Navalign, LLC Incresed Positions in Q2 2025

Navalign, LLC

  • $358 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.3K
+ 4.07%
$44.68 - $45.96 $1.58M - $1.62M
903K $41.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.4K
+ 2.3%
$90.56 - $109.49 $399K - $482K
196K $21.4M
GUNR
Flexshares Tr Morningstar Glob

ETFs
12.6K
+ 3.56%
$33.77 - $41.16 $424K - $517K
366K $14.7M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
21.9K
+ 30.05%
$27.3 - $31.8 $598K - $697K
94.9K $3.02M
AVUV
American Centy ETF Tr Avantis

ETFs
3.68K
+ 4.8%
$75.17 - $91.21 $277K - $336K
80.4K $7.32M
NKE
Nike, Inc.

Consumer Cyclical
6.28K
+ 53.86%
$53.27 - $72.04 $334K - $452K
17.9K $1.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.11K
+ 2.88%
$152.93 - $181.74 $170K - $202K
39.7K $7.21M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.75K
+ 43.04%
$48.13 - $49.85 $421K - $436K
29.1K $1.43M
TSLA
Tesla, Inc.

Consumer Cyclical
178
+ 15.82%
$221.86 - $362.89 $39.5K - $64.6K
1.3K $413K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
119
+ 13.28%
$456.74 - $568.03 $54.4K - $67.6K
1.02K $576K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
14
+ 0.14%
$37.93 - $47.69 $531 - $668
9.84K $469K
SYK
Stryker Corp

Healthcare
7
+ 1.19%
$337.37 - $395.63 $2.36K - $2.77K
597 $236K
VNQ
Vanguard Specialized Funds Van

ETFs
2.06K
+ 1.76%
$79.79 - $91.42 $165K - $189K
120K $10.6M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
12
+ 0.2%
$50.29 - $50.56 $603 - $607
6.11K $308K
FE
Firstenergy Corp

Utilities
28
+ 0.13%
$38.31 - $43.17 $1.07K - $1.21K
21.5K $867K
VZ
Verizon Communications Inc

Communication Services
6
+ 0.08%
$41.67 - $45.62 $250 - $274
7.63K $330K
PSX
Phillips 66

Energy
108
+ 1.46%
$92.87 - $125.73 $10K - $13.6K
7.52K $897K
PEP
Pepsico Inc

Consumer Defensive
29
+ 1.92%
$128.02 - $151.37 $3.71K - $4.39K
1.54K $203K
SWK
Stanley Black & Decker, Inc.

Industrials
560
+ 7.9%
$55.86 - $76.98 $31.3K - $43.1K
7.65K $518K
FDX
Fedex Corp

Industrials
50
+ 1.72%
$198.07 - $245.17 $9.9K - $12.3K
2.95K $671K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11K
+ 4.31%
$24.32 - $27.87 $268K - $307K
267K $7.07M
COP
Conocophillips

Energy
108
+ 1.1%
$82.66 - $106.1 $8.93K - $11.5K
9.92K $890K
MRK
Merck & Co., Inc.

Healthcare
77
+ 0.55%
$73.47 - $87.12 $5.66K - $6.71K
14.2K $1.12M
TMO
Thermo Fisher Scientific Inc.

Healthcare
21
+ 0.98%
$390.26 - $489.06 $8.2K - $10.3K
2.16K $877K
UNH
Unitedhealth Group Inc

Healthcare
78
+ 7.22%
$274.35 - $599.47 $21.4K - $46.8K
1.16K $361K
Activity Summary
Buys All Purchases 30 New Holdings 4 Increased Positions 26 Sells All Sells 76 Reductions 76 Sold out 0 Options Calls 0 Puts 0
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