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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 $84,461,781
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 174,478 $82,931,138 98.18%
2.
Southwest Airlines Co
 LUV 38,771 $1,119,707 1.32%
3.
Direxion Shares E T F Trust
 BGU 3,899 $405,456 0.48%
4.
Comstock Inc.
 LODE 10,000 $5,480 0%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)