Nav Point Financial, Inc. Portfolio Holdings

Nav Point Financial, Inc.

  • $126 Billion
  • Q4 2024

Nav Point Financial, Inc. has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 48 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $14.7B, Investment Managers Ser Tr I with a value of $9.07B, Vanguard Index Fds S&P 500 ETF with a value of $8.87B, Apple Inc. with a value of $8.68B, and Jp Morgan ETF Tr Ultra Short I with a value of $8.08B.

Examining the 13F form we can see an increase of $2.34B in the current position value, from $124B to 126B.

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 $126 Billion
ETFs: $83.5 Billion
Technology: $10.8 Billion
Financial Services: $5.21 Billion
Consumer Defensive: $2.48 Billion
Consumer Cyclical: $2.38 Billion
Industrials: $1.12 Billion
Energy: $877 Million
Healthcare: $615 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 48
  • Current Value $126 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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