Napa Wealth Management Purchases and Sells in Q3 2025

Napa Wealth Management

$213 Billion
Q3 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PWS	109K + 58.72%	$30.14 - $32.18 $3.28M - $3.5M	294K $9.47B
QQQM	11.4K + 46.73%	$225.11 - $247.9 $2.57M - $2.83M	35.9K $8.86B
TRND	61.5K + 77.15%	$31.73 - $33.72 $1.95M - $2.07M	141K $4.74B
IAUM	27.3K + 24.04%	$32.6 - $38.5 $888K - $1.05M	141K $5.41B
ROUNDHILL ETF TRUST	45.6K + 164.63%	N/A	73.3K $2.45B
EA SERIES TRUST	11K + 19.51%	N/A	67.6K $7.7B

New Holdings

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ADPV	175K New	N/A	175K $7.43B
TIDAL TRUST I	309K New	N/A	309K $6.93B
TIDAL TRUST I	216K New	N/A	216K $6.82B
SPMO	53.6K New	$110.74 - $122.12 $5.93M - $6.54M	53.6K $6.49B
TIP	45.3K New	$109.11 - $111.88 $4.94M - $5.06M	45.3K $5.03B
HFND	125K New	N/A	125K $2.96B

Top Sells

Reduced Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BILS	-78.4K - 97.49%	$99.12 - $99.52 $7.77M - $7.8M	2.02K $201M
USFR	-126K - 71.87%	$50.23 - $50.48 $6.33M - $6.37M	49.4K $2.48B
SIMPLIFY EXCHANGE TRADED FUN	-112K - 76.79%	N/A	33.7K $1.02B
PM	-14K - 90.22%	$157.77 - $183.27 $2.2M - $2.56M	1.51K $245M
MO	-43.1K - 91.65%	$57.75 - $67.68 $2.49M - $2.92M	3.93K $260M
GLOBAL X FDS	-41.5K - 27.05%	N/A	112K $4.31B

Activity Summary All Purchases 96 New Holdings 49 Increased Positions 47 All Sells 47 Reductions 47 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.