Navalign, LLC Purchases in Q3 2025

Navalign, LLC

  • $374 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.13K
+ 1.09%
$108.46 - $120.63 $231K - $257K
198K $23.5M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
36.2K
+ 4.0%
$45.26 - $46.63 $1.64M - $1.69M
939K $43.4M
GUNR
Flexshares Tr Morningstar Glob

ETFs
2.6K
+ 0.71%
$40.15 - $43.86 $104K - $114K
368K $16.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.37K
+ 1.0%
$52.12 - $55.33 $176K - $187K
341K $18.9M
CMF
Ishares California Muni Bond E

ETFs
10.9K
+ 6.22%
$55.16 - $57.13 $600K - $621K
186K $10.6M
ADBE
Adobe Inc.

Technology
2.4K
New
$333.65 - $392.1 $800K - $940K
2.4K $845K
AVUV
American Centy ETF Tr Avantis

ETFs
701
+ 0.87%
$90.37 - $102.12 $63.3K - $71.6K
81.1K $8.07M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.9K
+ 15.7%
$31.79 - $33.42 $474K - $498K
110K $3.67M
VNQ
Vanguard Specialized Funds Van

ETFs
3.95K
+ 3.31%
$88.47 - $93.24 $350K - $368K
123K $11.3M
RSSS
Research Solutions, Inc.

Technology
144K
New
$2.56 - $3.96 $368K - $569K
144K $534K
NBIX
Neurocrine Biosciences Inc

Healthcare
3.61K
New
$123.98 - $146.67 $447K - $529K
3.61K $506K
GOOG
Alphabet Inc.

Communication Services
28
+ 0.39%
$175.16 - $255.24 $4.9K - $7.15K
7.14K $1.74M
RSP
Invesco S&P 500 Equal Weight E

ETFs
547
+ 1.38%
$181.56 - $190.33 $99.3K - $104K
40.2K $7.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.87K
+ 2.2%
$26.38 - $27.95 $155K - $164K
273K $7.44M
PM
Philip Morris International Inc.

Consumer Defensive
1.67K
New
$157.77 - $183.27 $263K - $305K
1.67K $270K
SLP
Simulations Plus, Inc.

Healthcare
19.7K
+ 128.71%
$12.46 - $18.36 $245K - $362K
35K $527K
JPM
Jpmorgan Chase & CO

Financial Services
42
+ 0.46%
$282.78 - $316.06 $11.9K - $13.3K
9.13K $2.88M
PLTR
Palantir Technologies Inc.

Technology
1.34K
New
$130.68 - $186.97 $175K - $250K
1.34K $243K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
2.68K
+ 0.49%
$24.73 - $25.29 $66.4K - $67.9K
549K $13.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
896
+ 2.45%
$49.43 - $54.52 $44.3K - $48.8K
37.5K $2.03M
MSFT
Microsoft Corp

Technology
128
+ 1.91%
$491.09 - $535.64 $62.9K - $68.6K
6.85K $3.55M
AZN
Astrazeneca PLC

Healthcare
2.63K
New
$68.72 - $82.11 $180K - $216K
2.63K $201K
TMO
Thermo Fisher Scientific Inc.

Healthcare
54
+ 2.5%
$404.94 - $499.99 $21.9K - $27K
2.22K $1.08M
ORCL
Oracle Corp

Technology
1
+ 0.03%
$218.96 - $328.33 $219 - $328
2.87K $807K
ICLN
Ishares

ETFs
11.3K
New
$13.22 - $15.48 $149K - $174K
11.3K $174K
PSX
Phillips 66

Energy
307
+ 4.08%
$118.37 - $139.46 $36.3K - $42.8K
7.83K $1.06M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.95K
+ 8.05%
$78.11 - $79.07 $152K - $154K
26.2K $2.06M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.37K
+ 8.14%
$48.5 - $50.19 $115K - $119K
31.5K $1.58M
WMT
Walmart Inc.

Consumer Defensive
155
+ 0.64%
$94.4 - $104.27 $14.6K - $16.2K
24.5K $2.53M
FE
Firstenergy Corp

Utilities
553
+ 2.57%
$39.76 - $45.82 $22K - $25.3K
22.1K $1.01M
DAL
Delta Air Lines, Inc.

Industrials
5
+ 0.03%
$49.0 - $61.97 $245 - $310
17.8K $1.01M
BAC
Bank Of America Corp

Financial Services
168
+ 0.6%
$44.92 - $52.42 $7.55K - $8.81K
28.4K $1.46M
MRK
Merck & Co., Inc.

Healthcare
408
+ 2.87%
$77.6 - $87.37 $31.7K - $35.6K
14.6K $1.23M
BXP
Boston Properties Inc

Real Estate
269
+ 2.27%
$62.11 - $78.93 $16.7K - $21.2K
12.1K $902K
AEP
American Electric Power CO Inc

Utilities
42
+ 0.41%
$103.26 - $115.0 $4.34K - $4.83K
10.3K $1.16M
CSX
Csx Corp

Industrials
336
+ 1.19%
$32.05 - $36.52 $10.8K - $12.3K
28.7K $1.02M
SWK
Stanley Black & Decker, Inc.

Industrials
435
+ 5.68%
$66.98 - $79.52 $29.1K - $34.6K
8.09K $601K
LOW
Lowes Companies Inc

Consumer Cyclical
173
+ 15.06%
$215.01 - $273.02 $37.2K - $47.2K
1.32K $332K
D
Dominion Energy, Inc

Utilities
160
+ 1.19%
$56.32 - $62.1 $9.01K - $9.94K
13.6K $830K
UNP
Union Pacific Corp

Industrials
101
+ 1.76%
$214.91 - $237.16 $21.7K - $24K
5.84K $1.38M
NEE
Nextera Energy Inc

Utilities
296
+ 6.19%
$69.77 - $77.54 $20.7K - $23K
5.08K $383K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
5
+ 0.49%
$567.77 - $614.76 $2.84K - $3.07K
1.02K $624K
FDX
Fedex Corp

Industrials
49
+ 1.66%
$217.1 - $243.2 $10.6K - $11.9K
3K $707K
PSEC
Prospect Capital Corp

Financial Services
10.1K
New
$2.59 - $3.47 $26.1K - $34.9K
10.1K $27K
MET
Metlife Inc

Financial Services
27
+ 0.24%
$73.82 - $82.37 $1.99K - $2.22K
11.3K $928K
ROK
Rockwell Automation, Inc

Industrials
5
+ 0.41%
$328.67 - $358.52 $1.64K - $1.79K
1.23K $428K
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 1.33%
$546.99 - $602.2 $2.73K - $3.01K
380 $228K
VZ
Verizon Communications Inc

Communication Services
7
+ 0.09%
$40.84 - $45.06 $286 - $315
7.64K $335K
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
12
+ 0.2%
$50.37 - $50.7 $604 - $608
6.12K $310K
Activity Summary
Buys All Purchases 66 New Holdings 8 Increased Positions 58 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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