Nav Point Financial, Inc. Portfolio Holdings by Sector

Nav Point Financial, Inc.

$126 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs GLDM VOO JPST CGGO CGCP VB VT IAU 24 stocks	$79.3 Million 74.12% of portfolio	10	13	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$8.68 Million 8.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$4.92 Million 4.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$4.16 Million 3.89% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT 1 stocks	$1.96 Million 1.83% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$1.5 Million 1.4% of portfolio	-	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical ROST 1 stocks	$1.16 Million 1.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$877,447 0.82% of portfolio	1	-	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$870,067 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical DRI MCD 2 stocks	$654,103 0.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$614,530 0.57% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$568,220 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive GIS 1 stocks	$519,407 0.49% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$383,322 0.36% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP 1 stocks	$291,151 0.27% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$274,128 0.26% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$250,614 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts

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