Navis Wealth Advisors, LLC Options Holdings

Navis Wealth Advisors, LLC

  • $129 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Disney Walt CO
CALL
$0
4K
Q3 2025
New holding
Shopify Inc
CALL
$0
1.5K
Q3 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 123
  • Current Value $129 Million
  • Prior Value $116 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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