Fund HoldingsNavis Wealth Advisors, LLC

Total Portfolio Value
$87.18M
Total Bought
$87.18M
Total Sold
$83.30M
Net Transaction
+$3.88M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
nan(SPY)020,925+20,925011,38813.06%+11,388
nan016,649+16,64908,3279.55%+8,327
nan012,841+12,84106,1527.06%+6,152
nan(ZS)022,179+22,17904,2634.89%+4,263
nan(KLAC)05,060+5,06004,1724.79%+4,172
nan(NVDA)027,780+27,78003,4323.94%+3,432
nan
PGIM ULTRA SH BD
053,831+53,83102,6753.07%+2,675
nan
ST STR STAPL ETF
022,171+22,17101,6981.95%+1,698
nan
S&P 500 DV ARIST
017,561+17,56101,6881.94%+1,688
nan016,985+16,98501,5721.80%+1,572
nan
ST STR SP INS
030,938+30,93801,5421.77%+1,542
nan(FDX)05,047+5,04701,5131.74%+1,513
nan07,237+7,23701,3211.52%+1,321
nan
EQUITY PREMIUM
019,513+19,51301,1061.27%+1,106
nan07,898+7,89801,1061.27%+1,106
nan011,183+11,18301,0581.21%+1,058
nan(LLY)01,073+1,07309711.11%+971
nan(AMZN)04,672+4,67209031.04%+903
nan(GS)01,984+1,98408971.03%+897
nan(GOOG)04,510+4,51008270.95%+827
nan
ST STR CARE ETF
05,420+5,42007900.91%+790
nan(REGN)0750+75007880.90%+788
nan02,000+2,00007290.84%+729
nan(UBER)09,892+9,89207190.82%+719
nan
UTILITIES ETF
04,751+4,75107030.81%+703
nan(WT)015,023+15,02307030.81%+703
nan
ST STR SP DIV
05,493+5,49306990.80%+699
nan02,535+2,53506660.76%+666
nan
BIOTECH ETF
03,947+3,94706650.76%+665
nan
ST STR R2K LOWV
05,878+5,87806470.74%+647
nan
CLEAN ENERGY
022,409+22,40906310.72%+631
nan
HEALTH CAR ETF
02,362+2,36206280.72%+628
nan08,044+8,04406190.71%+619
nan
ST STR FINL ETF
014,479+14,47905950.68%+595
nan01,084+1,08405930.68%+593
nan(MSFT)01,298+1,29805800.67%+580
nan04,187+4,18705750.66%+575
nan(ARCC)026,462+26,46205510.63%+551
nan
INNOVATION ETF
012,488+12,48805490.63%+549
nan
LARGE CAP CRE
08,396+8,39605210.60%+521
nan(IBM)02,994+2,99405180.59%+518
nan(JPM)02,492+2,49205040.58%+504
nan05,515+5,51504950.57%+495
nan(AAPL)02,152+2,15204530.52%+453
nan
FALN ANGLS USD
016,751+16,75104390.50%+439
nan
ST STR MATER ETF
04,850+4,85004280.49%+428
nan03,484+3,48404210.48%+421
nan(GOOG)02,305+2,30504200.48%+420
nan(HD)01,110+1,11003820.44%+382
nan(GLD)01,764+1,76403790.44%+379
nan(PFH)03,171+3,17103720.43%+372
nan(COMP)0102,664+102,66403700.42%+370
nan
ST STR SP HOME
03,633+3,63303670.42%+367
nan
NASDAQ EQT PREM
06,570+6,57003650.42%+365
nan
PURE US CANN ETF
049,589+49,58903630.42%+363
nan025,134+25,13403610.41%+361
nan(AVGO)0222+22203560.41%+356
nan
AUTNMUS TECHNLGY
06,465+6,46503560.41%+356
nan
LEISU ENTMT ETF
07,618+7,61803460.40%+346
nan(BA)01,801+1,80103280.38%+328
nan
ST STR SP500DIV
08,130+8,13003270.38%+327
nan(PLD)02,873+2,87303230.37%+323
nan01,550+1,55003150.36%+315
nan(COST)0369+36903140.36%+314
nan
ST STR BL LN ETF
07,500+7,50003140.36%+314
nan015,633+15,63303120.36%+312
nan
ST STR DOW REIT
03,339+3,33903110.36%+311
nan
ST STR UTIL ETF
04,500+4,50003070.35%+307
nan(MS)03,097+3,09703010.35%+301
nan02,000+2,00003010.35%+301
nan
RISNG DIVD ACHIV
05,428+5,42802970.34%+297
nan02,500+2,50002920.34%+292
nan07,336+7,33602920.33%+292
nan
SOUNDWATCH HEDGD
010,555+10,55502890.33%+289
nan016,032+16,03202810.32%+281
nan(RTX)02,733+2,73302740.31%+274
nan(UTG)010,000+10,00002730.31%+273
nan(QCOM)01,352+1,35202690.31%+269
nan(JNJ)01,808+1,80802640.30%+264
nan(TSLA)01,325+1,32502620.30%+262
nan(C)04,111+4,11102610.30%+261
nan
CORE DIV GRWTH
04,506+4,50602600.30%+260
nan(DIS)02,523+2,52302510.29%+251
nan
ST STR SP BIOT
02,680+2,68002480.28%+248
nan03,055+3,05502480.28%+248
nan02,913+2,91302380.27%+238
nan01,295+1,29502360.27%+236
nan026,357+26,35702280.26%+228
nan(KO)03,550+3,55002260.26%+226
nan(WT)07,155+7,15502230.26%+223
nan(RITM)020,000+20,00002180.25%+218
nan
GLOBAL X COPPER
04,731+4,73102130.24%+213
nan(PHYS)011,431+11,43102060.24%+206
nan070,995+70,99501810.21%+181
nan0180,211+180,21101750.20%+175
nan(AGNC)017,000+17,00001620.19%+162
nan
COM SHS
010,000+10,0000560.06%+56
nan
PURE CANNABIS
014,555+14,5550490.06%+49
BRAEMAR HOTELS & RESORTS INC10,0000-10,000200-20
NUVEEN CR STRATEGIES INCOME
COM SHS
10,0000-10,000560-56
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