Navis Wealth Advisors, LLC Purchases and Sells in Q1 2024

Navis Wealth Advisors, LLC

$82.9 Million
Q1 2024

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	12.4K + 169.32%	$54.75 - $57.86 $679K - $718K	19.7K $1.14M
PULS	4.63K + 8.59%	$49.39 - $49.7 $228K - $230K	58.5K $2.91M
KIE	116 + 0.38%	$45.35 - $52.07 $5.26K - $6.04K	30.8K $1.61M
LLY	1 + 0.09%	$592.2 - $792.28 $592 - $792	1.07K $834K
AMZN	261 + 6.68%	$144.57 - $180.38 $37.7K - $47.1K	4.17K $751K
IVW	16 + 0.09%	$72.87 - $85.14 $1.17K - $1.36K	16.9K $1.42M

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	4.82K New	$84.87 - $93.71 $409K - $451K	4.82K $451K
JEPQ	6.57K New	$49.02 - $54.29 $322K - $357K	6.57K $356K
XBI	2.68K New	$87.05 - $102.89 $233K - $276K	2.68K $254K
QCOM	1.31K New	$136.17 - $175.72 $179K - $230K	1.31K $221K
DES	6.6K New	$30.25 - $32.68 $200K - $216K	6.6K $215K
BHM	12.5K New	$13.37 - $17.0 $168K - $213K	12.5K $212K

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KLAC	-2.47K - 27.42%	$544.31 - $723.26 $1.34M - $1.79M	6.53K $4.56M
REGN	-520 - 46.43%	$902.69 - $993.35 $469K - $517K	600 $577K
ACES	-2.37K - 8.84%	$27.54 - $35.49 $65.3K - $84.2K	24.5K $726K
MSFT	-536 - 35.54%	$367.75 - $429.37 $197K - $230K	972 $408K
BA	-7 - 0.39%	$179.84 - $251.76 $1.26K - $1.76K	1.8K $347K
ARKK	-1.7K - 11.38%	$45.2 - $51.64 $77K - $88K	13.3K $664K

Activity Summary All Purchases 49 New Holdings 9 Increased Positions 40 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 0

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