Fund HoldingsNAPA WEALTH MANAGEMENT

Total Portfolio Value
$189.90M
Total Bought
$91.37M
Total Sold
$86.49M
Net Transaction
+$4.88M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
WISDOMTREE TR(WT)495,0871,107,883+612,79624,87355,71529.34%+30,842
SPDR SER TR
ST STR BL 12 ETF
191,649477,724+286,07518,99647,49525.01%+28,499
SPDR SER TR
ST STR BLO 1 ETF
207,878436,760+228,88218,99840,09521.11%+21,097
SPDR SER TR
ST SHO TREAS ETF
095,846+95,84602,7721.46%+2,772
VANGUARD SCOTTSDALE FDS
VNG RUS2000GRW
05,335+5,33501,0520.55%+1,052
ISHARES TR6,28313,823+7,5406921,5280.80%+836
NVIDIA CORPORATION(NVDA)1,3421,480+1386651,3380.70%+673
SPDR SER TR
ST INTER ETF
019,759+19,75905570.29%+557
ARISTA NETWORKS INC01,886+1,88605470.29%+547
INSTALLED BLDG PRODS INC(IBP)02,044+2,04405290.28%+529
DIREXION SHS ETF TR
DAILY AAPL BR 1X
017,182+17,18203900.21%+390
DECKERS OUTDOOR CORP(DECK)0395+39503720.20%+372
SPDR SER TR
STATE STRET SPDR
019,884+19,88403710.20%+371
SPDR SER TR
ST STR TIPS ETF
013,689+13,68903510.18%+351
INTUITIVE SURGICAL INC0647+64702580.14%+258
MOLSON COORS BEVERAGE CO(TAP)03,487+3,48702350.12%+235
UNITED RENTALS INC(URI)0307+30702210.12%+221
DREAM FINDERS HOMES INC(DFH)05,000+5,00002190.12%+219
MICROSOFT CORP(MSFT)4,1154,178+631,5471,7580.93%+211
SUPER MICRO COMPUTER INC(SMCI)0205+20502070.11%+207
HERCULES CAPITAL INC(HCXY)87,87690,320+2,4441,4651,6660.88%+202
VANECK ETF TRUST
SEMICONDUCTR ETF
3,4973,594+976118090.43%+197
FIRST TR NASDAQ 100 TECH IND4,8925,526+6348581,0540.55%+195
DIREXION SHS ETF TR
DLY MSFT BEAR 1X
013,930+13,93001940.10%+194
INVESCO QQQ TR6,6166,341-2752,7092,8161.48%+106
CADENCE DESIGN SYSTEM INC(CDNS)1,9061,976+705196150.32%+96
GLOBAL X FDS
ARTIFICIAL ETF
36,14435,647-4971,1271,2110.64%+84
NUVEEN CALIFORNIA AMT QLT MU99,01298,977-351,1431,2030.63%+60
ISHARES TR4,1333,869-2641,9742,0341.07%+60
TRACTOR SUPPLY CO(TSCO)1,2171,222+52623200.17%+58
SERVICENOW INC(NOW)75775705355770.30%+42
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
5,0905,09004464870.26%+40
VANGUARD INDEX FDS812817+53553930.21%+38
RBB FD INC
F/M US TREASURY
9,34610,012+6664665010.26%+35
SPDR S&P MIDCAP 400 ETF TR(MDY)755750-53834170.22%+34
META PLATFORMS INC(META)0533+53302590.14%+259
SPDR S&P 500 ETF TR(SPY)1,4691,372-976987180.38%+19
VANGUARD TAX-MANAGED FDS6,8996,971+723303500.18%+19
TERRENO RLTY CORP(TRNO)4,5684,597+292863050.16%+19
EATON VANCE CALIF MUN BD FD43,10243,10203944070.21%+13
INVESCO CALIF VALUE MUN INCO53,61553,61505255340.28%+9
EATON VANCE CALIF MUN INCOM64,33463,334-1,0006656720.35%+7
NEUBERGER BERMAN MUN FD INC(NBH)78,39178,051-3408118170.43%+6
INVESCO MUNI INCOME OPP TRST030,944+30,94402020.11%+202
VANGUARD ADMIRAL FDS INC2,3992,39902382430.13%+6
SPDR SER TR
