Williams & Novak, LLC Purchases and Sells in Q1 2025

Williams & Novak, LLC

$102 Billion
Q1 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFCF	33.2K + 456.37%	$40.79 - $42.32 $1.36M - $1.41M	40.5K $1.71B
FIDELITY COVINGTON TRUST	24K + 19.26%	N/A	149K $4.65B
MFUS	8.7K + 6.44%	$48.91 - $52.91 $425K - $460K	144K $7.19B
MFEM	25.7K + 25.38%	$18.41 - $19.64 $472K - $504K	127K $2.41B
FBND	4.4K + 1.78%	$44.41 - $45.98 $196K - $202K	252K $11.5B
GOOGL	2.95K + 145.51%	$154.33 - $206.19 $455K - $608K	4.98K $782M

New Holdings

25 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QUAL	5.29K New	$168.16 - $186.21 $890K - $985K	5.29K $906M
BLACKROCK INC	667 New	N/A	667 $630M
DFSD	10.9K New	$46.74 - $47.55 $511K - $520K	10.9K $520M
META	862 New	$576.36 - $736.67 $497K - $635K	862 $505M
TJX	3.53K New	$112.81 - $126.16 $398K - $445K	3.53K $433M
HD	998 New	$347.25 - $424.87 $347K - $424K	998 $365M

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-2.66K - 22.0%	$209.68 - $247.1 $559K - $658K	9.45K $2.11B
SPY	-669 - 12.29%	$551.42 - $612.93 $369K - $410K	4.78K $2.68B
MUB	-4.61K - 58.08%	$104.71 - $107.69 $483K - $496K	3.33K $351M
XSVM	-6.1K - 20.07%	$49.34 - $55.91 $301K - $341K	24.3K $1.22B
PWZ	-16K - 29.8%	$23.68 - $24.72 $379K - $396K	37.7K $906M
SYPR	-23.1K - 1.01%	$1.44 - $3.05 $33.3K - $70.5K	2.27M $3.74B

Activity Summary All Purchases 59 New Holdings 25 Increased Positions 34 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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