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Home > Institutional Investor > Navis Wealth Advisors, Llc > Profile

Instuitional Investor - Navis Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Navis Wealth Advisors, Llc
Portfolio Value $101,852,985
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 22,005 $12,309,440 12.09%
2.
Invesco Qqq Tr
 22,036 $10,333,122 10.15%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 16,650 $8,556,768 8.4%
4.
Pgim Etf Tr - PGIM ULTRA SH BD
 119,854 $5,960,346 5.85%
5.
Zscaler Inc.
 ZS 22,191 $4,403,138 4.32%
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)