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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 $76,642,131
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 20,939 $9,952,321 12.98%
2.
Vanguard Index Fds
 16,649 $7,272,190 9.48%
3.
Invesco Qqq Tr
 16,413 $6,721,434 8.76%
4.
Kla Corp
 KLAC 9,000 $5,231,700 6.82%
5.
Zscaler Inc.
 ZS 13,680 $3,030,941 3.95%
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)