Navigation Wealth Management

Latest statistics and disclosures from Navigation Wealth Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are LUV, MODD, and represent 100.00% of Navigation Wealth Management's stock portfolio.
  • Added to shares of these 1 stock: MODD.
  • Started 1 new stock position in MODD.
  • Reduced shares in these 4 stocks: , LUV, , LODE.
  • Sold out of its positions in LODE, SPXL, SPY.
  • Navigation Wealth Management was a net seller of stock by $-84M.
  • Navigation Wealth Management has $247k in assets under management (AUM), dropping by -99.71%.
  • Central Index Key (CIK): 0001839930

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Positions held by Navigation Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Navigation Wealth Management

Navigation Wealth Management holds 2 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Southwest Airlines (LUV) 86.3 $213k -81% 7.3k 29.19
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Modular Med Com New (MODD) 13.7 $34k NEW 18k 1.85
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Past Filings by Navigation Wealth Management

SEC 13F filings are viewable for Navigation Wealth Management going back to 2020