Napa Wealth Management Purchases in Q1 2025

Napa Wealth Management

  • $178 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CTA
Simplify Exch Traded Fds Simpl

ETFs
245K
+ 655.5%
$27.81 - $30.21 $6.81M - $7.4M
282K $8.36B
IAUM
I Shares Gold Trust Micro

ETFs
150K
New
$26.29 - $31.17 $3.94M - $4.67M
150K $4.67B
Simplify Exchange Traded Fun
124K
New
N/A
124K $3.86B
SCHQ
Schwab Strategic Tr Long Term

ETFs
94.9K
New
$30.72 - $33.22 $2.91M - $3.15M
94.9K $3.11B
Ea Series Trust
27.8K
New
N/A
27.8K $3.1B
Global X Fds
81.7K
New
N/A
81.7K $2.75B
Tidal Tr Ii
128K
New
N/A
128K $2.64B
SCHP
Schwab Strategic Us Tips ETF

ETFs
97.1K
New
$25.69 - $26.89 $2.49M - $2.61M
97.1K $2.61B
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
190K
New
$13.05 - $13.97 $2.48M - $2.66M
190K $2.59B
EDV
Vanguard Extended Duration Tre

ETFs
32.9K
+ 385.79%
$65.05 - $73.43 $2.14M - $2.42M
41.4K $2.95B
FTGC
First Trust Global Tactical CO

ETFs
89.8K
+ 281.8%
$23.95 - $25.86 $2.15M - $2.32M
122K $3.1B
Tidal Trust Iii
102K
New
N/A
102K $2.19B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
28.6K
New
$68.32 - $75.06 $1.95M - $2.15M
28.6K $2.14B
Tidal Tr Ii
118K
New
N/A
118K $2.01B
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
66.8K
+ 116.52%
N/A
124K $2.99B
T
At&T Inc.

Communication Services
56.8K
New
$21.56 - $28.28 $1.22M - $1.61M
56.8K $1.61B
V
Visa Inc.

Financial Services
4.57K
New
$306.92 - $362.71 $1.4M - $1.66M
4.57K $1.6B
DIS
Walt Disney CO

Communication Services
15.5K
New
$96.87 - $114.0 $1.5M - $1.77M
15.5K $1.53B
WFC
Wells Fargo & Company

Financial Services
20.8K
New
$66.78 - $81.42 $1.39M - $1.7M
20.8K $1.5B
SBUX
Starbucks Corp

Consumer Cyclical
14.6K
New
$91.75 - $115.81 $1.34M - $1.69M
14.6K $1.44B
Roundhill ETF Trust
40.3K
+ 135.62%
N/A
70K $2.43B
Victory Portfolios Ii
34.6K
+ 77.14%
N/A
79.4K $2.72B
Roundhill ETF Trust
28.6K
+ 117.28%
N/A
53K $2.4B
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
36.1K
+ 94.15%
$30.59 - $33.02 $1.1M - $1.19M
74.4K $2.36B
FYLD
Cambria Foreign Shareholder Yi

ETFs
40K
+ 81.47%
$24.97 - $27.67 $998K - $1.11M
89K $2.4B
Kraneshares Trust
35.2K
New
N/A
35.2K $1.16B
RYLG
Global X Fds Russell 2000 Cove
49.3K
New
N/A
49.3K $1.02B
XLF
Financial Sector Spdr

ETFs
15.9K
New
$47.32 - $52.19 $753K - $831K
15.9K $793M
EXC
Exelon Corp

Utilities
17K
New
$37.3 - $46.08 $635K - $785K
17K $785M
BSX
Boston Scientific Corp

Healthcare
7.34K
New
$89.38 - $106.18 $656K - $779K
7.34K $740M
BUCK
Simplify Exchange Traded Fds S
29.8K
New
N/A
29.8K $737M
ABT
Abbott Laboratories

Healthcare
5.53K
New
$111.1 - $140.22 $614K - $776K
5.53K $734M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
488
New
$1187.71 - $1432.58 $580K - $699K
488 $699M
XLE
Energy Sector Spdr

ETFs
6.97K
New
$85.7 - $93.96 $597K - $655K
6.97K $651M
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
19.6K
New
$31.93 - $33.88 $626K - $664K
19.6K $630M
USRT
Ishares Core U.S. Reit ETF

ETFs
9.77K
New
$55.14 - $60.29 $539K - $589K
9.77K $563M
PAYX
Paychex Inc

Industrials
3.54K
New
$136.06 - $154.52 $481K - $547K
3.54K $546M
PALL
Abrdn Palladium ETF Trust

ETFs
5.69K
New
$83.55 - $92.52 $475K - $526K
5.69K $515M
PPLT
Abrdn Platinum ETF Trust

ETFs
5.64K
New
N/A
5.64K $515M
ADP
Automatic Data Processing Inc

Industrials
1.69K
New
$286.85 - $318.64 $483K - $537K
1.69K $515M
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
16.7K
New
$30.14 - $32.16 $503K - $537K
16.7K $515M
Linde PLC
1.1K
New
N/A
1.1K $513M
SDCI
Uscf ETF Tr Summerhaven Dynami
24.1K
New
N/A
24.1K $511M
XYLG
Global X Fds S&P 500 Covered C

ETFs
19.2K
New
$26.14 - $28.86 $501K - $553K
19.2K $507M
SCHR
Schwab Intermediate Term Us Tr

ETFs
20.3K
New
$24.05 - $24.86 $487K - $504K
20.3K $504M
PDBA
Inv.Act.Mangd Exch Trd Comm.Fd
14.3K
New
N/A
14.3K $502M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.97K
New
$100.34 - $100.68 $499K - $501K
4.97K $501M
BOND
Pimco Active Bond Exchange Tra

ETFs
5.41K
New
$89.27 - $92.9 $483K - $502K
5.41K $500M
EVMT
Invesco Act Mngd Commodity Ele

ETFs
31.7K
New
$14.47 - $16.45 $458K - $521K
31.7K $498M
Activity Summary
Buys All Purchases 86 New Holdings 53 Increased Positions 33 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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