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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 $65,459,858
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 301,544 $60,158,028 91.9%
2.
Spdr S & P 500 Etf Trust
 SPY 2,626 $1,465,551 2.24%
3.
Spdr Ser Tr
 14,245 $1,356,409 2.07%
4.
Zacks Trust
 29,762 $896,729 1.37%
5.
Zacks Trust
 10,781 $326,440 0.5%
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)