Napa Wealth Management Incresed Positions in Q2 2024

Napa Wealth Management

  • $148 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ECOW
Pacer Fds Tr Emerging Markets

ETFs
88.2K
+ 83.14%
$19.93 - $22.16 $1.76M - $1.95M
194K $3.94B
SPTS
Spdr Portfolio Short Term Trea

ETFs
54.3K
+ 56.67%
$28.65 - $28.88 $1.56M - $1.57M
150K $4.34B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
43.2K
+ 218.78%
$27.5 - $28.16 $1.19M - $1.22M
63K $1.76B
SHV
Ishares Tr

ETFs
9.38K
+ 67.87%
$110.04 - $110.51 $1.03M - $1.04M
23.2K $2.56B
SPTL
Spdr Portfolio Long Term Treas

ETFs
36.2K
+ 356.53%
$26.06 - $27.96 $944K - $1.01M
46.4K $1.26B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
52.9K
+ 265.79%
$18.25 - $18.51 $965K - $978K
72.7K $1.34B
NVDA
Nvidia Corp

Technology
16.6K
+ 1123.18%
$118.11 - $1224.4 $1.96M - $20.4M
18.1K $2.24B
HTGC
Hercules Capital, Inc.

Financial Services
23.6K
+ 26.1%
$17.96 - $20.45 $423K - $482K
114K $2.33B
META
Meta Platforms, Inc.

Communication Services
1.05K
+ 196.81%
$430.17 - $527.34 $451K - $553K
1.58K $798M
GOOGL
Alphabet Inc.

Communication Services
1.96K
+ 121.95%
$150.53 - $185.41 $294K - $363K
3.56K $648M
MSFT
Microsoft Corp

Technology
492
+ 11.78%
$389.33 - $452.85 $192K - $223K
4.67K $2.09B
ANET
Arista Networks, Inc.

Technology
458
+ 24.28%
$245.47 - $350.48 $112K - $161K
2.34K $822M
DECK
Deckers Outdoor Corp

Consumer Cyclical
262
+ 66.33%
$800.38 - $1093.92 $210K - $287K
657 $636M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.49K
+ 56.31%
$53.33 - $56.61 $240K - $254K
12.5K $702M
NOW
Service Now, Inc.

Technology
186
+ 24.57%
$643.29 - $786.67 $120K - $146K
943 $742M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
62
+ 1.73%
$199.21 - $276.76 $12.4K - $17.2K
3.66K $953M
IVV
Ishares Core S&P 500 ETF

ETFs
110
+ 2.84%
$497.53 - $549.64 $54.7K - $60.5K
3.98K $2.18B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
56
+ 1.17%
$170.63 - $199.67 $9.56K - $11.2K
4.85K $956M
QTEC
First Trust Nasdaq 100 Technol

ETFs
208
+ 3.76%
$173.94 - $199.42 $36.2K - $41.5K
5.73K $1.13B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.02K
+ 17.09%
$40.83 - $44.89 $41.7K - $45.9K
7K $306M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6
+ 0.73%
$455.1 - $504.28 $2.73K - $3.03K
823 $412M
TSCO
Tractor Supply CO

Consumer Cyclical
5
+ 0.41%
$241.97 - $289.98 $1.21K - $1.45K
1.23K $331M
SBAC
Sba Communications Corp

Real Estate
149
+ 14.27%
$186.12 - $218.6 $27.7K - $32.6K
1.19K $234M
SPMD
Spdr Portfolio

ETFs
12
+ 0.27%
$49.54 - $53.39 $594 - $641
4.54K $233M
REXR
Rexford Industrial Realty, Inc.

Real Estate
42
+ 0.78%
$42.24 - $49.37 $1.77K - $2.07K
5.39K $241M
Activity Summary
Buys All Purchases 82 New Holdings 56 Increased Positions 26 Sells All Sells 49 Reductions 30 Sold out 19 Options Calls 0 Puts 0
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email