Navis Wealth Advisors, LLC has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $90.8 Million distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.7M, Vanguard Index Fds S&P 500 ETF with a value of $8.79M, Invesco Qqq Trust, Series 1 with a value of $6.14M, Zscaler, Inc. with a value of $3.79M, and Nvidia Corp with a value of $3.64M.
Examining the 13F form we can see an increase of $4.08M in the current position value, from $86.8M to 90.8M.
Navis Wealth Advisors, LLC is based out at Rye Brook, NY
Below you can find more details about Navis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
