Nav Point Financial, Inc. Portfolio Holdings

Nav Point Financial, Inc.

  • $124 Billion
  • Q3 2024

Nav Point Financial, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $124 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $15.6B, Investment Managers Ser Tr I with a value of $9.03B, Jp Morgan ETF Tr Ultra Short I with a value of $8.85B, Vanguard Index Fds S&P 500 ETF with a value of $8.68B, and Apple Inc. with a value of $7.98B.

Examining the 13F form we can see an increase of $8.91B in the current position value, from $115B to 124B.

Nav Point Financial, Inc. is based out at Prior Lake, MN

Below you can find more details about Nav Point Financial, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $124 Billion
ETFs: $85.2 Billion
Technology: $10.1 Billion
Financial Services: $5.23 Billion
Consumer Cyclical: $2.22 Billion
Consumer Defensive: $2.22 Billion
Industrials: $1.16 Billion
Energy: $952 Million
Healthcare: $710 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $124 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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