Navis Wealth Advisors, LLC Sells in Q2 2025

Navis Wealth Advisors, LLC

  • $116 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PULS
Pgim ETF Tr

ETFs
-18.8K
- 15.66%
$49.39 - $49.76 $927K - $934K
101K $5.03M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-9.08K
- 55.03%
$45.88 - $54.4 $417K - $494K
7.42K $403K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-4.85K
- 23.69%
$43.28 - $50.37 $210K - $244K
15.6K $782K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-6.61K
- 47.96%
$28.02 - $32.37 $185K - $214K
7.18K $227K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-998
- 15.27%
$121.58 - $136.74 $121K - $136K
5.54K $751K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.38K
- 9.76%
$51.14 - $57.0 $70.3K - $78.4K
12.7K $722K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-350
- 1.8%
$90.85 - $102.31 $31.8K - $35.8K
19K $1.92M
GOOGL
Alphabet Inc.

Communication Services
-637
- 22.98%
$144.7 - $178.6 $92.2K - $114K
2.14K $376K
JNJ
Johnson & Johnson

Healthcare
-126
- 8.72%
$146.36 - $159.82 $18.4K - $20.1K
1.32K $201K
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-3.41K
- 16.06%
$2.06 - $3.0 $7.03K - $10.2K
17.8K $43K
VTV
Vanguard Value ETF

ETFs
-70
- 4.67%
$153.67 - $176.74 $10.8K - $12.4K
1.43K $252K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.85K
- 16.01%
$22.27 - $29.21 $41.2K - $54K
9.7K $283K
Advisor Managed Portfolios
-1K
- 9.42%
N/A
9.61K $0
XUSP
Innovator Etfs Tr Uncapped Acc
-1.98K
- 19.3%
N/A
8.3K $0
Innovator Etfs Trust
-1.38K
- 8.48%
N/A
14.9K $0
AZAO
Aim ETF Prods Trallianzim U S

ETFs
-700
- 7.51%
N/A
8.62K $0
Ashford Hospitality Tr Inc
-13K
- 47.5%
N/A
14.3K $0
GLD
Spdr Gold Trust

ETFs
-77
- 4.21%
$273.71 - $316.29 $21.1K - $24.4K
1.75K $534K
KKR
Kkr & Co. Inc.

Financial Services
-93
- 4.83%
$92.79 - $134.29 $8.63K - $12.5K
1.83K $243K
MS
Morgan Stanley

Financial Services
-16
- 0.54%
$99.83 - $140.86 $1.6K - $2.25K
2.94K $414K
TSLA
Tesla, Inc.

Consumer Cyclical
-149
- 7.42%
$221.86 - $362.89 $33.1K - $54.1K
1.86K $590K
CSM
Proshares Large Cap Core Plus

ETFs
-44
- 0.36%
$56.33 - $70.47 $2.48K - $3.1K
12.3K $869K
UBER
Uber Technologies, Inc

Technology
-522
- 5.87%
$64.62 - $93.3 $33.7K - $48.7K
8.37K $780K
AXP
American Express CO

Financial Services
-40
- 1.13%
$231.39 - $318.98 $9.26K - $12.8K
3.51K $1.12M
JPM
Jpmorgan Chase & CO

Financial Services
-46
- 0.99%
$210.28 - $289.91 $9.67K - $13.3K
4.61K $1.34M
AVGO
Broadcom Inc.

Technology
-67
- 3.02%
$146.29 - $275.65 $9.8K - $18.5K
2.15K $592K
KLAC
Kla Corp

Technology
-40
- 0.87%
$576.53 - $902.94 $23.1K - $36.1K
4.58K $4.1M
NVDA
Nvidia Corp

Technology
-680
- 2.21%
$94.31 - $157.99 $64.1K - $107K
30K $4.75M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-7
- 0.03%
$416.06 - $551.64 $2.91K - $3.86K
22K $12.2M
Activity Summary
Buys All Purchases 54 New Holdings 12 Increased Positions 42 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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