ST STR SW SERV
2,6102,510-1003923920.21%-1
NUVEEN CA QUALTY MUN INCOME(NAC)40,23340,23304464430.23%-3
ALEXANDRIA REAL ESTATE EQ IN2,6222,552-703323290.17%-3
BLACKROCK MUNIHLDNGS CALI QL(MUC)42,31342,31304714660.25%-5
BLACKROCK CALIF MUN INCOME T31,61431,61403803740.20%-7
ISHARES TR6,5746,222-3527126880.36%-24
CROWN CASTLE INC(CCI)2,6572,660+33062810.15%-25
AMERICAN TOWER CORP NEW(AMT)1,3771,368-92972700.14%-27
REXFORD INDL RLTY INC(REXR)5,3085,352+442982690.14%-29
SBA COMMUNICATIONS CORP NEW(SBAC)1,0071,044+372552260.12%-29
GLOBAL X FDS
LITHIUM BTRY ETF
4,6764,421-2552382000.11%-38
RBB FD INC
US TRSRY 6 MNTH
10,0849,285-7995044650.25%-39
ALPHABET INC(GOOG)2,1531,604-5493012420.13%-59
VANGUARD INTL EQUITY INDEX F7,6755,979-1,6963152500.13%-66
SPDR SER TR
ST STR P400MID
6,4004,525-1,8753122410.13%-70
AG MTG INVT TR INC000000
NUVEEN MASSACHUSETS QLT MUN010,000+10,00001090.06%+109
VANGUARD INDEX FDS3,2892,367-9227806150.32%-165
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
6,3924,797-1,5951,0778760.46%-201
SELECT SECTOR SPDR TR
ST STR TECHN ETF
000000
PUBLIC STORAGE(PSA)000000
ISHARES TR000000
BLOCK INC(XYZ)000000
NUVEEN PENNSYLVANIA QLT MUN000000
ISHARES TR7,6895,425-2,2648115680.30%-242
SPDR SER TR
ST STR SP METAL
4,2050-4,2052520-252
SPDR SER TR
ST STR P500ETF
49,22740,567-8,6602,7522,4961.31%-256
WP CAREY INC(WPC)4,0220-4,0222610-261
REALTY INCOME CORP(O)4,5590-4,5592620-262
INVESCO PA VALUE MUN INC TR(VPV)27,3000-27,3002730-273
SUN CMNTYS INC(SUI)2,3730-2,3733170-317
APPLE INC(AAPL)9,3858,684-7011,8071,4890.78%-318
CISCO SYS INC(CSCO)6,6750-6,6753370-337
SCHWAB CHARLES CORP(SCHW)5,0200-5,0203450-345
TESLA INC(TSLA)1,4350-1,4353570-357
ISHARES TR3,7100-3,7103670-367
QUANTA SVCS INC1,8090-1,8093900-390
VANGUARD INTL EQUITY INDEX F7,3990-7,3994150-415
EPAM SYS INC(EPAM)1,3990-1,3994160-416
SPDR SER TR
ST STR PR SP1500
7,9660-7,9664660-466
FIRST TR NAS100 EQ WEIGHTED4,6960-4,6965520-552
GRUPO AEROPORTUARIO DEL CENT(OMAB)6,6470-6,6475630-563
PACER FDS TR
US SM CAP CA ETF
22,8358,244-14,5911,0974050.21%-691
VANGUARD INTL EQUITY INDEX F7,6020-7,6027820-782
PACER FDS TR
US LRG CP CASH
33,9840-33,9848100-810
ISHARES TR7,6860-7,6868260-826
PACER FDS TR
US CHS CWS GWT
23,2130-23,2138480-848
CAMBRIA ETF TR14,5400-14,5409820-982
ISHARES TR10,2960-10,2961,0220-1,022
VANGUARD INDEX FDS4,3900-4,3901,0610-1,061
INVESCO EXCHANGE TRADED FD T
S&P 100 EQL WIGH
12,6040-12,6041,1040-1,104
PACER FDS TR
US CASH COWS 100
21,7170-21,7171,1290-1,129
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
30,4930-30,4931,1500-1,150
ISHARES TR11,9014,733-7,1682,0698840.47%-1,185
SPDR SER TR
ST LON TREAS ETF
52,17210,164-42,0081,5142840.15%-1,230
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