Navis Wealth Advisors, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $86.8 Million distributed in 98 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.4M, Vanguard Index Fds S&P 500 ETF with a value of $8.33M, Invesco Qqq Trust, Series 1 with a value of $6.15M, Zscaler, Inc. with a value of $4.26M, and Kla Corp with a value of $4.17M.
Examining the 13F form we can see an increase of $3.87M in the current position value, from $82.9M to 86.8M.
Navis Wealth Advisors, LLC is based out at Rye Brook, NY
Below you can find more details about Navis Wealth Advisors, LLC portfolio as well as his latest detailed transactions.