Navis Wealth Advisors, LLC Purchases and Sells in Q1 2025

Navis Wealth Advisors, LLC

$99.6 Million
Q1 2025

Top Buys

Incresed Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	9.48K + 75.53%	$468.34 - $539.52 $4.44M - $5.12M	22K $10.3M
PULS	76.2K + 174.44%	$49.56 - $49.78 $3.78M - $3.79M	120K $5.96M
AXP	2.79K + 368.69%	$255.39 - $325.87 $713K - $910K	3.55K $954K
JPM	2.26K + 94.16%	$225.19 - $279.95 $508K - $632K	4.65K $1.14M
JEPQ	10.9K + 196.36%	$51.45 - $58.51 $563K - $640K	16.5K $854K
ZS	12 + 0.05%	$181.66 - $216.87 $2.18K - $2.6K	22.2K $4.4M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	1.44K New	$576.36 - $736.67 $828K - $1.06M	1.44K $827K
TLT	5.35K New	$85.29 - $92.57 $456K - $495K	5.35K $486K
POCT	11K New	$38.53 - $40.49 $426K - $447K	11K $429K
AFL	3K New	$100.99 - $111.19 $303K - $334K	3K $333K
MU	3.21K New	$86.89 - $109.38 $279K - $351K	3.21K $278K
VTV	1.5K New	$167.73 - $179.21 $252K - $269K	1.5K $259K

Top Sells

Reduced Positions

18 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	-8.06K - 36.38%	$56.17 - $59.71 $453K - $481K	14.1K $804K
TSLA	-180 - 8.23%	$222.15 - $428.22 $40K - $77.1K	2.01K $520K
IWF	-411 - 17.05%	$360.07 - $417.26 $148K - $171K	2K $722K
VIG	-1.28K - 15.1%	N/A	7.21K $1.31M
AVGO	-67 - 2.93%	$167.43 - $244.7 $11.2K - $16.4K	2.22K $371K
GOOG	-2 - 0.04%	$156.06 - $207.71 $312 - $415	4.6K $718K

Activity Summary All Purchases 56 New Holdings 8 Increased Positions 48 All Sells 18 Reductions 18 Sold out 0 Calls 0 Puts 0

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