Wealth Navi Inc. Portfolio Holdings by Sector
Wealth Navi Inc.
- $8.6 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VEA AGG VWO IAU GLD IVV IAGG TIP 8 stocks |
$4.97 Million
57.74% of portfolio
|
6
|
2
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$3.63 Million
42.26% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|