Navigation Wealth Management as of March 31, 2023
Portfolio Holdings for Navigation Wealth Management
Navigation Wealth Management holds 4 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 87.5 | $71M | 174k | 409.39 | |
| Spdr Ser Tr Bloomberg High Y (JNK) | 10.6 | $8.6M | 93k | 92.82 | |
| Southwest Airlines (LUV) | 1.6 | $1.3M | 39k | 32.54 | |
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.3 | $283k | 3.9k | 73.18 |
