Navigoe, LLC Incresed Positions in Q3 2025

Navigoe, LLC

  • $157 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
31.8K
+ 12.68%
$42.42 - $45.96 $1.35M - $1.46M
282K $12.9M
DIHP
Dimensional ETF Tr Dimensional

ETFs
56.6K
+ 28.27%
$28.69 - $30.59 $1.62M - $1.73M
257K $7.8M
AVUV
American Centy ETF Tr Avantis

ETFs
14K
+ 29.93%
$90.37 - $102.12 $1.26M - $1.43M
60.6K $6.03M
DFSV
Dimensional ETF Tr Dimensional

ETFs
30K
+ 9.26%
$29.2 - $32.74 $876K - $982K
354K $11.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.73K
+ 18.83%
$620.67 - $670.08 $1.07M - $1.16M
10.9K $7.29M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 66.67%
$692600.0 - $759798.0 $1.39M - $1.52M
5 $3.77M
DFIV
Dimensional ETF Tr

ETFs
2.27K
+ 0.58%
$42.66 - $46.53 $97K - $106K
393K $18.1M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
12.8K
+ 4.08%
$41.91 - $44.87 $537K - $575K
327K $14.6M
AVIV
American Centy ETF Tr Avantis
9.84K
+ 16.18%
$61.83 - $67.44 $608K - $663K
70.6K $4.76M
DFSE
Dimensional ETF Tr Dimen Emrgn
20.4K
+ 58.73%
N/A
55.1K $2.27M
DFAE
Dimensional ETF Tr

ETFs
6.7K
+ 5.09%
$28.84 - $31.84 $193K - $213K
138K $4.36M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.5K
+ 12.25%
$41.8 - $43.15 $481K - $496K
105K $4.5M
AVDV
American Centy ETF Tr Avantis

ETFs
3.45K
+ 17.57%
$79.24 - $89.03 $274K - $308K
23.1K $2.06M
DISV
Dimensional ETF Tr Dimensional

ETFs
3.29K
+ 2.83%
$32.78 - $35.79 $108K - $118K
119K $4.26M
AVSF
American Centy ETF Tr Avantis

ETFs
6.69K
+ 18.34%
$46.71 - $47.3 $312K - $316K
43.1K $2.04M
AVEM
American Centy ETF Tr Avantis

ETFs
1.43K
+ 4.63%
$68.33 - $75.41 $97.8K - $108K
32.4K $2.43M
Dimensional ETF Trust
4.87K
+ 11.97%
N/A
45.5K $2.31M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
239
+ 75.87%
$459.11 - $506.91 $110K - $121K
554 $278K
NVDA
Nvidia Corp

Technology
257
+ 13.85%
$153.3 - $186.58 $39.4K - $48K
2.11K $394K
GOOGL
Alphabet Inc.

Communication Services
218
+ 70.1%
$174.36 - $254.72 $38K - $55.5K
529 $128K
AMZN
Amazon Com Inc

Consumer Cyclical
227
+ 61.02%
$211.65 - $238.24 $48K - $54.1K
599 $131K
AVGO
Broadcom Inc.

Technology
103
+ 515.0%
$264.74 - $369.57 $27.3K - $38.1K
123 $40K
QQQ
Invesco Qqq Trust, Series 1

ETFs
45
+ 300.0%
$546.99 - $602.2 $24.6K - $27.1K
60 $36K
MSFT
Microsoft Corp

Technology
42
+ 13.33%
$491.09 - $535.64 $20.6K - $22.5K
357 $184K
ABBV
Abb Vie Inc.

Healthcare
12
+ 2.4%
$184.85 - $231.54 $2.22K - $2.78K
512 $118K
V
Visa Inc.

Financial Services
80
+ 47.06%
$332.09 - $358.86 $26.6K - $28.7K
250 $85K
LLY
Eli Lilly & CO

Healthcare
33
+ 32.67%
$625.65 - $812.69 $20.6K - $26.8K
134 $102K
JPM
Jpmorgan Chase & CO

Financial Services
15
+ 2.11%
$282.78 - $316.06 $4.24K - $4.74K
726 $229K
DIS
Walt Disney CO

Communication Services
190
+ 89.2%
$112.25 - $124.0 $21.3K - $23.6K
403 $46K
Ge Vernova Inc
17
+ 20.24%
N/A
101 $62K
TMUS
T Mobile Us, Inc.

Communication Services
73
+ 2433.33%
$226.02 - $259.01 $16.5K - $18.9K
76 $18K
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 9.68%
$293.94 - $444.72 $2.65K - $4K
102 $45K
INTC
Intel Corp

Technology
326
+ 163.0%
$19.31 - $35.5 $6.3K - $11.6K
526 $17K
NOW
Service Now, Inc.

Technology
13
+ 433.33%
$850.86 - $1044.69 $11.1K - $13.6K
16 $14K
BA
Boeing CO

Industrials
36
+ 8.98%
$209.79 - $237.38 $7.55K - $8.55K
437 $94K
IGV
Ishares Expanded Tech Software

ETFs
76
+ 380.0%
$105.96 - $117.79 $8.05K - $8.95K
96 $11K
XOM
Exxon Mobil Corp

Energy
27
+ 2.51%
$105.83 - $117.22 $2.86K - $3.16K
1.1K $124K
AMGN
Amgen Inc

Healthcare
8
+ 0.4%
$271.18 - $309.22 $2.17K - $2.47K
2.03K $572K
GLD
Spdr Gold Trust

ETFs
20
+ 100.0%
$300.96 - $355.47 $6.02K - $7.11K
40 $14K
VIG
Vanguard Dividend Appreciation

ETFs
33
+ 47.83%
N/A
102 $22K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
112
+ 2.85%
$52.39 - $53.11 $5.87K - $5.95K
4.04K $214K
META
Meta Platforms, Inc.

Communication Services
18
+ 0.84%
$695.21 - $791.73 $12.5K - $14.3K
2.17K $1.59M
Linde PLC
10
+ 8.7%
N/A
125 $59K
D
Dominion Energy, Inc

Utilities
39
+ 7.09%
$56.32 - $62.1 $2.2K - $2.42K
589 $36K
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 6.67%
$357.4 - $423.42 $1.79K - $2.12K
80 $32K
CSCO
Cisco Systems, Inc.

Technology
41
+ 9.32%
$66.2 - $71.79 $2.71K - $2.94K
481 $32K
PG
Procter & Gamble CO

Consumer Defensive
16
+ 8.56%
$150.47 - $161.22 $2.41K - $2.58K
203 $31K
O
Realty Income Corp

Real Estate
25
+ 12.5%
$56.13 - $60.79 $1.4K - $1.52K
225 $13K
CB
Chubb LTD

Financial Services
7
+ 14.0%
$265.99 - $289.59 $1.86K - $2.03K
57 $16K
Activity Summary
Buys All Purchases 168 New Holdings 113 Increased Positions 55 Sells All Sells 15 Reductions 15 Sold out 0 Options Calls 0 Puts 0
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