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Home > Institutional Investor > Navis Wealth Advisors, Llc > Profile

Instuitional Investor - Navis Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Navis Wealth Advisors, Llc
Portfolio Value $118,720,631
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 22,012 $13,600,194 11.46%
2.
Invesco Qqq Tr
 22,029 $12,152,316 10.24%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 16,650 $9,457,883 7.97%
4.
Zscaler Inc.
 ZS 22,191 $6,966,643 5.87%
5.
Pgim Etf Tr - PGIM ULTRA SH BD
 101,080 $5,029,742 4.24%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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