Fund HoldingsNAPA WEALTH MANAGEMENT

Total Portfolio Value
$148.15M
Total Bought
$65.07M
Total Sold
$107.47M
Net Transaction
-$42.40M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
CAMBRIA ETF TR0115,572+115,57203,9772.68%+3,977
PACER FDS TR
EMRG MKT CASH
0194,208+194,20803,9392.66%+3,939
ISHARES TR072,574+72,57403,0132.03%+3,013
INVESCO EXCHANGE TRADED FD T
S&P500 EQL ENR
036,032+36,03202,9051.96%+2,905
INVESCO EXCHANGE TRADED FD T
S&P500 EQL REL
087,760+87,76002,8721.94%+2,872
INVESCO EXCHANGE TRADED FD T
S&P500 EQL FIN
046,561+46,56102,8541.93%+2,854
ISHARES TR044,021+44,02102,3581.59%+2,358
ISHARES TR088,170+88,17002,2921.55%+2,292
ISHARES TR022,137+22,13702,2371.51%+2,237
SPDR SER TR
ST SHO TREAS ETF
95,846150,158+54,3122,7724,3352.93%+1,563
PACER FDS TR
CASH COWS ETF
035,643+35,64301,3250.89%+1,325
SPDR SER TR
ST INTER ETF
19,75962,987+43,2285571,7651.19%+1,208
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
023,255+23,25501,1320.76%+1,132
KRANESHARES TRUST041,624+41,62401,1250.76%+1,125
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
046,380+46,38001,1090.75%+1,109
ISHARES TR13,82323,204+9,3811,5282,5641.73%+1,036
SPDR SER TR
ST LON TREAS ETF
10,16446,402+36,2382841,2630.85%+979
SPDR SER TR
STATE STRET SPDR
19,88472,734+52,8503711,3440.91%+973
ISHARES TR07,798+7,79809000.61%+900
NVIDIA CORPORATION(NVDA)1,48018,103+16,6231,3382,2361.51%+899
INVESCO CURRENCYSHARES SWISS(FXF)08,258+8,25808170.55%+817
VANGUARD WORLD FD010,881+10,88107990.54%+799
ISHARES TR07,737+7,73707510.51%+751
NUVEEN AMT FREE MUN CR INC F(NVG)055,390+55,39006900.47%+690
EXCHANGE LISTED FDS TR032,351+32,35106890.46%+689
VANECK ETF TRUST
BDC INCOME ETF
039,774+39,77406810.46%+681
ISHARES TR06,615+6,61506790.46%+679
GLOBAL X FDS
RATE PREFERRED
028,640+28,64006770.46%+677
FLAHERTY & CRUMRINE PFD INCO079,792+79,79206760.46%+676
ISHARES TR
MORTGE REL ETF
030,494+30,49406760.46%+676
AMERICAN CENTY ETF TR07,505+7,50506730.45%+673
GLOBAL X FDS
INT RT VOLTLTY
032,833+32,83306720.45%+672
INVESCO EXCH TRADED FD TR II
SR LN ETF
031,709+31,70906670.45%+667
AMAZON COM INC(AMZN)03,446+3,44606660.45%+666
CAMBRIA ETF TR025,094+25,09406630.45%+663
HERCULES CAPITAL INC(HCXY)90,320113,897+23,5771,6662,3291.57%+663
PACER FDS TR
GLOBL CASH ETF
019,575+19,57506600.45%+660
SPROTT PHYSICAL GOLD & SILVE(CEF)029,792+29,79206570.44%+657
INVESCO EXCHANGE TRADED FD T
GBL LISTED PVT
010,313+10,31306300.43%+630
KRANESHARES TRUST048,456+48,45606240.42%+624
SPDR INDEX SHS FDS
ST STR PO EX ETF
016,532+16,53205800.39%+580
ELI LILLY & CO(LLY)0636+63605760.39%+576
INVESCO EXCH TRADED FD TR II027,882+27,88205580.38%+558
ISHARES TR05,059+5,05905420.37%+542
META PLATFORMS INC(META)5331,582+1,0492597980.54%+539
INVESCO CURRENCYSHARES JAPAN(FXY)09,050+9,05005210.35%+521
SPDR INDEX SHS FDS
