Navigation Wealth Management, Inc. Portfolio Holdings

Navigation Wealth Management, Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $89.4 Million distributed in 7 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 $76.4M, Spdr Bloomberg High Yield Bond with a value of $11.5M, Direxion Daily S&P 500 Bull 3 X with a value of $471K, Southwest Airlines CO with a value of $245K, and Modular Medical, Inc. with a value of $83K.

Examining the 13F form we can see an decrease of $3.26M in the current position value, from $92.7M to 89.4M.

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.