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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 $263,735,106
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Symbotic Inc.
 SYM 615,291 $27,657,330 10.49%
2.
Invesco Qqq Tr
 22,344 $16,454,460 6.24%
3.
Spdr S & P 500 Etf Trust
 SPY 21,918 $16,367,861 6.21%
4.
Vanguard Index Fds - S&P 500 ETF SHS
 16,720 $11,483,360 4.35%
5.
Kla Corp
 KLAC 35,310 $10,653,380 4.04%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.