Napa Wealth Management Closed Holding Positions

Napa Wealth Management

  • $209 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
Q2 2024 Filed on Aug 14, 2024
42,313
$10.6 - $11.13 $449K - $471K
SMCI
Super Micro Computer, Inc.

Technology
Q2 2024 Filed on Aug 14, 2024
205
$713.65 - $1037.15 $146K - $213K
XSW
Spdr S&P Software & Services E

ETFs
Q2 2024 Filed on Aug 14, 2024
2,510
$141.27 - $154.95 $355K - $389K
Rbb Fd Inc
Q2 2024 Filed on Aug 14, 2024
9,285
N/A
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
Q2 2024 Filed on Aug 14, 2024
10,012
N/A
NMT
Nuveen Massachusetts Quality Municipal Income Fund

Financial Services
Q2 2024 Filed on Aug 14, 2024
10,000
$10.44 - $11.18 $104K - $112K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q2 2024 Filed on Aug 14, 2024
40,233
$10.64 - $11.58 $428K - $466K
TAP
Molson Coors Beverage CO

Consumer Defensive
Q2 2024 Filed on Aug 14, 2024
3,487
$49.53 - $68.19 $173K - $238K
IVE
Ishares S&P 500 Value ETF

ETFs
Q2 2024 Filed on Aug 14, 2024
4,733
$176.58 - $186.7 $836K - $884K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q2 2024 Filed on Aug 14, 2024
30,944
$6.06 - $6.47 $188K - $200K
IBP
Installed Building Products, Inc.

Consumer Cyclical
Q2 2024 Filed on Aug 14, 2024
2,044
$196.45 - $259.46 $402K - $530K
LIT
Global X Fds Global X Lithium

ETFs
Q2 2024 Filed on Aug 14, 2024
4,421
$38.81 - $46.64 $172K - $206K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
Q2 2024 Filed on Aug 14, 2024
43,102
$9.11 - $9.59 $393K - $413K
DFH
Dream Finders Homes, Inc.

Consumer Cyclical
Q2 2024 Filed on Aug 14, 2024
5,000
$24.8 - $43.03 $124K - $215K
MSFD
Direxion Shs ETF Tr Daily Msft
Q2 2024 Filed on Aug 14, 2024
13,930
N/A
VTWG
Vanguard Russell 2000 Growth E

ETFs
Q2 2024 Filed on Aug 14, 2024
5,335
$178.44 - $195.65 $952K - $1.04M
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