ST PORT MARK ETF
013,665+13,66505150.35%+515
NAPCO SEC TECHNOLOGIES INC(NSSC)09,319+9,31904840.33%+484
TCW ETF TRUST
TRANS SYSTE ETF
06,557+6,55704470.30%+447
PIMCO ETF TR
25YR+ ZERO U S
05,794+5,79404350.29%+435
ALPHABET INC(GOOG)1,6043,560+1,9562426480.44%+406
SPDR SER TR
ST BLOO HIGH ETF
04,245+4,24504000.27%+400
ISHARES GOLD TR(IAU)016,216+16,21603760.25%+376
CAVA GROUP INC(CAVA)04,025+4,02503730.25%+373
SPDR SER TR
ST STR TIPS ETF
13,68926,827+13,1383516820.46%+331
MICROSOFT CORP(MSFT)4,1784,670+4921,7582,0871.41%+329
ISHARES TR04,149+4,14903060.21%+306
ARISTA NETWORKS INC1,8862,344+4585478220.55%+275
TESLA INC(TSLA)01,367+1,36702710.18%+271
DECKERS OUTDOOR CORP(DECK)395657+2623726360.43%+264
ISHARES TR012,469+12,46907020.47%+702
NNN REIT INC(NNN)05,404+5,40402300.16%+230
UDR INC(UDR)05,506+5,50602270.15%+227
CAMDEN PPTY TR(CPT)02,067+2,06702250.15%+225
PROLOGIS INC.(PLD)02,003+2,00302250.15%+225
EQUITY RESIDENTIAL(EQR)03,202+3,20202220.15%+222
ESSENTIAL PPTYS RLTY TR INC07,974+7,97402210.15%+221
AGREE RLTY CORP03,520+3,52002180.15%+218
WP CAREY INC(WPC)03,938+3,93802170.15%+217
AVALONBAY CMNTYS INC01,037+1,03702150.14%+215
REALTY INCOME CORP(O)04,059+4,05902140.14%+214
AMERICOLD REALTY TRUST INC(COLD)08,389+8,38902140.14%+214
HEALTHPEAK PROPERTIES INC(DOC)010,776+10,77602110.14%+211
INVESCO QQQ TR6,3416,317-242,8163,0272.04%+211
ESSEX PPTY TR INC(ESS)0775+77502110.14%+211
VICI PPTYS INC(VICI)07,319+7,31902100.14%+210
SERVICENOW INC(NOW)757943+1865777420.50%+165
VANECK ETF TRUST
SEMICONDUCTR ETF
3,5943,656+628099530.64%+144
ISHARES TR3,8693,979+1102,0342,1771.47%+143
SPDR SER TR
ST STR P500ETF
40,56740,395-1722,4962,5851.75%+89
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,7974,853+568769560.65%+80
FIRST TR NASDAQ 100 TECH IND5,5265,734+2081,0541,1320.76%+78
VANGUARD INTL EQUITY INDEX F5,9797,001+1,0222503060.21%+57
SIRIUS XM HOLDINGS INC(SIRI)014,554+14,5540410.03%+41
GLOBAL X FDS
ARTIFICIAL ETF
35,64734,907-7401,2111,2440.84%+33
GRANITE PT MTG TR INC010,987+10,9870330.02%+33
INTUITIVE SURGICAL INC647632-152582810.19%+23
VANGUARD INDEX FDS817823+63934120.28%+19
VANGUARD INDEX FDS2,3672,36706156330.43%+18
TRACTOR SUPPLY CO(TSCO)1,2221,227+53203310.22%+11
SBA COMMUNICATIONS CORP NEW(SBAC)1,0441,193+1492262340.16%+8
FIRST TR EXCHANGE TRADED FD
CLOUD COMPUTING
5,0905,09004874860.33%-0
SPDR S&P 500 ETF TR(SPY)1,3721,309-637187120.48%-5
VANGUARD ADMIRAL FDS INC2,3992,39902432360.16%-8
SPDR SER TR
ST STR P400MID
4,5254,537+122412330.16%-9
AMERICAN TOWER CORP NEW(AMT)1,3681,325-432702580.17%-13
CADENCE DESIGN SYSTEM INC(CDNS)1,9761,953-236156010.41%-14
CROWN CASTLE INC(CCI)2,6602,643-172812580.17%-23
SPDR S&P MIDCAP 400 ETF TR(MDY)750730-204173910.26%-27
ISHARES TR6,2226,192-306886600.45%-27
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