Navis Wealth Advisors, LLC Purchases and Sells in Q4 2024

Navis Wealth Advisors, LLC

$89.6 Million
Q4 2024

Top Buys

Incresed Positions

46 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	405 + 22.71%	$213.65 - $479.86 $86.5K - $194K	2.19K $883K
NVDA	202 + 0.67%	$117.0 - $148.88 $23.6K - $30.1K	30.2K $4.05M
VIG	1.23K + 16.98%	N/A	8.49K $1.55M
IWF	411 + 20.55%	$370.24 - $418.94 $152K - $172K	2.41K $968K
VOO	1 + 0.01%	$521.84 - $558.82 $522 - $559	16.7K $8.97M
XBI	2.1K + 87.5%	$89.81 - $104.0 $189K - $218K	4.5K $405K

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFA	4.51K New	$75.1 - $82.99 $339K - $375K	4.51K $341K
PSEC	61.1K New	$4.16 - $5.34 $254K - $326K	61.1K $263K
EXPE	1.14K New	$146.47 - $191.01 $167K - $217K	1.14K $212K
TPR	3.2K New	$43.54 - $66.18 $139K - $212K	3.2K $209K
IJR	1.79K New	$113.92 - $127.38 $204K - $228K	1.79K $205K
BHM	11.2K New	$13.23 - $16.48 $148K - $184K	11.2K $148K

Top Sells

Reduced Positions

20 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PULS	-14.9K - 25.43%	$49.51 - $49.79 $737K - $742K	43.7K $2.16M
REZ	-3.55K - 43.89%	$79.04 - $89.77 $281K - $319K	4.54K $367K
MSOS	-28.5K - 65.83%	$3.53 - $7.8 $101K - $223K	14.8K $56K
BHR	-50.8K - 76.96%	$2.76 - $3.76 $140K - $191K	15.2K $45K
UBER	-41 - 0.42%	$59.93 - $86.34 $2.46K - $3.54K	9.62K $580K
PLD	-266 - 8.97%	$101.4 - $126.96 $27K - $33.8K	2.7K $285K

Activity Summary All Purchases 54 New Holdings 8 Increased Positions 46 All Sells 20 Reductions 20 Sold out 0 Calls 0 Puts 0

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