Nav Point Financial, Inc. Purchases and Sells in Q1 2025

Nav Point Financial, Inc.

$142 Billion
Q1 2025

Top Buys

Incresed Positions

28 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPIE	57.4K + 36.4%	$45.46 - $46.18 $2.61M - $2.65M	215K $9.91B
CGCP	78K + 25.24%	$21.94 - $22.64 $1.71M - $1.77M	387K $8.69B
JPST	33.2K + 20.68%	$50.39 - $50.66 $1.67M - $1.68M	194K $9.8B
HARRIS OAKMARK ETF TRUST	51.5K + 311.4%	N/A	68K $1.66B
MINT	12.6K + 76.73%	$100.32 - $100.76 $1.26M - $1.27M	29K $2.92B
JMST	9.52K + 29.53%	$50.72 - $50.92 $483K - $485K	41.7K $2.12B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RBB FUND TRUST	13.6K New	N/A	13.6K $512M
CAPITAL GROUP NEW GEOGRAPHY	20.3K New	N/A	20.3K $511M
CAPITAL GROUP EQUITY ETF TR	17.3K New	N/A	17.3K $412M
CGDV	7.53K New	$34.95 - $37.36 $263K - $281K	7.53K $268M
CAPITAL GROUP DIVIDEND GROWE	8.19K New	N/A	8.19K $253M
KO	3.44K New	$60.81 - $72.32 $209K - $249K	3.44K $247M

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	-113 - 0.69%	$507.05 - $563.67 $57.3K - $63.7K	16.3K $8.4B
MMM	-750 - 11.13%	$129.7 - $155.12 $97.3K - $116K	5.99K $880M
TDVG	-30 - 0.14%	$39.23 - $42.13 $1.18K - $1.26K	21.2K $858M
SPEM	-41 - 0.11%	$37.07 - $40.63 $1.52K - $1.67K	35.8K $1.41B
VWO	-846 - 1.37%	$42.5 - $46.71 $36K - $39.5K	60.8K $2.75B
GLDM	-5.07K - 1.79%	$52.19 - $61.89 $264K - $313K	278K $17.2B

Activity Summary All Purchases 37 New Holdings 9 Increased Positions 28 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Nav Point Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Nav Point Financial, Inc. with notifications on news.