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Asset Manager ← All Institutions

NAPA WEALTH MANAGEMENT

Q4 2025 · Filed 2025-11-12
Market Value
$0
-100.0%
Holdings
145
-32
New Purchases
0
Added To
0
Closed
145
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 18 $0 0%
Large Cap 38 $0 0%
Mid Cap 22 $0 0%
Small Cap 31 $0 0%
Micro Cap 36 $0 0%

Portfolio Analytics

Avg Market Cap
$228.0B
Median Market Cap
$3.1B
Avg P/E
51.6
Median P/E
33.3
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
40
# ETFs / Funds
105

Top Holdings (145 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 COLD —% -$252K -20,613 -100.0% SOLD
2 HWM —% -$561K -2,859 -100.0% SOLD
3 ARE —% -$267K -3,205 -100.0% SOLD
4 ANET —% -$1M -7,617 -100.0% SOLD
5 SPOT —% -$537K -769 -100.0% SOLD
6 HD —% -$205K -505 -100.0% SOLD
7 NKX —% -$700K -55,249 -100.0% SOLD
8 MO —% -$260K -3,929 -100.0% SOLD
9 TPR —% -$246K -2,176 -100.0% SOLD
10 UPS —% -$216K -2,588 -100.0% SOLD
11 IBM —% -$203K -719 -100.0% SOLD
12 GEV —% -$216K -351 -100.0% SOLD
13 CRDO —% -$236K -1,623 -100.0% SOLD
14 RSSB —% -$1M -41,568 -100.0% SOLD
15 AGX —% -$679K -2,516 -100.0% SOLD
16 PM —% -$245K -1,512 -100.0% SOLD
17 PFO —% -$546K -56,040 -100.0% SOLD
18 CI —% -$304K -1,053 -100.0% SOLD
19 HTGC —% -$2M -111,045 -100.0% SOLD
20 URI —% -$347K -364 -100.0% SOLD
21 CRS —% -$376K -1,531 -100.0% SOLD
22 EPRT —% -$269K -9,025 -100.0% SOLD
23 HOOD —% -$377K -2,631 -100.0% SOLD
24 INOD —% -$636K -8,255 -100.0% SOLD
25 AXON —% -$479K -668 -100.0% SOLD
26 BATT —% -$394K -30,353 -100.0% SOLD
27 APP —% -$1M -1,796 -100.0% SOLD
28 GILD —% -$207K -1,861 -100.0% SOLD
29 AMZN —% -$735K -3,348 -100.0% SOLD
30 PTLC —% -$2M -33,642 -100.0% SOLD
31 AAPL —% -$2M -7,340 -100.0% SOLD
32 CDNS —% -$609K -1,734 -100.0% SOLD
33 IGF —% -$543K -8,891 -100.0% SOLD
34 META —% -$1M -1,608 -100.0% SOLD
35 MELI —% -$243K -104 -100.0% SOLD
36 CTA —% -$6M -210,055 -100.0% SOLD
37 BTGD —% -$355K -8,249 -100.0% SOLD
38 BKKT —% -$864K -25,664 -100.0% SOLD
39 NVG —% -$200K -16,297 -100.0% SOLD
40 SPMO —% -$6M -53,579 -100.0% SOLD
41 GRNY —% -$306K -12,250 -100.0% SOLD
42 ICLO —% -$700K -27,320 -100.0% SOLD
43 GCOW —% -$640K -16,143 -100.0% SOLD
44 IVV —% -$4M -6,098 -100.0% SOLD
45 KXI —% -$535K -8,309 -100.0% SOLD
46 LQDW —% -$2M -63,511 -100.0% SOLD
47 SMH —% -$2M -6,484 -100.0% SOLD
48 REM —% -$477K -21,733 -100.0% SOLD
49 REMX —% -$389K -5,911 -100.0% SOLD
50 QQQM —% -$9M -35,851 -100.0% SOLD
51 IXN —% -$1M -10,217 -100.0% SOLD
52 SVOL —% -$702K -39,025 -100.0% SOLD
53 VNQI —% -$558K -11,685 -100.0% SOLD
54 TLTW —% -$3M -129,179 -100.0% SOLD
55 BKLN —% -$803K -38,348 -100.0% SOLD
56 CSHI —% -$696K -14,002 -100.0% SOLD
57 COLO —% -$547K -16,664 -100.0% SOLD
58 EEM —% -$1M -19,994 -100.0% SOLD
59 AIQ —% -$2M -31,332 -100.0% SOLD
60 AIS —% -$528K -15,017 -100.0% SOLD
61 SPTL —% -$200K -7,440 -100.0% SOLD
62 BOXX —% -$8M -67,591 -100.0% SOLD
63 BIZD —% -$632K -42,313 -100.0% SOLD
64 VFLO —% -$972K -25,919 -100.0% SOLD
65 IEI —% -$346K -2,891 -100.0% SOLD
66 SKYY —% -$522K -3,886 -100.0% SOLD
67 XLV —% -$207K -1,489 -100.0% SOLD
68 COWZ —% -$222K -3,861 -100.0% SOLD
69 EWP —% -$847K -17,117 -100.0% SOLD
70 AVGO —% -$586K -1,775 -100.0% SOLD
71 IAUM —% -$5M -140,626 -100.0% SOLD
72 AOA —% -$215K -2,435 -100.0% SOLD
73 GOOGL —% -$871K -3,583 -100.0% SOLD
74 AOR —% -$646K -10,029 -100.0% SOLD
75 EMHY —% -$509K -12,833 -100.0% SOLD
76 TIP —% -$5M -45,258 -100.0% SOLD
77 MAXI —% -$229K -8,245 -100.0% SOLD
78 JAAA —% -$692K -13,634 -100.0% SOLD
79 MSFT —% -$1M -1,993 -100.0% SOLD
80 JXI —% -$1M -13,609 -100.0% SOLD
81 PWRD —% -$999K -10,230 -100.0% SOLD
82 QQQ —% -$2M -2,754 -100.0% SOLD
83 NVDA —% -$4M -23,685 -100.0% SOLD
84 SDCI —% -$4M -176,636 -100.0% SOLD
85 PIO —% -$547K -12,184 -100.0% SOLD
86 TSLA —% -$460K -1,035 -100.0% SOLD
87 TSCO —% -$356K -6,262 -100.0% SOLD
88 VTI —% -$735K -2,240 -100.0% SOLD
89 IDMO —% -$1M -19,621 -100.0% SOLD
90 TUR —% -$274K -8,008 -100.0% SOLD
91 CDX —% -$514K -22,418 -100.0% SOLD
92 XLK —% -$227K -806 -100.0% SOLD
93 EFV —% -$1M -16,006 -100.0% SOLD
94 CIFR —% -$887K -70,488 -100.0% SOLD
95 EYLD —% -$2M -41,315 -100.0% SOLD
96 CAFG —% -$238K -9,164 -100.0% SOLD
97 ASHR —% -$1M -34,672 -100.0% SOLD
98 BDGS —% -$5M -142,413 -100.0% SOLD
99 GDLC —% -$999K -17,873 -100.0% SOLD
100 HYGH —% -$582K -6,701 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
BKKT —%
HWM —%
ARE —%
ANET —%
SPOT —%
HD —%
NKX —%
MO —%
TPR —%
UPS —%
IBM —%
GEV —%
NVG —%
COLD —%
AGX —%
View SEC EDGAR Filings for NAPA WEALTH MANAGEMENT →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms