Napa Wealth Management New Holdings in Q3 2024

Napa Wealth Management

  • $211 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CSHI
Shp ETF Tr Neos Enhanced Incom
919K
New
N/A
919K $45.7B
AVGO
Broadcom Inc.

Technology
20.9K
New
$136.27 - $1745.86 $2.85M - $36.6M
20.9K $3.61B
COST
Costco Wholesale Corp

Consumer Defensive
3.94K
New
$801.83 - $917.05 $3.16M - $3.62M
3.94K $3.5B
UNH
Unitedhealth Group Inc

Healthcare
4.09K
New
$488.01 - $604.18 $2M - $2.47M
4.09K $2.39B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5.17K
New
$405.19 - $478.57 $2.1M - $2.47M
5.17K $2.38B
ABBV
Abb Vie Inc.

Healthcare
11.8K
New
$163.84 - $199.33 $1.93M - $2.35M
11.8K $2.32B
WMT
Walmart Inc.

Consumer Defensive
28.6K
New
$66.91 - $81.4 $1.91M - $2.33M
28.6K $2.31B
BSX
Boston Scientific Corp

Healthcare
27.4K
New
$72.96 - $84.0 $2M - $2.3M
27.4K $2.3B
LMT
Lockheed Martin Corp

Industrials
3.88K
New
$460.3 - $584.56 $1.79M - $2.27M
3.88K $2.27B
KKR
Kkr & Co. Inc.

Financial Services
17.2K
New
$104.51 - $133.23 $1.8M - $2.29M
17.2K $2.25B
HIGH
Simplify Exchange Traded Fds E
89.1K
New
N/A
89.1K $2.09B
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
65.1K
New
$20.69 - $22.19 $1.35M - $1.45M
65.1K $1.41B
RTX
Raytheon Technologies Corp

Industrials
10.8K
New
$99.55 - $123.34 $1.07M - $1.33M
10.8K $1.31B
SPOT
Spotify Technology S.A.

Communication Services
3.4K
New
$290.16 - $384.01 $986K - $1.3M
3.4K $1.25B
GE
General Electric CO

Industrials
6.26K
New
$156.66 - $189.66 $980K - $1.19M
6.26K $1.18B
BLK
Black Rock Inc.

Financial Services
1.24K
New
$782.27 - $949.51 $972K - $1.18M
1.24K $1.18B
TMUS
T Mobile Us, Inc.

Communication Services
5.71K
New
$175.14 - $206.36 $1M - $1.18M
5.71K $1.18B
CTA
Simplify Exch Traded Fds Simpl

ETFs
44.6K
New
$25.73 - $27.07 $1.15M - $1.21M
44.6K $1.16B
MMM
3 M CO

Industrials
8.44K
New
$99.69 - $139.42 $841K - $1.18M
8.44K $1.15B
NEE
Nextera Energy Inc

Utilities
13.5K
New
$69.9 - $84.97 $945K - $1.15M
13.5K $1.14B
TXN
Texas Instruments Inc

Technology
5.52K
New
$194.6 - $194.6 $1.07M - $1.07M
5.52K $1.14B
Neos ETF Trust
22.2K
New
N/A
22.2K $1.14B
KMI
Kinder Morgan, Inc.

Energy
51.3K
New
$19.72 - $22.22 $1.01M - $1.14M
51.3K $1.13B
PGR
Progressive Corp

Financial Services
4.44K
New
$209.46 - $259.24 $931K - $1.15M
4.44K $1.13B
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
29.9K
New
$31.95 - $38.02 $957K - $1.14M
29.9K $1.12B
AMGN
Amgen Inc

Healthcare
3.43K
New
$309.38 - $337.38 $1.06M - $1.16M
3.43K $1.1B
NEM
Newmont Corp

Basic Materials
20.6K
New
$41.65 - $55.85 $860K - $1.15M
20.6K $1.1B
SPGI
S&P Global Inc.

Financial Services
2.13K
New
$446.32 - $527.38 $951K - $1.12M
2.13K $1.1B
TLTW
Ishares Tr 20+ Yr Treas Bd Buy
39.7K
New
N/A
39.7K $1.07B
LQDW
Ishares Tr Invt Grade Corporat
36.6K
New
N/A
36.6K $1.04B
MNA
Iq Merger Arbitrage ETF

ETFs
28.9K
New
$31.58 - $32.99 $913K - $954K
28.9K $951M
USDU
Wisdomtree Bloomberg U.S. Doll

ETFs
33.7K
New
$26.31 - $27.16 $887K - $916K
33.7K $895M
Roundhill ETF Trust
16.8K
New
N/A
16.8K $887M
HYGW
Ishares Tr High Yield Corporat
25.9K
New
N/A
25.9K $851M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
21.6K
New
$36.78 - $39.02 $796K - $845K
21.6K $845M
Roundhill ETF Trust
19.7K
New
N/A
19.7K $840M
HYEM
Vaneck ETF Tr Emerging Markets

ETFs
42K
New
$19.08 - $19.89 $801K - $835K
42K $835M
BWX
Spdr Bloomberg International T

ETFs
24K
New
$21.34 - $23.47 $512K - $563K
24K $560M
SVOL
Simplify ETF Simplify Volatili

ETFs
25.3K
New
$20.05 - $22.81 $507K - $577K
25.3K $555M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.39K
New
$49.7 - $56.11 $466K - $527K
9.39K $516M
HYGH
Ishares U S ETF Tr Int Rate He

ETFs
5.84K
New
$81.98 - $86.24 $479K - $504K
5.84K $504M
MAXI
Simplify Exc Traded Fds Bitcoi
20.2K
New
N/A
20.2K $447M
Tidal Tr Ii
25K
New
N/A
25K $446M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.57K
New
$50.52 - $50.95 $433K - $437K
8.57K $436M
CDX
Simplify Exch.Trad Fds Simplif

ETFs
18.2K
New
$23.04 - $23.97 $420K - $437K
18.2K $433M
RISR
Tidal ETF Tr Foliobeyond Risin

ETFs
12.6K
New
$33.34 - $35.3 $420K - $445K
12.6K $428M
Simplify Exchange Traded Fun
17.2K
New
N/A
17.2K $423M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
10.4K
New
$37.78 - $40.34 $392K - $419K
10.4K $418M
SPYI
Shp ETF Tr Neos S&P 500 High I
8.16K
New
N/A
8.16K $418M
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
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