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Home > Institutional Investor > Navigation Wealth Management, Inc. > Profile

Instuitional Investor - Navigation Wealth Management, Inc.

Fund Profile
Filing Period:
Fund Name: Navigation Wealth Management, Inc.
Portfolio Value $88,780,634
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 130,368 $76,419,414 86.07%
2.
Spdr Ser Tr
 120,096 $11,464,965 12.91%
3.
Direxion Shares E T F Trust
 BGU 2,792 $471,185 0.53%
4.
Southwest Airlines Co
 LUV 7,292 $245,813 0.27%
5.
Modular Medical Inc.
 MODD 61,040 $83,625 0.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)