Napa Wealth Management Purchases in Q3 2024

Napa Wealth Management

  • $211 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPTS
Spdr Portfolio Short Term Trea

ETFs
795
+ 0.53%
$28.75 - $29.46 $22.9K - $23.4K
151K $4.44B
ADC
Agree Realty Corp

Real Estate
733
+ 20.82%
$61.47 - $76.71 $45.1K - $56.2K
4.25K $320M
O
Realty Income Corp

Real Estate
881
+ 21.7%
$52.36 - $63.42 $46.1K - $55.9K
4.94K $313M
VICI
Vici Properties Inc.

Real Estate
1.92K
+ 26.27%
$27.64 - $34.08 $53.2K - $65.5K
9.24K $308M
AMT
American Tower Corp

Real Estate
182
+ 13.74%
$192.27 - $242.73 $35K - $44.2K
1.51K $350M
PLD
Prologis, Inc.

Real Estate
429
+ 21.42%
$111.95 - $132.43 $48K - $56.8K
2.43K $307M
COLD
Americold Realty Trust

Real Estate
2.06K
+ 24.52%
$25.65 - $30.24 $52.8K - $62.2K
10.4K $295M
BNDX
Vanguard Total International B

ETFs
833
+ 3.58%
$48.42 - $50.35 $40.3K - $41.9K
24.1K $1.21B
UDR
Udr, Inc.

Real Estate
1.23K
+ 22.25%
$39.96 - $47.13 $49K - $57.7K
6.73K $305M
WPC
W. P. Carey Inc.

Real Estate
778
+ 19.76%
$54.63 - $63.96 $42.5K - $49.8K
4.72K $294M
NNN
National Retail Properties, Inc.

Real Estate
892
+ 16.51%
$42.12 - $48.79 $37.6K - $43.5K
6.3K $305M
AVB
Avalonbay Communities Inc

Real Estate
243
+ 23.43%
$200.95 - $234.65 $48.8K - $57K
1.28K $288M
REXR
Rexford Industrial Realty, Inc.

Real Estate
831
+ 15.41%
$44.45 - $52.25 $36.9K - $43.4K
6.23K $313M
CCI
Crown Castle International Corp

Real Estate
122
+ 4.62%
$95.29 - $120.24 $11.6K - $14.7K
2.77K $328M
TRNO
Terreno Realty Corp

Real Estate
533
+ 12.56%
$59.43 - $71.02 $31.7K - $37.9K
4.78K $319M
AOR
Ishares Tr Core Growth Allocat

ETFs
461
+ 3.7%
$55.15 - $59.31 $25.4K - $27.3K
12.9K $764M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
200
+ 3.05%
$64.24 - $74.15 $12.8K - $14.8K
6.76K $500M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
408
+ 19.16%
$111.59 - $129.08 $45.5K - $52.7K
2.54K $301M
HTGC
Hercules Capital, Inc.

Financial Services
6.4K
+ 5.62%
$17.71 - $21.67 $113K - $139K
120K $2.36B
TSCO
Tractor Supply CO

Consumer Cyclical
5
+ 0.41%
$251.95 - $290.93 $1.26K - $1.45K
1.23K $358M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 0.85%
$475.2 - $527.7 $3.33K - $3.69K
830 $438M
GOOGL
Alphabet Inc.

Communication Services
505
+ 14.19%
$148.65 - $191.18 $75.1K - $96.5K
4.07K $674M
SPMD
Spdr Portfolio

ETFs
51
+ 1.12%
$50.29 - $54.92 $2.56K - $2.8K
4.59K $251M
DECK
Deckers Outdoor Corp

Consumer Cyclical
3.26K
+ 496.35%
$150.73 - $974.56 $492K - $3.18M
3.92K $625M
Activity Summary
Buys All Purchases 125 New Holdings 67 Increased Positions 58 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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