Napa Wealth Management Incresed Positions in Q3 2024

Napa Wealth Management

  • $211 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
20.1K
+ 312.81%
$207.23 - $234.82 $4.16M - $4.72M
26.5K $6.18B
TSLA
Tesla, Inc.

Consumer Cyclical
13.6K
+ 994.88%
$191.76 - $263.26 $2.61M - $3.58M
15K $3.92B
META
Meta Platforms, Inc.

Communication Services
6.04K
+ 381.67%
$453.41 - $572.44 $2.74M - $3.46M
7.62K $4.36B
LLY
Eli Lilly & CO

Healthcare
2.41K
+ 379.25%
$772.14 - $960.02 $1.86M - $2.32M
3.05K $2.7B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
15K
+ 31.15%
$98.97 - $99.59 $1.49M - $1.5M
63.2K $6.3B
ISRG
Intuitive Surgical Inc

Healthcare
2.42K
+ 382.44%
$416.14 - $494.01 $1.01M - $1.19M
3.05K $1.5B
AMZN
Amazon Com Inc

Consumer Cyclical
6.12K
+ 177.63%
$161.02 - $200.0 $986K - $1.22M
9.57K $1.78B
IRVH
Global X Fds Global X Int Rate

ETFs
35.8K
+ 109.18%
$20.47 - $21.66 $734K - $776K
68.7K $1.48B
SPTL
Spdr Portfolio Long Term Treas

ETFs
20.6K
+ 44.33%
$26.69 - $29.87 $549K - $614K
67K $1.95B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.14K
+ 66.81%
$105.53 - $118.34 $437K - $490K
10.3K $1.21B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.25K
+ 46.34%
$178.94 - $207.0 $402K - $466K
7.1K $1.43B
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
30.5K
+ 55.01%
$12.25 - $13.39 $373K - $408K
85.9K $1.15B
Kraneshares Trust
38.6K
+ 79.61%
N/A
87K $1.07B
NVDA
Nvidia Corp

Technology
3.73K
+ 20.61%
$98.91 - $134.91 $369K - $503K
21.8K $2.65B
EDV
Vanguard Extended Duration Tre

ETFs
3.46K
+ 31.84%
$70.73 - $83.52 $245K - $289K
14.3K $1.14B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.25K
+ 28.79%
$114.73 - $120.23 $258K - $270K
10K $1.2B
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
11.1K
+ 34.43%
$20.56 - $22.25 $229K - $248K
43.5K $968M
Cava Group Inc
1.17K
+ 29.12%
N/A
5.2K $644M
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
17.3K
+ 43.62%
$15.5 - $16.99 $269K - $295K
57.1K $946M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
12.4K
+ 39.0%
$20.69 - $21.17 $256K - $262K
44.1K $926M
PFFV
Global X Variable Rate Preferr

Technology
10.1K
+ 35.33%
$23.2 - $24.27 $235K - $246K
38.8K $932M
CEF
Sprott Physical Gold & Silver Trust

Financial Services
7.14K
+ 23.98%
$21.72 - $25.05 $155K - $179K
36.9K $905M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
17.3K
+ 21.62%
$8.35 - $9.49 $144K - $164K
97K $913M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
10.4K
+ 14.29%
$18.35 - $19.01 $191K - $198K
83.1K $1.58B
REM
Ishares Tr Mtg Real Estate ETF

ETFs
7.16K
+ 23.49%
$21.9 - $24.73 $157K - $177K
37.7K $894M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.59K
+ 23.96%
$100.75 - $111.62 $160K - $177K
8.2K $897M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
3.8K
+ 6.04%
$27.8 - $29.26 $106K - $111K
66.8K $1.94B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
425
+ 1.05%
$60.84 - $67.51 $25.9K - $28.7K
40.8K $2.76B
LQD
Ishares Iboxx $ Investment Gra

ETFs
958
+ 18.94%
$106.11 - $113.72 $102K - $109K
6.02K $680M
SBAC
Sba Communications Corp

Real Estate
251
+ 21.04%
$189.0 - $245.01 $47.4K - $61.5K
1.44K $348M
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
1.77K
+ 22.21%
$27.45 - $34.49 $48.6K - $61.1K
9.75K $333M
PEAK
Healthpeak Properties, Inc.

Real Estate
3.06K
+ 28.37%
N/A
13.8K $316M
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
EQR
Equity Residential

Real Estate
793
+ 24.77%
$67.19 - $78.09 $53.3K - $61.9K
4K $297M
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
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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