Williams & Novak, LLC Purchases and Sells in Q4 2024

Williams & Novak, LLC

$104 Billion
Q4 2024

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIDELITY COVINGTON TRUST	61.3K + 96.84%	N/A	125K $4.1B
FBND	53.4K + 27.43%	$44.87 - $46.86 $2.39M - $2.5M	248K $11.1B
MFEM	44.6K + 78.9%	$19.02 - $21.27 $848K - $948K	101K $1.92B
XSVM	12.3K + 67.76%	$53.38 - $60.64 $655K - $744K	30.4K $1.66B
DFUS	7.58K + 68.89%	$61.52 - $66.5 $467K - $504K	18.6K $1.19B
SPY	214 + 4.09%	$567.81 - $607.81 $122K - $130K	5.45K $3.19B

New Holdings

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST II	10.1K New	N/A	10.1K $523M
HEGD	23.2K New	$22.04 - $23.08 $511K - $535K	23.2K $519M
UBER	7.23K New	$59.93 - $86.34 $433K - $624K	7.23K $436M
SRE	4.41K New	$80.81 - $94.77 $356K - $417K	4.41K $386M
CARR	4.5K New	$66.69 - $82.65 $300K - $372K	4.5K $307M
AIG	3.84K New	$70.0 - $79.22 $268K - $304K	3.84K $279M

Top Sells

Reduced Positions

57 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PIMCO ETF TR	-48.2K - 41.74%	N/A	67.3K $1.74B
BOND	-8.56K - 60.01%	$90.42 - $94.5 $774K - $809K	5.71K $516M
GTO	-12.8K - 42.6%	$46.33 - $48.41 $593K - $619K	17.2K $800M
MUNI	-11.2K - 42.94%	$51.58 - $52.91 $578K - $593K	14.9K $771M
MFDX	-14.5K - 26.48%	$29.53 - $32.06 $428K - $465K	40.3K $1.19B
RING	-6.59K - 11.32%	$27.93 - $36.45 $184K - $240K	51.7K $1.45B

Activity Summary All Purchases 50 New Holdings 18 Increased Positions 32 All Sells 57 Reductions 57 Sold out 0 Calls 0 Puts 0

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