Navigation Wealth Management, Inc. Portfolio Holdings

Navigation Wealth Management, Inc. has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $65.3 Million distributed in 11 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 2000 ETF with a value of $60.4M, Spdr S&P 500 ETF Trust with a value of $1.47M, Spdr Bloomberg High Yield Bond with a value of $1.36M, Zacks Tr Earnings Constant Por with a value of $886K, and Direxion Daily S&P 500 Bull 3 X with a value of $306K.

Examining the 13F form we can see an decrease of $24.1M in the current position value, from $89.4M to 65.3M.

Navigation Wealth Management, Inc. is based out at Fort Collins, CO

Below you can find more details about Navigation Wealth Management, Inc. portfolio as well as his latest detailed transactions.