Avaii Wealth Management, LLC Closed Holding Positions

Avaii Wealth Management, LLC

  • $229 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Vpc Impact Acquisition Hldng
Q2 2022 Filed on Aug 12, 2022
37,129
N/A
Ishares Gold Tr
Q2 2022 Filed on Aug 12, 2022
24,278
N/A
QCOM
Qualcomm Inc

Technology
Q2 2022 Filed on Aug 12, 2022
2,011
$120.09 - $153.81 $242K - $309K
VALE
Vale S.A.

Basic Materials
Q2 2022 Filed on Aug 12, 2022
22,666
$13.92 - $21.23 $316K - $481K
MJ
ETF Managers Tr Etfmg Alternat

ETFs
Q2 2022 Filed on Aug 12, 2022
19,382
$5.8 - $10.48 $112K - $203K
PIE
Invesco Exchange Traded Fd Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
8,950
$18.82 - $23.76 $168K - $213K
IBUY
Amplify ETF Tr Amplify Online

ETFs
Q2 2022 Filed on Aug 12, 2022
5,671
$40.87 - $69.16 $232K - $392K
NLS
Nautilus, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 12, 2022
14,826
$1.75 - $4.15 $25.9K - $61.5K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
Q2 2022 Filed on Aug 12, 2022
12,179
$10.95 - $16.26 $133K - $198K
Proshares Tr
Q2 2022 Filed on Aug 12, 2022
24,596
N/A
CLX
Clorox CO

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
1,362
$127.62 - $186.6 $174K - $254K
LMT
Lockheed Martin Corp

Industrials
Q1 2022 Filed on Apr 14, 2022
663
$354.36 - $466.15 $235K - $309K
NEE
Nextera Energy Inc

Utilities
Q1 2022 Filed on Apr 14, 2022
2,289
$72.32 - $91.66 $166K - $210K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
294
$630.82 - $703.36 $185K - $207K
CL
Colgate Palmolive CO

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
2,376
$72.2 - $85.22 $172K - $202K
AVY
Avery Dennison Corp

Industrials
Q1 2022 Filed on Apr 14, 2022
1,127
$158.58 - $215.92 $179K - $243K
SHW
Sherwin Williams CO

Basic Materials
Q1 2022 Filed on Apr 14, 2022
773
$233.59 - $339.12 $181K - $262K
IEFA
Ishares Tr

ETFs
Q1 2022 Filed on Apr 14, 2022
10,573
$63.26 - $75.48 $669K - $798K
CLF
Cleveland Cliffs Inc.

Basic Materials
Q1 2022 Filed on Apr 14, 2022
32,871
$16.21 - $33.07 $533K - $1.09M
SHV
Ishares Tr

ETFs
Q1 2022 Filed on Apr 14, 2022
5,701
$110.22 - $110.4 $628K - $629K
AA
Alcoa Corp

Basic Materials
Q1 2022 Filed on Apr 14, 2022
8,127
$56.21 - $95.06 $457K - $773K
ABNB
Airbnb, Inc.

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
2,887
$131.59 - $186.64 $380K - $539K
IWM
Ishares Russell 2000 ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
1,973
$191.52 - $225.32 $378K - $445K
FANG
Diamondback Energy, Inc.

Energy
Q1 2022 Filed on Apr 14, 2022
3,904
$111.84 - $146.51 $437K - $572K
VLO
Valero Energy Corp

Energy
Q1 2022 Filed on Apr 14, 2022
5,381
$77.14 - $101.54 $415K - $546K
PSX
Phillips 66

Energy
Q1 2022 Filed on Apr 14, 2022
5,205
$75.34 - $93.2 $392K - $485K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q1 2022 Filed on Apr 14, 2022
1,952
$197.29 - $293.52 $385K - $573K
ACN
Accenture PLC

Technology
Q1 2022 Filed on Apr 14, 2022
808
$301.62 - $407.21 $244K - $329K
LOW
Lowes Companies Inc

Consumer Cyclical
Q1 2022 Filed on Apr 14, 2022
1,231
$202.19 - $259.81 $249K - $320K
DG
Dollar General Corp

Consumer Defensive
Q1 2022 Filed on Apr 14, 2022
1,205
$188.34 - $238.27 $227K - $287K
TBT
Proshares Ultrashort 20+Year T

ETFs
Q1 2022 Filed on Apr 14, 2022
71,921
$17.75 - $21.69 $1.28M - $1.56M
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