Napa Wealth Management Incresed Positions in Q3 2025

Napa Wealth Management

  • $213 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
109K
+ 58.72%
$30.14 - $32.18 $3.28M - $3.5M
294K $9.47B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
11.4K
+ 46.73%
$225.11 - $247.9 $2.57M - $2.83M
35.9K $8.86B
TRND
Pacer Fds Tr Trendpilot Fd Fds

ETFs
61.5K
+ 77.15%
$31.73 - $33.72 $1.95M - $2.07M
141K $4.74B
IAUM
I Shares Gold Trust Micro

ETFs
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
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3.37K
+ 108.35%
$275.84 - $326.36 $930K - $1.1M
6.48K $2.12B
Tcw ETF Trust
26.5K
+ 107.66%
N/A
51.2K $2.04B
SDCI
Uscf ETF Tr Summerhaven Dynami
23.8K
+ 15.55%
N/A
177K $4.06B
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
34.8K
+ 11.1%
$19.68 - $19.97 $684K - $694K
348K $6.9B
PTIN
Pacer Fds Tr Trendpilot Intl E

ETFs
14.2K
+ 20.83%
$28.32 - $30.69 $404K - $437K
82.6K $2.52B
LQDW
Ishares Tr Invt Grade Corporat
14.7K
+ 30.19%
N/A
63.5K $1.6B
AIQ
Global X Funds Global X Artifi

ETFs
2.47K
+ 8.57%
$43.2 - $49.66 $107K - $123K
31.3K $1.55B
Pacer Fds Tr
8.11K
+ 20.99%
N/A
46.7K $1.16B
HIGH
Simplify Exchange Traded Fds E
13.4K
+ 21.4%
N/A
75.9K $1.75B
NETZ
Engine No 1 ETF Tr Transform C

ETFs
1.36K
+ 15.31%
N/A
10.2K $999M
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
6.38K
+ 5.2%
N/A
129K $3.02B
AVGO
Broadcom Inc.

Technology
75
+ 4.41%
$264.74 - $369.57 $19.9K - $27.7K
1.78K $586M
MSFT
Microsoft Corp

Technology
142
+ 7.67%
$491.09 - $535.64 $69.7K - $76.1K
1.99K $1.03B
HTGC
Hercules Capital, Inc.

Financial Services
2.02K
+ 1.85%
$18.34 - $19.53 $37K - $39.4K
111K $2.1B
URI
United Rentals, Inc.

Industrials
1
+ 0.28%
$774.14 - $975.23 $774 - $975
364 $347M
Roundhill ETF Trust
1.44K
+ 2.57%
N/A
57.4K $2.54B
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
220
+ 0.4%
$11.48 - $12.67 $2.53K - $2.79K
55.2K $700M
AOR
Ishares Tr Core Growth Allocat

ETFs
352
+ 3.64%
$60.99 - $64.39 $21.5K - $22.7K
10K $646M
HYGW
Ishares Tr High Yield Corporat
1.79K
+ 9.46%
N/A
20.7K $629M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
2.26K
+ 6.27%
$20.84 - $21.03 $47.1K - $47.5K
38.3K $803M
Roundhill ETF Trust
1.08K
+ 1.47%
N/A
74.6K $2.66B
Simplify Exchange Traded Fun
1.94K
+ 10.24%
N/A
20.9K $495M
PFO
Flaherty & Crumrine Preferred & Income Opportunity Fund Inc

Financial Services
984
+ 1.79%
$9.19 - $9.88 $9.04K - $9.72K
56K $546M
NETL
ETF Ser Solutions Net Lease CO

ETFs
1.11K
+ 5.88%
$23.71 - $25.18 $26.2K - $27.8K
19.9K $490M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 1.12%
$567.77 - $614.76 $3.41K - $3.69K
540 $331M
TSCO
Tractor Supply CO

Consumer Cyclical
24
+ 0.38%
$54.08 - $62.65 $1.3K - $1.5K
6.26K $356M
PFIX
Simplify ETF Simplify Int Rate

ETFs
1.39K
+ 15.45%
$45.54 - $60.66 $63.5K - $84.6K
10.4K $502M
VNQI
Vanguard Global Ex U.S. Real

ETFs
135
+ 1.17%
$45.22 - $48.34 $6.1K - $6.53K
11.7K $558M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
273
+ 2.17%
$38.58 - $40.06 $10.5K - $10.9K
12.8K $509M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
65
+ 0.21%
$22.18 - $22.83 $1.44K - $1.48K
30.5K $694M
PFFV
Global X Variable Rate Preferr

Technology
368
+ 1.31%
$22.87 - $23.38 $8.42K - $8.6K
28.4K $657M
AOA
Ishares Tr Core Aggressive All

ETFs
37
+ 1.54%
$82.71 - $88.14 $3.06K - $3.26K
2.44K $215M
Invesco Actively Managed Exc
436
+ 1.62%
N/A
27.3K $700M
Series Portfolios Tr
399
+ 2.26%
N/A
18.1K $485M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
104
+ 1.58%
$85.71 - $86.94 $8.91K - $9.04K
6.7K $582M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
473
+ 2.16%
$22.78 - $23.33 $10.8K - $11K
22.4K $514M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
22
+ 0.16%
$50.53 - $50.82 $1.11K - $1.12K
13.6K $692M
SVOL
Simplify ETF Simplify Volatili

ETFs
218
+ 0.56%
$16.48 - $19.27 $3.59K - $4.2K
39K $702M
SPOT
Spotify Technology S.A.

Communication Services
33
+ 4.48%
$620.01 - $738.53 $20.5K - $24.4K
769 $537M
AXON
Axon Enterprise, Inc.

Industrials
39
+ 6.2%
$698.02 - $870.97 $27.2K - $34K
668 $479M
Activity Summary
Buys All Purchases 96 New Holdings 49 Increased Positions 47 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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