Navis Wealth Advisors, LLC Purchases and Sells in Q2 2025

Navis Wealth Advisors, LLC

$116 Million
Q2 2025

Top Buys

Incresed Positions

42 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	7 + 0.03%	$496.48 - $617.85 $3.48K - $4.32K	22K $13.6M
IVV	1.85K + 207.06%	$498.8 - $620.9 $921K - $1.15M	2.74K $1.7M
EFA	7.74K + 276.2%	$72.96 - $90.39 $565K - $700K	10.5K $942K
IVW	2.74K + 16.05%	$82.96 - $110.1 $227K - $301K	19.8K $2.18M
IWO	1.5K + 59.17%	$224.16 - $285.86 $336K - $429K	4.04K $1.15M
META	210 + 14.62%	$484.66 - $738.09 $102K - $155K	1.65K $1.21M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQM	4.72K New	$171.4 - $227.1 $809K - $1.07M	4.72K $1.07M
URA	12.5K New	$20.26 - $38.81 $253K - $485K	12.5K $485K
PLTR	2.25K New	$74.01 - $144.25 $167K - $325K	2.25K $306K
BABA	2.6K New	$99.37 - $134.05 $258K - $349K	2.6K $294K
WFC	3.23K New	$60.98 - $80.12 $197K - $258K	3.23K $258K
IWN	1.5K New	$131.84 - $157.76 $198K - $237K	1.5K $236K

Top Sells

Reduced Positions

30 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PULS	-18.8K - 15.66%	$49.39 - $49.76 $927K - $934K	101K $5.03M
JEPQ	-9.08K - 55.03%	$45.88 - $54.4 $417K - $494K	7.42K $403K
DON	-4.85K - 23.69%	$43.28 - $50.37 $210K - $244K	15.6K $782K
DES	-6.61K - 47.96%	$28.02 - $32.37 $185K - $214K	7.18K $227K
SDY	-998 - 15.27%	$121.58 - $136.74 $121K - $136K	5.54K $751K
JEPI	-1.38K - 9.76%	$51.14 - $57.0 $70.3K - $78.4K	12.7K $722K

Activity Summary All Purchases 54 New Holdings 12 Increased Positions 42 All Sells 30 Reductions 30 Sold out 0 Calls 0 Puts 0

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