Navis Wealth Advisors, LLC New Holdings in Q3 2024

Navis Wealth Advisors, LLC

  • $90.8 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.89K
New
$92.63 - $105.69 $268K - $305K
2.89K $300K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
595
New
$405.19 - $478.57 $241K - $285K
595 $273K
KKR
Kkr & Co. Inc.

Financial Services
1.91K
New
$104.51 - $133.23 $200K - $255K
1.91K $249K
FVD
First Tr Value Line Divid Inde

ETFs
4.65K
New
$40.45 - $45.49 $188K - $212K
4.65K $211K
XLI
Industrial Sector Spdr

ETFs
1.5K
New
$120.56 - $135.44 $181K - $203K
1.5K $203K
AXP
American Express CO

Financial Services
745
New
$225.92 - $271.17 $168K - $202K
745 $202K
NREF
Nex Point Real Estate Finance, Inc.

Real Estate
10.7K
New
$13.23 - $16.63 $141K - $177K
10.7K $166K
NMFC
New Mountain Finance Corp

Financial Services
13K
New
$11.84 - $12.5 $154K - $163K
13K $155K
Innovator Etfs Trust
10.3K
New
N/A
10.3K $0
XUSP
Innovator Etfs Tr Uncapped Acc
10.1K
New
N/A
10.1K $0
Activity Summary
Buys All Purchases 58 New Holdings 10 Increased Positions 48 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 1 Puts 0
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