Navis Wealth Advisors, LLC
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationrye brook, NY
- CIK0001849055
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
105 | $101.85M | SPY, NDQ, VOO, PULS | 13F-HR | Apr 23, 2025 | 000195175725000428 | ||
102 | $91.55M | SPY, VOO, NDQ, NVDA | 13F-HR | Jan 21, 2025 | 000195175725000085 | ||
105 | $92.45M | SPY, VOO, NDQ, ZS | 13F-HR | Oct 24, 2024 | 000195175724001118 | ||
98 | $87.18M | SPY, VOO, NDQ, ZS | 13F-HR | Aug 2, 2024 | 000195175724000646 | ||
96 | $83.30M | SPY, VOO, NDQ, KLAC | 13F-HR | Apr 29, 2024 | 000195175724000408 | ||
89 | $76.64M | SPY, VOO, NDQ, KLAC | 13F-HR | Feb 5, 2024 | 000195175724000198 | ||
87 | $69.08M | SPY, VOO, NDQ, KLAC | 13F-HR | Oct 30, 2023 | 000195175723000650 | ||
86 | $109.07M | SYM, SPY, VOO, NDQ | 13F-HR | Jul 13, 2023 | 000195175723000330 | ||
87 | $91.16M | SYM, SPY, VOO, NDQ | 13F-HR | May 12, 2023 | 000195175723000299 | ||
80 | $70.39M | SPY, SYM, VOO, NDQ | 13F-HR | Jan 25, 2023 | 000195175723000057 | ||
80 | $64.77M | SPY, SYM, VOO, NDQ | 13F-HR | Oct 27, 2022 | 000184905522000004 | ||
97 | $93.36M | SPY, SYM, VOO, NDQ | 13F-HR | Aug 9, 2022 | 000184905522000003 | ||
104 | $112.78M | SPY, NEAR, NDQ, VOO | 13F-HR | May 13, 2022 | 000184905522000002 | ||
104 | $118.85M | SPY, NDQ, NEAR, VOO | 13F-HR | Feb 11, 2022 | 000184905522000001 | ||
125 | $143.23M | SPY, NVIDIA CORPORATION, NEAR, NDQ | 13F-HR | Nov 16, 2021 | 000184905521000007 | ||
104 | $119.05M | SPY, NEAR, GSY, NDQ | 13F-HR | Aug 16, 2021 | 000184905521000003 | ||
110 | $129.12M | SPY, GSY, NEAR, VOO | 13F-HR | May 18, 2021 | 000184905521000002 | ||
163 | $110.76M | SPY, GSY, NEAR, VOO | 13F-HR | Mar 4, 2021 | 000184905521000001 |