Napa Wealth Management New Holdings in Q3 2024

Napa Wealth Management

Stock	Shares change	Price Range	Shares Held
Invesco Actively Managed Exc	16.3K New	N/A	16.3K $417M
Series Portfolios Tr	15.5K New	N/A	15.5K $416M
Simplify Exchange Traded Fun	16.1K New	N/A	16.1K $407M
Neos ETF Trust	7.59K New	N/A	7.59K $389M
TBBK Bancorp, Inc. Financial Services	6.69K New	$37.82 - $54.21 $253K - $362K	6.69K $358M
TAIL Cambria ETF Tr Tail Risk ETF ETFs	28K New	$11.45 - $13.06 $321K - $366K	28K $338M
WMB Williams Companies, Inc. Energy	7K New	$41.24 - $46.22 $289K - $324K	7K $320M
BTAL Agf Invts Tr Agfiq Us Mkt Neut ETFs	14.9K New	$18.74 - $20.92 $279K - $312K	14.9K $292M
SPG Simon Property Group Inc Real Estate	1.55K New	$146.09 - $170.11 $226K - $263K	1.55K $261M
SUI Sun Communities Inc Real Estate	1.89K New	$117.46 - $147.6 $222K - $278K	1.89K $255M
URI United Rentals, Inc. Industrials	308 New	$627.41 - $814.1 $193K - $251K	308 $250M
JEPI J P Morgan Exchange Traded Fd ETFs	3.95K New	$54.98 - $59.51 $217K - $235K	3.95K $235M
HD Home Depot, Inc. Consumer Cyclical	520 New	$333.64 - $405.2 $173K - $211K	520 $211M
CSCO Cisco Systems, Inc. Technology	3.94K New	$44.74 - $53.22 $176K - $210K	3.94K $210M
SPSM Spdr Portfolio S&P 600 Small C ETFs	4.47K New	$41.02 - $46.01 $183K - $206K	4.47K $203M
KO Coca Cola CO Consumer Defensive	2.79K New	$62.69 - $73.01 $175K - $203K	2.79K $200M
VCV Invesco California Value Municipal Income Trust Financial Services	12.9K New	$10.37 - $11.37 $134K - $146K	12.9K $140M

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