Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $91,548,288
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 20,436 $11,977,276 13.08%
2.
Vanguard Index Fds
 16,650 $8,971,181 9.79%
3.
Invesco Qqq Tr
 12,554 $6,417,982 7.01%
4.
Nvidia Corp
 NVDA 30,167 $4,051,126 4.42%
5.
Zscaler Inc.
 ZS 22,179 $4,001,313 4.37%
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%
Subscribe Now

Returns since its inception in May 2014 (through November 14th, 2024)