Navigation Wealth Management as of June 30, 2023
Portfolio Holdings for Navigation Wealth Management
Navigation Wealth Management holds 3 positions in its portfolio as reported in the June 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) | 97.7 | $76M | 172k | 443.28 | |
Southwest Airlines (LUV) | 1.8 | $1.4M | 39k | 36.21 | |
Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.5 | $353k | 3.9k | 89.98 |