisdomtree Emerging Markets Sm

ETFs
-363
- 7.55%
$43.34 - $55.24 $15.7K - $20.1K
4.44K $245K
GOOG
Alphabet Inc.

Communication Services
-113
- 7.59%
$146.58 - $180.01 $16.6K - $20.3K
1.38K $244K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-45
- 0.98%
$52.8 - $63.87 $2.38K - $2.87K
4.53K $289K
IVV
Ishares Core S&P 500 ETF

ETFs
-3.44K
- 9.41%
$498.8 - $620.9 $1.72M - $2.14M
33.2K $20.6M
WMT
Walmart Inc.

Consumer Defensive
-41
- 1.37%
$81.79 - $99.98 $3.35K - $4.1K
2.95K $288K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-88
- 12.98%
$328.01 - $475.68 $28.9K - $41.9K
590 $276K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-98
- 5.65%
$171.4 - $227.1 $16.8K - $22.3K
1.64K $371K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-9
- 0.58%
$224.16 - $285.86 $2.02K - $2.57K
1.53K $438K
JHMM
John Hancock Multifactor Mid C

ETFs
-527
- 2.4%
$50.32 - $61.13 $26.5K - $32.2K
21.4K $1.31M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-228
- 0.93%
$71.28 - $83.74 $16.3K - $19.1K
24.2K $2.03M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-66
- 3.5%
$141.37 - $228.57 $9.33K - $15.1K
1.82K $412K
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
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