Williams & Novak, LLC Purchases and Sells in Q3 2025

Williams & Novak, LLC

$130 Billion
Q3 2025

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCQ	168K + 58.31%	$8.19 - $8.8 $1.38M - $1.48M	457K $3.99B
FBND	25.6K + 8.99%	$45.26 - $46.63 $1.16M - $1.19M	310K $14.3B
PIMCO ETF TR	25.6K + 25.13%	N/A	128K $3.42B
GDX	2.38K + 12.23%	$50.79 - $76.4 $121K - $182K	21.8K $1.67B
AAPL	245 + 2.59%	$202.38 - $256.87 $49.6K - $62.9K	9.7K $2.47B
FIDELITY COVINGTON TRUST	661 + 0.43%	N/A	154K $5.75B

New Holdings

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PML	411K New	$7.11 - $7.91 $2.93M - $3.25M	411K $3.25B
ZROZ	19.6K New	$62.57 - $69.12 $1.23M - $1.36M	19.6K $1.33B
COIN	1.72K New	$297.99 - $419.78 $513K - $723K	1.72K $582M
IBM	2.03K New	$234.77 - $292.47 $477K - $595K	2.03K $574M
COF	2.19K New	$207.29 - $229.74 $455K - $504K	2.19K $466M
NFLX	338 New	$1147.87 - $1297.18 $388K - $438K	338 $405M

Top Sells

Reduced Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VONE	-2.5K - 54.56%	$280.68 - $303.97 $702K - $761K	2.08K $630M
HON	-2.66K - 65.54%	$207.7 - $240.4 $552K - $639K	1.4K $294M
TSM	-3.27K - 64.85%	$224.68 - $282.71 $735K - $925K	1.77K $495M
KBWP	-4.83K - 70.73%	$116.43 - $123.68 $562K - $597K	2K $247M
HYD	-11.5K - 30.55%	$48.85 - $50.94 $560K - $584K	26.1K $1.33B
CIBR	-2.92K - 23.91%	$70.85 - $76.96 $207K - $225K	9.29K $706M

Activity Summary All Purchases 68 New Holdings 22 Increased Positions 46 All Sells 46 Reductions 46 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Williams & Novak, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Williams & Novak, LLC with notifications on news.